https://www.nashnova.com/feed/special/caam-nev-monthly-sales-share-exceeds-60-percent-for-first-time-exports-top-one-9295 nashnova en 2026-08-12T07:25:22.694Z CAAM: NEV Monthly Sales Share Exceeds 60% for First Time; Exports Top One Million Units for Second Consecutive Month https://www.nashnova.com/feed/special/intel-ceo-lip-bu-tan-company-exploring-return-to-memory-market-9294 nashnova en 2026-08-12T07:19:47.532Z Intel CEO Lip-Bu Tan: Company Exploring Return to Memory Market https://www.nashnova.com/feed/special/morgan-stanley-upgrades-us-it-hardware-ratings-storage-leads-but-cyclical-risks-9293 nashnova en 2026-08-12T07:12:41.112Z Morgan Stanley Upgrades US IT Hardware Ratings: Storage Leads, but Cyclical Risks Flagged https://www.nashnova.com/feed/special/ocp-apac-2026-ai-compute-bottleneck-shifts-to-networking-copper-vs-optical-9292 nashnova en 2026-08-12T07:11:27.947Z OCP APAC 2026: AI Compute Bottleneck Shifts to Networking, Copper vs. Optical Interconnect Debate Intensifies https://www.nashnova.com/feed/special/cxmts-ddr5-yield-breaks-90-percent-narrowing-gap-with-samsung-to-just-2-3-9291 nashnova en 2026-08-12T07:10:01.415Z CXMT's DDR5 Yield Breaks 90%, Narrowing Gap with Samsung to Just 2-3 Percentage Points https://www.nashnova.com/feed/special/gold-etfs-see-3-billion-net-inflows-in-july-as-western-buyers-return-but-north-9290 nashnova en 2026-08-12T06:50:52.836Z Gold ETFs See $3 Billion Net Inflows in July as Western Buyers Return, but North America Still Lags https://www.nashnova.com/feed/special/norways-sovereign-wealth-fund-posts-9-4-percent-return-in-first-half-led-by-9289 nashnova en 2026-08-12T06:49:49.036Z Norway's Sovereign Wealth Fund Posts 9.4% Return in First Half, Led by Asian Tech Stocks https://www.nashnova.com/feed/special/japan-jgb-yields-rival-u-s-treasuries-as-fund-houses-race-to-launch-retail-9288 nashnova en 2026-08-12T06:25:49.835Z Japan JGB Yields Rival U.S. Treasuries as Fund Houses Race to Launch Retail Investment Trusts https://www.nashnova.com/feed/special/hon-hai-reports-nt-109-9b-net-profit-for-h1-2026-q2-beats-expectations-9287 nashnova en 2026-08-12T06:24:36.296Z Hon Hai Reports NT$109.9B Net Profit for H1 2026; Q2 Beats Expectations https://www.nashnova.com/feed/special/sk-hynix-resumes-nand-expansion-at-dalian-fab-capacity-set-to-increase-by-50-9286 nashnova en 2026-08-12T06:15:54.320Z SK Hynix Resumes NAND Expansion at Dalian Fab, Capacity Set to Increase by ~50% https://www.nashnova.com/feed/special/germanys-july-cpi-rises-to-2-8-percent-yoy-beating-expectations-9285 nashnova en 2026-08-12T06:14:38.426Z Germany's July CPI Rises to 2.8% YoY, Beating Expectations https://www.nashnova.com/feed/special/tesla-fsd-eu-approval-mired-in-regulatory-exemption-and-transparency-disputes-9284 nashnova en 2026-08-12T06:12:39.601Z Tesla FSD EU Approval Mired in Regulatory Exemption and Transparency Disputes, Key Vote in October https://www.nashnova.com/feed/special/signs-of-intels-israel-fab-restart-emerge-but-14a-node-execution-remains-9283 nashnova en 2026-08-12T06:11:33.126Z Signs of Intel's Israel Fab Restart Emerge, but 14A Node Execution Remains Uncertain https://www.nashnova.com/feed/special/japan-bets-on-rapidus-2nm-semiconductor-investment-to-reach-68-trillion-by-2040-9282 nashnova en 2026-08-12T06:10:17.525Z Japan Bets on Rapidus 2nm: Semiconductor Investment to Reach ¥68 Trillion by 2040 https://www.nashnova.com/feed/special/tata-group-chairman-chandrasekaran-resigns-group-stocks-drop-over-4-percent-9281 nashnova en 2026-08-12T06:04:52.164Z Tata Group Chairman Chandrasekaran Resigns, Group Stocks Drop Over 4% https://www.nashnova.com/feed/special/bitcoin-options-bulls-bet-on-70-000-ahead-of-cpi-on-chain-eth-continues-flowing-9280 nashnova en 2026-08-12T05:40:00.455Z Bitcoin Options Bulls Bet on $70,000 Ahead of CPI, On-Chain ETH Continues Flowing Out of Exchanges https://www.nashnova.com/feed/special/temasek-reportedly-eyes-direct-stakes-samsung-sk-hynix-surge-over-8-percent-9279 nashnova en 2026-08-12T05:19:57.948Z Temasek Reportedly Eyes Direct Stakes: Samsung, SK Hynix Surge Over 8% https://www.nashnova.com/feed/special/memory-giants-secure-38b-in-customer-commitments-buyer-bargaining-power-may-9278 nashnova en 2026-08-12T04:48:42.342Z Memory Giants Secure $38B in Customer Commitments; Buyer Bargaining Power May Return by 2029 https://www.nashnova.com/feed/special/foxconn-q2-earnings-call-focuses-on-ai-rack-shipments-apple-and-ev-progress-9277 nashnova en 2026-08-12T04:47:21.374Z Foxconn Q2 Earnings Call Focuses on AI Rack Shipments, Apple and EV Progress https://www.nashnova.com/feed/special/nvidia-and-broadcom-publicly-diverge-on-ai-network-scaling-roadmap-9276 nashnova en 2026-08-12T04:45:47.108Z Nvidia and Broadcom Publicly Diverge on AI Network Scaling Roadmap https://www.nashnova.com/feed/special/galaxy-entertainment-reports-hk-24-2-billion-net-revenue-in-h1-declares-interim-9275 nashnova en 2026-08-12T04:29:58.572Z Galaxy Entertainment Reports HK$24.2 Billion Net Revenue in H1, Declares Interim Dividend of HK$0.90 Per Share https://www.nashnova.com/feed/special/hong-kong-stocks-drop-1-17-percent-at-midday-as-memory-chip-stocks-buck-the-9274 nashnova en 2026-08-12T04:15:45.417Z Hong Kong Stocks Drop 1.17% at Midday as Memory Chip Stocks Buck the Trend https://www.nashnova.com/feed/special/tsmc-ai-advanced-packaging-competition-extends-to-system-level-reliability-9273 nashnova en 2026-08-12T04:12:49.399Z TSMC: AI Advanced Packaging Competition Extends to System-Level Reliability https://www.nashnova.com/feed/special/chinas-eight-major-polysilicon-producers-jointly-pledge-to-reject-below-cost-9272 nashnova en 2026-08-12T04:11:24.796Z China's Eight Major Polysilicon Producers Jointly Pledge to Reject Below-Cost Sales https://www.nashnova.com/feed/special/amazon-to-build-7-65gw-natural-gas-power-plant-in-texas-to-power-ai-data-centers-9271 nashnova en 2026-08-12T04:10:08.026Z Amazon to Build 7.65GW Natural Gas Power Plant in Texas to Power AI Data Centers https://www.nashnova.com/feed/special/deutsche-bank-markets-betting-on-triple-optimistic-assumptions-simultaneously-9270 nashnova en 2026-08-12T03:36:24.192Z Deutsche Bank: Markets Betting on Triple Optimistic Assumptions Simultaneously, Leaving Minimal Margin for Error https://www.nashnova.com/feed/special/deutsche-bank-becomes-first-non-chinese-bank-to-serve-as-rmb-clearing-house-in-9269 nashnova en 2026-08-12T03:34:53.106Z Deutsche Bank Becomes First Non-Chinese Bank to Serve as RMB Clearing House in Europe https://www.nashnova.com/feed/special/ubs-maintains-1-625-target-for-micron-dram-hbm-upgrades-offset-nand-downgrades-9268 nashnova en 2026-08-12T03:31:40.752Z UBS Maintains $1,625 Target for Micron: DRAM/HBM Upgrades Offset NAND Downgrades https://www.nashnova.com/feed/special/bessent-and-takaichi-sanae-diverge-on-boj-rate-hike-stance-9265 nashnova en 2026-08-12T03:15:15.704Z Bessent and Takaichi Sanae Diverge on BOJ Rate Hike Stance https://www.nashnova.com/feed/special/spil-breaks-ground-on-new-douliu-fab-betting-billions-on-ai-advanced-packaging-9263 nashnova en 2026-08-12T03:10:22.337Z SPIL Breaks Ground on New Douliu Fab, Betting Billions on AI Advanced Packaging https://www.nashnova.com/feed/special/musk-spacex-ai-revenue-will-surpass-all-other-businesses-next-month-9262 nashnova en 2026-08-12T03:05:25.607Z Musk: SpaceX AI Revenue Will Surpass All Other Businesses Next Month https://www.nashnova.com/feed/special/yen-options-activity-rebounds-as-traders-embrace-flexibility-ahead-of-u-s-cpi-9261 nashnova en 2026-08-12T02:45:03.627Z Yen Options Activity Rebounds as Traders Embrace Flexibility Ahead of U.S. CPI https://www.nashnova.com/feed/special/nvidia-plans-to-build-trillion-parameter-open-source-ai-model-free-models-to-9260 nashnova en 2026-08-12T02:25:27.254Z Nvidia Plans to Build Trillion-Parameter Open-Source AI Model, Free Models to Drive GPU Demand https://www.nashnova.com/feed/special/bofa-ai-has-not-yet-destroyed-overall-employment-but-young-graduates-and-the-9259 nashnova en 2026-08-12T02:20:05.380Z BofA: AI Has Not Yet Destroyed Overall Employment, but Young Graduates and the Information Sector Are Already Under Pressure https://www.nashnova.com/feed/special/cicc-global-liquidity-remains-in-easing-territory-expected-to-expand-further-in-9258 nashnova en 2026-08-12T00:28:22.589Z CICC: Global Liquidity Remains in Easing Territory, Expected to Expand Further in H2 https://www.nashnova.com/feed/special/two-indicators-tracking-tech-crowding-unwind-iv-decline-and-large-small-cap-9257 nashnova en 2026-08-12T00:26:48.393Z Two Indicators Tracking Tech Crowding Unwind: IV Decline and Large-Small Cap Valuation Gap Widening https://www.nashnova.com/feed/special/mediatek-july-2026-revenue-drops-16-percent-mom-as-smartphone-chips-face-9256 nashnova en 2026-08-12T00:25:41.875Z MediaTek July 2026 Revenue Drops 16% MoM as Smartphone Chips Face Pressure While Non-Mobile Business Steps In https://www.nashnova.com/feed/special/apple-pushes-iphone-18-oled-procurement-prices-down-by-over-40-percent-9255 nashnova en 2026-08-12T00:15:09.461Z Apple Pushes iPhone 18 OLED Procurement Prices Down by Over 40% https://www.nashnova.com/feed/special/china-internet-earnings-season-tests-ai-sector-rotation-9254 nashnova en 2026-08-11T23:49:57.992Z China Internet Earnings Season Tests AI Sector Rotation https://www.nashnova.com/feed/special/japans-august-business-sentiment-improves-as-semiconductor-demand-drives-9253 nashnova en 2026-08-11T23:24:55.057Z Japan's August Business Sentiment Improves as Semiconductor Demand Drives Manufacturing Index to Nearly 5-Month High https://www.nashnova.com/feed/special/foreign-investors-pivot-to-taiwan-stocks-after-ai-selloff-net-buying-1-7-billion-9252 nashnova en 2026-08-11T23:15:02.183Z Foreign Investors Pivot to Taiwan Stocks After AI Selloff, Net Buying $1.7 Billion This Month https://www.nashnova.com/feed/special/berkshires-insurance-underwriting-profit-drops-13-percent-multiple-units-9251 nashnova en 2026-08-11T22:46:21.690Z Berkshire's Insurance Underwriting Profit Drops 13%, Multiple Units Underperform Peers https://www.nashnova.com/feed/special/trump-considers-cutting-capital-gains-tax-to-boost-midterm-elections-9250 nashnova en 2026-08-11T22:45:00.654Z Trump Considers Cutting Capital Gains Tax to Boost Midterm Elections https://www.nashnova.com/feed/special/asian-markets-face-weak-open-as-cpi-data-and-iran-tensions-create-dual-headwinds-9249 nashnova en 2026-08-11T22:35:03.036Z Asian Markets Face Weak Open as CPI Data and Iran Tensions Create Dual Headwinds https://www.nashnova.com/feed/special/api-data-u-s-crude-oil-inventories-rise-by-an-unexpected-9-07-million-barrels-9248 nashnova en 2026-08-11T22:19:38.450Z API Data: U.S. Crude Oil Inventories Rise by an Unexpected 9.07 Million Barrels https://www.nashnova.com/feed/special/panama-canal-transit-fees-hit-record-high-averaging-over-1-1-million-in-august-9247 nashnova en 2026-08-11T21:20:16.674Z Panama Canal Transit Fees Hit Record High, Averaging Over $1.1 Million in August https://www.nashnova.com/feed/special/sanders-sends-letter-to-openai-and-two-other-giants-pause-ai-development-or-9246 nashnova en 2026-08-11T20:40:21.830Z Sanders Sends Letter to OpenAI and Two Other Giants: Pause AI Development or Congress Will Step In https://www.nashnova.com/feed/special/u-s-stocks-close-lower-tuesday-as-energy-leads-cpi-data-becomes-key-validation-9245 nashnova en 2026-08-11T20:33:49.565Z U.S. Stocks Close Lower Tuesday as Energy Leads; CPI Data Becomes Key Validation Point https://www.nashnova.com/feed/special/gold-surges-7-25-percent-in-one-week-as-cta-positioning-flips-long-and-9244 nashnova en 2026-08-11T20:32:19.139Z Gold Surges 7.25% in One Week as CTA Positioning Flips Long and Volatility Rises in Tandem https://www.nashnova.com/feed/special/super-micro-computers-fy2027-revenue-guidance-tops-72-billion-far-exceeding-wall-9243 nashnova en 2026-08-11T20:31:06.572Z Super Micro Computer's FY2027 Revenue Guidance Tops $72 Billion, Far Exceeding Wall Street Expectations https://www.nashnova.com/feed/special/coreweave-q2-revenue-of-2-58b-slightly-beats-expectations-as-infrastructure-9242 nashnova en 2026-08-11T20:29:55.504Z CoreWeave Q2 Revenue of $2.58B Slightly Beats Expectations as Infrastructure Spending Surges 125% https://www.nashnova.com/feed/special/anthropic-procures-470mw-modular-natural-gas-power-equipment-from-erock-9241 nashnova en 2026-08-11T20:15:43.011Z Anthropic Procures 470MW Modular Natural Gas Power Equipment from ERock https://www.nashnova.com/feed/special/lumentum-q4-revenue-hits-1-01b-beating-expectations-stock-drops-5-percent-after-9240 nashnova en 2026-08-11T20:14:40.087Z Lumentum Q4 Revenue Hits $1.01B Beating Expectations; Stock Drops 5% After Hours Before Recovering https://www.nashnova.com/feed/special/big-tech-and-bitcoin-under-pressure-treasuries-rally-hormuz-tensions-roil-oil-9239 nashnova en 2026-08-11T20:11:23.684Z Big Tech and Bitcoin Under Pressure, Treasuries Rally, Hormuz Tensions Roil Oil Prices https://www.nashnova.com/feed/special/oracle-launches-new-round-of-layoffs-this-month-with-some-teams-facing-double-9238 nashnova en 2026-08-11T20:09:57.121Z Oracle Launches New Round of Layoffs This Month, with Some Teams Facing Double-Digit Cuts https://www.nashnova.com/feed/special/sec-bypasses-congress-proposes-exemption-rules-for-crypto-token-issuance-9237 nashnova en 2026-08-11T19:55:05.286Z SEC Bypasses Congress, Proposes Exemption Rules for Crypto Token Issuance https://www.nashnova.com/feed/special/google-gemini-surpasses-1-billion-monthly-active-users-now-on-par-with-chatgpt-9236 nashnova en 2026-08-11T18:55:42.706Z Google Gemini Surpasses 1 Billion Monthly Active Users, Now on Par with ChatGPT https://www.nashnova.com/feed/special/eli-lillys-oral-weight-loss-drug-foundayo-approved-in-the-uk-marking-first-9235 nashnova en 2026-08-11T18:54:52.206Z Eli Lilly's Oral Weight-Loss Drug Foundayo Approved in the UK, Marking First European Regulatory Green Light https://www.nashnova.com/feed/special/colombia-earthquake-causes-widespread-coffee-export-disruptions-9234 nashnova en 2026-08-11T18:50:04.418Z Colombia Earthquake Causes Widespread Coffee Export Disruptions https://www.nashnova.com/feed/special/nvidias-50-billion-third-party-financing-platform-eases-analyst-concerns-over-9233 nashnova en 2026-08-11T18:45:11.055Z Nvidia's $50 Billion Third-Party Financing Platform Eases Analyst Concerns Over Circular Trading https://www.nashnova.com/feed/special/clo-etfs-attracted-2-3b-in-july-with-year-to-date-inflows-reaching-11-8b-9232 nashnova en 2026-08-11T18:17:29.388Z CLO ETFs Attracted $2.3B in July, With Year-to-Date Inflows Reaching $11.8B https://www.nashnova.com/feed/special/cme-launches-ai-compute-futures-as-computing-power-becomes-a-tradable-asset-9231 nashnova en 2026-08-11T18:16:05.069Z CME Launches AI Compute Futures as Computing Power Becomes a Tradable Asset https://www.nashnova.com/feed/special/eurazeo-us-japan-joint-intervention-is-a-turning-point-yen-could-strengthen-to-9230 nashnova en 2026-08-11T18:14:58.266Z Eurazeo: US-Japan Joint Intervention Is a Turning Point, Yen Could Strengthen to 125 https://www.nashnova.com/feed/special/former-openai-coo-lightcap-departs-as-executive-exodus-continues-9229 nashnova en 2026-08-11T17:55:10.010Z Former OpenAI COO Lightcap Departs as Executive Exodus Continues https://www.nashnova.com/feed/special/strong-u-s-3-year-treasury-auction-with-better-than-expected-demand-9228 nashnova en 2026-08-11T17:37:05.369Z Strong U.S. 3-Year Treasury Auction with Better-Than-Expected Demand https://www.nashnova.com/feed/special/xai-launches-grok-bot-multi-agent-product-capable-of-cross-application-9227 nashnova en 2026-08-11T17:36:01.333Z xAI Launches Grok Bot Multi-Agent Product Capable of Cross-Application Collaborative Task Processing https://www.nashnova.com/feed/special/u-s-government-borrows-over-800-billion-in-q2-annualized-pace-reaches-3-2-9226 nashnova en 2026-08-11T17:34:51.566Z U.S. Government Borrows Over $800 Billion in Q2, Annualized Pace Reaches $3.2 Trillion https://www.nashnova.com/feed/special/u-s-projects-iran-war-oil-supply-disruption-to-extend-through-2027-9225 nashnova en 2026-08-11T17:25:04.530Z U.S. Projects Iran War Oil Supply Disruption to Extend Through 2027 https://www.nashnova.com/feed/special/chile-cuts-2026-copper-output-forecast-again-to-5-27-million-tons-9224 nashnova en 2026-08-11T17:14:58.659Z Chile Cuts 2026 Copper Output Forecast Again to 5.27 Million Tons https://www.nashnova.com/feed/special/heatwave-meets-solar-eclipse-european-natural-gas-prices-approach-iran-war-highs-9223 nashnova en 2026-08-11T17:03:10.046Z Heatwave Meets Solar Eclipse: European Natural Gas Prices Approach Iran War Highs https://www.nashnova.com/feed/special/nomura-gold-becomes-the-pressure-relief-valve-for-u-s-treasuries-and-hyperscale-9222 nashnova en 2026-08-11T17:01:53.631Z Nomura: Gold Becomes the Pressure Relief Valve for U.S. Treasuries and Hyperscale AI Debt https://www.nashnova.com/feed/special/vix-drops-below-15-market-digests-middle-east-risks-sparking-complacency-9221 nashnova en 2026-08-11T16:57:08.180Z VIX Drops Below 15: Market Digests Middle East Risks, Sparking Complacency Warnings https://www.nashnova.com/feed/special/barclays-private-investors-now-dominate-u-s-treasury-market-30-year-yields-9220 nashnova en 2026-08-11T16:55:50.066Z Barclays: Private Investors Now Dominate U.S. Treasury Market, 30-Year Yields Expected to Stay Elevated https://www.nashnova.com/feed/special/apple-extends-panel-inventory-holding-period-to-six-weeks-to-counter-component-9219 nashnova en 2026-08-11T16:44:47.459Z Apple Extends Panel Inventory Holding Period to Six Weeks to Counter Component Price Hikes https://www.nashnova.com/feed/special/taiwan-semiconductor-index-near-all-time-high-as-sox-index-catch-up-potential-9218 nashnova en 2026-08-11T16:30:48.368Z Taiwan Semiconductor Index Near All-Time High as SOX Index Catch-Up Potential Draws Attention https://www.nashnova.com/feed/special/nvidias-500-billion-ai-financing-initiative-lifts-alternative-asset-manager-9217 nashnova en 2026-08-11T16:29:43.223Z Nvidia's $500 Billion AI Financing Initiative Lifts Alternative Asset Manager Stocks https://www.nashnova.com/feed/special/ai-hyperscaler-earnings-season-breaks-historical-volatility-patterns-9216 nashnova en 2026-08-11T16:25:16.263Z AI Hyperscaler Earnings Season Breaks Historical Volatility Patterns https://www.nashnova.com/feed/special/qatar-lng-loadings-rise-to-multi-month-highs-as-hormuz-reopening-talks-remain-9215 nashnova en 2026-08-11T16:21:47.893Z Qatar LNG Loadings Rise to Multi-Month Highs as Hormuz Reopening Talks Remain Uncertain https://www.nashnova.com/feed/special/trump-options-for-iran-include-economic-pressure-or-military-strike-9214 nashnova en 2026-08-11T16:20:27.761Z Trump: Options for Iran Include Economic Pressure or Military Strike https://www.nashnova.com/feed/special/trump-administration-does-not-participate-in-intels-20-billion-share-offering-9213 nashnova en 2026-08-11T15:59:38.091Z Trump Administration Does Not Participate in Intel's $20 Billion Share Offering but Endorses It https://www.nashnova.com/feed/special/trend-following-funds-bond-shorts-hit-largest-since-1990-cpi-becomes-key-9212 nashnova en 2026-08-11T15:45:18.555Z Trend-Following Funds' Bond Shorts Hit Largest Since 1990; CPI Becomes Key Validation Point https://www.nashnova.com/feed/special/atlanta-feds-venable-inflation-still-too-high-outlook-for-relief-hinges-on-9211 nashnova en 2026-08-11T15:40:09.526Z Atlanta Fed's Venable: Inflation Still Too High, Outlook for Relief Hinges on Middle East Situation https://www.nashnova.com/feed/special/coherent-q4-earnings-preview-adjusted-eps-expected-to-rise-62-percent-yoy-data-9210 nashnova en 2026-08-11T15:29:42.655Z Coherent Q4 Earnings Preview: Adjusted EPS Expected to Rise 62% YoY, Data Center Revenue in Focus https://www.nashnova.com/feed/special/us-etf-weekly-spy-sees-15-3b-weekly-outflow-as-tech-sector-leads-net-redemptions-9209 nashnova en 2026-08-11T15:19:55.466Z US ETF Weekly: SPY Sees $15.3B Weekly Outflow as Tech Sector Leads Net Redemptions https://www.nashnova.com/feed/special/u-s-q2-household-debt-edges-down-to-18-8-trillion-as-auto-loans-hit-nominal-9208 nashnova en 2026-08-11T15:15:22.547Z U.S. Q2 Household Debt Edges Down to $18.8 Trillion as Auto Loans Hit Nominal Record High https://www.nashnova.com/feed/special/white-house-lifts-tiktok-ban-on-government-devices-9207 nashnova en 2026-08-11T14:55:09.112Z White House Lifts TikTok Ban on Government Devices https://www.nashnova.com/feed/special/cme-group-announces-expansion-of-silver-futures-to-nearly-24-hour-trading-as-9206 nashnova en 2026-08-11T14:16:16.995Z CME Group Announces Expansion of Silver Futures to Nearly 24-Hour Trading as Gold Validates Retail Demand https://www.nashnova.com/feed/special/u-s-existing-home-sales-decline-for-second-straight-month-in-july-median-price-9205 nashnova en 2026-08-11T14:15:05.925Z U.S. Existing Home Sales Decline for Second Straight Month in July, Median Price Hits Second-Highest on Record https://www.nashnova.com/feed/special/wall-street-options-market-sentiment-reversal-upside-risk-replaces-downside-9204 nashnova en 2026-08-11T14:12:40.413Z Wall Street Options Market Sentiment Reversal: Upside Risk Replaces Downside Panic https://www.nashnova.com/feed/special/russian-crude-shipments-drop-to-lowest-since-may-9203 nashnova en 2026-08-11T14:10:19.629Z Russian Crude Shipments Drop to Lowest Since May https://www.nashnova.com/feed/special/manus-announces-imminent-return-to-independent-operations-as-meta-acquisition-9202 nashnova en 2026-08-11T13:56:57.632Z Manus Announces Imminent Return to Independent Operations as Meta Acquisition Deal Officially Unwound https://www.nashnova.com/feed/special/ai-related-etf-leveraged-exposure-rises-to-58-percent-rebalancing-mechanism-may-9201 nashnova en 2026-08-11T13:56:05.580Z AI-Related ETF Leveraged Exposure Rises to 58%; Rebalancing Mechanism May Amplify Tech Stock Volatility https://www.nashnova.com/feed/special/bofa-doubts-over-whether-bull-market-leadership-can-pass-from-tech-to-other-9200 nashnova en 2026-08-11T13:54:08.636Z BofA: Doubts Over Whether Bull Market Leadership Can Pass From Tech to Other Sectors https://www.nashnova.com/feed/special/brent-breaks-above-90-as-trumps-reparations-rhetoric-dims-peace-talk-prospects-9199 nashnova en 2026-08-11T13:40:53.228Z Brent Breaks Above $90 as Trump's Reparations Rhetoric Dims Peace Talk Prospects https://www.nashnova.com/feed/special/intercontinental-exchange-raises-6-billion-in-bond-offering-to-fund-marketaxess-9198 nashnova en 2026-08-11T13:39:54.239Z Intercontinental Exchange Raises $6 Billion in Bond Offering to Fund MarketAxess Acquisition https://www.nashnova.com/feed/special/cds-trading-volumes-on-hyperscale-cloud-providers-hit-record-highs-as-credit-9197 nashnova en 2026-08-11T13:35:11.880Z CDS Trading Volumes on Hyperscale Cloud Providers Hit Record Highs as Credit Risk Premiums Continue to Widen https://www.nashnova.com/feed/special/iif-emerging-markets-see-18-8b-inflows-in-july-ending-two-month-net-outflow-9196 nashnova en 2026-08-11T13:21:21.602Z IIF: Emerging Markets See $18.8B Inflows in July, Ending Two-Month Net Outflow Streak https://www.nashnova.com/feed/special/nvidia-releases-its-first-open-source-ai-model-nemotron-3-5-lightning-9195 nashnova en 2026-08-11T13:20:19.019Z NVIDIA Releases Its First Open-Source AI Model Nemotron 3.5 Lightning https://www.nashnova.com/feed/special/deutsche-bank-market-has-priced-in-a-near-perfect-landing-leaving-minimal-margin-9194 nashnova en 2026-08-11T13:19:56.795Z Deutsche Bank: Market Has Priced In a "Near-Perfect Landing," Leaving Minimal Margin for Error https://www.nashnova.com/zh/feed/special/gold-etfs-see-3-billion-net-inflows-in-july-as-western-buyers-return-but-north-9290 nashnova zh-cn 2026-08-12T06:50:52.836Z 黄金ETF7月净流入30亿美元，西方买家回流但北美仍滞后 https://www.nashnova.com/zh/feed/special/norways-sovereign-wealth-fund-posts-9-4-percent-return-in-first-half-led-by-9289 nashnova zh-cn 2026-08-12T06:49:49.036Z 挪威主权财富基金上半年回报9.4%，亚洲科技股领涨 https://www.nashnova.com/zh/feed/special/japan-jgb-yields-rival-u-s-treasuries-as-fund-houses-race-to-launch-retail-9288 nashnova zh-cn 2026-08-12T06:25:49.835Z 日本JGB收益率媲美美债，基金公司竞推零售投资信托 https://www.nashnova.com/zh/feed/special/hon-hai-reports-nt-109-9b-net-profit-for-h1-2026-q2-beats-expectations-9287 nashnova zh-cn 2026-08-12T06:24:36.296Z 鸿海2026年上半年净利润1,099亿元台币，Q2超预期 https://www.nashnova.com/zh/feed/special/sk-hynix-resumes-nand-expansion-at-dalian-fab-capacity-set-to-increase-by-50-9286 nashnova zh-cn 2026-08-12T06:15:54.320Z SK海力士重启大连NAND扩产，产能将增约五成 https://www.nashnova.com/zh/feed/special/germanys-july-cpi-rises-to-2-8-percent-yoy-beating-expectations-9285 nashnova zh-cn 2026-08-12T06:14:38.426Z 德国7月CPI同比升至2.8%，超预期 https://www.nashnova.com/zh/feed/special/tesla-fsd-eu-approval-mired-in-regulatory-exemption-and-transparency-disputes-9284 nashnova zh-cn 2026-08-12T06:12:39.601Z 特斯拉FSD欧盟审批陷监管豁免与透明度争议，10月迎关键投票 https://www.nashnova.com/zh/feed/special/signs-of-intels-israel-fab-restart-emerge-but-14a-node-execution-remains-9283 nashnova zh-cn 2026-08-12T06:11:33.126Z 英特尔以色列晶圆厂重启信号出现，14A制程落地仍存疑 https://www.nashnova.com/zh/feed/special/japan-bets-on-rapidus-2nm-semiconductor-investment-to-reach-68-trillion-by-2040-9282 nashnova zh-cn 2026-08-12T06:10:17.525Z 日本押注Rapidus 2nm，半导体投资规模至2040年达68万亿日元 https://www.nashnova.com/zh/feed/special/tata-group-chairman-chandrasekaran-resigns-group-stocks-drop-over-4-percent-9281 nashnova zh-cn 2026-08-12T06:04:52.164Z 塔塔集团主席钱德拉塞卡兰辞职，旗下股票跌逾4% https://www.nashnova.com/zh/feed/special/bitcoin-options-bulls-bet-on-70-000-ahead-of-cpi-on-chain-eth-continues-flowing-9280 nashnova zh-cn 2026-08-12T05:40:00.455Z CPI前夕比特币期权多头押注70000美元，链上ETH持续流出交易所 https://www.nashnova.com/zh/feed/special/temasek-reportedly-eyes-direct-stakes-samsung-sk-hynix-surge-over-8-percent-9279 nashnova zh-cn 2026-08-12T05:19:57.948Z 传淡马锡拟直接入股，三星、SK海力士涨逾8% https://www.nashnova.com/zh/feed/special/memory-giants-secure-38b-in-customer-commitments-buyer-bargaining-power-may-9278 nashnova zh-cn 2026-08-12T04:48:42.342Z 存储巨头客户担保规模达380亿美元，2029年买方议价权或回归 https://www.nashnova.com/zh/feed/special/foxconn-q2-earnings-call-focuses-on-ai-rack-shipments-apple-and-ev-progress-9277 nashnova zh-cn 2026-08-12T04:47:21.374Z 富士康Q2财报会聚焦AI机架出货、苹果与电动车进展 https://www.nashnova.com/zh/feed/special/nvidia-and-broadcom-publicly-diverge-on-ai-network-scaling-roadmap-9276 nashnova zh-cn 2026-08-12T04:45:47.108Z 英伟达与博通在AI网络扩展路线上公开分歧 https://www.nashnova.com/zh/feed/special/galaxy-entertainment-reports-hk-24-2-billion-net-revenue-in-h1-declares-interim-9275 nashnova zh-cn 2026-08-12T04:29:58.572Z 银河娱乐上半年净收益242亿港元，派中期息每股0.90港元 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-drop-1-17-percent-at-midday-as-memory-chip-stocks-buck-the-9274 nashnova zh-cn 2026-08-12T04:15:45.417Z 港股午盘跌1.17%，存储概念股逆市走高 https://www.nashnova.com/zh/feed/special/tsmc-ai-advanced-packaging-competition-extends-to-system-level-reliability-9273 nashnova zh-cn 2026-08-12T04:12:49.399Z 台积电：AI先进封装竞争延伸至系统级可靠性 https://www.nashnova.com/zh/feed/special/chinas-eight-major-polysilicon-producers-jointly-pledge-to-reject-below-cost-9272 nashnova zh-cn 2026-08-12T04:11:24.796Z 中国八大多晶硅厂商联署拒绝低于成本销售 https://www.nashnova.com/zh/feed/special/amazon-to-build-7-65gw-natural-gas-power-plant-in-texas-to-power-ai-data-centers-9271 nashnova zh-cn 2026-08-12T04:10:08.026Z 亚马逊在德克萨斯建7.65GW天然气电厂为AI数据中心供电 https://www.nashnova.com/zh/feed/special/deutsche-bank-markets-betting-on-triple-optimistic-assumptions-simultaneously-9270 nashnova zh-cn 2026-08-12T03:36:24.192Z 德银：市场同时押注三重乐观假设，容错空间极小 https://www.nashnova.com/zh/feed/special/deutsche-bank-becomes-first-non-chinese-bank-to-serve-as-rmb-clearing-house-in-9269 nashnova zh-cn 2026-08-12T03:34:53.106Z 德意志银行成欧洲首家非中资人民币清算行 https://www.nashnova.com/zh/feed/special/ubs-maintains-1-625-target-for-micron-dram-hbm-upgrades-offset-nand-downgrades-9268 nashnova zh-cn 2026-08-12T03:31:40.752Z 瑞银维持美光1625美元目标价，DRAM/HBM上修覆盖NAND下修 https://www.nashnova.com/zh/feed/special/9266 nashnova zh-cn 2026-08-12T03:29:54.001Z 港交所拟发讨论文件，启动延长交易时间磋商 https://www.nashnova.com/zh/feed/special/bessent-and-takaichi-sanae-diverge-on-boj-rate-hike-stance-9265 nashnova zh-cn 2026-08-12T03:15:15.704Z 贝森特与高市早苗在日本央行加息问题上立场分歧 https://www.nashnova.com/zh/feed/special/spil-breaks-ground-on-new-douliu-fab-betting-billions-on-ai-advanced-packaging-9263 nashnova zh-cn 2026-08-12T03:10:22.337Z 矽品精密斗六新厂动工，百亿美元押注AI先进封装 https://www.nashnova.com/zh/feed/special/musk-spacex-ai-revenue-will-surpass-all-other-businesses-next-month-9262 nashnova zh-cn 2026-08-12T03:05:25.607Z 马斯克：SpaceX AI收入下月将超越全部其他业务 https://www.nashnova.com/zh/feed/special/yen-options-activity-rebounds-as-traders-embrace-flexibility-ahead-of-u-s-cpi-9261 nashnova zh-cn 2026-08-12T02:45:03.627Z 日元期权活跃度回升，交易员以灵活性应对美国CPI https://www.nashnova.com/zh/feed/special/nvidia-plans-to-build-trillion-parameter-open-source-ai-model-free-models-to-9260 nashnova zh-cn 2026-08-12T02:25:27.254Z 英伟达计划打造万亿参数开源AI模型，免费模型撬动GPU需求 https://www.nashnova.com/zh/feed/special/bofa-ai-has-not-yet-destroyed-overall-employment-but-young-graduates-and-the-9259 nashnova zh-cn 2026-08-12T02:20:05.380Z 美银：AI尚未摧毁就业总量，但年轻毕业生与信息业已承压 https://www.nashnova.com/zh/feed/special/cicc-global-liquidity-remains-in-easing-territory-expected-to-expand-further-in-9258 nashnova zh-cn 2026-08-12T00:28:22.589Z 中金：全球流动性仍处宽松区间，下半年有望进一步扩张 https://www.nashnova.com/zh/feed/special/two-indicators-tracking-tech-crowding-unwind-iv-decline-and-large-small-cap-9257 nashnova zh-cn 2026-08-12T00:26:48.393Z 两指标追踪科技抱团松动：IV回落与大小盘估值差扩大 https://www.nashnova.com/zh/feed/special/mediatek-july-2026-revenue-drops-16-percent-mom-as-smartphone-chips-face-9256 nashnova zh-cn 2026-08-12T00:25:41.875Z 联发科2026年7月营收环比降16%，手机芯片承压非移动业务补位 https://www.nashnova.com/zh/feed/special/apple-pushes-iphone-18-oled-procurement-prices-down-by-over-40-percent-9255 nashnova zh-cn 2026-08-12T00:15:09.461Z 苹果压低iPhone 18 OLED采购价格逾四成 https://www.nashnova.com/zh/feed/special/china-internet-earnings-season-tests-ai-sector-rotation-9254 nashnova zh-cn 2026-08-11T23:49:57.992Z 中国互联网股财报季考验AI板块轮动 https://www.nashnova.com/zh/feed/special/japans-august-business-sentiment-improves-as-semiconductor-demand-drives-9253 nashnova zh-cn 2026-08-11T23:24:55.057Z 日本8月商业景气改善，半导体需求拉动制造业指数创近5个月新高 https://www.nashnova.com/zh/feed/special/foreign-investors-pivot-to-taiwan-stocks-after-ai-selloff-net-buying-1-7-billion-9252 nashnova zh-cn 2026-08-11T23:15:02.183Z AI抛售后外资转向台股，本月净买入17亿美元 https://www.nashnova.com/zh/feed/special/berkshires-insurance-underwriting-profit-drops-13-percent-multiple-units-9251 nashnova zh-cn 2026-08-11T22:46:21.690Z 伯克希尔保险承保利润下滑13%，多单元表现逊于同业 https://www.nashnova.com/zh/feed/special/trump-considers-cutting-capital-gains-tax-to-boost-midterm-elections-9250 nashnova zh-cn 2026-08-11T22:45:00.654Z 特朗普考虑削减资本利得税以提振中期选举 https://www.nashnova.com/zh/feed/special/asian-markets-face-weak-open-as-cpi-data-and-iran-tensions-create-dual-headwinds-9249 nashnova zh-cn 2026-08-11T22:35:03.036Z 亚洲股市开盘前景偏弱，CPI数据与伊朗局势双重压制 https://www.nashnova.com/zh/feed/special/api-data-u-s-crude-oil-inventories-rise-by-an-unexpected-9-07-million-barrels-9248 nashnova zh-cn 2026-08-11T22:19:38.450Z API数据：美国原油库存意外增加907万桶 https://www.nashnova.com/zh/feed/special/panama-canal-transit-fees-hit-record-high-averaging-over-1-1-million-in-august-9247 nashnova zh-cn 2026-08-11T21:20:16.674Z 巴拿马运河通行费创历史新高，8月均价逾110万美元 https://www.nashnova.com/zh/feed/special/sanders-sends-letter-to-openai-and-two-other-giants-pause-ai-development-or-9246 nashnova zh-cn 2026-08-11T20:40:21.830Z 桑德斯致信OpenAI等三巨头：暂停AI开发，否则国会介入 https://www.nashnova.com/zh/feed/special/u-s-stocks-close-lower-tuesday-as-energy-leads-cpi-data-becomes-key-validation-9245 nashnova zh-cn 2026-08-11T20:33:49.565Z 美股周二收跌，能源领涨，CPI数据成关键验证节点 https://www.nashnova.com/zh/feed/special/gold-surges-7-25-percent-in-one-week-as-cta-positioning-flips-long-and-9244 nashnova zh-cn 2026-08-11T20:32:19.139Z 黄金单周涨7.25%，CTA仓位翻多，波动率同步走高 https://www.nashnova.com/zh/feed/special/super-micro-computers-fy2027-revenue-guidance-tops-72-billion-far-exceeding-wall-9243 nashnova zh-cn 2026-08-11T20:31:06.572Z 超微电脑2027财年营收指引最高720亿美元，远超华尔街预期 https://www.nashnova.com/zh/feed/special/coreweave-q2-revenue-of-2-58b-slightly-beats-expectations-as-infrastructure-9242 nashnova zh-cn 2026-08-11T20:29:55.504Z CoreWeave Q2营收$25.8亿小幅超预期，基础设施支出激增125% https://www.nashnova.com/zh/feed/special/anthropic-procures-470mw-modular-natural-gas-power-equipment-from-erock-9241 nashnova zh-cn 2026-08-11T20:15:43.011Z Anthropic向ERock采购470兆瓦模块化天然气发电设备 https://www.nashnova.com/zh/feed/special/lumentum-q4-revenue-hits-1-01b-beating-expectations-stock-drops-5-percent-after-9240 nashnova zh-cn 2026-08-11T20:14:40.087Z Lumentum Q4营收10.1亿美元超预期，盘后一度跌5%后收复 https://www.nashnova.com/zh/feed/special/big-tech-and-bitcoin-under-pressure-treasuries-rally-hormuz-tensions-roil-oil-9239 nashnova zh-cn 2026-08-11T20:11:23.684Z 大科技与比特币承压，美债走强，霍尔木兹局势扰动油价 https://www.nashnova.com/zh/feed/special/oracle-launches-new-round-of-layoffs-this-month-with-some-teams-facing-double-9238 nashnova zh-cn 2026-08-11T20:09:57.121Z 甲骨文本月启动新一轮裁员，部分团队削减比例达两位数 https://www.nashnova.com/zh/feed/special/sec-bypasses-congress-proposes-exemption-rules-for-crypto-token-issuance-9237 nashnova zh-cn 2026-08-11T19:55:05.286Z 美国证监会绕开国会，拟为加密代币发行设立豁免规则 https://www.nashnova.com/zh/feed/special/google-gemini-surpasses-1-billion-monthly-active-users-now-on-par-with-chatgpt-9236 nashnova zh-cn 2026-08-11T18:55:42.706Z 谷歌Gemini月活突破10亿，与ChatGPT并驾齐驱 https://www.nashnova.com/zh/feed/special/eli-lillys-oral-weight-loss-drug-foundayo-approved-in-the-uk-marking-first-9235 nashnova zh-cn 2026-08-11T18:54:52.206Z 礼来口服减重药Foundayo获英国批准，为欧洲首个监管绿灯 https://www.nashnova.com/zh/feed/special/colombia-earthquake-causes-widespread-coffee-export-disruptions-9234 nashnova zh-cn 2026-08-11T18:50:04.418Z 哥伦比亚地震致咖啡出口大面积中断 https://www.nashnova.com/zh/feed/special/nvidias-50-billion-third-party-financing-platform-eases-analyst-concerns-over-9233 nashnova zh-cn 2026-08-11T18:45:11.055Z 英伟达500亿美元第三方融资平台缓解分析师循环交易担忧 https://www.nashnova.com/zh/feed/special/clo-etfs-attracted-2-3b-in-july-with-year-to-date-inflows-reaching-11-8b-9232 nashnova zh-cn 2026-08-11T18:17:29.388Z 7月CLO ETF吸金23亿美元，年内累计流入118亿 https://www.nashnova.com/zh/feed/special/cme-launches-ai-compute-futures-as-computing-power-becomes-a-tradable-asset-9231 nashnova zh-cn 2026-08-11T18:16:05.069Z CME推出AI算力期货，算力资产化迈向可交易 https://www.nashnova.com/zh/feed/special/eurazeo-us-japan-joint-intervention-is-a-turning-point-yen-could-strengthen-to-9230 nashnova zh-cn 2026-08-11T18:14:58.266Z 欧瑞泽：美日联合干预是转折点，日元或升至125 https://www.nashnova.com/zh/feed/special/former-openai-coo-lightcap-departs-as-executive-exodus-continues-9229 nashnova zh-cn 2026-08-11T17:55:10.010Z OpenAI前COO莱特卡普离职，高管流失潮持续 https://www.nashnova.com/zh/feed/special/strong-u-s-3-year-treasury-auction-with-better-than-expected-demand-9228 nashnova zh-cn 2026-08-11T17:37:05.369Z 美国3年期国债拍卖强劲，需求超预期 https://www.nashnova.com/zh/feed/special/xai-launches-grok-bot-multi-agent-product-capable-of-cross-application-9227 nashnova zh-cn 2026-08-11T17:36:01.333Z xAI推出Grok Bot多智能体产品，可跨应用协同处理工作任务 https://www.nashnova.com/zh/feed/special/u-s-government-borrows-over-800-billion-in-q2-annualized-pace-reaches-3-2-9226 nashnova zh-cn 2026-08-11T17:34:51.566Z 美国政府Q2借款逾8000亿美元，年化规模达3.2万亿 https://www.nashnova.com/zh/feed/special/u-s-projects-iran-war-oil-supply-disruption-to-extend-through-2027-9225 nashnova zh-cn 2026-08-11T17:25:04.530Z 美国预计伊朗战争石油供应中断延续至2027年 https://www.nashnova.com/zh/feed/special/chile-cuts-2026-copper-output-forecast-again-to-5-27-million-tons-9224 nashnova zh-cn 2026-08-11T17:14:58.659Z 智利再下调2026年铜产量预测至527万吨 https://www.nashnova.com/zh/feed/special/heatwave-meets-solar-eclipse-european-natural-gas-prices-approach-iran-war-highs-9223 nashnova zh-cn 2026-08-11T17:03:10.046Z 热浪叠加日食，欧洲天然气价格逼近伊朗战争高点 https://www.nashnova.com/zh/feed/special/nomura-gold-becomes-the-pressure-relief-valve-for-u-s-treasuries-and-hyperscale-9222 nashnova zh-cn 2026-08-11T17:01:53.631Z 野村：黄金成美债与超大规模AI债务压力释放阀 https://www.nashnova.com/zh/feed/special/vix-drops-below-15-market-digests-middle-east-risks-sparking-complacency-9221 nashnova zh-cn 2026-08-11T16:57:08.180Z VIX跌破15 市场消化中东风险引发自满警告 https://www.nashnova.com/zh/feed/special/barclays-private-investors-now-dominate-u-s-treasury-market-30-year-yields-9220 nashnova zh-cn 2026-08-11T16:55:50.066Z 巴克莱：私人投资者主导美债市场，30年期收益率料维持高位 https://www.nashnova.com/zh/feed/special/apple-extends-panel-inventory-holding-period-to-six-weeks-to-counter-component-9219 nashnova zh-cn 2026-08-11T16:44:47.459Z 苹果延长面板库存持有期至六周以应对组件涨价 https://www.nashnova.com/zh/feed/special/taiwan-semiconductor-index-near-all-time-high-as-sox-index-catch-up-potential-9218 nashnova zh-cn 2026-08-11T16:30:48.368Z 台湾半导体指数近历史高位，美国SOX指数追赶空间受关注 https://www.nashnova.com/zh/feed/special/nvidias-500-billion-ai-financing-initiative-lifts-alternative-asset-manager-9217 nashnova zh-cn 2026-08-11T16:29:43.223Z 英伟达5000亿美元AI融资带动另类资管股上涨 https://www.nashnova.com/zh/feed/special/ai-hyperscaler-earnings-season-breaks-historical-volatility-patterns-9216 nashnova zh-cn 2026-08-11T16:25:16.263Z AI超大规模云厂商财报季打破历史波动规律 https://www.nashnova.com/zh/feed/special/qatar-lng-loadings-rise-to-multi-month-highs-as-hormuz-reopening-talks-remain-9215 nashnova zh-cn 2026-08-11T16:21:47.893Z 卡塔尔LNG装载量升至数月高位，霍尔木兹重开谈判仍存变数 https://www.nashnova.com/zh/feed/special/trump-options-for-iran-include-economic-pressure-or-military-strike-9214 nashnova zh-cn 2026-08-11T16:20:27.761Z 特朗普：对伊朗可选经济施压或军事重击 https://www.nashnova.com/zh/feed/special/trump-administration-does-not-participate-in-intels-20-billion-share-offering-9213 nashnova zh-cn 2026-08-11T15:59:38.091Z 特朗普政府不参与英特尔200亿美元增发但予以背书 https://www.nashnova.com/zh/feed/special/trend-following-funds-bond-shorts-hit-largest-since-1990-cpi-becomes-key-9212 nashnova zh-cn 2026-08-11T15:45:18.555Z 趋势基金债券空头创1990年来最大，CPI成关键验证节点 https://www.nashnova.com/zh/feed/special/atlanta-feds-venable-inflation-still-too-high-outlook-for-relief-hinges-on-9211 nashnova zh-cn 2026-08-11T15:40:09.526Z 亚特兰大联储韦纳布尔：通胀仍过高，缓解前景取决于中东局势 https://www.nashnova.com/zh/feed/special/coherent-q4-earnings-preview-adjusted-eps-expected-to-rise-62-percent-yoy-data-9210 nashnova zh-cn 2026-08-11T15:29:42.655Z Coherent Q4财报前瞻：调整后EPS预期同比增62%，数据中心营收受关注 https://www.nashnova.com/zh/feed/special/us-etf-weekly-spy-sees-15-3b-weekly-outflow-as-tech-sector-leads-net-redemptions-9209 nashnova zh-cn 2026-08-11T15:19:55.466Z 美国ETF周度：SPY单周流出153亿美元，科技板块领跑净流出 https://www.nashnova.com/zh/feed/special/u-s-q2-household-debt-edges-down-to-18-8-trillion-as-auto-loans-hit-nominal-9208 nashnova zh-cn 2026-08-11T15:15:22.547Z 美国Q2家庭债务微降至18.8万亿，汽车贷款创名义新高 https://www.nashnova.com/zh/feed/special/white-house-lifts-tiktok-ban-on-government-devices-9207 nashnova zh-cn 2026-08-11T14:55:09.112Z 白宫解除TikTok政府设备禁令 https://www.nashnova.com/zh/feed/special/cme-group-announces-expansion-of-silver-futures-to-nearly-24-hour-trading-as-9206 nashnova zh-cn 2026-08-11T14:16:16.995Z 芝商所宣布白银期货扩至全天候交易，黄金验证散户需求 https://www.nashnova.com/zh/feed/special/u-s-existing-home-sales-decline-for-second-straight-month-in-july-median-price-9205 nashnova zh-cn 2026-08-11T14:15:05.925Z 美国7月成屋销售连续两月下滑，中位价创次高纪录 https://www.nashnova.com/zh/feed/special/wall-street-options-market-sentiment-reversal-upside-risk-replaces-downside-9204 nashnova zh-cn 2026-08-11T14:12:40.413Z 华尔街期权市场情绪反转：上行风险取代下行恐慌 https://www.nashnova.com/zh/feed/special/russian-crude-shipments-drop-to-lowest-since-may-9203 nashnova zh-cn 2026-08-11T14:10:19.629Z 俄罗斯原油出货量降至5月来最低 https://www.nashnova.com/zh/feed/special/manus-announces-imminent-return-to-independent-operations-as-meta-acquisition-9202 nashnova zh-cn 2026-08-11T13:56:57.632Z Manus宣布即将恢复独立运营，Meta收购交易正式解除 https://www.nashnova.com/zh/feed/special/ai-related-etf-leveraged-exposure-rises-to-58-percent-rebalancing-mechanism-may-9201 nashnova zh-cn 2026-08-11T13:56:05.580Z AI相关ETF杠杆敞口升至58%，再平衡机制或放大科技股波动 https://www.nashnova.com/zh/feed/special/bofa-doubts-over-whether-bull-market-leadership-can-pass-from-tech-to-other-9200 nashnova zh-cn 2026-08-11T13:54:08.636Z 美银：牛市领涨权棒能否从科技传至其他板块存疑 https://www.nashnova.com/zh/feed/special/brent-breaks-above-90-as-trumps-reparations-rhetoric-dims-peace-talk-prospects-9199 nashnova zh-cn 2026-08-11T13:40:53.228Z 布油突破90美元，特朗普索赔言论令和谈前景黯淡 https://www.nashnova.com/zh/feed/special/intercontinental-exchange-raises-6-billion-in-bond-offering-to-fund-marketaxess-9198 nashnova zh-cn 2026-08-11T13:39:54.239Z 洲际交易所发债60亿美元收购MarketAxess https://www.nashnova.com/zh/feed/special/cds-trading-volumes-on-hyperscale-cloud-providers-hit-record-highs-as-credit-9197 nashnova zh-cn 2026-08-11T13:35:11.880Z 超大规模云厂商CDS成交量创历史新高，信用风险溢价持续扩大 https://www.nashnova.com/zh/feed/special/iif-emerging-markets-see-18-8b-inflows-in-july-ending-two-month-net-outflow-9196 nashnova zh-cn 2026-08-11T13:21:21.602Z IIF：7月新兴市场资金流入188亿美元，结束两月净流出 https://www.nashnova.com/zh/feed/special/nvidia-releases-its-first-open-source-ai-model-nemotron-3-5-lightning-9195 nashnova zh-cn 2026-08-11T13:20:19.019Z 英伟达发布首个开源AI模型Nemotron 3.5 Lightning https://www.nashnova.com/zh/feed/special/deutsche-bank-market-has-priced-in-a-near-perfect-landing-leaving-minimal-margin-9194 nashnova zh-cn 2026-08-11T13:19:56.795Z 德意志银行：市场已定价"近乎完美着陆"，容错空间极小 https://www.nashnova.com/zh/feed/special/ipo-410-9193 nashnova zh-cn 2026-08-11T13:15:06.717Z 港交所：香港今年IPO集资额已达410亿美元，料全年再创纪录 https://www.nashnova.com/zh/feed/special/level-9192 nashnova zh-cn 2026-08-11T13:14:51.869Z 纳斯达克收购暗池交易平台LeveL https://www.nashnova.com/zh/feed/special/9191 nashnova zh-cn 2026-08-11T13:09:40.148Z 美国新关税法律基础存隐患，中国企业称冲击趋缓 https://www.nashnova.com/zh/feed/special/ai-9190 nashnova zh-cn 2026-08-11T13:00:29.837Z 字节跳动成立AI数据与安全一级部门 https://www.nashnova.com/zh/feed/special/applovin-9189 nashnova zh-cn 2026-08-11T12:54:43.469Z 美银下调AppLovin评级，指长期增长目标风险上升 https://www.nashnova.com/zh-hant/feed/special/gold-etfs-see-3-billion-net-inflows-in-july-as-western-buyers-return-but-north-9290 nashnova zh-tw 2026-08-12T06:50:52.836Z 黃金ETF 7月淨流入30億美元，西方買家回流但北美仍滯後 https://www.nashnova.com/zh-hant/feed/special/norways-sovereign-wealth-fund-posts-9-4-percent-return-in-first-half-led-by-9289 nashnova zh-tw 2026-08-12T06:49:49.036Z 挪威主權財富基金上半年回報9.4%，亞洲科技股領漲 https://www.nashnova.com/zh-hant/feed/special/japan-jgb-yields-rival-u-s-treasuries-as-fund-houses-race-to-launch-retail-9288 nashnova zh-tw 2026-08-12T06:25:49.835Z 日本JGB殖利率媲美美債，基金公司競推零售投資信託 https://www.nashnova.com/zh-hant/feed/special/hon-hai-reports-nt-109-9b-net-profit-for-h1-2026-q2-beats-expectations-9287 nashnova zh-tw 2026-08-12T06:24:36.296Z 鴻海2026年上半年淨利潤1,099億元台幣，Q2超預期 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-resumes-nand-expansion-at-dalian-fab-capacity-set-to-increase-by-50-9286 nashnova zh-tw 2026-08-12T06:15:54.320Z SK海力士重啟大連NAND擴產，產能將增約五成 https://www.nashnova.com/zh-hant/feed/special/germanys-july-cpi-rises-to-2-8-percent-yoy-beating-expectations-9285 nashnova zh-tw 2026-08-12T06:14:38.426Z 德國7月CPI同比升至2.8%，超預期 https://www.nashnova.com/zh-hant/feed/special/tesla-fsd-eu-approval-mired-in-regulatory-exemption-and-transparency-disputes-9284 nashnova zh-tw 2026-08-12T06:12:39.601Z 特斯拉FSD歐盟審批陷監管豁免與透明度爭議，10月迎關鍵投票 https://www.nashnova.com/zh-hant/feed/special/signs-of-intels-israel-fab-restart-emerge-but-14a-node-execution-remains-9283 nashnova zh-tw 2026-08-12T06:11:33.126Z 英特爾以色列晶圓廠重啟信號出現，14A製程落地仍存疑 https://www.nashnova.com/zh-hant/feed/special/japan-bets-on-rapidus-2nm-semiconductor-investment-to-reach-68-trillion-by-2040-9282 nashnova zh-tw 2026-08-12T06:10:17.525Z 日本押注Rapidus 2nm，半導體投資規模至2040年達68萬億日圓 https://www.nashnova.com/zh-hant/feed/special/tata-group-chairman-chandrasekaran-resigns-group-stocks-drop-over-4-percent-9281 nashnova zh-tw 2026-08-12T06:04:52.164Z 塔塔集團主席錢德拉塞卡蘭辭職，旗下股票跌逾4% https://www.nashnova.com/zh-hant/feed/special/bitcoin-options-bulls-bet-on-70-000-ahead-of-cpi-on-chain-eth-continues-flowing-9280 nashnova zh-tw 2026-08-12T05:40:00.455Z CPI前夕比特幣期權多頭押注70000美元，鏈上ETH持續流出交易所 https://www.nashnova.com/zh-hant/feed/special/temasek-reportedly-eyes-direct-stakes-samsung-sk-hynix-surge-over-8-percent-9279 nashnova zh-tw 2026-08-12T05:19:57.948Z 傳淡馬錫擬直接入股，三星、SK海力士漲逾8% https://www.nashnova.com/zh-hant/feed/special/memory-giants-secure-38b-in-customer-commitments-buyer-bargaining-power-may-9278 nashnova zh-tw 2026-08-12T04:48:42.342Z 儲存巨頭客戶擔保規模達380億美元，2029年買方議價權或回歸 https://www.nashnova.com/zh-hant/feed/special/foxconn-q2-earnings-call-focuses-on-ai-rack-shipments-apple-and-ev-progress-9277 nashnova zh-tw 2026-08-12T04:47:21.374Z 富士康Q2財報會聚焦AI機架出貨、蘋果與電動車進展 https://www.nashnova.com/zh-hant/feed/special/nvidia-and-broadcom-publicly-diverge-on-ai-network-scaling-roadmap-9276 nashnova zh-tw 2026-08-12T04:45:47.108Z 輝達與博通在AI網路擴展路線上公開分歧 https://www.nashnova.com/zh-hant/feed/special/galaxy-entertainment-reports-hk-24-2-billion-net-revenue-in-h1-declares-interim-9275 nashnova zh-tw 2026-08-12T04:29:58.572Z 銀河娛樂上半年淨收益242億港元，派中期息每股0.90港元 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-drop-1-17-percent-at-midday-as-memory-chip-stocks-buck-the-9274 nashnova zh-tw 2026-08-12T04:15:45.417Z 港股午盤跌1.17%，存儲概念股逆市走高 https://www.nashnova.com/zh-hant/feed/special/tsmc-ai-advanced-packaging-competition-extends-to-system-level-reliability-9273 nashnova zh-tw 2026-08-12T04:12:49.399Z 台積電：AI先進封裝競爭延伸至系統級可靠性 https://www.nashnova.com/zh-hant/feed/special/chinas-eight-major-polysilicon-producers-jointly-pledge-to-reject-below-cost-9272 nashnova zh-tw 2026-08-12T04:11:24.796Z 中國八大多晶矽廠商聯署拒絕低於成本銷售 https://www.nashnova.com/zh-hant/feed/special/amazon-to-build-7-65gw-natural-gas-power-plant-in-texas-to-power-ai-data-centers-9271 nashnova zh-tw 2026-08-12T04:10:08.026Z 亞馬遜在德克薩斯建7.65GW天然氣電廠為AI數據中心供電 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-markets-betting-on-triple-optimistic-assumptions-simultaneously-9270 nashnova zh-tw 2026-08-12T03:36:24.192Z 德銀：市場同時押注三重樂觀假設，容錯空間極小 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-becomes-first-non-chinese-bank-to-serve-as-rmb-clearing-house-in-9269 nashnova zh-tw 2026-08-12T03:34:53.106Z 德意志銀行成歐洲首家非中資人民幣清算行 https://www.nashnova.com/zh-hant/feed/special/ubs-maintains-1-625-target-for-micron-dram-hbm-upgrades-offset-nand-downgrades-9268 nashnova zh-tw 2026-08-12T03:31:40.752Z 瑞銀維持美光1625美元目標價，DRAM/HBM上修覆蓋NAND下修 https://www.nashnova.com/zh-hant/feed/special/9266 nashnova zh-tw 2026-08-12T03:29:54.001Z 港交所擬發討論文件，啟動延長交易時間磋商 https://www.nashnova.com/zh-hant/feed/special/bessent-and-takaichi-sanae-diverge-on-boj-rate-hike-stance-9265 nashnova zh-tw 2026-08-12T03:15:15.704Z 貝森特與高市早苗在日本央行加息問題上立場分歧 https://www.nashnova.com/zh-hant/feed/special/spil-breaks-ground-on-new-douliu-fab-betting-billions-on-ai-advanced-packaging-9263 nashnova zh-tw 2026-08-12T03:10:22.337Z 矽品精密斗六新廠動工，百億美元押注AI先進封裝 https://www.nashnova.com/zh-hant/feed/special/musk-spacex-ai-revenue-will-surpass-all-other-businesses-next-month-9262 nashnova zh-tw 2026-08-12T03:05:25.607Z 馬斯克：SpaceX AI收入下月將超越全部其他業務 https://www.nashnova.com/zh-hant/feed/special/yen-options-activity-rebounds-as-traders-embrace-flexibility-ahead-of-u-s-cpi-9261 nashnova zh-tw 2026-08-12T02:45:03.627Z 日圓期權活躍度回升，交易員以靈活性應對美國CPI https://www.nashnova.com/zh-hant/feed/special/nvidia-plans-to-build-trillion-parameter-open-source-ai-model-free-models-to-9260 nashnova zh-tw 2026-08-12T02:25:27.254Z 輝達計劃打造萬億參數開源AI模型，免費模型撬動GPU需求 https://www.nashnova.com/zh-hant/feed/special/bofa-ai-has-not-yet-destroyed-overall-employment-but-young-graduates-and-the-9259 nashnova zh-tw 2026-08-12T02:20:05.380Z 美銀：AI尚未摧毀就業總量，但年輕畢業生與資訊業已承壓 https://www.nashnova.com/zh-hant/feed/special/cicc-global-liquidity-remains-in-easing-territory-expected-to-expand-further-in-9258 nashnova zh-tw 2026-08-12T00:28:22.589Z 中金：全球流動性仍處寬鬆區間，下半年有望進一步擴張 https://www.nashnova.com/zh-hant/feed/special/two-indicators-tracking-tech-crowding-unwind-iv-decline-and-large-small-cap-9257 nashnova zh-tw 2026-08-12T00:26:48.393Z 兩指標追蹤科技抱團鬆動：IV回落與大小盤估值差擴大 https://www.nashnova.com/zh-hant/feed/special/mediatek-july-2026-revenue-drops-16-percent-mom-as-smartphone-chips-face-9256 nashnova zh-tw 2026-08-12T00:25:41.875Z 聯發科2026年7月營收環比降16%，手機晶片承壓非移動業務補位 https://www.nashnova.com/zh-hant/feed/special/apple-pushes-iphone-18-oled-procurement-prices-down-by-over-40-percent-9255 nashnova zh-tw 2026-08-12T00:15:09.461Z 蘋果壓低iPhone 18 OLED採購價格逾四成 https://www.nashnova.com/zh-hant/feed/special/china-internet-earnings-season-tests-ai-sector-rotation-9254 nashnova zh-tw 2026-08-11T23:49:57.992Z 中國互聯網股財報季考驗AI板塊輪動 https://www.nashnova.com/zh-hant/feed/special/japans-august-business-sentiment-improves-as-semiconductor-demand-drives-9253 nashnova zh-tw 2026-08-11T23:24:55.057Z 日本8月商業景氣改善，半導體需求拉動製造業指數創近5個月新高 https://www.nashnova.com/zh-hant/feed/special/foreign-investors-pivot-to-taiwan-stocks-after-ai-selloff-net-buying-1-7-billion-9252 nashnova zh-tw 2026-08-11T23:15:02.183Z AI拋售後外資轉向台股，本月淨買入17億美元 https://www.nashnova.com/zh-hant/feed/special/berkshires-insurance-underwriting-profit-drops-13-percent-multiple-units-9251 nashnova zh-tw 2026-08-11T22:46:21.690Z 波克夏保險承保利潤下滑13%，多單元表現遜於同業 https://www.nashnova.com/zh-hant/feed/special/trump-considers-cutting-capital-gains-tax-to-boost-midterm-elections-9250 nashnova zh-tw 2026-08-11T22:45:00.654Z 特朗普考慮削減資本利得稅以提振中期選舉 https://www.nashnova.com/zh-hant/feed/special/asian-markets-face-weak-open-as-cpi-data-and-iran-tensions-create-dual-headwinds-9249 nashnova zh-tw 2026-08-11T22:35:03.036Z 亞洲股市開盤前景偏弱，CPI數據與伊朗局勢雙重壓制 https://www.nashnova.com/zh-hant/feed/special/api-data-u-s-crude-oil-inventories-rise-by-an-unexpected-9-07-million-barrels-9248 nashnova zh-tw 2026-08-11T22:19:38.450Z API數據：美國原油庫存意外增加907萬桶 https://www.nashnova.com/zh-hant/feed/special/panama-canal-transit-fees-hit-record-high-averaging-over-1-1-million-in-august-9247 nashnova zh-tw 2026-08-11T21:20:16.674Z 巴拿馬運河通行費創歷史新高，8月均價逾110萬美元 https://www.nashnova.com/zh-hant/feed/special/sanders-sends-letter-to-openai-and-two-other-giants-pause-ai-development-or-9246 nashnova zh-tw 2026-08-11T20:40:21.830Z 桑德斯致信OpenAI等三巨頭：暫停AI開發，否則國會介入 https://www.nashnova.com/zh-hant/feed/special/u-s-stocks-close-lower-tuesday-as-energy-leads-cpi-data-becomes-key-validation-9245 nashnova zh-tw 2026-08-11T20:33:49.565Z 美股週二收跌，能源領漲，CPI數據成關鍵驗證節點 https://www.nashnova.com/zh-hant/feed/special/gold-surges-7-25-percent-in-one-week-as-cta-positioning-flips-long-and-9244 nashnova zh-tw 2026-08-11T20:32:19.139Z 黃金單週漲7.25%，CTA倉位翻多，波動率同步走高 https://www.nashnova.com/zh-hant/feed/special/super-micro-computers-fy2027-revenue-guidance-tops-72-billion-far-exceeding-wall-9243 nashnova zh-tw 2026-08-11T20:31:06.572Z 超微電腦2027財年營收指引最高720億美元，遠超華爾街預期 https://www.nashnova.com/zh-hant/feed/special/coreweave-q2-revenue-of-2-58b-slightly-beats-expectations-as-infrastructure-9242 nashnova zh-tw 2026-08-11T20:29:55.504Z CoreWeave Q2營收$25.8億小幅超預期，基礎設施支出激增125% https://www.nashnova.com/zh-hant/feed/special/anthropic-procures-470mw-modular-natural-gas-power-equipment-from-erock-9241 nashnova zh-tw 2026-08-11T20:15:43.011Z Anthropic向ERock採購470兆瓦模組化天然氣發電設備 https://www.nashnova.com/zh-hant/feed/special/lumentum-q4-revenue-hits-1-01b-beating-expectations-stock-drops-5-percent-after-9240 nashnova zh-tw 2026-08-11T20:14:40.087Z Lumentum Q4營收10.1億美元超預期，盤後一度跌5%後收復 https://www.nashnova.com/zh-hant/feed/special/big-tech-and-bitcoin-under-pressure-treasuries-rally-hormuz-tensions-roil-oil-9239 nashnova zh-tw 2026-08-11T20:11:23.684Z 大科技與比特幣承壓，美債走強，霍爾木茲局勢擾動油價 https://www.nashnova.com/zh-hant/feed/special/oracle-launches-new-round-of-layoffs-this-month-with-some-teams-facing-double-9238 nashnova zh-tw 2026-08-11T20:09:57.121Z 甲骨文本月啟動新一輪裁員，部分團隊削減比例達兩位數 https://www.nashnova.com/zh-hant/feed/special/sec-bypasses-congress-proposes-exemption-rules-for-crypto-token-issuance-9237 nashnova zh-tw 2026-08-11T19:55:05.286Z 美國證監會繞開國會，擬為加密代幣發行設立豁免規則 https://www.nashnova.com/zh-hant/feed/special/google-gemini-surpasses-1-billion-monthly-active-users-now-on-par-with-chatgpt-9236 nashnova zh-tw 2026-08-11T18:55:42.706Z 谷歌Gemini月活突破10億，與ChatGPT並駕齊驅 https://www.nashnova.com/zh-hant/feed/special/eli-lillys-oral-weight-loss-drug-foundayo-approved-in-the-uk-marking-first-9235 nashnova zh-tw 2026-08-11T18:54:52.206Z 禮來口服減重藥Foundayo獲英國批准，為歐洲首個監管綠燈 https://www.nashnova.com/zh-hant/feed/special/colombia-earthquake-causes-widespread-coffee-export-disruptions-9234 nashnova zh-tw 2026-08-11T18:50:04.418Z 哥倫比亞地震致咖啡出口大面積中斷 https://www.nashnova.com/zh-hant/feed/special/nvidias-50-billion-third-party-financing-platform-eases-analyst-concerns-over-9233 nashnova zh-tw 2026-08-11T18:45:11.055Z 輝達500億美元第三方融資平台緩解分析師循環交易擔憂 https://www.nashnova.com/zh-hant/feed/special/clo-etfs-attracted-2-3b-in-july-with-year-to-date-inflows-reaching-11-8b-9232 nashnova zh-tw 2026-08-11T18:17:29.388Z 7月CLO ETF吸金23億美元，年內累計流入118億 https://www.nashnova.com/zh-hant/feed/special/cme-launches-ai-compute-futures-as-computing-power-becomes-a-tradable-asset-9231 nashnova zh-tw 2026-08-11T18:16:05.069Z CME推出AI算力期貨，算力資產化邁向可交易 https://www.nashnova.com/zh-hant/feed/special/eurazeo-us-japan-joint-intervention-is-a-turning-point-yen-could-strengthen-to-9230 nashnova zh-tw 2026-08-11T18:14:58.266Z 歐瑞澤：美日聯合干預是轉折點，日元或升至125 https://www.nashnova.com/zh-hant/feed/special/former-openai-coo-lightcap-departs-as-executive-exodus-continues-9229 nashnova zh-tw 2026-08-11T17:55:10.010Z OpenAI前COO萊特卡普離職，高管流失潮持續 https://www.nashnova.com/zh-hant/feed/special/strong-u-s-3-year-treasury-auction-with-better-than-expected-demand-9228 nashnova zh-tw 2026-08-11T17:37:05.369Z 美國3年期國債拍賣強勁，需求超預期 https://www.nashnova.com/zh-hant/feed/special/xai-launches-grok-bot-multi-agent-product-capable-of-cross-application-9227 nashnova zh-tw 2026-08-11T17:36:01.333Z xAI推出Grok Bot多智能體產品，可跨應用協同處理工作任務 https://www.nashnova.com/zh-hant/feed/special/u-s-government-borrows-over-800-billion-in-q2-annualized-pace-reaches-3-2-9226 nashnova zh-tw 2026-08-11T17:34:51.566Z 美國政府Q2借款逾8000億美元，年化規模達3.2萬億 https://www.nashnova.com/zh-hant/feed/special/u-s-projects-iran-war-oil-supply-disruption-to-extend-through-2027-9225 nashnova zh-tw 2026-08-11T17:25:04.530Z 美國預計伊朗戰爭石油供應中斷延續至2027年 https://www.nashnova.com/zh-hant/feed/special/chile-cuts-2026-copper-output-forecast-again-to-5-27-million-tons-9224 nashnova zh-tw 2026-08-11T17:14:58.659Z 智利再下調2026年銅產量預測至527萬噸 https://www.nashnova.com/zh-hant/feed/special/heatwave-meets-solar-eclipse-european-natural-gas-prices-approach-iran-war-highs-9223 nashnova zh-tw 2026-08-11T17:03:10.046Z 熱浪疊加日食，歐洲天然氣價格逼近伊朗戰爭高點 https://www.nashnova.com/zh-hant/feed/special/nomura-gold-becomes-the-pressure-relief-valve-for-u-s-treasuries-and-hyperscale-9222 nashnova zh-tw 2026-08-11T17:01:53.631Z 野村：黃金成美債與超大規模AI債務壓力釋放閥 https://www.nashnova.com/zh-hant/feed/special/vix-drops-below-15-market-digests-middle-east-risks-sparking-complacency-9221 nashnova zh-tw 2026-08-11T16:57:08.180Z VIX跌破15 市場消化中東風險引發自滿警告 https://www.nashnova.com/zh-hant/feed/special/barclays-private-investors-now-dominate-u-s-treasury-market-30-year-yields-9220 nashnova zh-tw 2026-08-11T16:55:50.066Z 巴克萊：私人投資者主導美債市場，30年期收益率料維持高位 https://www.nashnova.com/zh-hant/feed/special/apple-extends-panel-inventory-holding-period-to-six-weeks-to-counter-component-9219 nashnova zh-tw 2026-08-11T16:44:47.459Z 蘋果延長面板庫存持有期至六週以應對組件漲價 https://www.nashnova.com/zh-hant/feed/special/taiwan-semiconductor-index-near-all-time-high-as-sox-index-catch-up-potential-9218 nashnova zh-tw 2026-08-11T16:30:48.368Z 台灣半導體指數近歷史高位，美國SOX指數追趕空間受關注 https://www.nashnova.com/zh-hant/feed/special/nvidias-500-billion-ai-financing-initiative-lifts-alternative-asset-manager-9217 nashnova zh-tw 2026-08-11T16:29:43.223Z 輝達5000億美元AI融資帶動另類資管股上漲 https://www.nashnova.com/zh-hant/feed/special/ai-hyperscaler-earnings-season-breaks-historical-volatility-patterns-9216 nashnova zh-tw 2026-08-11T16:25:16.263Z AI超大規模雲廠商財報季打破歷史波動規律 https://www.nashnova.com/zh-hant/feed/special/qatar-lng-loadings-rise-to-multi-month-highs-as-hormuz-reopening-talks-remain-9215 nashnova zh-tw 2026-08-11T16:21:47.893Z 卡達LNG裝載量升至數月高位，霍爾木茲重開談判仍存變數 https://www.nashnova.com/zh-hant/feed/special/trump-options-for-iran-include-economic-pressure-or-military-strike-9214 nashnova zh-tw 2026-08-11T16:20:27.761Z 特朗普：對伊朗可選經濟施壓或軍事重擊 https://www.nashnova.com/zh-hant/feed/special/trump-administration-does-not-participate-in-intels-20-billion-share-offering-9213 nashnova zh-tw 2026-08-11T15:59:38.091Z 特朗普政府不參與英特爾200億美元增發但予以背書 https://www.nashnova.com/zh-hant/feed/special/trend-following-funds-bond-shorts-hit-largest-since-1990-cpi-becomes-key-9212 nashnova zh-tw 2026-08-11T15:45:18.555Z 趨勢基金債券空頭創1990年來最大，CPI成關鍵驗證節點 https://www.nashnova.com/zh-hant/feed/special/atlanta-feds-venable-inflation-still-too-high-outlook-for-relief-hinges-on-9211 nashnova zh-tw 2026-08-11T15:40:09.526Z 亞特蘭大聯儲韋納布爾：通膨仍過高，緩解前景取決於中東局勢 https://www.nashnova.com/zh-hant/feed/special/coherent-q4-earnings-preview-adjusted-eps-expected-to-rise-62-percent-yoy-data-9210 nashnova zh-tw 2026-08-11T15:29:42.655Z Coherent Q4財報前瞻：調整後EPS預期同比增62%，數據中心營收受關注 https://www.nashnova.com/zh-hant/feed/special/us-etf-weekly-spy-sees-15-3b-weekly-outflow-as-tech-sector-leads-net-redemptions-9209 nashnova zh-tw 2026-08-11T15:19:55.466Z 美國ETF週度：SPY單週流出153億美元，科技板塊領跑淨流出 https://www.nashnova.com/zh-hant/feed/special/u-s-q2-household-debt-edges-down-to-18-8-trillion-as-auto-loans-hit-nominal-9208 nashnova zh-tw 2026-08-11T15:15:22.547Z 美國Q2家庭債務微降至18.8萬億，汽車貸款創名義新高 https://www.nashnova.com/zh-hant/feed/special/white-house-lifts-tiktok-ban-on-government-devices-9207 nashnova zh-tw 2026-08-11T14:55:09.112Z 白宮解除TikTok政府設備禁令 https://www.nashnova.com/zh-hant/feed/special/cme-group-announces-expansion-of-silver-futures-to-nearly-24-hour-trading-as-9206 nashnova zh-tw 2026-08-11T14:16:16.995Z 芝商所宣布白銀期貨擴至全天候交易，黃金驗證散戶需求 https://www.nashnova.com/zh-hant/feed/special/u-s-existing-home-sales-decline-for-second-straight-month-in-july-median-price-9205 nashnova zh-tw 2026-08-11T14:15:05.925Z 美國7月成屋銷售連續兩月下滑，中位價創次高紀錄 https://www.nashnova.com/zh-hant/feed/special/wall-street-options-market-sentiment-reversal-upside-risk-replaces-downside-9204 nashnova zh-tw 2026-08-11T14:12:40.413Z 華爾街期權市場情緒反轉：上行風險取代下行恐慌 https://www.nashnova.com/zh-hant/feed/special/russian-crude-shipments-drop-to-lowest-since-may-9203 nashnova zh-tw 2026-08-11T14:10:19.629Z 俄羅斯原油出貨量降至5月來最低 https://www.nashnova.com/zh-hant/feed/special/manus-announces-imminent-return-to-independent-operations-as-meta-acquisition-9202 nashnova zh-tw 2026-08-11T13:56:57.632Z Manus宣布即將恢復獨立運營，Meta收購交易正式解除 https://www.nashnova.com/zh-hant/feed/special/ai-related-etf-leveraged-exposure-rises-to-58-percent-rebalancing-mechanism-may-9201 nashnova zh-tw 2026-08-11T13:56:05.580Z AI相關ETF槓桿敞口升至58%，再平衡機制或放大科技股波動 https://www.nashnova.com/zh-hant/feed/special/bofa-doubts-over-whether-bull-market-leadership-can-pass-from-tech-to-other-9200 nashnova zh-tw 2026-08-11T13:54:08.636Z 美銀：牛市領漲權棒能否從科技傳至其他板塊存疑 https://www.nashnova.com/zh-hant/feed/special/brent-breaks-above-90-as-trumps-reparations-rhetoric-dims-peace-talk-prospects-9199 nashnova zh-tw 2026-08-11T13:40:53.228Z 布油突破90美元，特朗普索賠言論令和談前景黯淡 https://www.nashnova.com/zh-hant/feed/special/intercontinental-exchange-raises-6-billion-in-bond-offering-to-fund-marketaxess-9198 nashnova zh-tw 2026-08-11T13:39:54.239Z 洲際交易所發債60億美元收購MarketAxess https://www.nashnova.com/zh-hant/feed/special/cds-trading-volumes-on-hyperscale-cloud-providers-hit-record-highs-as-credit-9197 nashnova zh-tw 2026-08-11T13:35:11.880Z 超大規模雲端廠商CDS成交量創歷史新高，信用風險溢價持續擴大 https://www.nashnova.com/zh-hant/feed/special/iif-emerging-markets-see-18-8b-inflows-in-july-ending-two-month-net-outflow-9196 nashnova zh-tw 2026-08-11T13:21:21.602Z IIF：7月新興市場資金流入188億美元，結束兩月淨流出 https://www.nashnova.com/zh-hant/feed/special/nvidia-releases-its-first-open-source-ai-model-nemotron-3-5-lightning-9195 nashnova zh-tw 2026-08-11T13:20:19.019Z 輝達發布首個開源AI模型Nemotron 3.5 Lightning https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-market-has-priced-in-a-near-perfect-landing-leaving-minimal-margin-9194 nashnova zh-tw 2026-08-11T13:19:56.795Z 德意志銀行：市場已定價「近乎完美著陸」，容錯空間極小 https://www.nashnova.com/zh-hant/feed/special/ipo-410-9193 nashnova zh-tw 2026-08-11T13:15:06.717Z 港交所：香港今年IPO集資額已達410億美元，料全年再創紀錄 https://www.nashnova.com/zh-hant/feed/special/level-9192 nashnova zh-tw 2026-08-11T13:14:51.869Z 納斯達克收購暗池交易平台LeveL https://www.nashnova.com/zh-hant/feed/special/9191 nashnova zh-tw 2026-08-11T13:09:40.148Z 美國新關稅法律基礎存隱患，中國企業稱衝擊趨緩 https://www.nashnova.com/zh-hant/feed/special/ai-9190 nashnova zh-tw 2026-08-11T13:00:29.837Z 字節跳動成立AI數據與安全一級部門 https://www.nashnova.com/zh-hant/feed/special/applovin-9189 nashnova zh-tw 2026-08-11T12:54:43.469Z 美銀下調AppLovin評級，指長期增長目標風險上升