https://www.nashnova.com/feed/special/rocket-lab-q3-revenue-guidance-beats-expectations-but-gross-margin-guidance-9104 nashnova en 2026-08-10T20:21:11.286Z Rocket Lab Q3 Revenue Guidance Beats Expectations, but Gross Margin Guidance Falls Short of Market Consensus https://www.nashnova.com/feed/special/jpmorgan-july-cpi-could-trigger-significant-s-and-p-500-swings-9103 nashnova en 2026-08-10T20:11:32.098Z JPMorgan: July CPI Could Trigger Significant S&P 500 Swings https://www.nashnova.com/feed/special/adani-u-s-securities-fraud-charges-dismissed-9102 nashnova en 2026-08-10T20:10:52.937Z Adani U.S. Securities Fraud Charges Dismissed https://www.nashnova.com/feed/special/feds-hammack-multiple-rate-hikes-may-be-needed-to-curb-inflation-9101 nashnova en 2026-08-10T19:20:56.704Z Fed's Hammack: Multiple Rate Hikes May Be Needed to Curb Inflation https://www.nashnova.com/feed/special/ai-threats-escalate-after-black-hat-conference-as-crowdstrike-and-palo-alto-hit-9100 nashnova en 2026-08-10T17:56:09.725Z AI Threats Escalate After Black Hat Conference as CrowdStrike and Palo Alto Hit All-Time Highs https://www.nashnova.com/feed/special/buffetts-heavy-bet-on-japans-five-major-trading-houses-moats-face-ai-era-9099 nashnova en 2026-08-10T17:11:39.278Z Buffett's Heavy Bet on Japan's Five Major Trading Houses: Moats Face AI-Era Challenges https://www.nashnova.com/feed/special/u-s-strategic-petroleum-reserve-falls-to-298-3-million-barrels-as-oil-prices-9098 nashnova en 2026-08-10T17:06:52.251Z U.S. Strategic Petroleum Reserve Falls to 298.3 Million Barrels as Oil Prices Surge Over 4% in a Single Day https://www.nashnova.com/feed/special/prediction-markets-bet-july-cpi-will-come-in-below-consensus-only-15-percent-9097 nashnova en 2026-08-10T17:01:05.392Z Prediction Markets Bet July CPI Will Come in Below Consensus, Only 15% Chance of Exceeding 3.4% https://www.nashnova.com/feed/special/netflix-nearly-doubles-2026-upfront-ad-commitments-9096 nashnova en 2026-08-10T16:45:58.638Z Netflix Nearly Doubles 2026 Upfront Ad Commitments https://www.nashnova.com/feed/special/goldman-sachs-co-head-of-global-banking-and-markets-advises-investors-to-stay-9095 nashnova en 2026-08-10T16:41:35.072Z Goldman Sachs Co-Head of Global Banking & Markets: Advises Investors to Stay Invested https://www.nashnova.com/feed/special/nvidia-teams-up-with-wall-street-giants-to-assemble-500-billion-ai-9094 nashnova en 2026-08-10T16:31:12.970Z Nvidia Teams Up with Wall Street Giants to Assemble $500 Billion AI Infrastructure Financing Consortium https://www.nashnova.com/feed/special/u-s-naval-blockade-causes-sharp-drop-in-iranian-oil-exports-daily-shipments-fall-9093 nashnova en 2026-08-10T16:26:45.614Z U.S. Naval Blockade Causes Sharp Drop in Iranian Oil Exports, Daily Shipments Fall to 500K Barrels in August https://www.nashnova.com/feed/special/u-s-appeals-court-allows-over-2-400-social-media-addiction-lawsuits-to-proceed-9092 nashnova en 2026-08-10T16:26:20.385Z U.S. Appeals Court Allows Over 2,400 Social Media Addiction Lawsuits to Proceed https://www.nashnova.com/feed/special/sec-grants-exemptions-from-core-regulatory-requirements-for-data-center-abs-9091 nashnova en 2026-08-10T16:06:12.963Z SEC Grants Exemptions from Core Regulatory Requirements for Data Center ABS Securitization https://www.nashnova.com/feed/special/u-s-investment-grade-bond-issuance-surpasses-1-4-trillion-year-to-date-exceeding-9090 nashnova en 2026-08-10T15:51:55.966Z U.S. Investment-Grade Bond Issuance Surpasses $1.4 Trillion Year-to-Date, Exceeding 2020's Record Pace by 9% https://www.nashnova.com/feed/special/global-long-end-bond-yields-surge-as-economists-warn-of-fiscal-de-anchoring-9089 nashnova en 2026-08-10T15:51:41.939Z Global Long-End Bond Yields Surge as Economists Warn of Fiscal De-Anchoring Risks https://www.nashnova.com/feed/special/deutsche-bank-designated-by-china-as-first-european-rmb-clearing-bank-9088 nashnova en 2026-08-10T15:31:35.671Z Deutsche Bank Designated by China as First European RMB Clearing Bank https://www.nashnova.com/feed/special/coreweave-q2-earnings-preview-strong-ai-demand-but-debt-and-margin-under-9087 nashnova en 2026-08-10T15:26:36.881Z CoreWeave Q2 Earnings Preview: Strong AI Demand, but Debt and Margin Under Pressure https://www.nashnova.com/feed/special/u-s-crypto-legislation-vote-delayed-to-september-passage-prospects-in-doubt-9086 nashnova en 2026-08-10T15:17:30.334Z U.S. Crypto Legislation Vote Delayed to September, Passage Prospects in Doubt https://www.nashnova.com/feed/special/ai-cloud-provider-lambda-issues-917-million-gpu-backed-loan-to-purchase-nvidia-9085 nashnova en 2026-08-10T15:16:36.560Z AI Cloud Provider Lambda Issues $917 Million GPU-Backed Loan to Purchase Nvidia Chips https://www.nashnova.com/feed/special/equal-weight-s-and-p-500-outperforms-cap-weighted-index-as-market-rally-broadens-9084 nashnova en 2026-08-10T15:16:22.493Z Equal-Weight S&P 500 Outperforms Cap-Weighted Index as Market Rally Broadens https://www.nashnova.com/feed/special/over-38-million-in-tariff-refunds-flow-into-chinese-listed-companies-9083 nashnova en 2026-08-10T15:11:02.832Z Over $38 Million in Tariff Refunds Flow into Chinese Listed Companies https://www.nashnova.com/feed/special/zhipu-ai-reaches-nearly-7-million-api-users-deploys-over-50-000-domestic-ai-9082 nashnova en 2026-08-10T14:32:54.073Z Zhipu AI Reaches Nearly 7 Million API Users, Deploys Over 50,000 Domestic AI Chips https://www.nashnova.com/feed/special/unicredit-and-commerzbank-ceos-launch-formal-talks-over-change-of-control-9081 nashnova en 2026-08-10T14:31:15.758Z UniCredit and Commerzbank CEOs Launch Formal Talks Over Change of Control https://www.nashnova.com/feed/special/sheins-hong-kong-ipo-roadshow-targets-valuation-below-30-billion-down-70-percent-9080 nashnova en 2026-08-10T14:27:28.927Z Shein's Hong Kong IPO Roadshow Targets Valuation Below $30 Billion, Down ~70% from Peak https://www.nashnova.com/feed/special/hot-weather-forecasts-trigger-short-covering-u-s-natural-gas-futures-surge-over-9079 nashnova en 2026-08-10T14:26:17.401Z Hot Weather Forecasts Trigger Short Covering, U.S. Natural Gas Futures Surge Over 5% in a Single Day https://www.nashnova.com/feed/special/onshore-yuan-hits-3-5-year-high-analysts-expect-two-way-volatility-ahead-9078 nashnova en 2026-08-10T13:40:41.674Z Onshore Yuan Hits 3.5-Year High; Analysts Expect Two-Way Volatility Ahead https://www.nashnova.com/feed/special/enterprise-ai-inference-costs-hit-new-ytd-low-driven-by-price-war-and-chinese-9077 nashnova en 2026-08-10T13:39:37.799Z Enterprise AI Inference Costs Hit New YTD Low, Driven by Price War and Chinese Open-Source Models https://www.nashnova.com/feed/special/wall-street-raises-the-bar-for-earnings-season-profit-growth-alone-is-no-longer-9076 nashnova en 2026-08-10T13:34:25.629Z Wall Street Raises the Bar for Earnings Season: Profit Growth Alone Is No Longer Enough https://www.nashnova.com/feed/special/strategy-has-cumulatively-sold-over-400m-in-btc-strc-falls-below-par-value-9075 nashnova en 2026-08-10T13:20:20.729Z Strategy Has Cumulatively Sold Over $400M in BTC; STRC Falls Below Par Value, Constraining Financing https://www.nashnova.com/feed/special/apollo-s-and-p-493-ai-spending-yields-no-profit-returns-9074 nashnova en 2026-08-10T13:19:19.569Z Apollo: S&P 493 AI Spending Yields No Profit Returns https://www.nashnova.com/feed/special/report-microsoft-plans-to-significantly-ramp-up-ai-chip-production-9073 nashnova en 2026-08-10T13:09:04.321Z Report: Microsoft Plans to Significantly Ramp Up AI Chip Production https://www.nashnova.com/feed/special/anthropic-partners-with-macquarie-and-gic-to-form-ai-data-center-joint-venture-9072 nashnova en 2026-08-10T12:49:25.639Z Anthropic Partners with Macquarie and GIC to Form AI Data Center Joint Venture https://www.nashnova.com/feed/special/hassett-hopes-cook-is-cleared-but-wont-seek-to-replace-her-at-the-fed-9071 nashnova en 2026-08-10T12:45:35.805Z Hassett: Hopes Cook Is Cleared, but Won't Seek to Replace Her at the Fed https://www.nashnova.com/feed/special/prediction-markets-less-than-50-percent-chance-of-strait-of-hormuz-reopening-9070 nashnova en 2026-08-10T12:44:38.663Z Prediction Markets: Less Than 50% Chance of Strait of Hormuz Reopening This Year https://www.nashnova.com/feed/special/ai-chip-shortage-drives-memory-prices-up-as-multiple-industries-lobby-washington-9069 nashnova en 2026-08-10T12:39:55.754Z AI Chip Shortage Drives Memory Prices Up as Multiple Industries Lobby Washington for Allocation Priority https://www.nashnova.com/feed/special/emerging-market-stock-valuations-fall-below-half-of-s-and-p-500-for-first-time-9068 nashnova en 2026-08-10T12:26:19.152Z Emerging Market Stock Valuations Fall Below Half of S&P 500 for First Time in Two Decades https://www.nashnova.com/feed/special/glencores-exposure-to-iron-ore-trader-radiant-world-exceeds-500-million-9067 nashnova en 2026-08-10T12:24:46.965Z Glencore's Exposure to Iron Ore Trader Radiant World Exceeds $500 Million https://www.nashnova.com/feed/special/goldman-sachs-significantly-raises-ai-pcb-ccl-market-size-forecasts-bullish-on-9066 nashnova en 2026-08-10T12:21:17.736Z Goldman Sachs Significantly Raises AI PCB/CCL Market Size Forecasts, Bullish on Shengyi Tech, Shenghong Tech, WUS Printed Circuit, and Shennan Circuits https://www.nashnova.com/feed/special/gamestop-reportedly-plans-to-withdraw-56b-ebay-acquisition-bid-exploring-9065 nashnova en 2026-08-10T12:19:52.360Z GameStop Reportedly Plans to Withdraw $56B eBay Acquisition Bid, Exploring Partnership Model Instead https://www.nashnova.com/feed/special/boeing-folds-flying-taxi-unit-wisk-into-archer-aviation-acquiring-20-percent-9064 nashnova en 2026-08-10T12:10:30.917Z Boeing Folds Flying Taxi Unit Wisk into Archer Aviation, Acquiring ~20% Stake https://www.nashnova.com/feed/special/longsys-reports-h1-net-profit-of-10-577-billion-yuan-surging-over-715-fold-year-9063 nashnova en 2026-08-10T12:09:18.731Z Longsys Reports H1 Net Profit of 10.577 Billion Yuan, Surging Over 715-Fold Year-on-Year https://www.nashnova.com/feed/special/hormuz-shipping-uncertainty-pushes-european-ttf-natural-gas-prices-up-over-5-9062 nashnova en 2026-08-10T12:04:26.321Z Hormuz Shipping Uncertainty Pushes European TTF Natural Gas Prices Up Over 5% https://www.nashnova.com/feed/special/us-pre-market-movers-hpe-up-over-5-percent-apple-down-1-percent-9061 nashnova en 2026-08-10T12:00:33.772Z US Pre-Market Movers: HPE Up Over 5%, Apple Down 1% https://www.nashnova.com/feed/special/hang-seng-indexes-company-seeks-consultation-on-hang-seng-tech-index-methodology-9060 nashnova en 2026-08-10T11:59:17.440Z Hang Seng Indexes Company Seeks Consultation on Hang Seng TECH Index Methodology Revisions https://www.nashnova.com/feed/special/iran-oman-negotiations-do-not-involve-reopening-the-strait-of-hormuz-9059 nashnova en 2026-08-10T11:49:42.251Z Iran: Oman Negotiations Do Not Involve Reopening the Strait of Hormuz https://www.nashnova.com/feed/special/jefferies-downgrades-apple-to-sell-as-all-glass-iphone-scrapped-due-to-low-yield-9058 nashnova en 2026-08-10T11:44:35.125Z Jefferies Downgrades Apple to Sell as All-Glass iPhone Scrapped Due to Low Yield Rates https://www.nashnova.com/feed/special/citi-q2-holdings-rise-to-303b-significantly-adding-micron-amd-and-other-9057 nashnova en 2026-08-10T11:37:16.945Z Citi Q2 Holdings Rise to $303B, Significantly Adding Micron, AMD and Other Semiconductor Plays https://www.nashnova.com/feed/special/temasek-q2-holdings-total-market-value-rises-to-37-3b-trims-nvidia-and-microsoft-9056 nashnova en 2026-08-10T11:35:56.142Z Temasek Q2 Holdings: Total Market Value Rises to $37.3B, Trims NVIDIA and Microsoft https://www.nashnova.com/feed/special/cloudflare-plans-2-175-billion-convertible-bond-offering-stock-drops-3-3-percent-9055 nashnova en 2026-08-10T11:34:37.211Z Cloudflare Plans $2.175 Billion Convertible Bond Offering, Stock Drops 3.3% Pre-Market https://www.nashnova.com/feed/special/intel-files-shelf-registration-for-potential-common-stock-offering-with-sec-9054 nashnova en 2026-08-10T11:24:27.664Z Intel Files Shelf Registration for Potential Common Stock Offering with SEC https://www.nashnova.com/feed/special/southbound-capital-drives-hong-kong-stock-accumulation-as-foreign-funds-stage-9053 nashnova en 2026-08-10T11:14:17.805Z Southbound Capital Drives Hong Kong Stock Accumulation as Foreign Funds Stage Major Comeback from Mid-July https://www.nashnova.com/feed/special/s-and-p-500-futures-rise-0-14-percent-as-hormuz-negotiation-progress-boosts-9052 nashnova en 2026-08-10T10:36:41.765Z S&P 500 Futures Rise 0.14% as Hormuz Negotiation Progress Boosts Sentiment https://www.nashnova.com/feed/special/hedge-funds-slash-mag-7-positions-before-rebound-hits-as-valuations-compress-to-9051 nashnova en 2026-08-10T10:35:19.459Z Hedge Funds Slash Mag-7 Positions Before Rebound Hits as Valuations Compress to Decade Lows https://www.nashnova.com/feed/special/cyrusone-eyes-2027-ipo-with-potential-raise-of-up-to-5-billion-9050 nashnova en 2026-08-10T10:20:48.280Z CyrusOne Eyes 2027 IPO with Potential Raise of Up to $5 Billion https://www.nashnova.com/feed/special/republican-lawmakers-urge-u-s-commerce-department-to-close-loopholes-allowing-9049 nashnova en 2026-08-10T10:19:46.390Z Republican Lawmakers Urge U.S. Commerce Department to Close Loopholes Allowing Advanced Chips to Flow to Sanctioned Chinese Companies https://www.nashnova.com/feed/special/meta-releases-lightweight-ai-model-as-zuckerberg-urges-u-s-to-ease-open-source-9048 nashnova en 2026-08-10T10:11:31.934Z Meta Releases Lightweight AI Model as Zuckerberg Urges U.S. to Ease Open-Source Restrictions https://www.nashnova.com/feed/special/southbound-funds-net-bought-over-hkd-1-billion-in-minimax-in-a-single-day-ai-9047 nashnova en 2026-08-10T10:10:03.258Z Southbound Funds Net Bought Over HKD 1 Billion in MINIMAX in a Single Day, AI Large Model Commercialization Thesis Validated by Capital Flows https://www.nashnova.com/feed/special/blackrock-goes-all-in-on-ai-compute-chain-in-q2-total-aum-rises-to-6-73-trillion-9046 nashnova en 2026-08-10T09:37:15.646Z BlackRock Goes All-In on AI Compute Chain in Q2, Total AUM Rises to $6.73 Trillion https://www.nashnova.com/feed/special/iphone-18-pro-bill-of-materials-expected-to-rise-nearly-40-percent-9045 nashnova en 2026-08-10T09:34:41.668Z iPhone 18 Pro Bill of Materials Expected to Rise Nearly 40% https://www.nashnova.com/feed/special/alibaba-cloud-plans-to-more-than-double-global-modular-data-center-capacity-this-9043 nashnova en 2026-08-10T09:26:55.424Z Alibaba Cloud Plans to More Than Double Global Modular Data Center Capacity This Year https://www.nashnova.com/feed/special/ubs-capital-reform-legislative-progress-parliamentary-committee-reviews-9044 nashnova en 2026-08-10T09:25:42.656Z UBS Capital Reform Legislative Progress: Parliamentary Committee Reviews Relaxation Plan This Week https://www.nashnova.com/feed/special/cme-hedge-fund-bitcoin-futures-rarely-turn-net-long-9042 nashnova en 2026-08-10T09:20:27.095Z CME Hedge Fund Bitcoin Futures Rarely Turn Net Long https://www.nashnova.com/feed/special/burry-abel-eager-to-deploy-capital-berkshire-has-lost-its-investment-appeal-9041 nashnova en 2026-08-10T09:19:27.454Z Burry: Abel Eager to Deploy Capital, Berkshire Has Lost Its Investment Appeal https://www.nashnova.com/feed/special/south-korea-plans-krw-5-trillion-fund-to-invest-in-semiconductor-materials-parts-9040 nashnova en 2026-08-10T09:09:25.495Z South Korea Plans KRW 5 Trillion Fund to Invest in Semiconductor Materials, Parts, and Equipment https://www.nashnova.com/feed/special/goldman-sachs-ai-agent-wave-reshapes-saas-landscape-widening-gap-between-winners-9039 nashnova en 2026-08-10T09:00:36.428Z Goldman Sachs: AI Agent Wave Reshapes SaaS Landscape, Widening Gap Between Winners and Losers https://www.nashnova.com/feed/special/hk-stocks-close-hsi-up-1-05-percent-gold-pharma-and-property-lead-gains-guotai-9038 nashnova en 2026-08-10T08:47:35.263Z HK Stocks Close: HSI Up 1.05%, Gold, Pharma & Property Lead Gains, Guotai Junan International Surges 37% on Trading Resumption https://www.nashnova.com/feed/special/research-warns-memory-chip-price-rally-is-losing-steam-cycle-may-peak-in-2026-9037 nashnova en 2026-08-10T08:45:04.536Z Research Warns Memory Chip Price Rally Is Losing Steam, Cycle May Peak in 2026 https://www.nashnova.com/feed/special/memory-chip-company-beijing-ingenic-passes-hong-kong-stock-exchange-listing-9036 nashnova en 2026-08-10T08:30:52.490Z Memory Chip Company Beijing Ingenic Passes Hong Kong Stock Exchange Listing Hearing https://www.nashnova.com/feed/special/public-comment-on-new-lof-delisting-rules-25-billion-yuan-worth-of-products-may-9035 nashnova en 2026-08-10T08:09:56.901Z Public Comment on New LOF Delisting Rules: ~25 Billion Yuan Worth of Products May Be Terminated from Listing https://www.nashnova.com/feed/special/ase-technologys-july-revenue-surges-43-percent-yoy-to-nt-73-78-billion-9034 nashnova en 2026-08-10T07:39:27.071Z ASE Technology's July Revenue Surges 43% YoY to NT$73.78 Billion https://www.nashnova.com/feed/special/bloomberg-survey-south-koreas-2026-gdp-growth-forecast-raised-to-3-3-percent-9033 nashnova en 2026-08-10T07:34:40.895Z Bloomberg Survey: South Korea's 2026 GDP Growth Forecast Raised to 3.3%, Chip Exports Drive Current Account to Record High https://www.nashnova.com/feed/special/panda-bond-issuance-surges-over-60-percent-yoy-in-h1-goldman-sachs-warns-low-9032 nashnova en 2026-08-10T07:09:43.621Z Panda Bond Issuance Surges Over 60% YoY in H1; Goldman Sachs Warns Low Financing Costs Alone Cannot Sustain RMB Internationalization https://www.nashnova.com/feed/special/big-five-oil-majors-post-48b-q2-profits-as-trump-ramps-up-windfall-tax-pressure-9031 nashnova en 2026-08-10T07:04:57.548Z Big Five Oil Majors Post $48B Q2 Profits as Trump Ramps Up Windfall Tax Pressure https://www.nashnova.com/feed/special/germanys-trade-deficit-with-china-widens-to-55-billion-as-exports-drop-china-9030 nashnova en 2026-08-10T06:54:30.188Z Germany's Trade Deficit with China Widens to €55 Billion as Exports Drop, China Falls to 9th Largest Market https://www.nashnova.com/feed/special/morgan-stanley-fed-balance-sheet-runoff-does-not-equal-tightening-1-5-trillion-9029 nashnova en 2026-08-10T06:32:17.302Z Morgan Stanley: Fed Balance Sheet Runoff Does Not Equal Tightening — $1.5 Trillion Can Be Unwound with Low Market Impact https://www.nashnova.com/feed/special/7-days-after-innolights-h-share-listing-korean-capital-net-bought-us-43-39-9028 nashnova en 2026-08-10T06:30:50.902Z 7 Days After Innolight's H-Share Listing, Korean Capital Net Bought US$43.39 Million, Ranking First Among Hong Kong Stocks https://www.nashnova.com/feed/special/jpmorgan-raises-s-and-p-500-year-end-target-to-8-000-9027 nashnova en 2026-08-10T06:29:36.084Z JPMorgan Raises S&P 500 Year-End Target to 8,000 https://www.nashnova.com/feed/special/super-micro-q4-earnings-preview-gross-margin-nearly-doubles-revenue-may-land-at-9026 nashnova en 2026-08-10T06:26:13.798Z Super Micro Q4 Earnings Preview: Gross Margin Nearly Doubles, Revenue May Land at Low End of Guidance https://www.nashnova.com/feed/special/goldman-sachs-china-internet-q2-preview-cloud-growth-and-ai-capex-are-key-themes-9025 nashnova en 2026-08-10T06:24:52.634Z Goldman Sachs' China Internet Q2 Preview: Cloud Growth and AI Capex Are Key Themes https://www.nashnova.com/feed/special/yen-depreciation-drives-japanese-multinationals-to-collectively-raise-earnings-9024 nashnova en 2026-08-10T05:41:33.603Z Yen Depreciation Drives Japanese Multinationals to Collectively Raise Earnings Forecasts https://www.nashnova.com/feed/special/chinese-manufacturers-account-for-97-percent-of-global-humanoid-robot-shipments-9023 nashnova en 2026-08-10T05:40:14.035Z Chinese Manufacturers Account for 97% of Global Humanoid Robot Shipments, with Agibot Surpassing Unitree to Rank First https://www.nashnova.com/feed/special/tsmc-july-revenue-reaches-nt-467-58-billion-up-44-7-percent-year-over-year-9022 nashnova en 2026-08-10T05:39:15.016Z TSMC July Revenue Reaches NT$467.58 Billion, Up 44.7% Year-over-Year https://www.nashnova.com/feed/special/dimon-u-s-dollars-reserve-currency-status-at-risk-if-america-loses-military-and-9021 nashnova en 2026-08-10T05:24:31.962Z Dimon: U.S. Dollar's Reserve Currency Status at Risk If America Loses Military and Economic Edge https://www.nashnova.com/feed/special/samsung-hbm4-yield-rises-to-nearly-80-percent-intensifying-capacity-competition-9020 nashnova en 2026-08-10T05:11:00.591Z Samsung HBM4 Yield Rises to Nearly 80%, Intensifying Capacity Competition with SK Hynix https://www.nashnova.com/feed/special/chinas-ai-large-models-still-rely-on-nvidia-chips-as-domestic-alternatives-face-9019 nashnova en 2026-08-10T05:09:43.674Z China's AI Large Models Still Rely on Nvidia Chips as Domestic Alternatives Face Software Ecosystem Constraints https://www.nashnova.com/feed/special/eurozone-q2-gdp-grows-0-4-percent-full-year-2026-forecast-revised-up-to-0-8-9018 nashnova en 2026-08-10T04:51:03.988Z Eurozone Q2 GDP Grows 0.4%, Full-Year 2026 Forecast Revised Up to 0.8% https://www.nashnova.com/feed/special/u-s-department-of-defense-issues-400-million-loan-to-australian-scandium-miner-9017 nashnova en 2026-08-10T04:49:58.403Z U.S. Department of Defense Issues $400 Million Loan to Australian Scandium Miner, Bypassing China's Rare Earth Supply Chain https://www.nashnova.com/feed/special/sk-hynix-faces-dual-u-s-patent-lawsuits-over-hbm-and-3d-nand-9016 nashnova en 2026-08-10T04:30:51.747Z SK Hynix Faces Dual U.S. Patent Lawsuits Over HBM and 3D NAND https://www.nashnova.com/feed/special/cisco-q4-earnings-preview-ai-orders-may-beat-expectations-again-security-9015 nashnova en 2026-08-10T04:29:38.126Z Cisco Q4 Earnings Preview: AI Orders May Beat Expectations Again, Security Business Becomes Key Validation Point https://www.nashnova.com/feed/special/semiconductor-materials-see-broad-based-price-hikes-silicon-wafers-specialty-9014 nashnova en 2026-08-10T04:28:02.310Z Semiconductor Materials See Broad-Based Price Hikes: Silicon Wafers, Specialty Gases, and Advanced Packaging All Under Pressure https://www.nashnova.com/feed/special/palantirs-uk-nhs-data-platform-costs-rise-to-1-1-billion-as-expected-benefits-9013 nashnova en 2026-08-10T04:26:38.838Z Palantir's UK NHS Data Platform Costs Rise to £1.1 Billion as Expected Benefits Are Revised Down 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nashnova en 2026-08-10T03:54:37.681Z Funds Shift Away from Restricted Leveraged ETFs, Korea's KOSDAQ Rebounds Over 30% from Lows https://www.nashnova.com/feed/special/kospi-pares-gains-after-surging-over-2-percent-intraday-hormuz-standoff-pushes-9007 nashnova en 2026-08-10T03:41:06.917Z KOSPI Pares Gains After Surging Over 2% Intraday; Hormuz Standoff Pushes Oil Prices Higher https://www.nashnova.com/feed/special/anthropics-new-model-claude-sonnet-5-5-reportedly-set-to-launch-context-window-9006 nashnova en 2026-08-10T03:39:31.518Z Anthropic's New Model Claude Sonnet 5.5 Reportedly Set to Launch, Context Window Doubling to 2 Million Tokens https://www.nashnova.com/feed/special/ubs-tech-stock-volatility-hits-highest-level-since-dot-com-bubble-9005 nashnova en 2026-08-10T03:34:47.694Z UBS: Tech Stock Volatility Hits Highest Level Since Dot-Com Bubble https://www.nashnova.com/zh/feed/special/ai-threats-escalate-after-black-hat-conference-as-crowdstrike-and-palo-alto-hit-9100 nashnova zh-cn 2026-08-10T17:56:09.725Z Black Hat会议后AI威胁升温，CrowdStrike和Palo Alto创历史新高 https://www.nashnova.com/zh/feed/special/buffetts-heavy-bet-on-japans-five-major-trading-houses-moats-face-ai-era-9099 nashnova zh-cn 2026-08-10T17:11:39.278Z 巴菲特重仓日本五大商社，AI时代护城河面临考验 https://www.nashnova.com/zh/feed/special/u-s-strategic-petroleum-reserve-falls-to-298-3-million-barrels-as-oil-prices-9098 nashnova zh-cn 2026-08-10T17:06:52.251Z 美国战略石油储备跌至2.983亿桶，油价单日涨逾4% https://www.nashnova.com/zh/feed/special/prediction-markets-bet-july-cpi-will-come-in-below-consensus-only-15-percent-9097 nashnova zh-cn 2026-08-10T17:01:05.392Z 预测市场押注7月CPI低于共识，整体超3.4%概率仅15% https://www.nashnova.com/zh/feed/special/netflix-nearly-doubles-2026-upfront-ad-commitments-9096 nashnova zh-cn 2026-08-10T16:45:58.638Z Netflix 2026年Upfront广告承诺近乎翻倍 https://www.nashnova.com/zh/feed/special/goldman-sachs-co-head-of-global-banking-and-markets-advises-investors-to-stay-9095 nashnova zh-cn 2026-08-10T16:41:35.072Z 高盛全球银行市场联席主管：建议投资者保持持仓 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https://www.nashnova.com/zh/feed/special/equal-weight-s-and-p-500-outperforms-cap-weighted-index-as-market-rally-broadens-9084 nashnova zh-cn 2026-08-10T15:16:22.493Z 等权重标普500跑赢市值加权指数，市场涨势扩散 https://www.nashnova.com/zh/feed/special/over-38-million-in-tariff-refunds-flow-into-chinese-listed-companies-9083 nashnova zh-cn 2026-08-10T15:11:02.832Z 逾3800万美元关税退款流入中国上市企业 https://www.nashnova.com/zh/feed/special/zhipu-ai-reaches-nearly-7-million-api-users-deploys-over-50-000-domestic-ai-9082 nashnova zh-cn 2026-08-10T14:32:54.073Z 智谱API用户近700万，启用逾5万块国产算力芯片 https://www.nashnova.com/zh/feed/special/unicredit-and-commerzbank-ceos-launch-formal-talks-over-change-of-control-9081 nashnova zh-cn 2026-08-10T14:31:15.758Z 裕信与德国商业银行CEO就控制权变更启动正式谈判 https://www.nashnova.com/zh/feed/special/sheins-hong-kong-ipo-roadshow-targets-valuation-below-30-billion-down-70-percent-9080 nashnova zh-cn 2026-08-10T14:27:28.927Z Shein香港IPO路演估值低于300亿美元，较峰值跌约70% https://www.nashnova.com/zh/feed/special/hot-weather-forecasts-trigger-short-covering-u-s-natural-gas-futures-surge-over-9079 nashnova zh-cn 2026-08-10T14:26:17.401Z 天气预报转热触发空头回补，美国天然气期货单日涨逾5% https://www.nashnova.com/zh/feed/special/onshore-yuan-hits-3-5-year-high-analysts-expect-two-way-volatility-ahead-9078 nashnova zh-cn 2026-08-10T13:40:41.674Z 在岸人民币创三年半新高，分析师预计双向波动为主 https://www.nashnova.com/zh/feed/special/enterprise-ai-inference-costs-hit-new-ytd-low-driven-by-price-war-and-chinese-9077 nashnova zh-cn 2026-08-10T13:39:37.799Z 企业AI推理成本年内新低，价格战与中国开源模型双驱动 https://www.nashnova.com/zh/feed/special/wall-street-raises-the-bar-for-earnings-season-profit-growth-alone-is-no-longer-9076 nashnova zh-cn 2026-08-10T13:34:25.629Z 华尔街财报季标准提升：盈利增长已不足够 https://www.nashnova.com/zh/feed/special/strategy-has-cumulatively-sold-over-400m-in-btc-strc-falls-below-par-value-9075 nashnova zh-cn 2026-08-10T13:20:20.729Z Strategy累计出售逾4亿美元BTC，STRC跌破面值制约融资 https://www.nashnova.com/zh/feed/special/apollo-s-and-p-493-ai-spending-yields-no-profit-returns-9074 nashnova zh-cn 2026-08-10T13:19:19.569Z Apollo：标普493 AI投入未见利润回报 https://www.nashnova.com/zh/feed/special/report-microsoft-plans-to-significantly-ramp-up-ai-chip-production-9073 nashnova zh-cn 2026-08-10T13:09:04.321Z 报道：微软拟大幅提升AI芯片产量 https://www.nashnova.com/zh/feed/special/anthropic-partners-with-macquarie-and-gic-to-form-ai-data-center-joint-venture-9072 nashnova zh-cn 2026-08-10T12:49:25.639Z Anthropic联合麦格理与GIC成立AI数据中心合资企业 https://www.nashnova.com/zh/feed/special/hassett-hopes-cook-is-cleared-but-wont-seek-to-replace-her-at-the-fed-9071 nashnova zh-cn 2026-08-10T12:45:35.805Z 哈塞特：希望库克清白，但不会接替其美联储职位 https://www.nashnova.com/zh/feed/special/prediction-markets-less-than-50-percent-chance-of-strait-of-hormuz-reopening-9070 nashnova zh-cn 2026-08-10T12:44:38.663Z 预测市场：霍尔木兹海峡年内恢复通航概率不足五成 https://www.nashnova.com/zh/feed/special/ai-chip-shortage-drives-memory-prices-up-as-multiple-industries-lobby-washington-9069 nashnova zh-cn 2026-08-10T12:39:55.754Z AI芯片短缺推高内存价格，多行业赴华盛顿游说争夺分配权 https://www.nashnova.com/zh/feed/special/emerging-market-stock-valuations-fall-below-half-of-s-and-p-500-for-first-time-9068 nashnova zh-cn 2026-08-10T12:26:19.152Z 新兴市场股票估值跌至标普500一半以下，创二十年来首次 https://www.nashnova.com/zh/feed/special/glencores-exposure-to-iron-ore-trader-radiant-world-exceeds-500-million-9067 nashnova zh-cn 2026-08-10T12:24:46.965Z 嘉能可对铁矿石交易商Radiant World风险敞口逾5亿美元 https://www.nashnova.com/zh/feed/special/goldman-sachs-significantly-raises-ai-pcb-ccl-market-size-forecasts-bullish-on-9066 nashnova zh-cn 2026-08-10T12:21:17.736Z 高盛大幅上调AI PCB/CCL市场规模 看好生益胜宏沪电深南 https://www.nashnova.com/zh/feed/special/gamestop-reportedly-plans-to-withdraw-56b-ebay-acquisition-bid-exploring-9065 nashnova zh-cn 2026-08-10T12:19:52.360Z GameStop拟撤回560亿美元eBay收购要约，转探合作模式 https://www.nashnova.com/zh/feed/special/boeing-folds-flying-taxi-unit-wisk-into-archer-aviation-acquiring-20-percent-9064 nashnova zh-cn 2026-08-10T12:10:30.917Z 波音将飞行出租车业务Wisk并入Archer Aviation，获约20%股权 https://www.nashnova.com/zh/feed/special/longsys-reports-h1-net-profit-of-10-577-billion-yuan-surging-over-715-fold-year-9063 nashnova zh-cn 2026-08-10T12:09:18.731Z 江波龙上半年净利润105.77亿元，同比增逾715倍 https://www.nashnova.com/zh/feed/special/hormuz-shipping-uncertainty-pushes-european-ttf-natural-gas-prices-up-over-5-9062 nashnova zh-cn 2026-08-10T12:04:26.321Z 霍尔木兹航运不确定性推升欧洲TTF天然气价格逾5% https://www.nashnova.com/zh/feed/special/us-pre-market-movers-hpe-up-over-5-percent-apple-down-1-percent-9061 nashnova zh-cn 2026-08-10T12:00:33.772Z 美股盘前异动：惠普企业涨逾5%，苹果跌1% https://www.nashnova.com/zh/feed/special/hang-seng-indexes-company-seeks-consultation-on-hang-seng-tech-index-methodology-9060 nashnova zh-cn 2026-08-10T11:59:17.440Z 恒生指数公司就恒生科技指数编算方法修订征询意见 https://www.nashnova.com/zh/feed/special/iran-oman-negotiations-do-not-involve-reopening-the-strait-of-hormuz-9059 nashnova zh-cn 2026-08-10T11:49:42.251Z 伊朗：阿曼谈判不涉及重开霍尔木兹海峡 https://www.nashnova.com/zh/feed/special/jefferies-downgrades-apple-to-sell-as-all-glass-iphone-scrapped-due-to-low-yield-9058 nashnova zh-cn 2026-08-10T11:44:35.125Z 杰富瑞下调苹果至卖出，全玻璃iPhone因良率低被取消 https://www.nashnova.com/zh/feed/special/citi-q2-holdings-rise-to-303b-significantly-adding-micron-amd-and-other-9057 nashnova zh-cn 2026-08-10T11:37:16.945Z 花旗Q2持仓升至3030亿美元，大举增持美光、AMD等半导体链 https://www.nashnova.com/zh/feed/special/temasek-q2-holdings-total-market-value-rises-to-37-3b-trims-nvidia-and-microsoft-9056 nashnova zh-cn 2026-08-10T11:35:56.142Z 淡马锡Q2持仓：总市值升至373亿美元，减持英伟达与微软 https://www.nashnova.com/zh/feed/special/cloudflare-plans-2-175-billion-convertible-bond-offering-stock-drops-3-3-percent-9055 nashnova zh-cn 2026-08-10T11:34:37.211Z Cloudflare拟发行21.75亿美元可转债，股价盘前跌3.3% https://www.nashnova.com/zh/feed/special/intel-files-shelf-registration-for-potential-common-stock-offering-with-sec-9054 nashnova zh-cn 2026-08-10T11:24:27.664Z 英特尔向美国证监会提交普通股潜在发行登记 https://www.nashnova.com/zh/feed/special/southbound-capital-drives-hong-kong-stock-accumulation-as-foreign-funds-stage-9053 nashnova zh-cn 2026-08-10T11:14:17.805Z 南下资金主导港股加仓，外资7月中旬起大幅回流 https://www.nashnova.com/zh/feed/special/s-and-p-500-futures-rise-0-14-percent-as-hormuz-negotiation-progress-boosts-9052 nashnova zh-cn 2026-08-10T10:36:41.765Z 标普500期货涨0.14% 霍尔木兹谈判进展提振情绪 https://www.nashnova.com/zh/feed/special/hedge-funds-slash-mag-7-positions-before-rebound-hits-as-valuations-compress-to-9051 nashnova zh-cn 2026-08-10T10:35:19.459Z 对冲基金减仓Mag-7后反弹来袭，估值压缩至十年低位 https://www.nashnova.com/zh/feed/special/cyrusone-eyes-2027-ipo-with-potential-raise-of-up-to-5-billion-9050 nashnova zh-cn 2026-08-10T10:20:48.280Z CyrusOne拟2027年IPO，募资规模或达50亿美元 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nashnova zh-cn 2026-08-10T03:10:19.794Z 美国多晶硅关税落地，台湾芯片链影响有限 https://www.nashnova.com/zh/feed/special/72-percent-9003 nashnova zh-cn 2026-08-10T02:39:31.788Z 摩根士丹利上调智谱目标价近72%，看好算力与融资双改善 https://www.nashnova.com/zh/feed/special/63-9002 nashnova zh-cn 2026-08-10T02:09:53.341Z 索尼台积电拟63亿美元合建熊本图像传感器工厂 https://www.nashnova.com/zh/feed/special/ai-0-53-percent-9001 nashnova zh-cn 2026-08-10T01:49:26.239Z 港股高开 AI概念领涨 恒指涨0.53% https://www.nashnova.com/zh-hant/feed/special/ai-threats-escalate-after-black-hat-conference-as-crowdstrike-and-palo-alto-hit-9100 nashnova zh-tw 2026-08-10T17:56:09.725Z Black Hat會議後AI威脅升溫，CrowdStrike和Palo Alto創歷史新高 https://www.nashnova.com/zh-hant/feed/special/buffetts-heavy-bet-on-japans-five-major-trading-houses-moats-face-ai-era-9099 nashnova zh-tw 2026-08-10T17:11:39.278Z 巴菲特重倉日本五大商社，AI時代護城河面臨考驗 https://www.nashnova.com/zh-hant/feed/special/u-s-strategic-petroleum-reserve-falls-to-298-3-million-barrels-as-oil-prices-9098 nashnova zh-tw 2026-08-10T17:06:52.251Z 美國戰略石油儲備跌至2.983億桶，油價單日漲逾4% https://www.nashnova.com/zh-hant/feed/special/prediction-markets-bet-july-cpi-will-come-in-below-consensus-only-15-percent-9097 nashnova zh-tw 2026-08-10T17:01:05.392Z 預測市場押注7月CPI低於共識，整體超3.4%機率僅15% https://www.nashnova.com/zh-hant/feed/special/netflix-nearly-doubles-2026-upfront-ad-commitments-9096 nashnova zh-tw 2026-08-10T16:45:58.638Z Netflix 2026年Upfront廣告承諾近乎翻倍 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-co-head-of-global-banking-and-markets-advises-investors-to-stay-9095 nashnova zh-tw 2026-08-10T16:41:35.072Z 高盛全球銀行市場聯席主管：建議投資者保持持倉 https://www.nashnova.com/zh-hant/feed/special/nvidia-teams-up-with-wall-street-giants-to-assemble-500-billion-ai-9094 nashnova zh-tw 2026-08-10T16:31:12.970Z 輝達聯合華爾街巨頭籌組5000億美元AI基建融資 https://www.nashnova.com/zh-hant/feed/special/u-s-naval-blockade-causes-sharp-drop-in-iranian-oil-exports-daily-shipments-fall-9093 nashnova zh-tw 2026-08-10T16:26:45.614Z 美國海上封鎖致伊朗石油出口驟降，8月日均出口量跌至50萬桶 https://www.nashnova.com/zh-hant/feed/special/u-s-appeals-court-allows-over-2-400-social-media-addiction-lawsuits-to-proceed-9092 nashnova zh-tw 2026-08-10T16:26:20.385Z 美上訴法院允許逾2400起社交媒體成癮訴訟推進 https://www.nashnova.com/zh-hant/feed/special/sec-grants-exemptions-from-core-regulatory-requirements-for-data-center-abs-9091 nashnova zh-tw 2026-08-10T16:06:12.963Z 美國證監會豁免數據中心ABS證券化核心監管要求 https://www.nashnova.com/zh-hant/feed/special/u-s-investment-grade-bond-issuance-surpasses-1-4-trillion-year-to-date-exceeding-9090 nashnova zh-tw 2026-08-10T15:51:55.966Z 美國投資級債券年內發行突破1.4兆美元，超2020年同期紀錄9% https://www.nashnova.com/zh-hant/feed/special/global-long-end-bond-yields-surge-as-economists-warn-of-fiscal-de-anchoring-9089 nashnova zh-tw 2026-08-10T15:51:41.939Z 全球長端債券殖利率攀升，經濟學家警示財政失錨風險 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-designated-by-china-as-first-european-rmb-clearing-bank-9088 nashnova zh-tw 2026-08-10T15:31:35.671Z 德意志銀行獲中國指定，成首家歐洲人民幣清算行 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https://www.nashnova.com/zh-hant/feed/special/zhipu-ai-reaches-nearly-7-million-api-users-deploys-over-50-000-domestic-ai-9082 nashnova zh-tw 2026-08-10T14:32:54.073Z 智譜API用戶近700萬，啟用逾5萬塊國產算力晶片 https://www.nashnova.com/zh-hant/feed/special/unicredit-and-commerzbank-ceos-launch-formal-talks-over-change-of-control-9081 nashnova zh-tw 2026-08-10T14:31:15.758Z 裕信與德國商業銀行CEO就控制權變更啟動正式談判 https://www.nashnova.com/zh-hant/feed/special/sheins-hong-kong-ipo-roadshow-targets-valuation-below-30-billion-down-70-percent-9080 nashnova zh-tw 2026-08-10T14:27:28.927Z Shein香港IPO路演估值低於300億美元，較峰值跌約70% https://www.nashnova.com/zh-hant/feed/special/hot-weather-forecasts-trigger-short-covering-u-s-natural-gas-futures-surge-over-9079 nashnova zh-tw 2026-08-10T14:26:17.401Z 天氣預報轉熱觸發空頭回補，美國天然氣期貨單日漲逾5% https://www.nashnova.com/zh-hant/feed/special/onshore-yuan-hits-3-5-year-high-analysts-expect-two-way-volatility-ahead-9078 nashnova zh-tw 2026-08-10T13:40:41.674Z 在岸人民幣創三年半新高，分析師預計雙向波動為主 https://www.nashnova.com/zh-hant/feed/special/enterprise-ai-inference-costs-hit-new-ytd-low-driven-by-price-war-and-chinese-9077 nashnova zh-tw 2026-08-10T13:39:37.799Z 企業AI推理成本年內新低，價格戰與中國開源模型雙驅動 https://www.nashnova.com/zh-hant/feed/special/wall-street-raises-the-bar-for-earnings-season-profit-growth-alone-is-no-longer-9076 nashnova zh-tw 2026-08-10T13:34:25.629Z 華爾街財報季標準提升：盈利增長已不足夠 https://www.nashnova.com/zh-hant/feed/special/strategy-has-cumulatively-sold-over-400m-in-btc-strc-falls-below-par-value-9075 nashnova zh-tw 2026-08-10T13:20:20.729Z Strategy累計出售逾4億美元BTC，STRC跌破面值制約融資 https://www.nashnova.com/zh-hant/feed/special/apollo-s-and-p-493-ai-spending-yields-no-profit-returns-9074 nashnova zh-tw 2026-08-10T13:19:19.569Z Apollo：標普493 AI投入未見利潤回報 https://www.nashnova.com/zh-hant/feed/special/report-microsoft-plans-to-significantly-ramp-up-ai-chip-production-9073 nashnova zh-tw 2026-08-10T13:09:04.321Z 報導：微軟擬大幅提升AI晶片產量 https://www.nashnova.com/zh-hant/feed/special/anthropic-partners-with-macquarie-and-gic-to-form-ai-data-center-joint-venture-9072 nashnova zh-tw 2026-08-10T12:49:25.639Z Anthropic聯合麥格理與GIC成立AI數據中心合資企業 https://www.nashnova.com/zh-hant/feed/special/hassett-hopes-cook-is-cleared-but-wont-seek-to-replace-her-at-the-fed-9071 nashnova zh-tw 2026-08-10T12:45:35.805Z 哈塞特：希望庫克清白，但不會接替其美聯儲職位 https://www.nashnova.com/zh-hant/feed/special/prediction-markets-less-than-50-percent-chance-of-strait-of-hormuz-reopening-9070 nashnova zh-tw 2026-08-10T12:44:38.663Z 預測市場：霍爾木茲海峽年內恢復通航概率不足五成 https://www.nashnova.com/zh-hant/feed/special/ai-chip-shortage-drives-memory-prices-up-as-multiple-industries-lobby-washington-9069 nashnova zh-tw 2026-08-10T12:39:55.754Z AI晶片短缺推高記憶體價格，多行業赴華盛頓遊說爭奪分配權 https://www.nashnova.com/zh-hant/feed/special/emerging-market-stock-valuations-fall-below-half-of-s-and-p-500-for-first-time-9068 nashnova zh-tw 2026-08-10T12:26:19.152Z 新興市場股票估值跌至標普500一半以下，創二十年來首次 https://www.nashnova.com/zh-hant/feed/special/glencores-exposure-to-iron-ore-trader-radiant-world-exceeds-500-million-9067 nashnova zh-tw 2026-08-10T12:24:46.965Z 嘉能可對鐵礦石交易商Radiant World風險敞口逾5億美元 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-significantly-raises-ai-pcb-ccl-market-size-forecasts-bullish-on-9066 nashnova zh-tw 2026-08-10T12:21:17.736Z 高盛大幅上調AI PCB/CCL市場規模 看好生益勝宏滬電深南 https://www.nashnova.com/zh-hant/feed/special/gamestop-reportedly-plans-to-withdraw-56b-ebay-acquisition-bid-exploring-9065 nashnova zh-tw 2026-08-10T12:19:52.360Z GameStop擬撤回560億美元eBay收購要約，轉探合作模式 https://www.nashnova.com/zh-hant/feed/special/boeing-folds-flying-taxi-unit-wisk-into-archer-aviation-acquiring-20-percent-9064 nashnova zh-tw 2026-08-10T12:10:30.917Z 波音將飛行出租車業務Wisk併入Archer Aviation，獲約20%股權 https://www.nashnova.com/zh-hant/feed/special/longsys-reports-h1-net-profit-of-10-577-billion-yuan-surging-over-715-fold-year-9063 nashnova zh-tw 2026-08-10T12:09:18.731Z 江波龍上半年淨利潤105.77億元，同比增逾715倍 https://www.nashnova.com/zh-hant/feed/special/hormuz-shipping-uncertainty-pushes-european-ttf-natural-gas-prices-up-over-5-9062 nashnova zh-tw 2026-08-10T12:04:26.321Z 霍爾木茲航運不確定性推升歐洲TTF天然氣價格逾5% https://www.nashnova.com/zh-hant/feed/special/us-pre-market-movers-hpe-up-over-5-percent-apple-down-1-percent-9061 nashnova zh-tw 2026-08-10T12:00:33.772Z 美股盤前異動：惠普企業漲逾5%，蘋果跌1% https://www.nashnova.com/zh-hant/feed/special/hang-seng-indexes-company-seeks-consultation-on-hang-seng-tech-index-methodology-9060 nashnova zh-tw 2026-08-10T11:59:17.440Z 恒生指數公司就恒生科技指數編算方法修訂徵詢意見 https://www.nashnova.com/zh-hant/feed/special/iran-oman-negotiations-do-not-involve-reopening-the-strait-of-hormuz-9059 nashnova zh-tw 2026-08-10T11:49:42.251Z 伊朗：阿曼談判不涉及重開霍爾木茲海峽 https://www.nashnova.com/zh-hant/feed/special/jefferies-downgrades-apple-to-sell-as-all-glass-iphone-scrapped-due-to-low-yield-9058 nashnova zh-tw 2026-08-10T11:44:35.125Z 傑富瑞下調蘋果至賣出，全玻璃iPhone因良率低被取消 https://www.nashnova.com/zh-hant/feed/special/citi-q2-holdings-rise-to-303b-significantly-adding-micron-amd-and-other-9057 nashnova zh-tw 2026-08-10T11:37:16.945Z 花旗Q2持倉升至3030億美元，大舉增持美光、AMD等半導體鏈 https://www.nashnova.com/zh-hant/feed/special/temasek-q2-holdings-total-market-value-rises-to-37-3b-trims-nvidia-and-microsoft-9056 nashnova zh-tw 2026-08-10T11:35:56.142Z 淡馬錫Q2持倉：總市值升至373億美元，減持輝達與微軟 https://www.nashnova.com/zh-hant/feed/special/cloudflare-plans-2-175-billion-convertible-bond-offering-stock-drops-3-3-percent-9055 nashnova zh-tw 2026-08-10T11:34:37.211Z Cloudflare擬發行21.75億美元可轉債，股價盤前跌3.3% https://www.nashnova.com/zh-hant/feed/special/intel-files-shelf-registration-for-potential-common-stock-offering-with-sec-9054 nashnova zh-tw 2026-08-10T11:24:27.664Z 英特爾向美國證監會提交普通股潛在發行登記 https://www.nashnova.com/zh-hant/feed/special/southbound-capital-drives-hong-kong-stock-accumulation-as-foreign-funds-stage-9053 nashnova zh-tw 2026-08-10T11:14:17.805Z 南下資金主導港股加倉，外資7月中旬起大幅回流 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-futures-rise-0-14-percent-as-hormuz-negotiation-progress-boosts-9052 nashnova zh-tw 2026-08-10T10:36:41.765Z 標普500期貨漲0.14% 霍爾木茲談判進展提振情緒 https://www.nashnova.com/zh-hant/feed/special/hedge-funds-slash-mag-7-positions-before-rebound-hits-as-valuations-compress-to-9051 nashnova zh-tw 2026-08-10T10:35:19.459Z 對沖基金減倉Mag-7後反彈來襲，估值壓縮至十年低位 https://www.nashnova.com/zh-hant/feed/special/cyrusone-eyes-2027-ipo-with-potential-raise-of-up-to-5-billion-9050 nashnova zh-tw 2026-08-10T10:20:48.280Z CyrusOne擬2027年IPO，募資規模或達50億美元 https://www.nashnova.com/zh-hant/feed/special/republican-lawmakers-urge-u-s-commerce-department-to-close-loopholes-allowing-9049 nashnova zh-tw 2026-08-10T10:19:46.390Z 共和黨議員敦促美國商務部封堵先進晶片流入受制裁中國企業 https://www.nashnova.com/zh-hant/feed/special/meta-releases-lightweight-ai-model-as-zuckerberg-urges-u-s-to-ease-open-source-9048 nashnova zh-tw 2026-08-10T10:11:31.934Z Meta發布輕量AI模型，扎克伯格呼籲美國放寬開源限制 https://www.nashnova.com/zh-hant/feed/special/southbound-funds-net-bought-over-hkd-1-billion-in-minimax-in-a-single-day-ai-9047 nashnova zh-tw 2026-08-10T10:10:03.258Z 北水單日淨買入MINIMAX超10億港元，大模型商業化邏輯獲資金驗證 https://www.nashnova.com/zh-hant/feed/special/blackrock-goes-all-in-on-ai-compute-chain-in-q2-total-aum-rises-to-6-73-trillion-9046 nashnova zh-tw 2026-08-10T09:37:15.646Z 貝萊德Q2沿AI算力鏈全線增持 持倉總市值升至6.73萬億美元 https://www.nashnova.com/zh-hant/feed/special/iphone-18-pro-bill-of-materials-expected-to-rise-nearly-40-percent-9045 nashnova zh-tw 2026-08-10T09:34:41.668Z iPhone 18 Pro物料成本預計上漲近40% https://www.nashnova.com/zh-hant/feed/special/alibaba-cloud-plans-to-more-than-double-global-modular-data-center-capacity-this-9043 nashnova zh-tw 2026-08-10T09:26:55.424Z 阿里雲今年計劃將全球模組化數據中心產能提升兩倍以上 https://www.nashnova.com/zh-hant/feed/special/ubs-capital-reform-legislative-progress-parliamentary-committee-reviews-9044 nashnova zh-tw 2026-08-10T09:25:42.656Z 瑞銀資本改革立法進程：議會委員會本週審議鬆綁方案 https://www.nashnova.com/zh-hant/feed/special/cme-hedge-fund-bitcoin-futures-rarely-turn-net-long-9042 nashnova zh-tw 2026-08-10T09:20:27.095Z CME對沖基金比特幣期貨罕見轉為淨多頭 https://www.nashnova.com/zh-hant/feed/special/burry-abel-eager-to-deploy-capital-berkshire-has-lost-its-investment-appeal-9041 nashnova zh-tw 2026-08-10T09:19:27.454Z 伯里：阿貝爾急於出手，波克夏已失投資吸引力 https://www.nashnova.com/zh-hant/feed/special/south-korea-plans-krw-5-trillion-fund-to-invest-in-semiconductor-materials-parts-9040 nashnova zh-tw 2026-08-10T09:09:25.495Z 韓國擬設5萬億韓元基金投資半導體材料零部件設備 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-agent-wave-reshapes-saas-landscape-widening-gap-between-winners-9039 nashnova zh-tw 2026-08-10T09:00:36.428Z 高盛：AI智能體浪潮重塑SaaS格局，贏家輸家分化加劇 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-close-hsi-up-1-05-percent-gold-pharma-and-property-lead-gains-guotai-9038 nashnova zh-tw 2026-08-10T08:47:35.263Z 港股收盤恒指漲1.05% 黃金醫藥地產領漲 國泰君安國際復牌漲37% https://www.nashnova.com/zh-hant/feed/special/research-warns-memory-chip-price-rally-is-losing-steam-cycle-may-peak-in-2026-9037 nashnova zh-tw 2026-08-10T08:45:04.536Z 研究警告存儲晶片價格漲勢放緩，週期或於2026年見頂 https://www.nashnova.com/zh-hant/feed/special/memory-chip-company-beijing-ingenic-passes-hong-kong-stock-exchange-listing-9036 nashnova zh-tw 2026-08-10T08:30:52.490Z 存儲晶片企業北京君正通過港交所聆訊 https://www.nashnova.com/zh-hant/feed/special/public-comment-on-new-lof-delisting-rules-25-billion-yuan-worth-of-products-may-9035 nashnova zh-tw 2026-08-10T08:09:56.901Z LOF退市新規徵求意見：約250億元產品或終止上市 https://www.nashnova.com/zh-hant/feed/special/ase-technologys-july-revenue-surges-43-percent-yoy-to-nt-73-78-billion-9034 nashnova zh-tw 2026-08-10T07:39:27.071Z 日月光7月營收年增43%至737.8億新台幣 https://www.nashnova.com/zh-hant/feed/special/bloomberg-survey-south-koreas-2026-gdp-growth-forecast-raised-to-3-3-percent-9033 nashnova zh-tw 2026-08-10T07:34:40.895Z 彭博調查：韓國2026年GDP增速預測升至3.3%，晶片出口創經常帳新高 https://www.nashnova.com/zh-hant/feed/special/panda-bond-issuance-surges-over-60-percent-yoy-in-h1-goldman-sachs-warns-low-9032 nashnova zh-tw 2026-08-10T07:09:43.621Z 熊貓債上半年發行量同比增逾六成，高盛警示低融資成本難支撐人民幣國際化 https://www.nashnova.com/zh-hant/feed/special/big-five-oil-majors-post-48b-q2-profits-as-trump-ramps-up-windfall-tax-pressure-9031 nashnova zh-tw 2026-08-10T07:04:57.548Z 五大石油巨頭二季度利潤480億美元，特朗普炮轟暴利稅壓力升溫 https://www.nashnova.com/zh-hant/feed/special/germanys-trade-deficit-with-china-widens-to-55-billion-as-exports-drop-china-9030 nashnova zh-tw 2026-08-10T06:54:30.188Z 德國對華貿易逆差擴至550億歐元，出口跌至第九大市場 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-fed-balance-sheet-runoff-does-not-equal-tightening-1-5-trillion-9029 nashnova zh-tw 2026-08-10T06:32:17.302Z 摩根士丹利：聯準會縮表不等於緊縮，1.5兆美元可低衝擊完成 https://www.nashnova.com/zh-hant/feed/special/7-days-after-innolights-h-share-listing-korean-capital-net-bought-us-43-39-9028 nashnova zh-tw 2026-08-10T06:30:50.902Z 中際旭創H股上市7天，韓國資金淨買入4339萬美元居港股首位 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