https://www.nashnova.com/feed/special/hyperscale-cloud-providers-and-semiconductor-sector-see-largest-single-day-16982 nashnova en 2026-11-05T03:43:50.415Z Hyperscale Cloud Providers and Semiconductor Sector See Largest Single-Day Divergence in a Decade https://www.nashnova.com/feed/special/zhuhai-urban-investments-da-hengqin-rushes-to-reassure-creditors-as-huafa-16981 nashnova en 2026-11-05T03:28:56.392Z Zhuhai Urban Investment's Da Hengqin Rushes to Reassure Creditors as Huafa Default Contagion Spreads https://www.nashnova.com/feed/special/sk-hynix-hbm4-yield-reaches-mid-60-percent-range-freeing-capacity-to-boost-16980 nashnova en 2026-11-05T03:18:17.693Z SK Hynix HBM4 Yield Reaches Mid-60% Range, Freeing Capacity to Boost Server DRAM Supply https://www.nashnova.com/feed/special/winbond-approves-nt-73b-kaohsiung-fab-expansion-targeting-10-strategic-customers-16979 nashnova en 2026-11-05T03:17:21.951Z Winbond Approves NT$73B Kaohsiung Fab Expansion, Targeting 10 Strategic Customers https://www.nashnova.com/feed/special/chinese-regulators-block-softbanks-5-4-billion-acquisition-of-abbs-robotics-16978 nashnova en 2026-11-05T03:15:52.325Z Chinese Regulators Block SoftBank's $5.4 Billion Acquisition of ABB's Robotics Division https://www.nashnova.com/feed/special/growing-skepticism-over-ai-yet-server-supply-chain-orders-remain-robust-16977 nashnova en 2026-11-05T03:14:36.557Z Growing Skepticism Over AI, Yet Server Supply Chain Orders Remain Robust https://www.nashnova.com/feed/special/qualcomm-q4-earnings-call-memory-price-hikes-pressure-gross-margins-handset-16976 nashnova en 2026-11-05T03:04:40.279Z Qualcomm Q4 Earnings Call: Memory Price Hikes Pressure Gross Margins, Handset Revenue Share Set to Drop Below 50% for the First Time https://www.nashnova.com/feed/special/china-copper-spot-premium-surges-to-highest-since-2021-as-futures-slip-into-deep-16975 nashnova en 2026-11-05T02:48:26.572Z China Copper Spot Premium Surges to Highest Since 2021 as Futures Slip Into Deep Backwardation https://www.nashnova.com/feed/special/china-restricts-tungsten-exports-micro-drill-bit-prices-for-ai-chip-supply-chain-16974 nashnova en 2026-11-05T02:43:38.230Z China Restricts Tungsten Exports, Micro-Drill Bit Prices for AI Chip Supply Chain Surge Several-Fold https://www.nashnova.com/feed/special/openai-president-enterprise-sales-now-majority-of-revenue-ipo-possible-by-2027-16973 nashnova en 2026-11-05T02:33:26.263Z OpenAI President: Enterprise Sales Now Majority of Revenue, IPO Possible by 2027 https://www.nashnova.com/feed/special/muddy-waters-nidec-scandal-exposes-limits-of-japans-corporate-governance-reform-16972 nashnova en 2026-11-05T02:14:04.243Z Muddy Waters: Nidec Scandal Exposes Limits of Japan's Corporate Governance Reform https://www.nashnova.com/feed/special/bernstein-openais-compute-commitment-revenue-outpaces-billings-downside-risk-low-16971 nashnova en 2026-11-05T01:39:30.648Z Bernstein: OpenAI's Compute Commitment Revenue Outpaces Billings, Downside Risk Low for Oracle and Microsoft https://www.nashnova.com/feed/special/openai-uses-ai-to-uncover-948-privilege-escalation-vulnerabilities-in-linux-16970 nashnova en 2026-11-05T01:29:58.985Z OpenAI Uses AI to Uncover 948 Privilege Escalation Vulnerabilities in Linux Kernel, Spending $1.2 Million https://www.nashnova.com/feed/special/hang-seng-index-opens-1-7-percent-higher-hang-seng-tech-index-up-1-4-percent-16969 nashnova en 2026-11-05T01:28:11.323Z Hang Seng Index Opens 1.7% Higher, Hang Seng Tech Index Up 1.4% https://www.nashnova.com/feed/special/dow-surges-3-03-percent-for-biggest-post-election-gain-in-over-40-years-oil-16968 nashnova en 2026-11-05T01:09:34.674Z Dow Surges 3.03% for Biggest Post-Election Gain in Over 40 Years; Oil Plunges Over 8%; DRAM Average Price Hits All-Time High https://www.nashnova.com/feed/special/south-koreas-september-current-account-surplus-hits-record-as-chip-exports-16967 nashnova en 2026-11-05T00:33:36.429Z South Korea's September Current Account Surplus Hits Record as Chip Exports Nearly Triple Year-over-Year https://www.nashnova.com/feed/special/boj-september-meeting-minutes-members-support-continued-rate-hikes-16966 nashnova en 2026-11-05T00:23:09.032Z BOJ September Meeting Minutes: Members Support Continued Rate Hikes https://www.nashnova.com/feed/special/tsmc-and-asml-join-forces-to-advance-12-inch-euv-pellicles-setting-mass-16965 nashnova en 2026-11-05T00:03:56.844Z TSMC and ASML Join Forces to Advance 12-Inch EUV Pellicles, Setting Mass Production Qualification Node for 2031 https://www.nashnova.com/feed/special/goldman-sachs-recommends-buying-chinese-ai-stocks-as-national-team-net-inflows-16964 nashnova en 2026-11-04T23:09:14.103Z Goldman Sachs Recommends Buying Chinese AI Stocks as National Team Net Inflows Reach 260 Billion Yuan in Three Weeks https://www.nashnova.com/feed/special/multiple-stocks-move-after-hours-applovin-surges-over-20-percent-zillow-drops-16963 nashnova en 2026-11-04T22:19:01.634Z Multiple Stocks Move After Hours: AppLovin Surges Over 20%, Zillow Drops More Than 16% https://www.nashnova.com/feed/special/hubspot-q4-guidance-misses-expectations-stock-drops-4-percent-after-hours-16962 nashnova en 2026-11-04T22:13:29.804Z HubSpot Q4 Guidance Misses Expectations, Stock Drops ~4% After Hours https://www.nashnova.com/feed/special/driven-by-optical-connectivity-demand-coherent-q1-revenue-surges-50-percent-yoy-16961 nashnova en 2026-11-04T21:53:42.644Z Driven by Optical Connectivity Demand, Coherent Q1 Revenue Surges 50% YoY https://www.nashnova.com/feed/special/snap-q3-report-misses-on-both-revenue-and-dau-stock-drops-over-10-percent-16960 nashnova en 2026-11-04T21:39:28.716Z Snap Q3 Report Misses on Both Revenue and DAU, Stock Drops Over 10% https://www.nashnova.com/feed/special/mercadolibre-q3-earnings-miss-expectations-as-tech-investments-squeeze-profits-16959 nashnova en 2026-11-04T21:38:07.222Z MercadoLibre Q3 Earnings Miss Expectations as Tech Investments Squeeze Profits https://www.nashnova.com/feed/special/applovin-q3-revenue-of-2-19b-beats-expectations-q4-guidance-above-consensus-16958 nashnova en 2026-11-04T21:33:23.262Z AppLovin Q3 Revenue of $2.19B Beats Expectations; Q4 Guidance Above Consensus https://www.nashnova.com/feed/special/expedia-q3-revenue-beats-expectations-full-year-outlook-raised-16957 nashnova en 2026-11-04T21:18:29.304Z Expedia Q3 Revenue Beats Expectations, Full-Year Outlook Raised https://www.nashnova.com/feed/special/microsoft-q3-capital-expenditure-falls-5-billion-below-expectations-data-center-16956 nashnova en 2026-11-04T21:14:18.142Z Microsoft Q3 Capital Expenditure Falls ~$5 Billion Below Expectations, Data Center Lessor Iren's Delays Among the Causes https://www.nashnova.com/feed/special/arm-holdings-q2-revenue-of-1-44b-beats-expectations-q3-guidance-midpoint-at-1-16955 nashnova en 2026-11-04T21:13:21.097Z Arm Holdings Q2 Revenue of $1.44B Beats Expectations; Q3 Guidance Midpoint at $1.54B https://www.nashnova.com/feed/special/astrazeneca-offers-approximately-10-billion-to-acquire-rare-disease-drugmaker-16954 nashnova en 2026-11-04T21:09:04.545Z AstraZeneca Offers Approximately $10 Billion to Acquire Rare Disease Drugmaker Rhythm https://www.nashnova.com/feed/special/qualcomm-guides-fy2026-q1-revenue-of-10-4b-to-11-2b-16953 nashnova en 2026-11-04T21:08:14.069Z Qualcomm Guides FY2026 Q1 Revenue of $10.4B to $11.2B https://www.nashnova.com/feed/special/apple-cuts-employee-ai-usage-budgets-some-teams-daily-limits-reduced-to-100-16952 nashnova en 2026-11-04T20:03:36.707Z Apple Cuts Employee AI Usage Budgets, Some Teams' Daily Limits Reduced to $100 https://www.nashnova.com/feed/special/blue-wave-hammers-trump-token-and-miner-to-ai-stocks-as-texas-data-center-16951 nashnova en 2026-11-04T19:19:56.571Z Blue Wave Hammers Trump Token and Miner-to-AI Stocks as Texas Data Center Capacity Faces Crunch https://www.nashnova.com/feed/special/intel-ceo-spends-nearly-10-million-on-share-purchases-yet-stock-still-falls-over-16950 nashnova en 2026-11-04T19:18:34.556Z Intel CEO Spends Nearly $10 Million on Share Purchases, Yet Stock Still Falls Over 3% https://www.nashnova.com/feed/special/global-central-banks-purchased-321-tonnes-of-gold-in-q3-hitting-highest-level-16949 nashnova en 2026-11-04T19:08:55.319Z Global Central Banks Purchased 321 Tonnes of Gold in Q3, Hitting Highest Level Since Late 2024 https://www.nashnova.com/feed/special/democratic-victory-unlikely-to-ease-bond-market-pressure-u-s-treasury-yields-may-16948 nashnova en 2026-11-04T18:58:51.480Z Democratic Victory Unlikely to Ease Bond Market Pressure, U.S. Treasury Yields May Rise to 5.5% https://www.nashnova.com/feed/special/democrats-sweep-congress-healthcare-sector-rallies-across-the-board-16947 nashnova en 2026-11-04T18:24:34.923Z Democrats Sweep Congress, Healthcare Sector Rallies Across the Board https://www.nashnova.com/feed/special/meta-acquires-ai-coding-startup-conductor-16946 nashnova en 2026-11-04T18:23:29.049Z Meta Acquires AI Coding Startup Conductor https://www.nashnova.com/feed/special/citadel-securities-post-election-clarity-opens-a-clear-year-end-upside-path-for-16945 nashnova en 2026-11-04T18:10:22.039Z Citadel Securities: Post-Election Clarity Opens a Clear Year-End Upside Path for U.S. Stocks https://www.nashnova.com/feed/special/wall-streets-offshore-renminbi-bond-issuance-nearly-triples-this-year-16944 nashnova en 2026-11-04T18:08:56.123Z Wall Street's Offshore Renminbi Bond Issuance Nearly Triples This Year https://www.nashnova.com/feed/special/credit-markets-bet-on-data-center-slowdown-junk-bonds-weaken-while-hyperscale-16943 nashnova en 2026-11-04T17:39:52.308Z Credit Markets Bet on Data Center Slowdown: Junk Bonds Weaken While Hyperscale Cloud Providers Benefit https://www.nashnova.com/feed/special/magnificent-seven-add-nearly-600-billion-in-market-cap-in-single-post-election-16942 nashnova en 2026-11-04T17:34:03.595Z Magnificent Seven Add Nearly $600 Billion in Market Cap in Single Post-Election Day https://www.nashnova.com/feed/special/vance-publicly-breaks-with-trump-blames-iran-war-for-republican-electoral-defeat-16941 nashnova en 2026-11-04T17:08:57.183Z Vance Publicly Breaks with Trump, Blames Iran War for Republican Electoral Defeat https://www.nashnova.com/feed/special/retail-investors-triple-leverage-long-nasdaq-during-its-worst-month-leveraged-16940 nashnova en 2026-11-04T16:54:42.302Z Retail Investors Triple-Leverage Long Nasdaq During Its Worst Month, Leveraged ETFs Draw Record $13B in Single Month https://www.nashnova.com/feed/special/skyworks-issues-below-expectation-guidance-after-qorvo-acquisition-analysts-flag-16939 nashnova en 2026-11-04T16:53:19.674Z Skyworks Issues Below-Expectation Guidance After Qorvo Acquisition; Analysts Flag Android Supply Chain Weakness https://www.nashnova.com/feed/special/citi-downgrades-adobe-to-sell-warns-of-hard-reset-risk-to-fy2027-growth-16938 nashnova en 2026-11-04T15:49:10.400Z Citi Downgrades Adobe to Sell, Warns of "Hard Reset" Risk to FY2027 Growth https://www.nashnova.com/feed/special/u-s-diesel-inventories-fall-below-100-million-barrels-hitting-lowest-level-since-16937 nashnova en 2026-11-04T15:48:15.250Z U.S. Diesel Inventories Fall Below 100 Million Barrels, Hitting Lowest Level Since 2003 https://www.nashnova.com/feed/special/democrats-score-big-in-midterms-as-commodity-traders-turn-cautious-16936 nashnova en 2026-11-04T15:38:43.955Z Democrats Score Big in Midterms as Commodity Traders Turn Cautious https://www.nashnova.com/feed/special/democrats-sweep-congress-u-s-solar-stocks-surge-across-the-board-jinkosolar-16935 nashnova en 2026-11-04T15:03:33.111Z Democrats Sweep Congress, U.S. Solar Stocks Surge Across the Board, JinkoSolar Jumps 14% https://www.nashnova.com/feed/special/five-cicc-teams-interpret-the-midterm-elections-checks-and-balances-favor-16934 nashnova en 2026-11-04T15:00:15.655Z Five CICC Teams Interpret the Midterm Elections: Checks and Balances Favor Sentiment Recovery, but AI Returns Remain a Medium-Term Variable https://www.nashnova.com/feed/special/u-s-and-eurozone-october-final-pmis-both-revised-lower-16933 nashnova en 2026-11-04T14:58:30.358Z U.S. and Eurozone October Final PMIs Both Revised Lower https://www.nashnova.com/feed/special/democrats-take-over-congress-wall-street-faces-tighter-regulation-across-16932 nashnova en 2026-11-04T14:54:55.291Z Democrats Take Over Congress, Wall Street Faces Tighter Regulation Across Multiple Sectors https://www.nashnova.com/feed/special/big-techs-four-giants-spend-nearly-500-billion-in-capex-over-first-three-16931 nashnova en 2026-11-04T14:53:48.442Z Big Tech's Four Giants Spend Nearly $500 Billion in Capex Over First Three Quarters, Shareholder Returns Shrink Significantly https://www.nashnova.com/feed/special/u-s-treasury-drops-at-least-wording-long-bond-cut-window-points-to-2027-16930 nashnova en 2026-11-04T14:26:23.074Z U.S. Treasury Drops "At Least" Wording, Long-Bond Cut Window Points to 2027 https://www.nashnova.com/feed/special/democrats-hold-senate-strengthening-shield-for-fed-independence-16929 nashnova en 2026-11-04T14:24:51.109Z Democrats Hold Senate, Strengthening Shield for Fed Independence https://www.nashnova.com/feed/special/apollo-global-controls-75-billion-in-ai-chips-surpassing-all-emerging-cloud-16928 nashnova en 2026-11-04T14:09:37.813Z Apollo Global Controls $75 Billion in AI Chips, Surpassing All Emerging Cloud Providers https://www.nashnova.com/feed/special/freeport-mcmoran-approves-4-5-billion-expansion-of-arizona-copper-mine-16927 nashnova en 2026-11-04T14:08:18.856Z Freeport-McMoRan Approves $4.5 Billion Expansion of Arizona Copper Mine https://www.nashnova.com/feed/special/u-s-september-trade-deficit-in-goods-and-services-narrows-to-105-billion-16926 nashnova en 2026-11-04T13:48:05.039Z U.S. September Trade Deficit in Goods and Services Narrows to $105 Billion https://www.nashnova.com/feed/special/spacex-signs-deal-with-qualcomm-to-co-build-u-s-5g-terrestrial-network-16925 nashnova en 2026-11-04T13:38:44.978Z SpaceX Signs Deal with Qualcomm to Co-Build U.S. 5G Terrestrial Network https://www.nashnova.com/feed/special/u-s-october-adp-employment-rises-86k-slightly-above-expectations-16924 nashnova en 2026-11-04T13:23:32.283Z U.S. October ADP Employment Rises 86K, Slightly Above Expectations https://www.nashnova.com/feed/special/china-accelerates-overseas-mining-m-and-a-acquisition-value-hits-highest-since-16923 nashnova en 2026-11-04T13:09:00.531Z China Accelerates Overseas Mining M&A, Acquisition Value Hits Highest Since 2018 in First Three Quarters https://www.nashnova.com/feed/special/us-pre-market-movers-trump-media-falls-11-percent-duolingo-surges-18-percent-16922 nashnova en 2026-11-04T12:59:49.764Z US Pre-Market Movers: Trump Media Falls 11%, Duolingo Surges 18% https://www.nashnova.com/feed/special/democrats-win-u-s-midterm-elections-european-bank-stocks-surge-over-4-percent-in-16921 nashnova en 2026-11-04T12:48:25.233Z Democrats Win U.S. Midterm Elections, European Bank Stocks Surge Over 4% in a Single Day https://www.nashnova.com/feed/special/circle-q3-revenue-hits-865m-beating-expectations-usdc-transaction-volume-up-49-16920 nashnova en 2026-11-04T12:46:07.233Z Circle Q3 Revenue Hits $865M Beating Expectations, USDC Transaction Volume Up 49% YoY https://www.nashnova.com/feed/special/tencent-hunyuan-hy4-official-release-tested-hallucination-rate-drops-to-7-2-16919 nashnova en 2026-11-04T12:44:16.082Z Tencent Hunyuan Hy4 Official Release Tested: Hallucination Rate Drops to 7.2%, Ranks First Among Open-Source Models in Financial Tasks https://www.nashnova.com/feed/special/swiss-lower-house-mulls-compromise-that-could-cut-ubs-capital-requirements-by-16-16918 nashnova en 2026-11-04T12:29:53.010Z Swiss Lower House Mulls Compromise That Could Cut UBS Capital Requirements by $16 Billion https://www.nashnova.com/feed/special/european-defense-stocks-drop-over-4-percent-as-democratic-sweep-cools-u-s-16917 nashnova en 2026-11-04T12:28:38.035Z European Defense Stocks Drop Over 4% as Democratic Sweep Cools U.S. Military Spending Expansion Expectations https://www.nashnova.com/feed/special/globalfoundries-q3-revenue-of-1-9b-beats-expectations-q4-guidance-midpoint-16916 nashnova en 2026-11-04T12:19:39.832Z GlobalFoundries Q3 Revenue of $1.9B Beats Expectations; Q4 Guidance Midpoint Reaches $2.0B https://www.nashnova.com/feed/special/datadog-q3-revenue-of-1-2b-beats-expectations-full-year-guidance-raised-16915 nashnova en 2026-11-04T12:18:34.948Z Datadog Q3 Revenue of $1.2B Beats Expectations, Full-Year Guidance Raised https://www.nashnova.com/feed/special/uber-q3-revenue-hits-14-8b-beating-expectations-gross-bookings-up-20-percent-16914 nashnova en 2026-11-04T12:08:44.161Z Uber Q3 Revenue Hits $14.8B Beating Expectations, Gross Bookings Up 20% https://www.nashnova.com/feed/special/openai-acquires-developer-tool-startup-pierre-taking-aim-at-github-16913 nashnova en 2026-11-04T11:59:32.601Z OpenAI Acquires Developer Tool Startup Pierre, Taking Aim at GitHub https://www.nashnova.com/feed/special/nvidia-stock-rises-against-the-trend-as-data-center-regulatory-pressure-has-16912 nashnova en 2026-11-04T11:58:22.291Z Nvidia Stock Rises Against the Trend as Data Center Regulatory Pressure Has Limited Short-Term Impact https://www.nashnova.com/feed/special/pjm-grid-faces-surging-ai-data-center-demand-as-capacity-shortfalls-threaten-16911 nashnova en 2026-11-04T11:48:56.657Z PJM Grid Faces Surging AI Data Center Demand as Capacity Shortfalls Threaten Winter Power Supply https://www.nashnova.com/feed/special/anti-data-center-movement-gains-momentum-weighing-on-korean-chip-stocks-16910 nashnova en 2026-11-04T11:44:03.273Z Anti-Data Center Movement Gains Momentum, Weighing on Korean Chip Stocks https://www.nashnova.com/feed/special/major-global-central-banks-collectively-pause-rate-hikes-in-october-amid-16909 nashnova en 2026-11-04T11:35:56.586Z Major Global Central Banks Collectively Pause Rate Hikes in October Amid Lingering Inflation Pressures https://www.nashnova.com/feed/special/goldman-sachs-ai-stocks-oversold-democratic-sweep-may-actually-accelerate-capex-16908 nashnova en 2026-11-04T11:26:29.921Z Goldman Sachs: AI Stocks Oversold, Democratic Sweep May Actually Accelerate Capex https://www.nashnova.com/feed/special/ymtc-ipo-suspended-listing-potentially-delayed-to-first-half-of-2027-16907 nashnova en 2026-11-04T11:21:41.579Z YMTC IPO Suspended, Listing Potentially Delayed to First Half of 2027 https://www.nashnova.com/feed/special/occ-issues-first-ai-examination-guidelines-no-separate-risk-parameters-for-ai-16906 nashnova en 2026-11-04T11:20:38.971Z OCC Issues First AI Examination Guidelines, No Separate Risk Parameters for AI https://www.nashnova.com/feed/special/fitch-revises-outlook-on-bnp-paribas-and-credit-agricole-to-negative-16905 nashnova en 2026-11-04T11:01:25.700Z Fitch Revises Outlook on BNP Paribas and Crédit Agricole to Negative https://www.nashnova.com/feed/special/microsofts-mass-buyout-packages-may-weaken-ai-talent-pipeline-16904 nashnova en 2026-11-04T10:53:22.257Z Microsoft's Mass Buyout Packages May Weaken AI Talent Pipeline https://www.nashnova.com/feed/special/mitsubishi-corp-and-mitsui-and-co-both-raise-fy2026-profit-forecasts-to-record-16903 nashnova en 2026-11-04T10:52:05.896Z Mitsubishi Corp. and Mitsui & Co. Both Raise FY2026 Profit Forecasts to Record Highs https://www.nashnova.com/feed/special/hong-kong-legislative-council-passes-crypto-asset-reporting-framework-ordinance-16902 nashnova en 2026-11-04T10:51:03.537Z Hong Kong Legislative Council Passes Crypto Asset Reporting Framework Ordinance, Effective from 2027 https://www.nashnova.com/feed/special/china-auto-sales-in-october-byd-leads-the-pack-exports-become-growth-engine-16901 nashnova en 2026-11-04T10:21:28.129Z China Auto Sales in October: BYD Leads the Pack, Exports Become Growth Engine https://www.nashnova.com/feed/special/midterm-elections-deal-blow-to-trump-trade-partners-may-seize-opportunity-to-16900 nashnova en 2026-11-04T10:13:39.008Z Midterm Elections Deal Blow to Trump, Trade Partners May Seize Opportunity to Resist Tariff Pressure https://www.nashnova.com/feed/special/amazons-2-billion-ohio-data-center-blocked-by-voter-referendum-16899 nashnova en 2026-11-04T10:12:17.470Z Amazon's $2 Billion Ohio Data Center Blocked by Voter Referendum https://www.nashnova.com/feed/special/eurozone-october-cpi-rises-to-4-percent-hitting-three-year-high-16898 nashnova en 2026-11-04T10:11:11.835Z Eurozone October CPI Rises to 4%, Hitting Three-Year High https://www.nashnova.com/feed/special/vix-drops-over-11-percent-to-18-72-as-post-midterm-election-panic-subsides-16897 nashnova en 2026-11-04T09:55:49.858Z VIX Drops Over 11% to 18.72 as Post-Midterm Election Panic Subsides https://www.nashnova.com/feed/special/google-announces-15-billion-expansion-of-malaysian-data-centers-16896 nashnova en 2026-11-04T09:20:43.130Z Google Announces $15 Billion Expansion of Malaysian Data Centers https://www.nashnova.com/feed/special/midterm-elections-settled-bargain-hunters-flock-to-u-s-tech-stocks-16895 nashnova en 2026-11-04T09:17:04.391Z Midterm Elections Settled, Bargain Hunters Flock to U.S. Tech Stocks https://www.nashnova.com/feed/special/frances-october-services-pmi-plunges-to-46-2-fastest-contraction-since-may-16894 nashnova en 2026-11-04T09:15:46.757Z France's October Services PMI Plunges to 46.2, Fastest Contraction Since May https://www.nashnova.com/feed/special/on-semiconductors-600m-acquisition-of-ferric-bets-on-integrated-voltage-16893 nashnova en 2026-11-04T09:11:07.637Z ON Semiconductor's $600M Acquisition of Ferric Bets on Integrated Voltage Regulation for AI Processors https://www.nashnova.com/feed/special/google-rolls-out-voluntary-buyout-program-to-employees-in-five-countries-16892 nashnova en 2026-11-04T09:05:46.167Z Google Rolls Out Voluntary Buyout Program to Employees in Five Countries, Excluding AI and Cloud Divisions https://www.nashnova.com/feed/special/hong-kong-stocks-closed-up-1-67-percent-on-november-4th-innovative-drugs-gold-16891 nashnova en 2026-11-04T08:51:30.857Z Hong Kong Stocks Closed Up 1.67% on November 4th: Innovative Drugs, Gold, and AI Industry Chain Led the Gains https://www.nashnova.com/feed/special/pegatron-chairman-ai-crisis-fears-over-democratic-victory-are-overblown-16890 nashnova en 2026-11-04T08:48:05.742Z Pegatron Chairman: AI Crisis Fears Over Democratic Victory Are Overblown https://www.nashnova.com/feed/special/global-chip-quarterly-sales-surpass-500-billion-for-the-first-time-16889 nashnova en 2026-11-04T08:46:55.742Z Global Chip Quarterly Sales Surpass $500 Billion for the First Time https://www.nashnova.com/feed/special/sino-biopharmaceutical-signs-7-billion-oncology-partnership-with-boehringer-16888 nashnova en 2026-11-04T08:45:53.899Z Sino Biopharmaceutical Signs $7 Billion Oncology Partnership with Boehringer Ingelheim https://www.nashnova.com/feed/special/multiple-hedge-funds-warn-software-exposure-and-high-interest-rates-deliver-a-16887 nashnova en 2026-11-04T08:31:20.385Z Multiple Hedge Funds Warn: Software Exposure and High Interest Rates Deliver a Double Blow to Private Credit https://www.nashnova.com/feed/special/gold-breaks-4-000-democrats-sweep-congress-ai-data-centers-face-policy-headwinds-16886 nashnova en 2026-11-04T08:06:13.773Z Gold Breaks $4,000, Democrats Sweep Congress, AI Data Centers Face Policy Headwinds https://www.nashnova.com/feed/special/novo-nordisk-q3-profit-beats-expectations-raises-full-year-2026-guidance-16885 nashnova en 2026-11-04T06:50:29.112Z Novo Nordisk Q3 Profit Beats Expectations, Raises Full-Year 2026 Guidance https://www.nashnova.com/feed/special/jpmorgan-cuts-target-prices-for-zhipu-and-minimax-post-ai-coding-demand-gap-16884 nashnova en 2026-11-04T06:49:05.258Z JPMorgan Cuts Target Prices for Zhipu and MiniMax: Post-AI Coding Demand Gap Longer Than Expected https://www.nashnova.com/feed/special/tether-slightly-reduces-gold-holdings-in-q3-funds-potentially-shifting-toward-16883 nashnova en 2026-11-04T06:47:19.739Z Tether Slightly Reduces Gold Holdings in Q3, Funds Potentially Shifting Toward Bitcoin https://www.nashnova.com/zh/feed/special/hyperscale-cloud-providers-and-semiconductor-sector-see-largest-single-day-16982 nashnova zh-cn 2026-11-05T03:43:50.415Z 超大型云厂商与半导体板块现十年最大单日分化 https://www.nashnova.com/zh/feed/special/zhuhai-urban-investments-da-hengqin-rushes-to-reassure-creditors-as-huafa-16981 nashnova zh-cn 2026-11-05T03:28:56.392Z 珠海城投大横琴紧急安抚债权人,华发违约冲击蔓延 https://www.nashnova.com/zh/feed/special/sk-hynix-hbm4-yield-reaches-mid-60-percent-range-freeing-capacity-to-boost-16980 nashnova zh-cn 2026-11-05T03:18:17.693Z SK海力士HBM4良率达60%中段,释放产能推高服务器DRAM供应 https://www.nashnova.com/zh/feed/special/winbond-approves-nt-73b-kaohsiung-fab-expansion-targeting-10-strategic-customers-16979 nashnova zh-cn 2026-11-05T03:17:21.951Z 华邦电批准730亿新台币高雄晶圆厂扩产,锁定10家战略客户 https://www.nashnova.com/zh/feed/special/chinese-regulators-block-softbanks-5-4-billion-acquisition-of-abbs-robotics-16978 nashnova zh-cn 2026-11-05T03:15:52.325Z 中国监管叫停软银54亿美元收购ABB机器人部门 https://www.nashnova.com/zh/feed/special/growing-skepticism-over-ai-yet-server-supply-chain-orders-remain-robust-16977 nashnova zh-cn 2026-11-05T03:14:36.557Z AI质疑声浪升温,服务器供应链订单仍强劲 https://www.nashnova.com/zh/feed/special/qualcomm-q4-earnings-call-memory-price-hikes-pressure-gross-margins-handset-16976 nashnova zh-cn 2026-11-05T03:04:40.279Z 高通Q4电话会:存储涨价压毛利,手机收入占比将首降至50%以下 https://www.nashnova.com/zh/feed/special/china-copper-spot-premium-surges-to-highest-since-2021-as-futures-slip-into-deep-16975 nashnova zh-cn 2026-11-05T02:48:26.572Z 中国铜现货溢价飙至2021年来最高 期货现深度反向市场 https://www.nashnova.com/zh/feed/special/china-restricts-tungsten-exports-micro-drill-bit-prices-for-ai-chip-supply-chain-16974 nashnova zh-cn 2026-11-05T02:43:38.230Z 中国限制钨出口,AI芯片供应链微钻头价格数倍飙升 https://www.nashnova.com/zh/feed/special/openai-president-enterprise-sales-now-majority-of-revenue-ipo-possible-by-2027-16973 nashnova zh-cn 2026-11-05T02:33:26.263Z OpenAI总裁:企业销售已占多数,2027年有望IPO https://www.nashnova.com/zh/feed/special/muddy-waters-nidec-scandal-exposes-limits-of-japans-corporate-governance-reform-16972 nashnova zh-cn 2026-11-05T02:14:04.243Z 浑水:日本电产丑闻暴露日本公司治理改革局限 https://www.nashnova.com/zh/feed/special/bernstein-openais-compute-commitment-revenue-outpaces-billings-downside-risk-low-16971 nashnova zh-cn 2026-11-05T01:39:30.648Z 伯恩斯坦:OpenAI算力承诺收入跑赢账单,甲骨文微软下行风险低 https://www.nashnova.com/zh/feed/special/openai-uses-ai-to-uncover-948-privilege-escalation-vulnerabilities-in-linux-16970 nashnova zh-cn 2026-11-05T01:29:58.985Z OpenAI用AI挖出Linux内核948个提权漏洞,耗资120万美元 https://www.nashnova.com/zh/feed/special/hang-seng-index-opens-1-7-percent-higher-hang-seng-tech-index-up-1-4-percent-16969 nashnova zh-cn 2026-11-05T01:28:11.323Z 恒指高开1.7%,恒生科技指数涨1.4% https://www.nashnova.com/zh/feed/special/dow-surges-3-03-percent-for-biggest-post-election-gain-in-over-40-years-oil-16968 nashnova zh-cn 2026-11-05T01:09:34.674Z 道指涨3.03%创逾40年选后最大涨幅,油价跌超8%,DRAM均价创历史新高 https://www.nashnova.com/zh/feed/special/south-koreas-september-current-account-surplus-hits-record-as-chip-exports-16967 nashnova zh-cn 2026-11-05T00:33:36.429Z 韩国9月经常账户盈余创纪录,芯片出口同比近翻三倍 https://www.nashnova.com/zh/feed/special/boj-september-meeting-minutes-members-support-continued-rate-hikes-16966 nashnova zh-cn 2026-11-05T00:23:09.032Z 日本央行9月会议纪要:委员支持继续加息 https://www.nashnova.com/zh/feed/special/tsmc-and-asml-join-forces-to-advance-12-inch-euv-pellicles-setting-mass-16965 nashnova zh-cn 2026-11-05T00:03:56.844Z 台积电与ASML联手推进12英寸EUV光罩,2031年设定量产资格节点 https://www.nashnova.com/zh/feed/special/goldman-sachs-recommends-buying-chinese-ai-stocks-as-national-team-net-inflows-16964 nashnova zh-cn 2026-11-04T23:09:14.103Z 高盛建议买入中国AI股,国家队三周净流入2600亿元 https://www.nashnova.com/zh/feed/special/multiple-stocks-move-after-hours-applovin-surges-over-20-percent-zillow-drops-16963 nashnova zh-cn 2026-11-04T22:19:01.634Z 美股盘后多股异动:AppLovin飙涨逾20%,Zillow跌超16% https://www.nashnova.com/zh/feed/special/hubspot-q4-guidance-misses-expectations-stock-drops-4-percent-after-hours-16962 nashnova zh-cn 2026-11-04T22:13:29.804Z HubSpot Q4指引低于预期,盘后股价跌约4% https://www.nashnova.com/zh/feed/special/driven-by-optical-connectivity-demand-coherent-q1-revenue-surges-50-percent-yoy-16961 nashnova zh-cn 2026-11-04T21:53:42.644Z 光连接需求驱动,Coherent Q1营收同比增50% https://www.nashnova.com/zh/feed/special/snap-q3-report-misses-on-both-revenue-and-dau-stock-drops-over-10-percent-16960 nashnova zh-cn 2026-11-04T21:39:28.716Z Snap三季报营收及日活双双不及预期,股价跌逾10% https://www.nashnova.com/zh/feed/special/mercadolibre-q3-earnings-miss-expectations-as-tech-investments-squeeze-profits-16959 nashnova zh-cn 2026-11-04T21:38:07.222Z MercadoLibre Q3财报逊预期,科技投入压缩利润 https://www.nashnova.com/zh/feed/special/applovin-q3-revenue-of-2-19b-beats-expectations-q4-guidance-above-consensus-16958 nashnova zh-cn 2026-11-04T21:33:23.262Z AppLovin Q3营收21.9亿美元超预期,Q4指引高于市场共识 https://www.nashnova.com/zh/feed/special/expedia-q3-revenue-beats-expectations-full-year-outlook-raised-16957 nashnova zh-cn 2026-11-04T21:18:29.304Z Expedia Q3营收超预期上调全年展望 https://www.nashnova.com/zh/feed/special/microsoft-q3-capital-expenditure-falls-5-billion-below-expectations-data-center-16956 nashnova zh-cn 2026-11-04T21:14:18.142Z 微软Q3资本支出低于预期约50亿美元,数据中心租赁方Iren延误是原因之一 https://www.nashnova.com/zh/feed/special/arm-holdings-q2-revenue-of-1-44b-beats-expectations-q3-guidance-midpoint-at-1-16955 nashnova zh-cn 2026-11-04T21:13:21.097Z Arm控股Q2营收14.4亿美元超预期,Q3指引中点15.4亿美元 https://www.nashnova.com/zh/feed/special/astrazeneca-offers-approximately-10-billion-to-acquire-rare-disease-drugmaker-16954 nashnova zh-cn 2026-11-04T21:09:04.545Z 阿斯利康出价约100亿美元收购罕见病药企Rhythm https://www.nashnova.com/zh/feed/special/qualcomm-guides-fy2026-q1-revenue-of-10-4b-to-11-2b-16953 nashnova zh-cn 2026-11-04T21:08:14.069Z 高通预计2026财年Q1营收104亿至112亿美元 https://www.nashnova.com/zh/feed/special/apple-cuts-employee-ai-usage-budgets-some-teams-daily-limits-reduced-to-100-16952 nashnova zh-cn 2026-11-04T20:03:36.707Z 苹果削减员工AI使用预算,部分团队日限降至100美元 https://www.nashnova.com/zh/feed/special/blue-wave-hammers-trump-token-and-miner-to-ai-stocks-as-texas-data-center-16951 nashnova zh-cn 2026-11-04T19:19:56.571Z 蓝波重击Trump代币与矿企转型AI股,德州数据中心产能告急 https://www.nashnova.com/zh/feed/special/intel-ceo-spends-nearly-10-million-on-share-purchases-yet-stock-still-falls-over-16950 nashnova zh-cn 2026-11-04T19:18:34.556Z 英特尔CEO斥资近千万美元增持,股价仍跌逾3% https://www.nashnova.com/zh/feed/special/global-central-banks-purchased-321-tonnes-of-gold-in-q3-hitting-highest-level-16949 nashnova zh-cn 2026-11-04T19:08:55.319Z 全球央行三季度购金321吨,创2024年底以来最高 https://www.nashnova.com/zh/feed/special/democratic-victory-unlikely-to-ease-bond-market-pressure-u-s-treasury-yields-may-16948 nashnova zh-cn 2026-11-04T18:58:51.480Z 民主党大胜难解债市压力,美债收益率或升至5.5% https://www.nashnova.com/zh/feed/special/democrats-sweep-congress-healthcare-sector-rallies-across-the-board-16947 nashnova zh-cn 2026-11-04T18:24:34.923Z 民主党横扫国会,医疗保健板块全线反弹 https://www.nashnova.com/zh/feed/special/meta-acquires-ai-coding-startup-conductor-16946 nashnova zh-cn 2026-11-04T18:23:29.049Z Meta收购AI编程初创公司Conductor https://www.nashnova.com/zh/feed/special/citadel-securities-post-election-clarity-opens-a-clear-year-end-upside-path-for-16945 nashnova zh-cn 2026-11-04T18:10:22.039Z Citadel Securities:选举落地后美股年末上行路径清晰 https://www.nashnova.com/zh/feed/special/wall-streets-offshore-renminbi-bond-issuance-nearly-triples-this-year-16944 nashnova zh-cn 2026-11-04T18:08:56.123Z 华尔街今年离岸人民币债发行量近翻三倍 https://www.nashnova.com/zh/feed/special/credit-markets-bet-on-data-center-slowdown-junk-bonds-weaken-while-hyperscale-16943 nashnova zh-cn 2026-11-04T17:39:52.308Z 信用市场押注数据中心放缓,垃圾债走弱超大规模云厂商受益 https://www.nashnova.com/zh/feed/special/magnificent-seven-add-nearly-600-billion-in-market-cap-in-single-post-election-16942 nashnova zh-cn 2026-11-04T17:34:03.595Z 科技七巨头选后单日市值增近6000亿美元 https://www.nashnova.com/zh/feed/special/vance-publicly-breaks-with-trump-blames-iran-war-for-republican-electoral-defeat-16941 nashnova zh-cn 2026-11-04T17:08:57.183Z 万斯与特朗普公开决裂,将共和党惨败归咎于伊朗战争 https://www.nashnova.com/zh/feed/special/retail-investors-triple-leverage-long-nasdaq-during-its-worst-month-leveraged-16940 nashnova zh-cn 2026-11-04T16:54:42.302Z 纳指最差月散户逆势3倍做多,杠杆ETF单月吸金130亿美元创纪录 https://www.nashnova.com/zh/feed/special/skyworks-issues-below-expectation-guidance-after-qorvo-acquisition-analysts-flag-16939 nashnova zh-cn 2026-11-04T16:53:19.674Z Skyworks收购Qorvo后指引低于预期,分析师警示安卓链疲软 https://www.nashnova.com/zh/feed/special/citi-downgrades-adobe-to-sell-warns-of-hard-reset-risk-to-fy2027-growth-16938 nashnova zh-cn 2026-11-04T15:49:10.400Z 花旗下调Adobe至卖出,警示2027财年增长面临"硬重置"风险 https://www.nashnova.com/zh/feed/special/u-s-diesel-inventories-fall-below-100-million-barrels-hitting-lowest-level-since-16937 nashnova zh-cn 2026-11-04T15:48:15.250Z 美国柴油库存跌破1亿桶,创2003年以来新低 https://www.nashnova.com/zh/feed/special/democrats-score-big-in-midterms-as-commodity-traders-turn-cautious-16936 nashnova zh-cn 2026-11-04T15:38:43.955Z 中期选举民主党大胜,商品交易者转向审慎 https://www.nashnova.com/zh/feed/special/democrats-sweep-congress-u-s-solar-stocks-surge-across-the-board-jinkosolar-16935 nashnova zh-cn 2026-11-04T15:03:33.111Z 民主党横扫国会,美股光伏板块集体大涨,晶科能源涨14% https://www.nashnova.com/zh/feed/special/five-cicc-teams-interpret-the-midterm-elections-checks-and-balances-favor-16934 nashnova zh-cn 2026-11-04T15:00:15.655Z 中金五团队解读中期选举:制衡利于情绪修复,AI回报仍是中期变量 https://www.nashnova.com/zh/feed/special/u-s-and-eurozone-october-final-pmis-both-revised-lower-16933 nashnova zh-cn 2026-11-04T14:58:30.358Z 美国与欧元区10月PMI终值双双下修 https://www.nashnova.com/zh/feed/special/democrats-take-over-congress-wall-street-faces-tighter-regulation-across-16932 nashnova zh-cn 2026-11-04T14:54:55.291Z 民主党接管国会,华尔街多领域面临监管收紧 https://www.nashnova.com/zh/feed/special/big-techs-four-giants-spend-nearly-500-billion-in-capex-over-first-three-16931 nashnova zh-cn 2026-11-04T14:53:48.442Z 大科技四巨头前三季度资本开支近5000亿美元,股东回报大幅缩水 https://www.nashnova.com/zh/feed/special/u-s-treasury-drops-at-least-wording-long-bond-cut-window-points-to-2027-16930 nashnova zh-cn 2026-11-04T14:26:23.074Z 美国财政部删去"至少",长债削减窗口指向2027年 https://www.nashnova.com/zh/feed/special/democrats-hold-senate-strengthening-shield-for-fed-independence-16929 nashnova zh-cn 2026-11-04T14:24:51.109Z 民主党控参议院,美联储独立性获更强屏障 https://www.nashnova.com/zh/feed/special/apollo-global-controls-75-billion-in-ai-chips-surpassing-all-emerging-cloud-16928 nashnova zh-cn 2026-11-04T14:09:37.813Z 阿波罗全球掌控750亿美元AI芯片 超越所有新兴云厂商 https://www.nashnova.com/zh/feed/special/freeport-mcmoran-approves-4-5-billion-expansion-of-arizona-copper-mine-16927 nashnova zh-cn 2026-11-04T14:08:18.856Z 自由港麦克莫兰批准45亿美元扩建亚利桑那铜矿 https://www.nashnova.com/zh/feed/special/u-s-september-trade-deficit-in-goods-and-services-narrows-to-105-billion-16926 nashnova zh-cn 2026-11-04T13:48:05.039Z 美国9月商品与服务贸易逆差收窄至1050亿美元 https://www.nashnova.com/zh/feed/special/spacex-signs-deal-with-qualcomm-to-co-build-u-s-5g-terrestrial-network-16925 nashnova zh-cn 2026-11-04T13:38:44.978Z SpaceX与高通签协议,共建美国5G地面网络 https://www.nashnova.com/zh/feed/special/u-s-october-adp-employment-rises-86k-slightly-above-expectations-16924 nashnova zh-cn 2026-11-04T13:23:32.283Z 美国10月ADP就业增8.6万人,略超预期 https://www.nashnova.com/zh/feed/special/china-accelerates-overseas-mining-m-and-a-acquisition-value-hits-highest-since-16923 nashnova zh-cn 2026-11-04T13:09:00.531Z 中国加速海外矿产并购,今年前三季度收购额创2018年来新高 https://www.nashnova.com/zh/feed/special/us-pre-market-movers-trump-media-falls-11-percent-duolingo-surges-18-percent-16922 nashnova zh-cn 2026-11-04T12:59:49.764Z 美股盘前异动:特朗普媒体跌11%,Duolingo涨18% https://www.nashnova.com/zh/feed/special/democrats-win-u-s-midterm-elections-european-bank-stocks-surge-over-4-percent-in-16921 nashnova zh-cn 2026-11-04T12:48:25.233Z 美国中期选举民主党获胜,欧洲银行股单日涨逾4% https://www.nashnova.com/zh/feed/special/circle-q3-revenue-hits-865m-beating-expectations-usdc-transaction-volume-up-49-16920 nashnova zh-cn 2026-11-04T12:46:07.233Z Circle Q3营收8.65亿美元超预期,USDC交易量同比增49% https://www.nashnova.com/zh/feed/special/tencent-hunyuan-hy4-official-release-tested-hallucination-rate-drops-to-7-2-16919 nashnova zh-cn 2026-11-04T12:44:16.082Z 腾讯混元Hy4正式版实测:幻觉率降至7.2%,金融任务开源第一 https://www.nashnova.com/zh/feed/special/swiss-lower-house-mulls-compromise-that-could-cut-ubs-capital-requirements-by-16-16918 nashnova zh-cn 2026-11-04T12:29:53.010Z 瑞士议会下院酝酿妥协方案,或削减瑞银160亿美元资本要求 https://www.nashnova.com/zh/feed/special/european-defense-stocks-drop-over-4-percent-as-democratic-sweep-cools-u-s-16917 nashnova zh-cn 2026-11-04T12:28:38.035Z 欧洲防务股跌逾4%,民主党横扫令美国军费扩张预期降温 https://www.nashnova.com/zh/feed/special/globalfoundries-q3-revenue-of-1-9b-beats-expectations-q4-guidance-midpoint-16916 nashnova zh-cn 2026-11-04T12:19:39.832Z 格芯Q3营收19亿美元超预期,Q4指引中点达20亿美元 https://www.nashnova.com/zh/feed/special/datadog-q3-revenue-of-1-2b-beats-expectations-full-year-guidance-raised-16915 nashnova zh-cn 2026-11-04T12:18:34.948Z Datadog Q3营收12亿美元超预期,上调全年指引 https://www.nashnova.com/zh/feed/special/uber-q3-revenue-hits-14-8b-beating-expectations-gross-bookings-up-20-percent-16914 nashnova zh-cn 2026-11-04T12:08:44.161Z Uber Q3营收148亿美元超预期,总订单额增20% https://www.nashnova.com/zh/feed/special/openai-acquires-developer-tool-startup-pierre-taking-aim-at-github-16913 nashnova zh-cn 2026-11-04T11:59:32.601Z OpenAI收购开发者工具初创公司Pierre,剑指GitHub https://www.nashnova.com/zh/feed/special/nvidia-stock-rises-against-the-trend-as-data-center-regulatory-pressure-has-16912 nashnova zh-cn 2026-11-04T11:58:22.291Z 英伟达股价逆势上涨,数据中心监管压力短期影响有限 https://www.nashnova.com/zh/feed/special/pjm-grid-faces-surging-ai-data-center-demand-as-capacity-shortfalls-threaten-16911 nashnova zh-cn 2026-11-04T11:48:56.657Z PJM电网应对AI数据中心需求激增,容量缺口威胁冬季供电 https://www.nashnova.com/zh/feed/special/anti-data-center-movement-gains-momentum-weighing-on-korean-chip-stocks-16910 nashnova zh-cn 2026-11-04T11:44:03.273Z 反数据中心势力崛起,韩国芯片股承压 https://www.nashnova.com/zh/feed/special/major-global-central-banks-collectively-pause-rate-hikes-in-october-amid-16909 nashnova zh-cn 2026-11-04T11:35:56.586Z 全球主要央行10月集体暂停加息 通胀压力仍存 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-stocks-oversold-democratic-sweep-may-actually-accelerate-capex-16908 nashnova zh-cn 2026-11-04T11:26:29.921Z 高盛:AI股遭过度抛售,民主党横扫或反而加速资本支出 https://www.nashnova.com/zh/feed/special/ymtc-ipo-suspended-listing-potentially-delayed-to-first-half-of-2027-16907 nashnova zh-cn 2026-11-04T11:21:41.579Z 长江存储IPO暂停,上市或推迟至2027年上半年 https://www.nashnova.com/zh/feed/special/occ-issues-first-ai-examination-guidelines-no-separate-risk-parameters-for-ai-16906 nashnova zh-cn 2026-11-04T11:20:38.971Z 美国货币监理署首发AI审查指引,不单独设风险参数 https://www.nashnova.com/zh/feed/special/fitch-revises-outlook-on-bnp-paribas-and-credit-agricole-to-negative-16905 nashnova zh-cn 2026-11-04T11:01:25.700Z 惠誉下调法巴、法国农业信贷展望至负面 https://www.nashnova.com/zh/feed/special/microsofts-mass-buyout-packages-may-weaken-ai-talent-pipeline-16904 nashnova zh-cn 2026-11-04T10:53:22.257Z 微软大规模买断离职或削弱AI人才储备 https://www.nashnova.com/zh/feed/special/mitsubishi-corp-and-mitsui-and-co-both-raise-fy2026-profit-forecasts-to-record-16903 nashnova zh-cn 2026-11-04T10:52:05.896Z 三菱商事、三井物产双双上调FY2026利润预期至纪录高位 https://www.nashnova.com/zh/feed/special/hong-kong-legislative-council-passes-crypto-asset-reporting-framework-ordinance-16902 nashnova zh-cn 2026-11-04T10:51:03.537Z 香港立法会通过加密资产申报框架条例 2027年起实施 https://www.nashnova.com/zh/feed/special/china-auto-sales-in-october-byd-leads-the-pack-exports-become-growth-engine-16901 nashnova zh-cn 2026-11-04T10:21:28.129Z 中国车企10月销量:比亚迪领跑,出口成增长引擎 https://www.nashnova.com/zh/feed/special/midterm-elections-deal-blow-to-trump-trade-partners-may-seize-opportunity-to-16900 nashnova zh-cn 2026-11-04T10:13:39.008Z 中期选举重挫特朗普,贸易伙伴或借机抵制关税压力 https://www.nashnova.com/zh/feed/special/amazons-2-billion-ohio-data-center-blocked-by-voter-referendum-16899 nashnova zh-cn 2026-11-04T10:12:17.470Z 亚马逊俄亥俄20亿美元数据中心遭选民投票封堵 https://www.nashnova.com/zh/feed/special/eurozone-october-cpi-rises-to-4-percent-hitting-three-year-high-16898 nashnova zh-cn 2026-11-04T10:11:11.835Z 欧元区10月CPI升至4%,创三年新高 https://www.nashnova.com/zh/feed/special/vix-drops-over-11-percent-to-18-72-as-post-midterm-election-panic-subsides-16897 nashnova zh-cn 2026-11-04T09:55:49.858Z VIX指数跌逾11%至18.72,中期选举后恐慌情绪消退 https://www.nashnova.com/zh/feed/special/google-announces-15-billion-expansion-of-malaysian-data-centers-16896 nashnova zh-cn 2026-11-04T09:20:43.130Z 谷歌宣布150亿美元扩建马来西亚数据中心 https://www.nashnova.com/zh/feed/special/midterm-elections-settled-bargain-hunters-flock-to-u-s-tech-stocks-16895 nashnova zh-cn 2026-11-04T09:17:04.391Z 中期选举落地,美股科技股逢低买盘涌现 https://www.nashnova.com/zh/feed/special/frances-october-services-pmi-plunges-to-46-2-fastest-contraction-since-may-16894 nashnova zh-cn 2026-11-04T09:15:46.757Z 法国10月服务业PMI骤降至46.2,创5月来最快收缩 https://www.nashnova.com/zh/feed/special/on-semiconductors-600m-acquisition-of-ferric-bets-on-integrated-voltage-16893 nashnova zh-cn 2026-11-04T09:11:07.637Z 安森美6亿美元收购Ferric,押注AI处理器集成电压调节 https://www.nashnova.com/zh/feed/special/google-rolls-out-voluntary-buyout-program-to-employees-in-five-countries-16892 nashnova zh-cn 2026-11-04T09:05:46.167Z 谷歌向五国员工推出自愿买断计划,AI与云业务除外 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-closed-up-1-67-percent-on-november-4th-innovative-drugs-gold-16891 nashnova zh-cn 2026-11-04T08:51:30.857Z 港股11月4日收涨1.67% 创新药、黄金、AI产业链领涨 https://www.nashnova.com/zh/feed/special/pegatron-chairman-ai-crisis-fears-over-democratic-victory-are-overblown-16890 nashnova zh-cn 2026-11-04T08:48:05.742Z 和硕董事长:民主党胜选引发AI危机论言过其实 https://www.nashnova.com/zh/feed/special/global-chip-quarterly-sales-surpass-500-billion-for-the-first-time-16889 nashnova zh-cn 2026-11-04T08:46:55.742Z 全球芯片单季销售额首破5000亿美元 https://www.nashnova.com/zh/feed/special/sino-biopharmaceutical-signs-7-billion-oncology-partnership-with-boehringer-16888 nashnova zh-cn 2026-11-04T08:45:53.899Z 中国生物制药与勃林格殷格翰签70亿美元肿瘤合作协议 https://www.nashnova.com/zh/feed/special/multiple-hedge-funds-warn-software-exposure-and-high-interest-rates-deliver-a-16887 nashnova zh-cn 2026-11-04T08:31:20.385Z 多家对冲基金警告:软件敞口与高利率双重夹击私募信贷 https://www.nashnova.com/zh/feed/special/gold-breaks-4-000-democrats-sweep-congress-ai-data-centers-face-policy-headwinds-16886 nashnova zh-cn 2026-11-04T08:06:13.773Z 黄金突破4000美元,民主党横扫国会,AI数据中心遭政策逆风 https://www.nashnova.com/zh/feed/special/novo-nordisk-q3-profit-beats-expectations-raises-full-year-2026-guidance-16885 nashnova zh-cn 2026-11-04T06:50:29.112Z 诺和诺德Q3利润超预期,上调2026年全年指引 https://www.nashnova.com/zh/feed/special/jpmorgan-cuts-target-prices-for-zhipu-and-minimax-post-ai-coding-demand-gap-16884 nashnova zh-cn 2026-11-04T06:49:05.258Z 摩根大通下调智谱、MiniMax目标价,AI编程后需求空档期长于预期 https://www.nashnova.com/zh/feed/special/tether-slightly-reduces-gold-holdings-in-q3-funds-potentially-shifting-toward-16883 nashnova zh-cn 2026-11-04T06:47:19.739Z Tether三季度小幅减持黄金,资金或转向比特币 https://www.nashnova.com/zh-hant/feed/special/hyperscale-cloud-providers-and-semiconductor-sector-see-largest-single-day-16982 nashnova zh-tw 2026-11-05T03:43:50.415Z 超大型雲端廠商與半導體板塊現十年最大單日分化 https://www.nashnova.com/zh-hant/feed/special/zhuhai-urban-investments-da-hengqin-rushes-to-reassure-creditors-as-huafa-16981 nashnova zh-tw 2026-11-05T03:28:56.392Z 珠海城投大橫琴緊急安撫債權人,華發違約衝擊蔓延 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-hbm4-yield-reaches-mid-60-percent-range-freeing-capacity-to-boost-16980 nashnova zh-tw 2026-11-05T03:18:17.693Z SK海力士HBM4良率達60%中段,釋放產能推高伺服器DRAM供應 https://www.nashnova.com/zh-hant/feed/special/winbond-approves-nt-73b-kaohsiung-fab-expansion-targeting-10-strategic-customers-16979 nashnova zh-tw 2026-11-05T03:17:21.951Z 華邦電批准730億新台幣高雄晶圓廠擴產,鎖定10家戰略客戶 https://www.nashnova.com/zh-hant/feed/special/chinese-regulators-block-softbanks-5-4-billion-acquisition-of-abbs-robotics-16978 nashnova zh-tw 2026-11-05T03:15:52.325Z 中國監管叫停軟銀54億美元收購ABB機器人部門 https://www.nashnova.com/zh-hant/feed/special/growing-skepticism-over-ai-yet-server-supply-chain-orders-remain-robust-16977 nashnova zh-tw 2026-11-05T03:14:36.557Z AI質疑聲浪升溫,伺服器供應鏈訂單仍強勁 https://www.nashnova.com/zh-hant/feed/special/qualcomm-q4-earnings-call-memory-price-hikes-pressure-gross-margins-handset-16976 nashnova zh-tw 2026-11-05T03:04:40.279Z 高通Q4電話會:存儲漲價壓毛利,手機收入佔比將首降至50%以下 https://www.nashnova.com/zh-hant/feed/special/china-copper-spot-premium-surges-to-highest-since-2021-as-futures-slip-into-deep-16975 nashnova zh-tw 2026-11-05T02:48:26.572Z 中國銅現貨溢價飆至2021年來最高 期貨現深度反向市場 https://www.nashnova.com/zh-hant/feed/special/china-restricts-tungsten-exports-micro-drill-bit-prices-for-ai-chip-supply-chain-16974 nashnova zh-tw 2026-11-05T02:43:38.230Z 中國限制鎢出口,AI晶片供應鏈微鑽頭價格數倍飆升 https://www.nashnova.com/zh-hant/feed/special/openai-president-enterprise-sales-now-majority-of-revenue-ipo-possible-by-2027-16973 nashnova zh-tw 2026-11-05T02:33:26.263Z OpenAI總裁:企業銷售已佔多數,2027年有望IPO https://www.nashnova.com/zh-hant/feed/special/muddy-waters-nidec-scandal-exposes-limits-of-japans-corporate-governance-reform-16972 nashnova zh-tw 2026-11-05T02:14:04.243Z 渾水:日本電產醜聞暴露日本公司治理改革局限 https://www.nashnova.com/zh-hant/feed/special/bernstein-openais-compute-commitment-revenue-outpaces-billings-downside-risk-low-16971 nashnova zh-tw 2026-11-05T01:39:30.648Z 伯恩斯坦:OpenAI算力承諾收入跑贏帳單,甲骨文微軟下行風險低 https://www.nashnova.com/zh-hant/feed/special/openai-uses-ai-to-uncover-948-privilege-escalation-vulnerabilities-in-linux-16970 nashnova zh-tw 2026-11-05T01:29:58.985Z OpenAI用AI挖出Linux核心948個提權漏洞,耗資120萬美元 https://www.nashnova.com/zh-hant/feed/special/hang-seng-index-opens-1-7-percent-higher-hang-seng-tech-index-up-1-4-percent-16969 nashnova zh-tw 2026-11-05T01:28:11.323Z 恆指高開1.7%,恆生科技指數漲1.4% https://www.nashnova.com/zh-hant/feed/special/dow-surges-3-03-percent-for-biggest-post-election-gain-in-over-40-years-oil-16968 nashnova zh-tw 2026-11-05T01:09:34.674Z 道指漲3.03%創逾40年選後最大漲幅,油價跌超8%,DRAM均價創歷史新高 https://www.nashnova.com/zh-hant/feed/special/south-koreas-september-current-account-surplus-hits-record-as-chip-exports-16967 nashnova zh-tw 2026-11-05T00:33:36.429Z 韓國9月經常帳盈餘創紀錄,晶片出口年增近翻三倍 https://www.nashnova.com/zh-hant/feed/special/boj-september-meeting-minutes-members-support-continued-rate-hikes-16966 nashnova zh-tw 2026-11-05T00:23:09.032Z 日本央行9月會議紀要:委員支持繼續加息 https://www.nashnova.com/zh-hant/feed/special/tsmc-and-asml-join-forces-to-advance-12-inch-euv-pellicles-setting-mass-16965 nashnova zh-tw 2026-11-05T00:03:56.844Z 台積電與ASML聯手推進12英寸EUV光罩,2031年設定量產資格節點 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-recommends-buying-chinese-ai-stocks-as-national-team-net-inflows-16964 nashnova zh-tw 2026-11-04T23:09:14.103Z 高盛建議買入中國AI股,國家隊三週淨流入2600億元 https://www.nashnova.com/zh-hant/feed/special/multiple-stocks-move-after-hours-applovin-surges-over-20-percent-zillow-drops-16963 nashnova zh-tw 2026-11-04T22:19:01.634Z 美股盤後多股異動:AppLovin飆漲逾20%,Zillow跌超16% https://www.nashnova.com/zh-hant/feed/special/hubspot-q4-guidance-misses-expectations-stock-drops-4-percent-after-hours-16962 nashnova zh-tw 2026-11-04T22:13:29.804Z HubSpot Q4指引低於預期,盤後股價跌約4% https://www.nashnova.com/zh-hant/feed/special/driven-by-optical-connectivity-demand-coherent-q1-revenue-surges-50-percent-yoy-16961 nashnova zh-tw 2026-11-04T21:53:42.644Z 光連接需求驅動,Coherent Q1營收同比增50% https://www.nashnova.com/zh-hant/feed/special/snap-q3-report-misses-on-both-revenue-and-dau-stock-drops-over-10-percent-16960 nashnova zh-tw 2026-11-04T21:39:28.716Z Snap三季報營收及日活雙雙不及預期,股價跌逾10% https://www.nashnova.com/zh-hant/feed/special/mercadolibre-q3-earnings-miss-expectations-as-tech-investments-squeeze-profits-16959 nashnova zh-tw 2026-11-04T21:38:07.222Z MercadoLibre Q3財報遜預期,科技投入壓縮利潤 https://www.nashnova.com/zh-hant/feed/special/applovin-q3-revenue-of-2-19b-beats-expectations-q4-guidance-above-consensus-16958 nashnova zh-tw 2026-11-04T21:33:23.262Z AppLovin Q3營收21.9億美元超預期,Q4指引高於市場共識 https://www.nashnova.com/zh-hant/feed/special/expedia-q3-revenue-beats-expectations-full-year-outlook-raised-16957 nashnova zh-tw 2026-11-04T21:18:29.304Z Expedia Q3營收超預期上調全年展望 https://www.nashnova.com/zh-hant/feed/special/microsoft-q3-capital-expenditure-falls-5-billion-below-expectations-data-center-16956 nashnova zh-tw 2026-11-04T21:14:18.142Z 微軟Q3資本支出低於預期約50億美元,數據中心租賃方Iren延誤是原因之一 https://www.nashnova.com/zh-hant/feed/special/arm-holdings-q2-revenue-of-1-44b-beats-expectations-q3-guidance-midpoint-at-1-16955 nashnova zh-tw 2026-11-04T21:13:21.097Z Arm控股Q2營收14.4億美元超預期,Q3指引中點15.4億美元 https://www.nashnova.com/zh-hant/feed/special/astrazeneca-offers-approximately-10-billion-to-acquire-rare-disease-drugmaker-16954 nashnova zh-tw 2026-11-04T21:09:04.545Z 阿斯利康出價約100億美元收購罕見病藥企Rhythm https://www.nashnova.com/zh-hant/feed/special/qualcomm-guides-fy2026-q1-revenue-of-10-4b-to-11-2b-16953 nashnova zh-tw 2026-11-04T21:08:14.069Z 高通預計2026財年Q1營收104億至112億美元 https://www.nashnova.com/zh-hant/feed/special/apple-cuts-employee-ai-usage-budgets-some-teams-daily-limits-reduced-to-100-16952 nashnova zh-tw 2026-11-04T20:03:36.707Z 蘋果削減員工AI使用預算,部分團隊日限降至100美元 https://www.nashnova.com/zh-hant/feed/special/blue-wave-hammers-trump-token-and-miner-to-ai-stocks-as-texas-data-center-16951 nashnova zh-tw 2026-11-04T19:19:56.571Z 藍波重擊Trump代幣與礦企轉型AI股,德州數據中心產能告急 https://www.nashnova.com/zh-hant/feed/special/intel-ceo-spends-nearly-10-million-on-share-purchases-yet-stock-still-falls-over-16950 nashnova zh-tw 2026-11-04T19:18:34.556Z 英特爾CEO斥資近千萬美元增持,股價仍跌逾3% https://www.nashnova.com/zh-hant/feed/special/global-central-banks-purchased-321-tonnes-of-gold-in-q3-hitting-highest-level-16949 nashnova zh-tw 2026-11-04T19:08:55.319Z 全球央行第三季購金321噸,創2024年底以來最高 https://www.nashnova.com/zh-hant/feed/special/democratic-victory-unlikely-to-ease-bond-market-pressure-u-s-treasury-yields-may-16948 nashnova zh-tw 2026-11-04T18:58:51.480Z 民主黨大勝難解債市壓力,美債收益率或升至5.5% https://www.nashnova.com/zh-hant/feed/special/democrats-sweep-congress-healthcare-sector-rallies-across-the-board-16947 nashnova zh-tw 2026-11-04T18:24:34.923Z 民主黨橫掃國會,醫療保健板塊全線反彈 https://www.nashnova.com/zh-hant/feed/special/meta-acquires-ai-coding-startup-conductor-16946 nashnova zh-tw 2026-11-04T18:23:29.049Z Meta收購AI程式設計初創公司Conductor https://www.nashnova.com/zh-hant/feed/special/citadel-securities-post-election-clarity-opens-a-clear-year-end-upside-path-for-16945 nashnova zh-tw 2026-11-04T18:10:22.039Z Citadel Securities:選舉落地後美股年末上行路徑清晰 https://www.nashnova.com/zh-hant/feed/special/wall-streets-offshore-renminbi-bond-issuance-nearly-triples-this-year-16944 nashnova zh-tw 2026-11-04T18:08:56.123Z 華爾街今年離岸人民幣債發行量近翻三倍 https://www.nashnova.com/zh-hant/feed/special/credit-markets-bet-on-data-center-slowdown-junk-bonds-weaken-while-hyperscale-16943 nashnova zh-tw 2026-11-04T17:39:52.308Z 信用市場押注數據中心放緩,垃圾債走弱超大規模雲廠商受益 https://www.nashnova.com/zh-hant/feed/special/magnificent-seven-add-nearly-600-billion-in-market-cap-in-single-post-election-16942 nashnova zh-tw 2026-11-04T17:34:03.595Z 科技七巨頭選後單日市值增近6000億美元 https://www.nashnova.com/zh-hant/feed/special/vance-publicly-breaks-with-trump-blames-iran-war-for-republican-electoral-defeat-16941 nashnova zh-tw 2026-11-04T17:08:57.183Z 萬斯與特朗普公開決裂,將共和黨慘敗歸咎於伊朗戰爭 https://www.nashnova.com/zh-hant/feed/special/retail-investors-triple-leverage-long-nasdaq-during-its-worst-month-leveraged-16940 nashnova zh-tw 2026-11-04T16:54:42.302Z 納指最差月散戶逆勢3倍做多,槓桿ETF單月吸金130億美元創紀錄 https://www.nashnova.com/zh-hant/feed/special/skyworks-issues-below-expectation-guidance-after-qorvo-acquisition-analysts-flag-16939 nashnova zh-tw 2026-11-04T16:53:19.674Z Skyworks收購Qorvo後指引低於預期,分析師警示安卓鏈疲軟 https://www.nashnova.com/zh-hant/feed/special/citi-downgrades-adobe-to-sell-warns-of-hard-reset-risk-to-fy2027-growth-16938 nashnova zh-tw 2026-11-04T15:49:10.400Z 花旗下調Adobe至賣出,警示2027財年增長面臨「硬重置」風險 https://www.nashnova.com/zh-hant/feed/special/u-s-diesel-inventories-fall-below-100-million-barrels-hitting-lowest-level-since-16937 nashnova zh-tw 2026-11-04T15:48:15.250Z 美國柴油庫存跌破1億桶,創2003年以來新低 https://www.nashnova.com/zh-hant/feed/special/democrats-score-big-in-midterms-as-commodity-traders-turn-cautious-16936 nashnova zh-tw 2026-11-04T15:38:43.955Z 中期選舉民主黨大勝,商品交易者轉向審慎 https://www.nashnova.com/zh-hant/feed/special/democrats-sweep-congress-u-s-solar-stocks-surge-across-the-board-jinkosolar-16935 nashnova zh-tw 2026-11-04T15:03:33.111Z 民主黨橫掃國會,美股光伏板塊集體大漲,晶科能源漲14% https://www.nashnova.com/zh-hant/feed/special/five-cicc-teams-interpret-the-midterm-elections-checks-and-balances-favor-16934 nashnova zh-tw 2026-11-04T15:00:15.655Z 中金五團隊解讀中期選舉:制衡利於情緒修復,AI回報仍是中期變量 https://www.nashnova.com/zh-hant/feed/special/u-s-and-eurozone-october-final-pmis-both-revised-lower-16933 nashnova zh-tw 2026-11-04T14:58:30.358Z 美國與歐元區10月PMI終值雙雙下修 https://www.nashnova.com/zh-hant/feed/special/democrats-take-over-congress-wall-street-faces-tighter-regulation-across-16932 nashnova zh-tw 2026-11-04T14:54:55.291Z 民主黨接管國會,華爾街多領域面臨監管收緊 https://www.nashnova.com/zh-hant/feed/special/big-techs-four-giants-spend-nearly-500-billion-in-capex-over-first-three-16931 nashnova zh-tw 2026-11-04T14:53:48.442Z 大科技四巨頭前三季度資本開支近5000億美元,股東回報大幅縮水 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-drops-at-least-wording-long-bond-cut-window-points-to-2027-16930 nashnova zh-tw 2026-11-04T14:26:23.074Z 美國財政部刪去「至少」,長債削減窗口指向2027年 https://www.nashnova.com/zh-hant/feed/special/democrats-hold-senate-strengthening-shield-for-fed-independence-16929 nashnova zh-tw 2026-11-04T14:24:51.109Z 民主黨控參議院,美聯儲獨立性獲更強屏障 https://www.nashnova.com/zh-hant/feed/special/apollo-global-controls-75-billion-in-ai-chips-surpassing-all-emerging-cloud-16928 nashnova zh-tw 2026-11-04T14:09:37.813Z 阿波羅全球掌控750億美元AI晶片 超越所有新興雲廠商 https://www.nashnova.com/zh-hant/feed/special/freeport-mcmoran-approves-4-5-billion-expansion-of-arizona-copper-mine-16927 nashnova zh-tw 2026-11-04T14:08:18.856Z 自由港麥克莫蘭批准45億美元擴建亞利桑那銅礦 https://www.nashnova.com/zh-hant/feed/special/u-s-september-trade-deficit-in-goods-and-services-narrows-to-105-billion-16926 nashnova zh-tw 2026-11-04T13:48:05.039Z 美國9月商品與服務貿易逆差收窄至1050億美元 https://www.nashnova.com/zh-hant/feed/special/spacex-signs-deal-with-qualcomm-to-co-build-u-s-5g-terrestrial-network-16925 nashnova zh-tw 2026-11-04T13:38:44.978Z SpaceX與高通簽協議,共建美國5G地面網路 https://www.nashnova.com/zh-hant/feed/special/u-s-october-adp-employment-rises-86k-slightly-above-expectations-16924 nashnova zh-tw 2026-11-04T13:23:32.283Z 美國10月ADP就業增8.6萬人,略超預期 https://www.nashnova.com/zh-hant/feed/special/china-accelerates-overseas-mining-m-and-a-acquisition-value-hits-highest-since-16923 nashnova zh-tw 2026-11-04T13:09:00.531Z 中國加速海外礦產併購,今年前三季度收購額創2018年來新高 https://www.nashnova.com/zh-hant/feed/special/us-pre-market-movers-trump-media-falls-11-percent-duolingo-surges-18-percent-16922 nashnova zh-tw 2026-11-04T12:59:49.764Z 美股盤前異動:特朗普媒體跌11%,Duolingo漲18% https://www.nashnova.com/zh-hant/feed/special/democrats-win-u-s-midterm-elections-european-bank-stocks-surge-over-4-percent-in-16921 nashnova zh-tw 2026-11-04T12:48:25.233Z 美國中期選舉民主黨獲勝,歐洲銀行股單日漲逾4% https://www.nashnova.com/zh-hant/feed/special/circle-q3-revenue-hits-865m-beating-expectations-usdc-transaction-volume-up-49-16920 nashnova zh-tw 2026-11-04T12:46:07.233Z Circle Q3營收8.65億美元超預期,USDC交易量同比增49% https://www.nashnova.com/zh-hant/feed/special/tencent-hunyuan-hy4-official-release-tested-hallucination-rate-drops-to-7-2-16919 nashnova zh-tw 2026-11-04T12:44:16.082Z 騰訊混元Hy4正式版實測:幻覺率降至7.2%,金融任務開源第一 https://www.nashnova.com/zh-hant/feed/special/swiss-lower-house-mulls-compromise-that-could-cut-ubs-capital-requirements-by-16-16918 nashnova zh-tw 2026-11-04T12:29:53.010Z 瑞士議會下院醞釀妥協方案,或削減瑞銀160億美元資本要求 https://www.nashnova.com/zh-hant/feed/special/european-defense-stocks-drop-over-4-percent-as-democratic-sweep-cools-u-s-16917 nashnova zh-tw 2026-11-04T12:28:38.035Z 歐洲防務股跌逾4%,民主黨橫掃令美國軍費擴張預期降溫 https://www.nashnova.com/zh-hant/feed/special/globalfoundries-q3-revenue-of-1-9b-beats-expectations-q4-guidance-midpoint-16916 nashnova zh-tw 2026-11-04T12:19:39.832Z 格芯Q3營收19億美元超預期,Q4指引中點達20億美元 https://www.nashnova.com/zh-hant/feed/special/datadog-q3-revenue-of-1-2b-beats-expectations-full-year-guidance-raised-16915 nashnova zh-tw 2026-11-04T12:18:34.948Z Datadog Q3營收12億美元超預期,上調全年指引 https://www.nashnova.com/zh-hant/feed/special/uber-q3-revenue-hits-14-8b-beating-expectations-gross-bookings-up-20-percent-16914 nashnova zh-tw 2026-11-04T12:08:44.161Z Uber Q3營收148億美元超預期,總訂單額增20% https://www.nashnova.com/zh-hant/feed/special/openai-acquires-developer-tool-startup-pierre-taking-aim-at-github-16913 nashnova zh-tw 2026-11-04T11:59:32.601Z OpenAI收購開發者工具初創公司Pierre,劍指GitHub https://www.nashnova.com/zh-hant/feed/special/nvidia-stock-rises-against-the-trend-as-data-center-regulatory-pressure-has-16912 nashnova zh-tw 2026-11-04T11:58:22.291Z 輝達股價逆勢上漲,數據中心監管壓力短期影響有限 https://www.nashnova.com/zh-hant/feed/special/pjm-grid-faces-surging-ai-data-center-demand-as-capacity-shortfalls-threaten-16911 nashnova zh-tw 2026-11-04T11:48:56.657Z PJM電網應對AI數據中心需求激增,容量缺口威脅冬季供電 https://www.nashnova.com/zh-hant/feed/special/anti-data-center-movement-gains-momentum-weighing-on-korean-chip-stocks-16910 nashnova zh-tw 2026-11-04T11:44:03.273Z 反數據中心勢力崛起,韓國晶片股承壓 https://www.nashnova.com/zh-hant/feed/special/major-global-central-banks-collectively-pause-rate-hikes-in-october-amid-16909 nashnova zh-tw 2026-11-04T11:35:56.586Z 全球主要央行10月集體暫停加息 通膨壓力仍存 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-stocks-oversold-democratic-sweep-may-actually-accelerate-capex-16908 nashnova zh-tw 2026-11-04T11:26:29.921Z 高盛:AI股遭過度拋售,民主黨橫掃或反而加速資本支出 https://www.nashnova.com/zh-hant/feed/special/ymtc-ipo-suspended-listing-potentially-delayed-to-first-half-of-2027-16907 nashnova zh-tw 2026-11-04T11:21:41.579Z 長江存儲IPO暫停,上市或推遲至2027年上半年 https://www.nashnova.com/zh-hant/feed/special/occ-issues-first-ai-examination-guidelines-no-separate-risk-parameters-for-ai-16906 nashnova zh-tw 2026-11-04T11:20:38.971Z 美國貨幣監理署首發AI審查指引,不單獨設風險參數 https://www.nashnova.com/zh-hant/feed/special/fitch-revises-outlook-on-bnp-paribas-and-credit-agricole-to-negative-16905 nashnova zh-tw 2026-11-04T11:01:25.700Z 惠譽下調法巴、法國農業信貸展望至負面 https://www.nashnova.com/zh-hant/feed/special/microsofts-mass-buyout-packages-may-weaken-ai-talent-pipeline-16904 nashnova zh-tw 2026-11-04T10:53:22.257Z 微軟大規模買斷離職或削弱AI人才儲備 https://www.nashnova.com/zh-hant/feed/special/mitsubishi-corp-and-mitsui-and-co-both-raise-fy2026-profit-forecasts-to-record-16903 nashnova zh-tw 2026-11-04T10:52:05.896Z 三菱商事、三井物產雙雙上調FY2026利潤預期至歷史新高 https://www.nashnova.com/zh-hant/feed/special/hong-kong-legislative-council-passes-crypto-asset-reporting-framework-ordinance-16902 nashnova zh-tw 2026-11-04T10:51:03.537Z 香港立法會通過加密資產申報框架條例 2027年起實施 https://www.nashnova.com/zh-hant/feed/special/china-auto-sales-in-october-byd-leads-the-pack-exports-become-growth-engine-16901 nashnova zh-tw 2026-11-04T10:21:28.129Z 中國車企10月銷量:比亞迪領跑,出口成增長引擎 https://www.nashnova.com/zh-hant/feed/special/midterm-elections-deal-blow-to-trump-trade-partners-may-seize-opportunity-to-16900 nashnova zh-tw 2026-11-04T10:13:39.008Z 中期選舉重挫特朗普,貿易夥伴或借機抵制關稅壓力 https://www.nashnova.com/zh-hant/feed/special/amazons-2-billion-ohio-data-center-blocked-by-voter-referendum-16899 nashnova zh-tw 2026-11-04T10:12:17.470Z 亞馬遜俄亥俄20億美元數據中心遭選民投票封堵 https://www.nashnova.com/zh-hant/feed/special/eurozone-october-cpi-rises-to-4-percent-hitting-three-year-high-16898 nashnova zh-tw 2026-11-04T10:11:11.835Z 歐元區10月CPI升至4%,創三年新高 https://www.nashnova.com/zh-hant/feed/special/vix-drops-over-11-percent-to-18-72-as-post-midterm-election-panic-subsides-16897 nashnova zh-tw 2026-11-04T09:55:49.858Z VIX指數跌逾11%至18.72,中期選舉後恐慌情緒消退 https://www.nashnova.com/zh-hant/feed/special/google-announces-15-billion-expansion-of-malaysian-data-centers-16896 nashnova zh-tw 2026-11-04T09:20:43.130Z 谷歌宣布150億美元擴建馬來西亞數據中心 https://www.nashnova.com/zh-hant/feed/special/midterm-elections-settled-bargain-hunters-flock-to-u-s-tech-stocks-16895 nashnova zh-tw 2026-11-04T09:17:04.391Z 中期選舉落地,美股科技股逢低買盤湧現 https://www.nashnova.com/zh-hant/feed/special/frances-october-services-pmi-plunges-to-46-2-fastest-contraction-since-may-16894 nashnova zh-tw 2026-11-04T09:15:46.757Z 法國10月服務業PMI驟降至46.2,創5月來最快收縮 https://www.nashnova.com/zh-hant/feed/special/on-semiconductors-600m-acquisition-of-ferric-bets-on-integrated-voltage-16893 nashnova zh-tw 2026-11-04T09:11:07.637Z 安森美6億美元收購Ferric,押注AI處理器整合電壓調節 https://www.nashnova.com/zh-hant/feed/special/google-rolls-out-voluntary-buyout-program-to-employees-in-five-countries-16892 nashnova zh-tw 2026-11-04T09:05:46.167Z 谷歌向五國員工推出自願買斷計劃,AI與雲業務除外 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-closed-up-1-67-percent-on-november-4th-innovative-drugs-gold-16891 nashnova zh-tw 2026-11-04T08:51:30.857Z 港股11月4日收漲1.67% 創新藥、黃金、AI產業鏈領漲 https://www.nashnova.com/zh-hant/feed/special/pegatron-chairman-ai-crisis-fears-over-democratic-victory-are-overblown-16890 nashnova zh-tw 2026-11-04T08:48:05.742Z 和碩董事長:民主黨勝選引發AI危機論言過其實 https://www.nashnova.com/zh-hant/feed/special/global-chip-quarterly-sales-surpass-500-billion-for-the-first-time-16889 nashnova zh-tw 2026-11-04T08:46:55.742Z 全球晶片單季銷售額首破5000億美元 https://www.nashnova.com/zh-hant/feed/special/sino-biopharmaceutical-signs-7-billion-oncology-partnership-with-boehringer-16888 nashnova zh-tw 2026-11-04T08:45:53.899Z 中國生物製藥與勃林格殷格翰簽70億美元腫瘤合作協議 https://www.nashnova.com/zh-hant/feed/special/multiple-hedge-funds-warn-software-exposure-and-high-interest-rates-deliver-a-16887 nashnova zh-tw 2026-11-04T08:31:20.385Z 多家對沖基金警告:軟體敞口與高利率雙重夾擊私募信貸 https://www.nashnova.com/zh-hant/feed/special/gold-breaks-4-000-democrats-sweep-congress-ai-data-centers-face-policy-headwinds-16886 nashnova zh-tw 2026-11-04T08:06:13.773Z 黃金突破4000美元,民主黨橫掃國會,AI數據中心遭政策逆風 https://www.nashnova.com/zh-hant/feed/special/novo-nordisk-q3-profit-beats-expectations-raises-full-year-2026-guidance-16885 nashnova zh-tw 2026-11-04T06:50:29.112Z 諾和諾德Q3利潤超預期,上調2026年全年指引 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-cuts-target-prices-for-zhipu-and-minimax-post-ai-coding-demand-gap-16884 nashnova zh-tw 2026-11-04T06:49:05.258Z 摩根大通下調智譜、MiniMax目標價,AI編程後需求空檔期長於預期 https://www.nashnova.com/zh-hant/feed/special/tether-slightly-reduces-gold-holdings-in-q3-funds-potentially-shifting-toward-16883 nashnova zh-tw 2026-11-04T06:47:19.739Z Tether第三季小幅減持黃金,資金或轉向比特幣