https://www.nashnova.com/feed/special/hong-kong-stocks-start-august-on-a-high-note-hsi-gains-0-48-percent-to-reclaim-8315 nashnova en 2026-08-03T08:47:29.654Z Hong Kong stocks start August on a high note, HSI gains 0.48% to reclaim 26,000 https://www.nashnova.com/feed/special/asml-optics-supplier-zeiss-ai-demand-can-be-met-capacity-continues-to-expand-8314 nashnova en 2026-08-03T08:45:49.122Z ASML Optics Supplier Zeiss: AI Demand Can Be Met, Capacity Continues to Expand https://www.nashnova.com/feed/special/boj-ai-demand-may-exert-sustained-upward-pressure-on-inflation-8313 nashnova en 2026-08-03T08:44:25.530Z BOJ: AI Demand May Exert Sustained Upward Pressure on Inflation https://www.nashnova.com/feed/special/germanys-june-retail-sales-drop-1-1-percent-mom-marking-largest-monthly-decline-8312 nashnova en 2026-08-03T08:39:19.155Z Germany's June Retail Sales Drop 1.1% MoM, Marking Largest Monthly Decline in Over a Year https://www.nashnova.com/feed/special/us-ai-chain-q2-earnings-beat-expectations-by-71-percent-setting-a-multi-decade-8311 nashnova en 2026-08-03T08:29:26.995Z US AI Chain Q2 Earnings Beat Expectations by 71%, Setting a Multi-Decade Record https://www.nashnova.com/feed/special/eurozone-july-manufacturing-pmi-rises-to-51-9-output-hits-4-5-year-high-but-8310 nashnova en 2026-08-03T08:15:37.073Z Eurozone July Manufacturing PMI Rises to 51.9, Output Hits 4.5-Year High but Demand Remains Weak https://www.nashnova.com/feed/special/ecb-iran-war-severely-undermines-eurozone-consumer-confidence-8309 nashnova en 2026-08-03T08:14:30.829Z ECB: Iran War Severely Undermines Eurozone Consumer Confidence https://www.nashnova.com/feed/special/germanys-july-manufacturing-pmi-rises-to-52-2-strongest-in-four-and-a-half-years-8308 nashnova en 2026-08-03T08:09:24.891Z Germany's July Manufacturing PMI Rises to 52.2, Strongest in Four and a Half Years https://www.nashnova.com/feed/special/tesla-july-european-registrations-diverge-france-up-86-percent-norway-down-97-8307 nashnova en 2026-08-03T08:04:22.628Z Tesla July European Registrations Diverge: France Up 86%, Norway Down 97% https://www.nashnova.com/feed/special/yen-appreciation-drives-asian-currencies-higher-korean-won-most-sensitive-8306 nashnova en 2026-08-03T07:45:38.376Z Yen Appreciation Drives Asian Currencies Higher; Korean Won Most Sensitive https://www.nashnova.com/feed/special/u-s-iran-diplomacy-lifts-european-stocks-energy-shares-drop-2-percent-while-8305 nashnova en 2026-08-03T07:44:37.595Z U.S.-Iran Diplomacy Lifts European Stocks: Energy Shares Drop 2% While Travel Stocks Gain 2.1% https://www.nashnova.com/feed/special/mufg-q1-net-profit-surges-48-percent-beating-analyst-expectations-8304 nashnova en 2026-08-03T07:29:45.837Z MUFG Q1 Net Profit Surges 48%, Beating Analyst Expectations https://www.nashnova.com/feed/special/oxford-economics-chinas-q3-fiscal-push-window-has-arrived-8303 nashnova en 2026-08-03T07:19:21.137Z Oxford Economics: China's Q3 Fiscal Push Window Has Arrived https://www.nashnova.com/feed/special/goldman-sachs-china-ai-stocks-severely-underweight-hong-kong-market-may-present-8302 nashnova en 2026-08-03T07:09:20.196Z Goldman Sachs: China AI Stocks Severely Underweight, Hong Kong Market May Present Rotation Opportunity https://www.nashnova.com/feed/special/chinas-social-security-fund-increased-a-share-holdings-in-first-seven-months-8301 nashnova en 2026-08-03T06:49:25.871Z China's Social Security Fund Increased A-Share Holdings in First Seven Months, Semiconductors Account for Nearly 60% of Portfolio https://www.nashnova.com/feed/special/palantir-q2-earnings-preview-growth-and-margins-may-both-be-peaking-8300 nashnova en 2026-08-03T06:39:34.099Z Palantir Q2 Earnings Preview: Growth and Margins May Both Be Peaking https://www.nashnova.com/feed/special/japan-july-manufacturing-pmi-final-reading-at-54-5-expanding-for-seven-8299 nashnova en 2026-08-03T06:19:22.458Z Japan July Manufacturing PMI Final Reading at 54.5, Expanding for Seven Consecutive Months https://www.nashnova.com/feed/special/deepseek-v4-flash-operating-costs-far-below-comparable-models-8298 nashnova en 2026-08-03T05:54:22.825Z DeepSeek V4-Flash Operating Costs Far Below Comparable Models https://www.nashnova.com/feed/special/apple-flags-advanced-node-capacity-crunch-as-2nm-competition-intensifies-8297 nashnova en 2026-08-03T04:11:40.455Z Apple Flags Advanced Node Capacity Crunch as 2nm Competition Intensifies https://www.nashnova.com/feed/special/sk-on-q2-posts-record-quarterly-profit-since-listing-8296 nashnova en 2026-08-03T04:10:33.587Z SK On Q2 Posts Record Quarterly Profit Since Listing https://www.nashnova.com/feed/special/xiaomi-raises-flagship-phone-prices-for-third-time-this-year-as-chip-and-memory-8295 nashnova en 2026-08-03T04:09:36.563Z Xiaomi Raises Flagship Phone Prices for Third Time This Year as Chip and Memory Costs Continue to Climb https://www.nashnova.com/feed/special/shein-plans-to-compensate-late-stage-investors-to-align-with-hong-kong-ipo-8294 nashnova en 2026-08-03T04:04:42.561Z Shein Plans to Compensate Late-Stage Investors to Align with Hong Kong IPO Valuation https://www.nashnova.com/feed/special/gelsinger-joins-xlight-plans-to-bring-tsmc-into-u-s-domestic-lithography-project-8293 nashnova en 2026-08-03T03:19:24.189Z Gelsinger Joins xLight, Plans to Bring TSMC into U.S. Domestic Lithography Project https://www.nashnova.com/feed/special/u-s-ban-on-chinese-ai-models-could-cost-enterprises-up-to-12-billion-annually-8292 nashnova en 2026-08-03T03:09:18.297Z U.S. Ban on Chinese AI Models Could Cost Enterprises Up to $12 Billion Annually https://www.nashnova.com/feed/special/alibaba-launches-qwen3-8-max-with-2-4-trillion-parameters-benchmarking-against-8291 nashnova en 2026-08-03T02:49:35.037Z Alibaba Launches Qwen3.8-Max with 2.4 Trillion Parameters, Benchmarking Against Anthropic https://www.nashnova.com/feed/special/fanuc-shares-suffer-biggest-single-day-drop-in-40-years-8290 nashnova en 2026-08-03T02:39:21.384Z Fanuc Shares Suffer Biggest Single-Day Drop in 40 Years https://www.nashnova.com/feed/special/hkex-5-year-treasury-bond-futures-officially-listed-filling-offshore-hedging-gap-8289 nashnova en 2026-08-03T02:34:50.266Z HKEX 5-Year Treasury Bond Futures Officially Listed, Filling Offshore Hedging Gap https://www.nashnova.com/feed/special/doosan-acquires-sk-siltron-for-krw-2-3-trillion-expanding-into-semiconductor-8288 nashnova en 2026-08-03T02:17:04.130Z Doosan Acquires SK Siltron for KRW 2.3 Trillion, Expanding into Semiconductor Wafer Supply Chain https://www.nashnova.com/feed/special/japan-plans-to-use-fed-repo-facility-to-defend-yen-reducing-pressure-from-8287 nashnova en 2026-08-03T02:15:51.335Z Japan Plans to Use Fed Repo Facility to Defend Yen, Reducing Pressure from Selling U.S. Treasuries https://www.nashnova.com/feed/special/iron-ore-drops-to-over-one-year-low-as-trader-scandal-compounds-weak-demand-8286 nashnova en 2026-08-03T02:14:34.298Z Iron Ore Drops to Over One-Year Low as Trader Scandal Compounds Weak Demand https://www.nashnova.com/feed/special/chinas-july-manufacturing-pmi-falls-to-50-9-8285 nashnova en 2026-08-03T01:49:16.901Z China's July Manufacturing PMI Falls to 50.9 https://www.nashnova.com/feed/special/korean-chip-stocks-retreat-monday-samsung-and-sk-hynix-each-drop-9-percent-8284 nashnova en 2026-08-03T01:24:38.728Z Korean Chip Stocks Retreat Monday, Samsung and SK Hynix Each Drop ~9% https://www.nashnova.com/feed/special/ai-server-demand-drives-revival-of-long-term-mlcc-supply-agreements-8283 nashnova en 2026-08-03T00:26:58.428Z AI Server Demand Drives Revival of Long-Term MLCC Supply Agreements https://www.nashnova.com/feed/special/u-s-fcc-adds-robots-to-restricted-list-blocking-unitree-robotics-new-products-8282 nashnova en 2026-08-03T00:25:42.341Z U.S. FCC Adds Robots to Restricted List, Blocking Unitree Robotics' New Products from Entering the U.S. https://www.nashnova.com/feed/special/catl-rises-to-3rd-largest-global-auto-supplier-8281 nashnova en 2026-08-03T00:24:28.388Z CATL Rises to 3rd Largest Global Auto Supplier https://www.nashnova.com/feed/special/cxmt-surges-523-percent-in-ipo-week-as-analyst-price-targets-show-widest-8280 nashnova en 2026-08-03T00:20:14.040Z CXMT Surges 523% in IPO Week as Analyst Price Targets Show Widest Divergence in Asia https://www.nashnova.com/feed/special/morgan-stanley-upgrades-south-korean-equities-to-overweight-targeting-36-percent-8279 nashnova en 2026-08-03T00:10:58.195Z Morgan Stanley Upgrades South Korean Equities to Overweight, Targeting 36% Upside https://www.nashnova.com/feed/special/jpmorgan-u-s-treasury-has-limited-ammunition-for-yen-intervention-8278 nashnova en 2026-08-03T00:09:43.240Z JPMorgan: U.S. Treasury Has Limited Ammunition for Yen Intervention https://www.nashnova.com/feed/special/toyota-q2-operating-profit-expected-to-decline-for-fifth-consecutive-quarter-8277 nashnova en 2026-08-02T23:14:33.961Z Toyota Q2 Operating Profit Expected to Decline for Fifth Consecutive Quarter https://www.nashnova.com/feed/special/xpeng-nio-and-li-auto-all-see-july-sales-decline-as-price-war-concerns-intensify-8276 nashnova en 2026-08-02T23:09:21.312Z XPeng, NIO, and Li Auto All See July Sales Decline as Price War Concerns Intensify https://www.nashnova.com/feed/special/us-iran-ceasefire-signals-trigger-sharp-oil-sell-off-brent-drops-over-8-percent-8275 nashnova en 2026-08-02T22:44:59.417Z US-Iran Ceasefire Signals Trigger Sharp Oil Sell-Off, Brent Drops Over 8% https://www.nashnova.com/feed/special/goldman-sachs-prime-desk-net-buying-hits-highest-level-since-november-2020-8274 nashnova en 2026-08-02T22:20:05.427Z Goldman Sachs Prime Desk Net Buying Hits Highest Level Since November 2020 https://www.nashnova.com/feed/special/trump-calls-yen-intervention-a-signal-of-friendship-8273 nashnova en 2026-08-02T22:04:34.971Z Trump Calls Yen Intervention a "Signal of Friendship" https://www.nashnova.com/feed/special/astrazeneca-and-bristol-myers-squibb-in-merger-talks-valued-at-nearly-400-8272 nashnova en 2026-08-02T18:54:18.317Z AstraZeneca and Bristol-Myers Squibb in Merger Talks Valued at Nearly $400 Billion https://www.nashnova.com/feed/special/japans-corporate-capital-expenditure-hits-record-high-led-by-ai-and-factory-8271 nashnova en 2026-08-02T18:19:59.501Z Japan's Corporate Capital Expenditure Hits Record High, Led by AI and Factory Investment https://www.nashnova.com/feed/special/rubin-ultra-downgrade-rumors-hbm4e-demand-under-pressure-memory-stock-valuations-8270 nashnova en 2026-08-02T17:45:10.163Z Rubin Ultra Downgrade Rumors: HBM4E Demand Under Pressure, Memory Stock Valuations Reassessed https://www.nashnova.com/feed/special/multiple-u-s-states-revoke-data-center-tax-incentives-ai-computing-costs-may-8269 nashnova en 2026-08-02T17:09:45.067Z Multiple U.S. States Revoke Data Center Tax Incentives, AI Computing Costs May Rise 7% https://www.nashnova.com/feed/special/u-s-financial-sector-surges-6-3-percent-in-july-to-record-high-september-rate-8268 nashnova en 2026-08-02T12:19:51.540Z U.S. Financial Sector Surges 6.3% in July to Record High; September Rate Hike Expectations Emerge as Key Wildcard https://www.nashnova.com/feed/special/xing-ziqiang-ai-investment-enters-halftime-a-9-24-style-reversal-is-unlikely-8267 nashnova en 2026-08-02T12:15:13.546Z Xing Ziqiang: AI Investment Enters Halftime, a 9·24-Style Reversal Is Unlikely https://www.nashnova.com/feed/special/jpmorgan-private-bank-s-and-p-500-to-rise-over-10-percent-in-the-next-year-8266 nashnova en 2026-08-02T10:45:36.307Z JPMorgan Private Bank: S&P 500 to Rise Over 10% in the Next Year https://www.nashnova.com/feed/special/two-indicators-signal-ai-capital-spending-boom-may-be-cooling-off-8265 nashnova en 2026-08-02T10:44:24.181Z Two Indicators Signal: AI Capital Spending Boom May Be Cooling Off https://www.nashnova.com/feed/special/citic-securities-a-share-correction-largely-over-august-recovery-expected-8264 nashnova en 2026-08-02T10:01:11.542Z CITIC Securities: A-Share Correction Largely Over, August Recovery Expected https://www.nashnova.com/feed/special/markets-price-in-september-rate-hike-ahead-of-jackson-hole-as-morgan-stanley-8263 nashnova en 2026-08-02T09:59:42.942Z Markets Price in September Rate Hike Ahead of Jackson Hole as Morgan Stanley Warns of Tail Risks https://www.nashnova.com/feed/special/us-and-eu-simultaneously-restrict-chinese-solar-inverters-supply-chain-pressure-8262 nashnova en 2026-08-02T09:04:24.421Z US and EU Simultaneously Restrict Chinese Solar Inverters, Supply Chain Pressure Mounts https://www.nashnova.com/feed/special/seven-opec-nations-agree-in-principle-to-increase-output-by-188k-bpd-again-in-8261 nashnova en 2026-08-02T08:59:53.756Z Seven OPEC+ Nations Agree in Principle to Increase Output by 188K Bpd Again in September https://www.nashnova.com/feed/special/pboc-sets-tone-for-h2-timely-policy-tool-adjustments-to-boost-domestic-demand-8260 nashnova en 2026-08-02T08:39:47.752Z PBOC Sets Tone for H2: Timely Policy Tool Adjustments to Boost Domestic Demand https://www.nashnova.com/feed/special/samsungs-long-term-contracts-cap-downside-but-not-upside-dram-spot-prices-to-8259 nashnova en 2026-08-02T08:29:58.361Z Samsung's Long-Term Contracts Cap Downside but Not Upside, DRAM Spot Prices to Keep Rebounding Through Q4 https://www.nashnova.com/feed/special/memory-etf-sells-samsung-to-buy-changxin-chinese-dram-enters-international-8258 nashnova en 2026-08-02T06:50:15.925Z Memory ETF Sells Samsung to Buy ChangXin: Chinese DRAM Enters International Mainstream Portfolio for the First Time https://www.nashnova.com/feed/special/g10-liquidity-indicator-turns-negative-semiconductor-stocks-may-face-pressure-8257 nashnova en 2026-08-02T06:49:20.977Z G10 Liquidity Indicator Turns Negative, Semiconductor Stocks May Face Pressure https://www.nashnova.com/feed/special/morgan-stanley-ai-sector-pullback-is-technical-not-fundamental-8256 nashnova en 2026-08-02T03:14:57.338Z Morgan Stanley: AI Sector Pullback Is Technical, Not Fundamental https://www.nashnova.com/feed/special/key-events-next-week-u-s-nonfarm-payrolls-china-cpi-spacexs-first-earnings-8255 nashnova en 2026-08-02T02:55:08.547Z Key Events Next Week: U.S. Nonfarm Payrolls, China CPI, SpaceX's First Earnings Report https://www.nashnova.com/feed/special/trump-announces-cancellation-of-iran-strike-conditional-on-reaching-a-quick-deal-8254 nashnova en 2026-08-02T02:44:35.000Z Trump Announces Cancellation of Iran Strike, Conditional on Reaching a Quick Deal https://www.nashnova.com/feed/special/foreign-investors-single-day-net-buying-of-korean-stocks-hits-record-citi-8253 nashnova en 2026-08-02T01:49:49.692Z Foreign Investors' Single-Day Net Buying of Korean Stocks Hits Record; Citi Maintains KOSPI Target of 3,000 https://www.nashnova.com/feed/special/north-american-tech-giants-cds-spreads-widen-across-the-board-in-july-as-ai-8252 nashnova en 2026-08-02T01:24:49.496Z North American Tech Giants' CDS Spreads Widen Across the Board in July as AI Spending Spree Triggers Credit Risk Repricing https://www.nashnova.com/feed/special/openais-new-model-astra-solves-10-fields-medal-level-math-problems-8251 nashnova en 2026-08-02T00:21:34.969Z OpenAI's New Model Astra Solves 10 Fields Medal-Level Math Problems https://www.nashnova.com/feed/special/csc-ai-computing-hardware-remains-highly-prosperous-software-recovery-signals-8250 nashnova en 2026-08-02T00:20:07.580Z CSC: AI Computing Hardware Remains Highly Prosperous, Software Recovery Signals Increasing https://www.nashnova.com/feed/special/goldman-sachs-equities-trading-revenue-hits-record-high-in-single-quarter-8249 nashnova en 2026-08-01T20:24:56.647Z Goldman Sachs Equities Trading Revenue Hits Record High in Single Quarter, Surging 72% YoY https://www.nashnova.com/feed/special/asias-ai-computing-expansion-hits-power-bottleneck-8248 nashnova en 2026-08-01T20:09:37.335Z Asia's AI Computing Expansion Hits Power Bottleneck https://www.nashnova.com/feed/special/goldman-sachs-the-most-intense-capital-competition-cycle-in-history-is-here-and-8247 nashnova en 2026-08-01T18:10:04.142Z Goldman Sachs: The Most Intense Capital Competition Cycle in History Is Here, and the Fed Is Just a Bystander https://www.nashnova.com/feed/special/south-koreas-nand-export-unit-price-drops-for-first-time-in-nearly-10-months-8246 nashnova en 2026-08-01T16:09:58.116Z South Korea's NAND Export Unit Price Drops for First Time in Nearly 10 Months, While SSDs Remain Strong https://www.nashnova.com/feed/special/the-era-of-ai-agent-attacks-has-arrived-openais-breach-into-hugging-face-8245 nashnova en 2026-08-01T12:19:38.475Z The Era of AI Agent Attacks Has Arrived: OpenAI's Breach into Hugging Face Triggers Security Alarm https://www.nashnova.com/feed/special/byd-july-global-sales-up-21-8-percent-overseas-shipments-double-8244 nashnova en 2026-08-01T11:19:23.935Z BYD July Global Sales Up 21.8%, Overseas Shipments Double https://www.nashnova.com/feed/special/s-and-p-500-equal-weight-index-posts-record-outperformance-over-nasdaq-100-in-8243 nashnova en 2026-08-01T11:14:33.963Z S&P 500 Equal-Weight Index Posts Record Outperformance Over Nasdaq 100 in July https://www.nashnova.com/feed/special/qatar-lng-tanker-attacked-again-strait-of-hormuz-risk-escalates-8242 nashnova en 2026-08-01T10:39:42.809Z Qatar LNG Tanker Attacked Again, Strait of Hormuz Risk Escalates https://www.nashnova.com/zh/feed/special/8316 nashnova zh-cn 2026-08-03T09:00:36.758Z 伊朗称霍尔木兹谈判进入尾声，特朗普取消军事打击 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-start-august-on-a-high-note-hsi-gains-0-48-percent-to-reclaim-8315 nashnova zh-cn 2026-08-03T08:47:29.654Z 港股8月开门红，恒指涨0.48%收复两万六 https://www.nashnova.com/zh/feed/special/asml-optics-supplier-zeiss-ai-demand-can-be-met-capacity-continues-to-expand-8314 nashnova zh-cn 2026-08-03T08:45:49.122Z ASML光学供应商蔡司：AI需求可满足，产能持续扩张 https://www.nashnova.com/zh/feed/special/boj-ai-demand-may-exert-sustained-upward-pressure-on-inflation-8313 nashnova zh-cn 2026-08-03T08:44:25.530Z 日本央行：AI需求或对通胀产生持续上行压力 https://www.nashnova.com/zh/feed/special/germanys-june-retail-sales-drop-1-1-percent-mom-marking-largest-monthly-decline-8312 nashnova zh-cn 2026-08-03T08:39:19.155Z 德国6月零售销售环比降1.1%，创逾一年最大单月跌幅 https://www.nashnova.com/zh/feed/special/us-ai-chain-q2-earnings-beat-expectations-by-71-percent-setting-a-multi-decade-8311 nashnova zh-cn 2026-08-03T08:29:26.995Z 美股AI链Q2盈利超预期71%，创数十年纪录 https://www.nashnova.com/zh/feed/special/eurozone-july-manufacturing-pmi-rises-to-51-9-output-hits-4-5-year-high-but-8310 nashnova zh-cn 2026-08-03T08:15:37.073Z 欧元区7月制造业PMI升至51.9，产出创四年半新高但需求仍疲软 https://www.nashnova.com/zh/feed/special/ecb-iran-war-severely-undermines-eurozone-consumer-confidence-8309 nashnova zh-cn 2026-08-03T08:14:30.829Z 欧洲央行：伊朗战争重创欧元区消费信心 https://www.nashnova.com/zh/feed/special/germanys-july-manufacturing-pmi-rises-to-52-2-strongest-in-four-and-a-half-years-8308 nashnova zh-cn 2026-08-03T08:09:24.891Z 德国7月制造业PMI升至52.2，创四年半来最强 https://www.nashnova.com/zh/feed/special/tesla-july-european-registrations-diverge-france-up-86-percent-norway-down-97-8307 nashnova zh-cn 2026-08-03T08:04:22.628Z 特斯拉7月欧洲注册量分化：法国涨86%，挪威跌97% https://www.nashnova.com/zh/feed/special/yen-appreciation-drives-asian-currencies-higher-korean-won-most-sensitive-8306 nashnova zh-cn 2026-08-03T07:45:38.376Z 日元升值带动亚洲货币走强，韩元最敏感 https://www.nashnova.com/zh/feed/special/u-s-iran-diplomacy-lifts-european-stocks-energy-shares-drop-2-percent-while-8305 nashnova zh-cn 2026-08-03T07:44:37.595Z 美伊外交提振欧股，能源股跌2%旅游股涨2.1% https://www.nashnova.com/zh/feed/special/mufg-q1-net-profit-surges-48-percent-beating-analyst-expectations-8304 nashnova zh-cn 2026-08-03T07:29:45.837Z 三菱日联Q1净利润大增48%，超分析师预期 https://www.nashnova.com/zh/feed/special/oxford-economics-chinas-q3-fiscal-push-window-has-arrived-8303 nashnova zh-cn 2026-08-03T07:19:21.137Z 牛津经济研究院：中国Q3财政发力窗口已至 https://www.nashnova.com/zh/feed/special/goldman-sachs-china-ai-stocks-severely-underweight-hong-kong-market-may-present-8302 nashnova zh-cn 2026-08-03T07:09:20.196Z 高盛：中国AI股配置严重不足，港股或成轮动机会 https://www.nashnova.com/zh/feed/special/chinas-social-security-fund-increased-a-share-holdings-in-first-seven-months-8301 nashnova zh-cn 2026-08-03T06:49:25.871Z 中国社保基金前七月增持A股，半导体占持仓近六成 https://www.nashnova.com/zh/feed/special/palantir-q2-earnings-preview-growth-and-margins-may-both-be-peaking-8300 nashnova zh-cn 2026-08-03T06:39:34.099Z Palantir Q2财报前瞻：增速与利润率或双双见顶 https://www.nashnova.com/zh/feed/special/japan-july-manufacturing-pmi-final-reading-at-54-5-expanding-for-seven-8299 nashnova zh-cn 2026-08-03T06:19:22.458Z 日本7月制造业PMI终值54.5，连扩七个月 https://www.nashnova.com/zh/feed/special/deepseek-v4-flash-operating-costs-far-below-comparable-models-8298 nashnova zh-cn 2026-08-03T05:54:22.825Z DeepSeek V4-Flash运行成本远低同类模型 https://www.nashnova.com/zh/feed/special/apple-flags-advanced-node-capacity-crunch-as-2nm-competition-intensifies-8297 nashnova zh-cn 2026-08-03T04:11:40.455Z 苹果称先进制程产能吃紧，2nm争夺加剧 https://www.nashnova.com/zh/feed/special/sk-on-q2-posts-record-quarterly-profit-since-listing-8296 nashnova zh-cn 2026-08-03T04:10:33.587Z SK On Q2创上市以来季度利润纪录 https://www.nashnova.com/zh/feed/special/xiaomi-raises-flagship-phone-prices-for-third-time-this-year-as-chip-and-memory-8295 nashnova zh-cn 2026-08-03T04:09:36.563Z 小米年内第三次上调旗舰机价格，芯片存储成本持续攀升 https://www.nashnova.com/zh/feed/special/shein-plans-to-compensate-late-stage-investors-to-align-with-hong-kong-ipo-8294 nashnova zh-cn 2026-08-03T04:04:42.561Z Shein拟向后期投资者补偿以对齐港股IPO估值 https://www.nashnova.com/zh/feed/special/gelsinger-joins-xlight-plans-to-bring-tsmc-into-u-s-domestic-lithography-project-8293 nashnova zh-cn 2026-08-03T03:19:24.189Z 格尔辛格加入xLight，拟引台积电参与美国本土光刻项目 https://www.nashnova.com/zh/feed/special/u-s-ban-on-chinese-ai-models-could-cost-enterprises-up-to-12-billion-annually-8292 nashnova zh-cn 2026-08-03T03:09:18.297Z 美国若禁中国AI模型，企业年损或达120亿美元 https://www.nashnova.com/zh/feed/special/alibaba-launches-qwen3-8-max-with-2-4-trillion-parameters-benchmarking-against-8291 nashnova zh-cn 2026-08-03T02:49:35.037Z 阿里巴巴发布Qwen3.8-Max，2.4万亿参数对标Anthropic https://www.nashnova.com/zh/feed/special/fanuc-shares-suffer-biggest-single-day-drop-in-40-years-8290 nashnova zh-cn 2026-08-03T02:39:21.384Z 发那科股价创40年最大单日跌幅 https://www.nashnova.com/zh/feed/special/hkex-5-year-treasury-bond-futures-officially-listed-filling-offshore-hedging-gap-8289 nashnova zh-cn 2026-08-03T02:34:50.266Z 港交所5年期国债期货正式上市，填补离岸对冲空白 https://www.nashnova.com/zh/feed/special/doosan-acquires-sk-siltron-for-krw-2-3-trillion-expanding-into-semiconductor-8288 nashnova zh-cn 2026-08-03T02:17:04.130Z 斗山2.3万亿韩元收购SK Siltron，布局半导体晶圆产业链 https://www.nashnova.com/zh/feed/special/japan-plans-to-use-fed-repo-facility-to-defend-yen-reducing-pressure-from-8287 nashnova zh-cn 2026-08-03T02:15:51.335Z 日本拟用美联储回购工具护盘日元，减少抛售美债压力 https://www.nashnova.com/zh/feed/special/iron-ore-drops-to-over-one-year-low-as-trader-scandal-compounds-weak-demand-8286 nashnova zh-cn 2026-08-03T02:14:34.298Z 铁矿石跌至逾一年低点，交易商丑闻叠加需求疲软 https://www.nashnova.com/zh/feed/special/chinas-july-manufacturing-pmi-falls-to-50-9-8285 nashnova zh-cn 2026-08-03T01:49:16.901Z 中国7月制造业PMI降至50.9 https://www.nashnova.com/zh/feed/special/korean-chip-stocks-retreat-monday-samsung-and-sk-hynix-each-drop-9-percent-8284 nashnova zh-cn 2026-08-03T01:24:38.728Z 韩国芯片股周一回吐，三星SK海力士各跌约9% https://www.nashnova.com/zh/feed/special/ai-server-demand-drives-revival-of-long-term-mlcc-supply-agreements-8283 nashnova zh-cn 2026-08-03T00:26:58.428Z AI服务器需求推动MLCC长期供货协议复苏 https://www.nashnova.com/zh/feed/special/u-s-fcc-adds-robots-to-restricted-list-blocking-unitree-robotics-new-products-8282 nashnova zh-cn 2026-08-03T00:25:42.341Z 美国FCC将机器人列入限制清单，宇树科技新品入美受阻 https://www.nashnova.com/zh/feed/special/catl-rises-to-3rd-largest-global-auto-supplier-8281 nashnova zh-cn 2026-08-03T00:24:28.388Z 宁德时代跻身全球汽车供应商第3位 https://www.nashnova.com/zh/feed/special/cxmt-surges-523-percent-in-ipo-week-as-analyst-price-targets-show-widest-8280 nashnova zh-cn 2026-08-03T00:20:14.040Z 长鑫存储上市首周涨523%，分析师目标价分歧创亚洲之最 https://www.nashnova.com/zh/feed/special/morgan-stanley-upgrades-south-korean-equities-to-overweight-targeting-36-percent-8279 nashnova zh-cn 2026-08-03T00:10:58.195Z 摩根士丹利上调韩国股市至增持，目标指向36%涨幅 https://www.nashnova.com/zh/feed/special/jpmorgan-u-s-treasury-has-limited-ammunition-for-yen-intervention-8278 nashnova zh-cn 2026-08-03T00:09:43.240Z 摩根大通：美国财政部干预日元弹药有限 https://www.nashnova.com/zh/feed/special/toyota-q2-operating-profit-expected-to-decline-for-fifth-consecutive-quarter-8277 nashnova zh-cn 2026-08-02T23:14:33.961Z 丰田Q2营业利润预计连续第五季下滑 https://www.nashnova.com/zh/feed/special/xpeng-nio-and-li-auto-all-see-july-sales-decline-as-price-war-concerns-intensify-8276 nashnova zh-cn 2026-08-02T23:09:21.312Z 小鹏、蔚来、理想7月销量齐跌，价格战忧虑升温 https://www.nashnova.com/zh/feed/special/us-iran-ceasefire-signals-trigger-sharp-oil-sell-off-brent-drops-over-8-percent-8275 nashnova zh-cn 2026-08-02T22:44:59.417Z 美伊停火信号触发油价大跌，布伦特跌逾8% https://www.nashnova.com/zh/feed/special/goldman-sachs-prime-desk-net-buying-hits-highest-level-since-november-2020-8274 nashnova zh-cn 2026-08-02T22:20:05.427Z 高盛Prime Desk净买入创2020年11月以来最大 https://www.nashnova.com/zh/feed/special/trump-calls-yen-intervention-a-signal-of-friendship-8273 nashnova zh-cn 2026-08-02T22:04:34.971Z 特朗普称干预日元是"友谊信号" https://www.nashnova.com/zh/feed/special/astrazeneca-and-bristol-myers-squibb-in-merger-talks-valued-at-nearly-400-8272 nashnova zh-cn 2026-08-02T18:54:18.317Z 阿斯利康与百时美施贵宝洽谈合并，估值近4000亿美元 https://www.nashnova.com/zh/feed/special/japans-corporate-capital-expenditure-hits-record-high-led-by-ai-and-factory-8271 nashnova zh-cn 2026-08-02T18:19:59.501Z 日本企业资本开支创纪录，AI与工厂投资领跑 https://www.nashnova.com/zh/feed/special/rubin-ultra-downgrade-rumors-hbm4e-demand-under-pressure-memory-stock-valuations-8270 nashnova zh-cn 2026-08-02T17:45:10.163Z Rubin Ultra降配传闻：HBM4E需求受压，存储股估值重估 https://www.nashnova.com/zh/feed/special/multiple-u-s-states-revoke-data-center-tax-incentives-ai-computing-costs-may-8269 nashnova zh-cn 2026-08-02T17:09:45.067Z 美国多州撤销数据中心税收优惠，AI算力成本或增7% https://www.nashnova.com/zh/feed/special/u-s-financial-sector-surges-6-3-percent-in-july-to-record-high-september-rate-8268 nashnova zh-cn 2026-08-02T12:19:51.540Z 美国金融板块7月涨6.3%创新高，9月加息预期成最大变数 https://www.nashnova.com/zh/feed/special/xing-ziqiang-ai-investment-enters-halftime-a-9-24-style-reversal-is-unlikely-8267 nashnova zh-cn 2026-08-02T12:15:13.546Z 邢自强：AI投资进入半场休息，9·24式反转暂不会来 https://www.nashnova.com/zh/feed/special/jpmorgan-private-bank-s-and-p-500-to-rise-over-10-percent-in-the-next-year-8266 nashnova zh-cn 2026-08-02T10:45:36.307Z 小摩私人银行：S&P 500未来一年涨逾10% https://www.nashnova.com/zh/feed/special/two-indicators-signal-ai-capital-spending-boom-may-be-cooling-off-8265 nashnova zh-cn 2026-08-02T10:44:24.181Z 两项指标发出信号：AI资本开支热潮或将降温 https://www.nashnova.com/zh/feed/special/citic-securities-a-share-correction-largely-over-august-recovery-expected-8264 nashnova zh-cn 2026-08-02T10:01:11.542Z 中信证券：A股调整基本结束，8月修复可期 https://www.nashnova.com/zh/feed/special/markets-price-in-september-rate-hike-ahead-of-jackson-hole-as-morgan-stanley-8263 nashnova zh-cn 2026-08-02T09:59:42.942Z 杰克逊霍尔前市场押注9月加息，摩根士丹利警示尾部风险 https://www.nashnova.com/zh/feed/special/us-and-eu-simultaneously-restrict-chinese-solar-inverters-supply-chain-pressure-8262 nashnova zh-cn 2026-08-02T09:04:24.421Z 美欧同步限制中国光伏逆变器，供应链压力上升 https://www.nashnova.com/zh/feed/special/seven-opec-nations-agree-in-principle-to-increase-output-by-188k-bpd-again-in-8261 nashnova zh-cn 2026-08-02T08:59:53.756Z OPEC+七国原则同意9月再增产18.8万桶/日 https://www.nashnova.com/zh/feed/special/pboc-sets-tone-for-h2-timely-policy-tool-adjustments-to-boost-domestic-demand-8260 nashnova zh-cn 2026-08-02T08:39:47.752Z 央行定调下半年：适时调整工具、加力扩内需 https://www.nashnova.com/zh/feed/special/samsungs-long-term-contracts-cap-downside-but-not-upside-dram-spot-prices-to-8259 nashnova zh-cn 2026-08-02T08:29:58.361Z 三星长协限跌不限涨，DRAM现货四季度前持续反弹 https://www.nashnova.com/zh/feed/special/memory-etf-sells-samsung-to-buy-changxin-chinese-dram-enters-international-8258 nashnova zh-cn 2026-08-02T06:50:15.925Z 存储ETF减持三星换仓长鑫，中国DRAM首入国际主流产品 https://www.nashnova.com/zh/feed/special/g10-liquidity-indicator-turns-negative-semiconductor-stocks-may-face-pressure-8257 nashnova zh-cn 2026-08-02T06:49:20.977Z G10流动性指标转负，半导体股或承压 https://www.nashnova.com/zh/feed/special/morgan-stanley-ai-sector-pullback-is-technical-not-fundamental-8256 nashnova zh-cn 2026-08-02T03:14:57.338Z 摩根士丹利：AI板块回调是技术面而非基本面 https://www.nashnova.com/zh/feed/special/key-events-next-week-u-s-nonfarm-payrolls-china-cpi-spacexs-first-earnings-8255 nashnova zh-cn 2026-08-02T02:55:08.547Z 下周重磅：美国非农、中国CPI、SpaceX首份财报 https://www.nashnova.com/zh/feed/special/trump-announces-cancellation-of-iran-strike-conditional-on-reaching-a-quick-deal-8254 nashnova zh-cn 2026-08-02T02:44:35.000Z 特朗普宣布取消对伊朗攻击，条件是快速达成协议 https://www.nashnova.com/zh/feed/special/foreign-investors-single-day-net-buying-of-korean-stocks-hits-record-citi-8253 nashnova zh-cn 2026-08-02T01:49:49.692Z 外资单日净买入韩股创纪录，花旗维持KOSPI目标万点 https://www.nashnova.com/zh/feed/special/north-american-tech-giants-cds-spreads-widen-across-the-board-in-july-as-ai-8252 nashnova zh-cn 2026-08-02T01:24:49.496Z 北美科技巨头CDS七月全线走阔，AI烧钱引发信用风险重定价 https://www.nashnova.com/zh/feed/special/openais-new-model-astra-solves-10-fields-medal-level-math-problems-8251 nashnova zh-cn 2026-08-02T00:21:34.969Z OpenAI新模型Astra攻克10项菲尔兹奖级数学难题 https://www.nashnova.com/zh/feed/special/csc-ai-computing-hardware-remains-highly-prosperous-software-recovery-signals-8250 nashnova zh-cn 2026-08-02T00:20:07.580Z 中信建投：AI算力硬件高景气，软件业绩修复信号增多 https://www.nashnova.com/zh/feed/special/goldman-sachs-equities-trading-revenue-hits-record-high-in-single-quarter-8249 nashnova zh-cn 2026-08-01T20:24:56.647Z 高盛股票交易收入单季创纪录，同比飙升72% https://www.nashnova.com/zh/feed/special/asias-ai-computing-expansion-hits-power-bottleneck-8248 nashnova zh-cn 2026-08-01T20:09:37.335Z 亚洲AI算力扩张遭遇电力瓶颈 https://www.nashnova.com/zh/feed/special/goldman-sachs-the-most-intense-capital-competition-cycle-in-history-is-here-and-8247 nashnova zh-cn 2026-08-01T18:10:04.142Z 高盛：史上最密集资本争夺周期来临，美联储只是旁观者 https://www.nashnova.com/zh/feed/special/south-koreas-nand-export-unit-price-drops-for-first-time-in-nearly-10-months-8246 nashnova zh-cn 2026-08-01T16:09:58.116Z 韩国NAND出口单价近10个月首降，SSD仍强 https://www.nashnova.com/zh/feed/special/the-era-of-ai-agent-attacks-has-arrived-openais-breach-into-hugging-face-8245 nashnova zh-cn 2026-08-01T12:19:38.475Z AI代理攻击时代到来，OpenAI闯入Hugging Face引发安全警报 https://www.nashnova.com/zh/feed/special/byd-july-global-sales-up-21-8-percent-overseas-shipments-double-8244 nashnova zh-cn 2026-08-01T11:19:23.935Z 比亚迪7月全球销量增21.8%，海外出货翻倍 https://www.nashnova.com/zh/feed/special/s-and-p-500-equal-weight-index-posts-record-outperformance-over-nasdaq-100-in-8243 nashnova zh-cn 2026-08-01T11:14:33.963Z 标普500等权重指数7月创纪录跑赢纳斯达克100 https://www.nashnova.com/zh/feed/special/qatar-lng-tanker-attacked-again-strait-of-hormuz-risk-escalates-8242 nashnova zh-cn 2026-08-01T10:39:42.809Z 卡塔尔LNG油轮再遭袭，霍尔木兹通道风险升级 https://www.nashnova.com/zh-hant/feed/special/8316 nashnova zh-tw 2026-08-03T09:00:36.758Z 伊朗稱霍爾木茲談判進入尾聲，特朗普取消軍事打擊 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-start-august-on-a-high-note-hsi-gains-0-48-percent-to-reclaim-8315 nashnova zh-tw 2026-08-03T08:47:29.654Z 港股8月開門紅，恒指漲0.48%收復兩萬六 https://www.nashnova.com/zh-hant/feed/special/asml-optics-supplier-zeiss-ai-demand-can-be-met-capacity-continues-to-expand-8314 nashnova zh-tw 2026-08-03T08:45:49.122Z ASML光學供應商蔡司：AI需求可滿足，產能持續擴張 https://www.nashnova.com/zh-hant/feed/special/boj-ai-demand-may-exert-sustained-upward-pressure-on-inflation-8313 nashnova zh-tw 2026-08-03T08:44:25.530Z 日本央行：AI需求或對通膨產生持續上行壓力 https://www.nashnova.com/zh-hant/feed/special/germanys-june-retail-sales-drop-1-1-percent-mom-marking-largest-monthly-decline-8312 nashnova zh-tw 2026-08-03T08:39:19.155Z 德國6月零售銷售環比降1.1%，創逾一年最大單月跌幅 https://www.nashnova.com/zh-hant/feed/special/us-ai-chain-q2-earnings-beat-expectations-by-71-percent-setting-a-multi-decade-8311 nashnova zh-tw 2026-08-03T08:29:26.995Z 美股AI鏈Q2盈利超預期71%，創數十年紀錄 https://www.nashnova.com/zh-hant/feed/special/eurozone-july-manufacturing-pmi-rises-to-51-9-output-hits-4-5-year-high-but-8310 nashnova zh-tw 2026-08-03T08:15:37.073Z 歐元區7月製造業PMI升至51.9，產出創四年半新高但需求仍疲軟 https://www.nashnova.com/zh-hant/feed/special/ecb-iran-war-severely-undermines-eurozone-consumer-confidence-8309 nashnova zh-tw 2026-08-03T08:14:30.829Z 歐洲央行：伊朗戰爭重創歐元區消費信心 https://www.nashnova.com/zh-hant/feed/special/germanys-july-manufacturing-pmi-rises-to-52-2-strongest-in-four-and-a-half-years-8308 nashnova zh-tw 2026-08-03T08:09:24.891Z 德國7月製造業PMI升至52.2，創四年半來最強 https://www.nashnova.com/zh-hant/feed/special/tesla-july-european-registrations-diverge-france-up-86-percent-norway-down-97-8307 nashnova zh-tw 2026-08-03T08:04:22.628Z 特斯拉7月歐洲註冊量分化：法國漲86%，挪威跌97% https://www.nashnova.com/zh-hant/feed/special/yen-appreciation-drives-asian-currencies-higher-korean-won-most-sensitive-8306 nashnova zh-tw 2026-08-03T07:45:38.376Z 日圓升值帶動亞洲貨幣走強，韓元最敏感 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-diplomacy-lifts-european-stocks-energy-shares-drop-2-percent-while-8305 nashnova zh-tw 2026-08-03T07:44:37.595Z 美伊外交提振歐股，能源股跌2%旅遊股漲2.1% https://www.nashnova.com/zh-hant/feed/special/mufg-q1-net-profit-surges-48-percent-beating-analyst-expectations-8304 nashnova zh-tw 2026-08-03T07:29:45.837Z 三菱日聯Q1淨利潤大增48%，超分析師預期 https://www.nashnova.com/zh-hant/feed/special/oxford-economics-chinas-q3-fiscal-push-window-has-arrived-8303 nashnova zh-tw 2026-08-03T07:19:21.137Z 牛津經濟研究院：中國Q3財政發力窗口已至 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-china-ai-stocks-severely-underweight-hong-kong-market-may-present-8302 nashnova zh-tw 2026-08-03T07:09:20.196Z 高盛：中國AI股配置嚴重不足，港股或成輪動機會 https://www.nashnova.com/zh-hant/feed/special/chinas-social-security-fund-increased-a-share-holdings-in-first-seven-months-8301 nashnova zh-tw 2026-08-03T06:49:25.871Z 中國社保基金前七月增持A股，半導體佔持倉近六成 https://www.nashnova.com/zh-hant/feed/special/palantir-q2-earnings-preview-growth-and-margins-may-both-be-peaking-8300 nashnova zh-tw 2026-08-03T06:39:34.099Z Palantir Q2財報前瞻：增速與利潤率或雙雙見頂 https://www.nashnova.com/zh-hant/feed/special/japan-july-manufacturing-pmi-final-reading-at-54-5-expanding-for-seven-8299 nashnova zh-tw 2026-08-03T06:19:22.458Z 日本7月製造業PMI終值54.5，連續擴張七個月 https://www.nashnova.com/zh-hant/feed/special/deepseek-v4-flash-operating-costs-far-below-comparable-models-8298 nashnova zh-tw 2026-08-03T05:54:22.825Z DeepSeek V4-Flash運行成本遠低同類模型 https://www.nashnova.com/zh-hant/feed/special/apple-flags-advanced-node-capacity-crunch-as-2nm-competition-intensifies-8297 nashnova zh-tw 2026-08-03T04:11:40.455Z 蘋果稱先進製程產能吃緊，2nm爭奪加劇 https://www.nashnova.com/zh-hant/feed/special/sk-on-q2-posts-record-quarterly-profit-since-listing-8296 nashnova zh-tw 2026-08-03T04:10:33.587Z SK On Q2創上市以來季度利潤紀錄 https://www.nashnova.com/zh-hant/feed/special/xiaomi-raises-flagship-phone-prices-for-third-time-this-year-as-chip-and-memory-8295 nashnova zh-tw 2026-08-03T04:09:36.563Z 小米年內第三次上調旗艦機價格，晶片存儲成本持續攀升 https://www.nashnova.com/zh-hant/feed/special/shein-plans-to-compensate-late-stage-investors-to-align-with-hong-kong-ipo-8294 nashnova zh-tw 2026-08-03T04:04:42.561Z Shein擬向後期投資者補償以對齊港股IPO估值 https://www.nashnova.com/zh-hant/feed/special/gelsinger-joins-xlight-plans-to-bring-tsmc-into-u-s-domestic-lithography-project-8293 nashnova zh-tw 2026-08-03T03:19:24.189Z 格爾辛格加入xLight，擬引台積電參與美國本土光刻項目 https://www.nashnova.com/zh-hant/feed/special/u-s-ban-on-chinese-ai-models-could-cost-enterprises-up-to-12-billion-annually-8292 nashnova zh-tw 2026-08-03T03:09:18.297Z 美國若禁中國AI模型，企業年損或達120億美元 https://www.nashnova.com/zh-hant/feed/special/alibaba-launches-qwen3-8-max-with-2-4-trillion-parameters-benchmarking-against-8291 nashnova zh-tw 2026-08-03T02:49:35.037Z 阿里巴巴發布Qwen3.8-Max，2.4萬億參數對標Anthropic https://www.nashnova.com/zh-hant/feed/special/fanuc-shares-suffer-biggest-single-day-drop-in-40-years-8290 nashnova zh-tw 2026-08-03T02:39:21.384Z 發那科股價創40年最大單日跌幅 https://www.nashnova.com/zh-hant/feed/special/hkex-5-year-treasury-bond-futures-officially-listed-filling-offshore-hedging-gap-8289 nashnova zh-tw 2026-08-03T02:34:50.266Z 港交所5年期國債期貨正式上市，填補離岸對沖空白 https://www.nashnova.com/zh-hant/feed/special/doosan-acquires-sk-siltron-for-krw-2-3-trillion-expanding-into-semiconductor-8288 nashnova zh-tw 2026-08-03T02:17:04.130Z 斗山2.3萬億韓元收購SK Siltron，佈局半導體晶圓產業鏈 https://www.nashnova.com/zh-hant/feed/special/japan-plans-to-use-fed-repo-facility-to-defend-yen-reducing-pressure-from-8287 nashnova zh-tw 2026-08-03T02:15:51.335Z 日本擬用美聯儲回購工具護盤日圓，減少拋售美債壓力 https://www.nashnova.com/zh-hant/feed/special/iron-ore-drops-to-over-one-year-low-as-trader-scandal-compounds-weak-demand-8286 nashnova zh-tw 2026-08-03T02:14:34.298Z 鐵礦石跌至逾一年低點，交易商醜聞疊加需求疲軟 https://www.nashnova.com/zh-hant/feed/special/chinas-july-manufacturing-pmi-falls-to-50-9-8285 nashnova zh-tw 2026-08-03T01:49:16.901Z 中國7月製造業PMI降至50.9 https://www.nashnova.com/zh-hant/feed/special/korean-chip-stocks-retreat-monday-samsung-and-sk-hynix-each-drop-9-percent-8284 nashnova zh-tw 2026-08-03T01:24:38.728Z 韓國晶片股週一回吐，三星SK海力士各跌約9% https://www.nashnova.com/zh-hant/feed/special/ai-server-demand-drives-revival-of-long-term-mlcc-supply-agreements-8283 nashnova zh-tw 2026-08-03T00:26:58.428Z AI伺服器需求推動MLCC長期供貨協議復甦 https://www.nashnova.com/zh-hant/feed/special/u-s-fcc-adds-robots-to-restricted-list-blocking-unitree-robotics-new-products-8282 nashnova zh-tw 2026-08-03T00:25:42.341Z 美國FCC將機器人列入限制清單，宇樹科技新品入美受阻 https://www.nashnova.com/zh-hant/feed/special/catl-rises-to-3rd-largest-global-auto-supplier-8281 nashnova zh-tw 2026-08-03T00:24:28.388Z 寧德時代躋身全球汽車供應商第3位 https://www.nashnova.com/zh-hant/feed/special/cxmt-surges-523-percent-in-ipo-week-as-analyst-price-targets-show-widest-8280 nashnova zh-tw 2026-08-03T00:20:14.040Z 長鑫存儲上市首週漲523%，分析師目標價分歧創亞洲之最 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-south-korean-equities-to-overweight-targeting-36-percent-8279 nashnova zh-tw 2026-08-03T00:10:58.195Z 摩根士丹利上調韓國股市至增持，目標指向36%漲幅 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-u-s-treasury-has-limited-ammunition-for-yen-intervention-8278 nashnova zh-tw 2026-08-03T00:09:43.240Z 摩根大通：美國財政部干預日圓彈藥有限 https://www.nashnova.com/zh-hant/feed/special/toyota-q2-operating-profit-expected-to-decline-for-fifth-consecutive-quarter-8277 nashnova zh-tw 2026-08-02T23:14:33.961Z 豐田Q2營業利潤預計連續第五季下滑 https://www.nashnova.com/zh-hant/feed/special/xpeng-nio-and-li-auto-all-see-july-sales-decline-as-price-war-concerns-intensify-8276 nashnova zh-tw 2026-08-02T23:09:21.312Z 小鵬、蔚來、理想7月銷量齊跌，價格戰憂慮升溫 https://www.nashnova.com/zh-hant/feed/special/us-iran-ceasefire-signals-trigger-sharp-oil-sell-off-brent-drops-over-8-percent-8275 nashnova zh-tw 2026-08-02T22:44:59.417Z 美伊停火信號觸發油價大跌，布蘭特跌逾8% https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-prime-desk-net-buying-hits-highest-level-since-november-2020-8274 nashnova zh-tw 2026-08-02T22:20:05.427Z 高盛Prime Desk淨買入創2020年11月以來最大 https://www.nashnova.com/zh-hant/feed/special/trump-calls-yen-intervention-a-signal-of-friendship-8273 nashnova zh-tw 2026-08-02T22:04:34.971Z 特朗普稱干預日元是「友誼信號」 https://www.nashnova.com/zh-hant/feed/special/astrazeneca-and-bristol-myers-squibb-in-merger-talks-valued-at-nearly-400-8272 nashnova zh-tw 2026-08-02T18:54:18.317Z 阿斯利康與百時美施貴寶洽談合併，估值近4000億美元 https://www.nashnova.com/zh-hant/feed/special/japans-corporate-capital-expenditure-hits-record-high-led-by-ai-and-factory-8271 nashnova zh-tw 2026-08-02T18:19:59.501Z 日本企業資本開支創紀錄，AI與工廠投資領跑 https://www.nashnova.com/zh-hant/feed/special/rubin-ultra-downgrade-rumors-hbm4e-demand-under-pressure-memory-stock-valuations-8270 nashnova zh-tw 2026-08-02T17:45:10.163Z Rubin Ultra降規傳聞：HBM4E需求受壓，記憶體股估值重估 https://www.nashnova.com/zh-hant/feed/special/multiple-u-s-states-revoke-data-center-tax-incentives-ai-computing-costs-may-8269 nashnova zh-tw 2026-08-02T17:09:45.067Z 美國多州撤銷數據中心稅收優惠，AI算力成本或增7% https://www.nashnova.com/zh-hant/feed/special/u-s-financial-sector-surges-6-3-percent-in-july-to-record-high-september-rate-8268 nashnova zh-tw 2026-08-02T12:19:51.540Z 美國金融板塊7月漲6.3%創新高，9月加息預期成最大變數 https://www.nashnova.com/zh-hant/feed/special/xing-ziqiang-ai-investment-enters-halftime-a-9-24-style-reversal-is-unlikely-8267 nashnova zh-tw 2026-08-02T12:15:13.546Z 邢自強：AI投資進入半場休息，9·24式反轉暫不會來 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-private-bank-s-and-p-500-to-rise-over-10-percent-in-the-next-year-8266 nashnova zh-tw 2026-08-02T10:45:36.307Z 小摩私人銀行：S&P 500未來一年漲逾10% https://www.nashnova.com/zh-hant/feed/special/two-indicators-signal-ai-capital-spending-boom-may-be-cooling-off-8265 nashnova zh-tw 2026-08-02T10:44:24.181Z 兩項指標發出信號：AI資本開支熱潮或將降溫 https://www.nashnova.com/zh-hant/feed/special/citic-securities-a-share-correction-largely-over-august-recovery-expected-8264 nashnova zh-tw 2026-08-02T10:01:11.542Z 中信證券：A股調整基本結束，8月修復可期 https://www.nashnova.com/zh-hant/feed/special/markets-price-in-september-rate-hike-ahead-of-jackson-hole-as-morgan-stanley-8263 nashnova zh-tw 2026-08-02T09:59:42.942Z 傑克遜霍爾前市場押注9月加息，摩根士丹利警示尾部風險 https://www.nashnova.com/zh-hant/feed/special/us-and-eu-simultaneously-restrict-chinese-solar-inverters-supply-chain-pressure-8262 nashnova zh-tw 2026-08-02T09:04:24.421Z 美歐同步限制中國光伏逆變器，供應鏈壓力上升 https://www.nashnova.com/zh-hant/feed/special/seven-opec-nations-agree-in-principle-to-increase-output-by-188k-bpd-again-in-8261 nashnova zh-tw 2026-08-02T08:59:53.756Z OPEC+七國原則同意9月再增產18.8萬桶/日 https://www.nashnova.com/zh-hant/feed/special/pboc-sets-tone-for-h2-timely-policy-tool-adjustments-to-boost-domestic-demand-8260 nashnova zh-tw 2026-08-02T08:39:47.752Z 央行定調下半年：適時調整工具、加力擴內需 https://www.nashnova.com/zh-hant/feed/special/samsungs-long-term-contracts-cap-downside-but-not-upside-dram-spot-prices-to-8259 nashnova zh-tw 2026-08-02T08:29:58.361Z 三星長協限跌不限漲，DRAM現貨四季度前持續反彈 https://www.nashnova.com/zh-hant/feed/special/memory-etf-sells-samsung-to-buy-changxin-chinese-dram-enters-international-8258 nashnova zh-tw 2026-08-02T06:50:15.925Z 存儲ETF減持三星換倉長鑫，中國DRAM首入國際主流產品 https://www.nashnova.com/zh-hant/feed/special/g10-liquidity-indicator-turns-negative-semiconductor-stocks-may-face-pressure-8257 nashnova zh-tw 2026-08-02T06:49:20.977Z G10流動性指標轉負，半導體股或承壓 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ai-sector-pullback-is-technical-not-fundamental-8256 nashnova zh-tw 2026-08-02T03:14:57.338Z 摩根士丹利：AI板塊回調是技術面而非基本面 https://www.nashnova.com/zh-hant/feed/special/key-events-next-week-u-s-nonfarm-payrolls-china-cpi-spacexs-first-earnings-8255 nashnova zh-tw 2026-08-02T02:55:08.547Z 下週重磅：美國非農、中國CPI、SpaceX首份財報 https://www.nashnova.com/zh-hant/feed/special/trump-announces-cancellation-of-iran-strike-conditional-on-reaching-a-quick-deal-8254 nashnova zh-tw 2026-08-02T02:44:35.000Z 特朗普宣布取消對伊朗攻擊，條件是快速達成協議 https://www.nashnova.com/zh-hant/feed/special/foreign-investors-single-day-net-buying-of-korean-stocks-hits-record-citi-8253 nashnova zh-tw 2026-08-02T01:49:49.692Z 外資單日淨買入韓股創紀錄，花旗維持KOSPI目標萬點 https://www.nashnova.com/zh-hant/feed/special/north-american-tech-giants-cds-spreads-widen-across-the-board-in-july-as-ai-8252 nashnova zh-tw 2026-08-02T01:24:49.496Z 北美科技巨頭CDS七月全線走闊，AI燒錢引發信用風險重定價 https://www.nashnova.com/zh-hant/feed/special/openais-new-model-astra-solves-10-fields-medal-level-math-problems-8251 nashnova zh-tw 2026-08-02T00:21:34.969Z OpenAI新模型Astra攻克10項菲爾茲獎級數學難題 https://www.nashnova.com/zh-hant/feed/special/csc-ai-computing-hardware-remains-highly-prosperous-software-recovery-signals-8250 nashnova zh-tw 2026-08-02T00:20:07.580Z 中信建投：AI算力硬體高景氣，軟體業績修復信號增多 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-equities-trading-revenue-hits-record-high-in-single-quarter-8249 nashnova zh-tw 2026-08-01T20:24:56.647Z 高盛股票交易收入單季創紀錄，同比飆升72% https://www.nashnova.com/zh-hant/feed/special/asias-ai-computing-expansion-hits-power-bottleneck-8248 nashnova zh-tw 2026-08-01T20:09:37.335Z 亞洲AI算力擴張遭遇電力瓶頸 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-the-most-intense-capital-competition-cycle-in-history-is-here-and-8247 nashnova zh-tw 2026-08-01T18:10:04.142Z 高盛：史上最密集資本爭奪週期來臨，美聯儲只是旁觀者 https://www.nashnova.com/zh-hant/feed/special/south-koreas-nand-export-unit-price-drops-for-first-time-in-nearly-10-months-8246 nashnova zh-tw 2026-08-01T16:09:58.116Z 韓國NAND出口單價近10個月首降，SSD仍強 https://www.nashnova.com/zh-hant/feed/special/the-era-of-ai-agent-attacks-has-arrived-openais-breach-into-hugging-face-8245 nashnova zh-tw 2026-08-01T12:19:38.475Z AI代理攻擊時代到來，OpenAI闖入Hugging Face引發安全警報 https://www.nashnova.com/zh-hant/feed/special/byd-july-global-sales-up-21-8-percent-overseas-shipments-double-8244 nashnova zh-tw 2026-08-01T11:19:23.935Z 比亞迪7月全球銷量增21.8%，海外出貨翻倍 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-equal-weight-index-posts-record-outperformance-over-nasdaq-100-in-8243 nashnova zh-tw 2026-08-01T11:14:33.963Z 標普500等權重指數7月創紀錄跑贏納斯達克100 https://www.nashnova.com/zh-hant/feed/special/qatar-lng-tanker-attacked-again-strait-of-hormuz-risk-escalates-8242 nashnova zh-tw 2026-08-01T10:39:42.809Z 卡達LNG油輪再遭襲，霍爾木茲通道風險升級