https://www.nashnova.com/feed/special/china-releases-worlds-first-national-standard-for-solid-state-batteries-over-320-10137 nashnova en 2026-08-21T02:29:42.660Z China Releases World's First National Standard for Solid-State Batteries, Over 320 Companies Face Elimination Pressure https://www.nashnova.com/feed/special/kakao-spins-off-platform-business-to-establish-kakaoai-plans-re-listing-by-2027-10136 nashnova en 2026-08-21T02:28:29.275Z Kakao Spins Off Platform Business to Establish KakaoAI, Plans Re-listing by 2027 https://www.nashnova.com/feed/special/hedge-funds-rotate-out-of-ai-into-healthcare-financials-and-energy-overweight-in-10135 nashnova en 2026-08-21T02:19:23.959Z Hedge Funds Rotate Out of AI into Healthcare, Financials, and Energy — Overweight in All Three Sectors Hits Decade Highs https://www.nashnova.com/feed/special/chinext-up-over-1-percent-led-by-computing-hardware-hang-seng-index-up-0-56-10134 nashnova en 2026-08-21T02:14:57.639Z ChiNext Up Over 1% Led by Computing Hardware, Hang Seng Index Up 0.56%, Pop Mart Falls Over 8% Intraday https://www.nashnova.com/feed/special/former-goldman-sachs-commodities-head-commodities-exhibiting-a-rotational-rally-10133 nashnova en 2026-08-21T02:13:34.719Z Former Goldman Sachs Commodities Head: Commodities Exhibiting a Rotational Rally Pattern https://www.nashnova.com/feed/special/800vdc-architecture-accelerates-adoption-reshaping-power-chip-demand-for-ai-data-10132 nashnova en 2026-08-21T02:11:37.232Z 800VDC Architecture Accelerates Adoption, Reshaping Power Chip Demand for AI Data Centers https://www.nashnova.com/feed/special/taiwans-july-export-orders-near-98-billion-surging-61-9-percent-yoy-10131 nashnova en 2026-08-21T02:10:02.145Z Taiwan's July Export Orders Near $98 Billion, Surging 61.9% YoY https://www.nashnova.com/feed/special/bitcoin-breaks-through-75-000-with-a-19-percent-weekly-gain-10130 nashnova en 2026-08-21T02:08:45.107Z Bitcoin Breaks Through $75,000 with a 19% Weekly Gain https://www.nashnova.com/feed/special/south-koreas-first-20-days-of-august-exports-surge-56-percent-semiconductors-10129 nashnova en 2026-08-21T02:04:05.703Z South Korea's First 20 Days of August Exports Surge 56%, Semiconductors Soar Nearly 200% Strengthening Rate Hike Expectations https://www.nashnova.com/feed/special/bofa-survey-fund-managers-turn-bullish-on-chinas-economy-for-the-first-time-in-10128 nashnova en 2026-08-21T01:48:53.067Z BofA Survey: Fund Managers Turn Bullish on China's Economy for the First Time in Six Months https://www.nashnova.com/feed/special/asian-stocks-fall-broadly-this-week-as-elevated-bond-yields-and-rising-oil-10127 nashnova en 2026-08-21T01:39:32.340Z Asian stocks fall broadly this week as elevated bond yields and rising oil prices weigh on risk appetite https://www.nashnova.com/feed/special/openai-open-sources-codex-harness-enabling-ai-agents-to-be-directly-embedded-in-10126 nashnova en 2026-08-21T01:29:08.218Z OpenAI Open-Sources Codex Harness, Enabling AI Agents to Be Directly Embedded in Vertical Products https://www.nashnova.com/feed/special/nomura-if-market-deterioration-continues-the-fed-may-launch-ycc-or-qe-10125 nashnova en 2026-08-21T01:19:07.739Z Nomura: If Market Deterioration Continues, the Fed May Launch YCC or QE https://www.nashnova.com/feed/special/sk-hynix-plans-to-build-memory-chip-factory-in-miyagi-prefecture-japan-10124 nashnova en 2026-08-21T01:13:34.687Z SK Hynix Plans to Build Memory Chip Factory in Miyagi Prefecture, Japan https://www.nashnova.com/feed/special/china-merchants-securities-hang-seng-tech-index-expansion-cloud-players-to-10123 nashnova en 2026-08-21T00:50:01.723Z China Merchants Securities: Hang Seng Tech Index Expansion, Cloud Players to Benefit from AI Profit Shift https://www.nashnova.com/feed/special/japans-august-manufacturing-pmi-rises-to-55-1-new-order-growth-fastest-since-10122 nashnova en 2026-08-21T00:48:46.959Z Japan's August Manufacturing PMI Rises to 55.1, New Order Growth Fastest Since 2018 https://www.nashnova.com/feed/special/gold-rallies-for-three-consecutive-weeks-as-u-s-treasury-buyback-plan-boosts-10121 nashnova en 2026-08-21T00:34:04.357Z Gold Rallies for Three Consecutive Weeks as U.S. Treasury Buyback Plan Boosts Safe-Haven Demand https://www.nashnova.com/feed/special/multiple-u-s-states-halt-data-center-approvals-as-ai-infrastructure-faces-10120 nashnova en 2026-08-21T00:09:11.217Z Multiple U.S. States Halt Data Center Approvals as AI Infrastructure Faces Political Backlash https://www.nashnova.com/feed/special/japans-july-core-cpi-rises-1-8-percent-supporting-boj-rate-hike-in-september-10119 nashnova en 2026-08-20T23:48:57.446Z Japan's July Core CPI Rises 1.8%, Supporting BOJ Rate Hike in September https://www.nashnova.com/feed/special/spacex-and-ast-compete-for-6-billion-satellite-spectrum-license-10118 nashnova en 2026-08-20T23:29:00.348Z SpaceX and AST Compete for $6 Billion Satellite Spectrum License https://www.nashnova.com/feed/special/tax-competition-for-hedge-funds-heats-up-as-singapore-follows-hong-kong-in-10117 nashnova en 2026-08-20T23:25:21.724Z Tax Competition for Hedge Funds Heats Up as Singapore Follows Hong Kong in Exempting Carried Interest https://www.nashnova.com/feed/special/hang-seng-index-quarterly-rebalancing-approaching-hua-hong-semiconductor-and-two-10116 nashnova en 2026-08-20T23:24:02.087Z Hang Seng Index Quarterly Rebalancing Approaching: Hua Hong Semiconductor and Two Other Stocks May Be Added https://www.nashnova.com/feed/special/u-s-treasury-buybacks-shock-quant-funds-momentum-strategy-posts-worst-single-day-10115 nashnova en 2026-08-20T23:14:34.762Z U.S. Treasury Buybacks Shock Quant Funds, Momentum Strategy Posts Worst Single Day in Two Years https://www.nashnova.com/feed/special/micron-ceo-ai-fundamentally-changes-the-cyclical-logic-of-the-memory-industry-10114 nashnova en 2026-08-20T23:09:12.342Z Micron CEO: AI Fundamentally Changes the Cyclical Logic of the Memory Industry https://www.nashnova.com/feed/special/hon-hais-taiwan-ems-share-drops-to-44-8-percent-as-quanta-and-wistrons-combined-10113 nashnova en 2026-08-20T22:31:36.449Z Hon Hai's Taiwan EMS Share Drops to 44.8% as Quanta and Wistron's Combined Growth Nearly Doubles https://www.nashnova.com/feed/special/samsung-delays-high-na-euv-mass-production-to-1nm-node-expected-around-2030-10112 nashnova en 2026-08-20T22:30:03.090Z Samsung Delays High-NA EUV Mass Production to 1nm Node, Expected Around 2030 https://www.nashnova.com/feed/special/foreign-ownership-of-japanese-stocks-hits-record-high-ai-related-shares-lead-10111 nashnova en 2026-08-20T22:04:08.760Z Foreign Ownership of Japanese Stocks Hits Record High, AI-Related Shares Lead Gains https://www.nashnova.com/feed/special/jpmorgan-layoffs-rise-to-highest-level-since-2015-10110 nashnova en 2026-08-20T21:53:35.495Z JPMorgan Layoffs Rise to Highest Level Since 2015 https://www.nashnova.com/feed/special/morgan-stanley-gold-could-surpass-5-000-by-2027-10109 nashnova en 2026-08-20T21:48:55.285Z Morgan Stanley: Gold Could Surpass $5,000 by 2027 https://www.nashnova.com/feed/special/nvidia-spends-6-billion-to-license-ai-coding-startup-poolsides-technology-and-10108 nashnova en 2026-08-20T20:44:47.630Z Nvidia Spends $6 Billion to License AI Coding Startup Poolside's Technology and Recruit Its Employees https://www.nashnova.com/feed/special/u-s-ends-summer-blend-gasoline-requirement-early-to-lower-gas-prices-10107 nashnova en 2026-08-20T20:43:45.954Z U.S. Ends Summer-Blend Gasoline Requirement Early to Lower Gas Prices https://www.nashnova.com/feed/special/bessent-pushes-to-suppress-bond-yields-as-warshs-independence-stance-faces-test-10106 nashnova en 2026-08-20T20:25:03.598Z Bessent Pushes to Suppress Bond Yields as Warsh's Independence Stance Faces Test https://www.nashnova.com/feed/special/broadcom-seeks-over-60-billion-in-ai-chip-debt-financing-total-scale-could-reach-10105 nashnova en 2026-08-20T20:23:48.015Z Broadcom Seeks Over $60 Billion in AI Chip Debt Financing, Total Scale Could Reach $100 Billion https://www.nashnova.com/feed/special/credit-market-alarm-and-tech-volatility-divergence-intensify-10104 nashnova en 2026-08-20T19:55:53.132Z Credit Market Alarm and Tech Volatility Divergence Intensify https://www.nashnova.com/feed/special/ai-borrowing-spree-pushes-u-s-treasury-yields-to-near-two-decade-highs-10103 nashnova en 2026-08-20T19:54:11.119Z AI Borrowing Spree Pushes U.S. Treasury Yields to Near Two-Decade Highs https://www.nashnova.com/feed/special/alibabas-ai-cloud-profit-margin-rises-to-12-percent-as-proprietary-chips-serve-10102 nashnova en 2026-08-20T19:25:19.663Z Alibaba's AI Cloud Profit Margin Rises to 12% as Proprietary Chips Serve Over 650 Clients https://www.nashnova.com/feed/special/two-binance-employees-detained-at-uae-airport-amid-financial-crime-investigation-10101 nashnova en 2026-08-20T19:23:59.498Z Two Binance Employees Detained at UAE Airport Amid Financial Crime Investigation https://www.nashnova.com/feed/special/jefferies-forecasts-nvidia-q2-revenue-at-95-billion-potentially-the-largest-beat-10100 nashnova en 2026-08-20T18:39:12.233Z Jefferies Forecasts NVIDIA Q2 Revenue at $95 Billion, Potentially the Largest Beat in History https://www.nashnova.com/feed/special/anthropics-planned-ipo-could-surpass-spacex-as-the-largest-in-history-10099 nashnova en 2026-08-20T18:09:05.108Z Anthropic's Planned IPO Could Surpass SpaceX as the Largest in History https://www.nashnova.com/feed/special/morgan-stanley-apple-app-store-monthly-revenue-posts-first-year-over-year-10098 nashnova en 2026-08-20T17:54:05.600Z Morgan Stanley: Apple App Store Monthly Revenue Posts First Year-over-Year Decline in Four Years https://www.nashnova.com/feed/special/apples-new-ceo-john-ternus-takes-over-in-two-weeks-may-adjust-ai-spending-10097 nashnova en 2026-08-20T17:43:44.499Z Apple's New CEO John Ternus Takes Over in Two Weeks, May Adjust AI Spending Strategy https://www.nashnova.com/feed/special/nvidia-leverages-its-balance-sheet-to-position-for-the-next-phase-of-ai-10096 nashnova en 2026-08-20T17:34:04.338Z Nvidia Leverages Its Balance Sheet to Position for the Next Phase of AI https://www.nashnova.com/feed/special/nvidia-plans-small-batch-shipments-of-custom-ai-chips-to-china-within-this-year-10095 nashnova en 2026-08-20T17:24:14.150Z Nvidia Plans Small-Batch Shipments of Custom AI Chips to China Within This Year https://www.nashnova.com/feed/special/citi-turns-bearish-on-the-dollar-cuts-3-month-dollar-index-target-to-98-34-10094 nashnova en 2026-08-20T17:13:59.508Z Citi Turns Bearish on the Dollar, Cuts 3-Month Dollar Index Target to 98.34 https://www.nashnova.com/feed/special/bernstein-upgrades-analog-chip-giant-adi-to-outperform-10093 nashnova en 2026-08-20T16:43:51.136Z Bernstein Upgrades Analog Chip Giant ADI to Outperform https://www.nashnova.com/feed/special/bessent-u-s-budget-deficit-has-most-likely-peaked-10092 nashnova en 2026-08-20T16:38:56.984Z Bessent: U.S. Budget Deficit Has 'Most Likely' Peaked https://www.nashnova.com/feed/special/token-prices-drop-40-percent-yet-enterprise-ai-spending-rises-50-percent-jevons-10091 nashnova en 2026-08-20T16:29:01.570Z Token Prices Drop 40% Yet Enterprise AI Spending Rises 50%: Jevons Paradox Emerges https://www.nashnova.com/feed/special/bond-veteran-credit-spreads-near-30-year-lows-risk-reward-no-longer-attractive-10090 nashnova en 2026-08-20T16:14:11.304Z Bond Veteran: Credit Spreads Near 30-Year Lows, Risk-Reward No Longer Attractive https://www.nashnova.com/feed/special/st-louis-fed-president-musalem-not-prejudging-september-fomc-rate-decision-10089 nashnova en 2026-08-20T16:03:35.248Z St. Louis Fed President Musalem: Not Prejudging September FOMC Rate Decision https://www.nashnova.com/feed/special/japans-foreign-currency-deposits-surge-nearly-4-trillion-in-a-single-quarter-10088 nashnova en 2026-08-20T15:44:10.463Z Japan's Foreign Currency Deposits Surge Nearly ¥4 Trillion in a Single Quarter, Marking the Largest Increase Since Liberalization in 1998 https://www.nashnova.com/feed/special/nomura-report-advanced-packaging-equipment-expanding-from-cowos-to-hybrid-10087 nashnova en 2026-08-20T15:30:20.225Z Nomura Report: Advanced Packaging Equipment Expanding from CoWoS to Hybrid Bonding — Who Benefits Most? https://www.nashnova.com/feed/special/bessent-u-s-unlikely-to-resume-large-scale-military-action-against-iran-shifting-10086 nashnova en 2026-08-20T15:28:42.644Z Bessent: U.S. Unlikely to Resume Large-Scale Military Action Against Iran, Shifting Toward Stronger Economic Pressure https://www.nashnova.com/feed/special/bessent-treasury-buybacks-could-exceed-4-billion-per-operation-aiming-to-10085 nashnova en 2026-08-20T15:23:56.223Z Bessent: Treasury Buybacks Could Exceed $4 Billion Per Operation, Aiming to Suppress Long-End Yields https://www.nashnova.com/feed/special/chinas-rare-earth-exports-to-u-s-rebound-while-controls-on-japan-continue-to-10084 nashnova en 2026-08-20T15:14:53.637Z China's Rare Earth Exports to U.S. Rebound While Controls on Japan Continue to Tighten https://www.nashnova.com/feed/special/switzerland-and-china-reach-new-trade-agreement-99-8-percent-of-exports-tariff-10083 nashnova en 2026-08-20T15:13:46.142Z Switzerland and China Reach New Trade Agreement, 99.8% of Exports Tariff-Free https://www.nashnova.com/feed/special/russias-gold-reserves-drop-to-lowest-level-in-over-six-years-10082 nashnova en 2026-08-20T15:03:51.113Z Russia's Gold Reserves Drop to Lowest Level in Over Six Years https://www.nashnova.com/feed/special/franklin-templeton-receives-first-sec-approval-to-integrate-tokenized-assets-10081 nashnova en 2026-08-20T14:56:04.243Z Franklin Templeton Receives First SEC Approval to Integrate Tokenized Assets into Traditional Funds https://www.nashnova.com/feed/special/goldman-sachs-data-mutual-funds-significantly-underweight-nvidia-and-ai-stocks-10080 nashnova en 2026-08-20T14:54:55.625Z Goldman Sachs Data: Mutual Funds Significantly Underweight NVIDIA and AI Stocks https://www.nashnova.com/feed/special/u-s-leading-indicators-rise-in-july-as-six-month-growth-rate-turns-positive-for-10079 nashnova en 2026-08-20T14:53:54.445Z U.S. Leading Indicators Rise in July as Six-Month Growth Rate Turns Positive for First Time in Four Years https://www.nashnova.com/feed/special/monte-dei-paschi-board-approves-simultaneous-bids-for-bpm-and-generalis-banca-10078 nashnova en 2026-08-20T14:49:06.939Z Monte dei Paschi Board Approves Simultaneous Bids for BPM and Generali's Banca Generali https://www.nashnova.com/feed/special/waymos-in-house-autonomous-driving-chip-enters-mass-production-computing-power-10077 nashnova en 2026-08-20T14:23:55.806Z Waymo's In-House Autonomous Driving Chip Enters Mass Production, Computing Power Exceeds 1,000 TOPS Rivaling NVIDIA https://www.nashnova.com/feed/special/s-and-p-500-dividend-yield-falls-behind-treasuries-ending-a-decade-long-10076 nashnova en 2026-08-20T14:19:38.068Z S&P 500 Dividend Yield Falls Behind Treasuries, Ending a Decade-Long Advantage https://www.nashnova.com/feed/special/u-s-financial-sector-price-to-book-ratio-rises-to-2-3x-approaching-20-year-high-10075 nashnova en 2026-08-20T14:18:44.052Z U.S. Financial Sector Price-to-Book Ratio Rises to 2.3x, Approaching 20-Year High https://www.nashnova.com/feed/special/warsh-to-speak-at-jackson-hole-as-fed-credibility-faces-test-10074 nashnova en 2026-08-20T14:13:33.849Z Warsh to Speak at Jackson Hole as Fed Credibility Faces Test https://www.nashnova.com/feed/special/ubs-teardown-of-huawei-atlas-950-super-node-bullish-on-smic-amec-montage-tech-10073 nashnova en 2026-08-20T13:39:49.884Z UBS Teardown of Huawei Atlas 950 Super Node: Bullish on SMIC, AMEC, Montage Tech and More https://www.nashnova.com/feed/special/sf-feds-daly-bond-market-signals-credible-monetary-policy-stance-10072 nashnova en 2026-08-20T13:33:49.159Z SF Fed's Daly: Bond Market Signals Credible Monetary Policy Stance https://www.nashnova.com/feed/special/super-micro-completes-independent-review-executives-unaware-of-export-violations-10071 nashnova en 2026-08-20T13:29:05.821Z Super Micro Completes Independent Review: Executives Unaware of Export Violations https://www.nashnova.com/feed/special/bitcoin-surges-11-percent-in-two-days-to-near-two-month-high-cftc-will-set-own-10070 nashnova en 2026-08-20T13:21:51.181Z Bitcoin Surges 11% in Two Days to Near Two-Month High; CFTC: Will Set Own Rules If Legislation Fails https://www.nashnova.com/feed/special/u-s-national-debt-surpasses-historic-40-trillion-mark-10069 nashnova en 2026-08-20T13:20:30.938Z U.S. National Debt Surpasses Historic $40 Trillion Mark https://www.nashnova.com/feed/special/former-cleveland-fed-president-mester-rate-hikes-are-more-appropriate-now-10068 nashnova en 2026-08-20T13:19:31.232Z Former Cleveland Fed President Mester: Rate Hikes Are More Appropriate Now https://www.nashnova.com/feed/special/jcet-reports-h1-net-profit-of-845-million-yuan-up-79-percent-yoy-10067 nashnova en 2026-08-20T13:18:41.655Z JCET Reports H1 Net Profit of 845 Million Yuan, Up 79% YoY https://www.nashnova.com/feed/special/u-s-stock-futures-fall-oil-breaks-above-94-long-bond-yields-rebound-erasing-10066 nashnova en 2026-08-20T12:44:39.869Z U.S. Stock Futures Fall, Oil Breaks Above $94, Long-Bond Yields Rebound Erasing Treasury Intervention Effects https://www.nashnova.com/feed/special/chinese-ai-firms-face-computing-power-constraints-high-quality-inference-still-10065 nashnova en 2026-08-20T12:41:54.930Z Chinese AI Firms Face Computing Power Constraints; High-Quality Inference Still Relies on Nvidia Chips https://www.nashnova.com/feed/special/ceasefire-drives-chinas-july-gulf-crude-imports-to-double-mom-analysts-warn-of-10064 nashnova en 2026-08-20T12:40:53.766Z Ceasefire Drives China's July Gulf Crude Imports to Double MoM, Analysts Warn of Uncertain Follow-Through Demand https://www.nashnova.com/feed/special/philadelphia-fed-manufacturing-index-surges-to-47-4-in-august-far-exceeding-10063 nashnova en 2026-08-20T12:40:05.138Z Philadelphia Fed Manufacturing Index Surges to 47.4 in August, Far Exceeding Expectations https://www.nashnova.com/feed/special/u-s-initial-jobless-claims-fall-to-206k-better-than-expected-10062 nashnova en 2026-08-20T12:39:16.610Z U.S. Initial Jobless Claims Fall to 206K, Better Than Expected https://www.nashnova.com/feed/special/micron-technology-plans-to-invest-10-billion-in-u-s-memory-research-lab-over-the-10061 nashnova en 2026-08-20T12:38:24.088Z Micron Technology Plans to Invest $10 Billion in U.S. Memory Research Lab Over the Next Decade https://www.nashnova.com/feed/special/hans-cnc-reports-h1-revenue-doubling-and-263-percent-net-profit-surge-driven-by-10060 nashnova en 2026-08-20T12:13:55.088Z Han's CNC Reports H1 Revenue Doubling and 263% Net Profit Surge, Driven by Explosive AI Computing PCB Demand https://www.nashnova.com/feed/special/morgan-stanley-upgrades-merck-to-overweight-raises-price-target-to-179-10059 nashnova en 2026-08-20T12:09:11.071Z Morgan Stanley Upgrades Merck to Overweight, Raises Price Target to $179 https://www.nashnova.com/feed/special/goertek-posts-cny-40b-revenue-in-h1-ai-glasses-push-accelerates-10058 nashnova en 2026-08-20T12:00:27.781Z GoerTek Posts CNY 40B Revenue in H1; AI Glasses Push Accelerates https://www.nashnova.com/feed/special/hft-giant-hrt-signs-multi-billion-dollar-ai-cloud-contract-with-coreweave-10057 nashnova en 2026-08-20T11:59:00.288Z HFT Giant HRT Signs Multi-Billion Dollar AI Cloud Contract with CoreWeave https://www.nashnova.com/feed/special/xrp-surges-15-percent-in-a-single-day-as-on-chain-transactions-show-banking-10056 nashnova en 2026-08-20T11:44:40.392Z XRP Surges 15% in a Single Day as On-Chain Transactions Show "Banking Hours" Concentration Pattern https://www.nashnova.com/feed/special/indias-stock-market-underperformance-vs-emerging-markets-hits-widest-gap-in-10055 nashnova en 2026-08-20T11:33:36.070Z India's Stock Market Underperformance vs. Emerging Markets Hits Widest Gap in Nearly 30 Years https://www.nashnova.com/feed/special/u-s-reportedly-plans-to-cut-canada-steel-and-aluminum-tariffs-to-25-percent-and-10054 nashnova en 2026-08-20T11:18:44.956Z U.S. Reportedly Plans to Cut Canada Steel & Aluminum Tariffs to 25% and Auto Tariffs to 15% https://www.nashnova.com/feed/special/citic-securities-reports-h1-2026-net-profit-of-23-3-billion-yuan-up-70-percent-10053 nashnova en 2026-08-20T11:10:14.604Z CITIC Securities Reports H1 2026 Net Profit of 23.3 Billion Yuan, Up 70% YoY https://www.nashnova.com/feed/special/meta-has-become-one-of-microsoft-azures-largest-ai-customers-10052 nashnova en 2026-08-20T11:09:10.417Z Meta Has Become One of Microsoft Azure's Largest AI Customers https://www.nashnova.com/feed/special/china-tourism-group-duty-free-reports-h1-net-profit-of-3-106-billion-yuan-up-19-10051 nashnova en 2026-08-20T11:08:24.125Z China Tourism Group Duty Free Reports H1 Net Profit of 3.106 Billion Yuan, Up 19.49% YoY https://www.nashnova.com/feed/special/muyuan-foods-reports-net-loss-of-6-08-billion-yuan-in-h1-as-low-hog-prices-turn-10050 nashnova en 2026-08-20T11:04:33.436Z Muyuan Foods Reports Net Loss of 6.08 Billion Yuan in H1 as Low Hog Prices Turn Operating Cash Flow Negative https://www.nashnova.com/feed/special/uber-cashes-out-472-million-by-selling-aurora-innovation-shares-10049 nashnova en 2026-08-20T10:43:34.734Z Uber Cashes Out $472 Million by Selling Aurora Innovation Shares https://www.nashnova.com/feed/special/at1-bond-volatility-hits-record-low-as-spreads-drop-below-200bps-sparking-10048 nashnova en 2026-08-20T10:31:01.370Z AT1 Bond Volatility Hits Record Low as Spreads Drop Below 200bps, Sparking Warnings of Excessive Optimism https://www.nashnova.com/feed/special/barclays-structural-shift-in-u-s-treasury-buyer-base-valuation-sensitivity-10047 nashnova en 2026-08-20T10:29:41.379Z Barclays: Structural Shift in U.S. Treasury Buyer Base, Valuation Sensitivity Rising Significantly https://www.nashnova.com/feed/special/economist-warns-two-key-u-s-indicators-are-flashing-red-recession-could-arrive-10046 nashnova en 2026-08-20T10:22:12.843Z Economist Warns Two Key U.S. Indicators Are Flashing Red, Recession "Could Arrive at Any Time" https://www.nashnova.com/feed/special/ai-equity-gains-boost-s-and-p-500-q2-earnings-growth-to-52-percent-10045 nashnova en 2026-08-20T10:20:55.112Z AI Equity Gains Boost S&P 500 Q2 Earnings Growth to 52% https://www.nashnova.com/feed/special/bundesbank-plunging-river-water-levels-drag-on-industry-and-exports-10044 nashnova en 2026-08-20T10:19:39.658Z Bundesbank: Plunging River Water Levels Drag on Industry and Exports https://www.nashnova.com/feed/special/ant-group-q2-net-profit-rises-1-percent-yoy-to-approximately-rmb-4-7-billion-10043 nashnova en 2026-08-20T10:18:42.255Z Ant Group Q2 Net Profit Rises 1% YoY to Approximately RMB 4.7 Billion https://www.nashnova.com/feed/special/ping-an-of-china-reports-h1-net-profit-of-92-585-billion-yuan-up-36-percent-yoy-10042 nashnova en 2026-08-20T10:14:35.066Z Ping An of China Reports H1 Net Profit of 92.585 Billion Yuan, Up 36% YoY https://www.nashnova.com/feed/special/morgan-stanley-tanker-earnings-cycle-may-extend-through-2028-10041 nashnova en 2026-08-20T10:10:43.578Z Morgan Stanley: Tanker Earnings Cycle May Extend Through 2028 https://www.nashnova.com/feed/special/southbound-funds-net-sold-hk-10-4-billion-on-august-20-tracker-fund-dumped-over-10040 nashnova en 2026-08-20T10:09:40.572Z Southbound Funds Net Sold HK$10.4 Billion on August 20, Tracker Fund Dumped Over HK$2.7 Billion https://www.nashnova.com/feed/special/x-explores-using-stablecoins-to-pay-creator-royalties-10039 nashnova en 2026-08-20T09:53:58.797Z X Explores Using Stablecoins to Pay Creator Royalties https://www.nashnova.com/feed/special/fidelity-international-plans-to-exit-chinas-wholly-owned-mutual-fund-business-10038 nashnova en 2026-08-20T09:48:46.542Z Fidelity International Plans to Exit China's Wholly-Owned Mutual Fund Business https://www.nashnova.com/zh/feed/special/nomura-if-market-deterioration-continues-the-fed-may-launch-ycc-or-qe-10125 nashnova zh-cn 2026-08-21T01:19:07.739Z 野村：市场若持续恶化，美联储或启动YCC或QE https://www.nashnova.com/zh/feed/special/sk-hynix-plans-to-build-memory-chip-factory-in-miyagi-prefecture-japan-10124 nashnova zh-cn 2026-08-21T01:13:34.687Z SK海力士拟在日本宫城县建存储芯片厂 https://www.nashnova.com/zh/feed/special/china-merchants-securities-hang-seng-tech-index-expansion-cloud-players-to-10123 nashnova zh-cn 2026-08-21T00:50:01.723Z 招商证券：恒科指数扩容，云厂迎AI利润转移 https://www.nashnova.com/zh/feed/special/japans-august-manufacturing-pmi-rises-to-55-1-new-order-growth-fastest-since-10122 nashnova zh-cn 2026-08-21T00:48:46.959Z 日本8月制造业PMI升至55.1，新订单增速创2018年来最快 https://www.nashnova.com/zh/feed/special/gold-rallies-for-three-consecutive-weeks-as-u-s-treasury-buyback-plan-boosts-10121 nashnova zh-cn 2026-08-21T00:34:04.357Z 黄金连涨三周，美国财政部回购计划提振避险需求 https://www.nashnova.com/zh/feed/special/multiple-u-s-states-halt-data-center-approvals-as-ai-infrastructure-faces-10120 nashnova zh-cn 2026-08-21T00:09:11.217Z 美国多州叫停数据中心审批，AI基础设施遭政治反弹 https://www.nashnova.com/zh/feed/special/japans-july-core-cpi-rises-1-8-percent-supporting-boj-rate-hike-in-september-10119 nashnova zh-cn 2026-08-20T23:48:57.446Z 日本7月核心CPI升1.8%，支持日本央行9月加息 https://www.nashnova.com/zh/feed/special/spacex-and-ast-compete-for-6-billion-satellite-spectrum-license-10118 nashnova zh-cn 2026-08-20T23:29:00.348Z SpaceX与AST竞购60亿美元卫星频谱牌照 https://www.nashnova.com/zh/feed/special/tax-competition-for-hedge-funds-heats-up-as-singapore-follows-hong-kong-in-10117 nashnova zh-cn 2026-08-20T23:25:21.724Z 对冲基金税收竞争升温，新加坡跟进香港豁免附带权益 https://www.nashnova.com/zh/feed/special/hang-seng-index-quarterly-rebalancing-approaching-hua-hong-semiconductor-and-two-10116 nashnova zh-cn 2026-08-20T23:24:02.087Z 恒生指数季度调整在即，华虹半导体等三股或入选 https://www.nashnova.com/zh/feed/special/u-s-treasury-buybacks-shock-quant-funds-momentum-strategy-posts-worst-single-day-10115 nashnova zh-cn 2026-08-20T23:14:34.762Z 美国财政部回购冲击量化基金，动量策略两年最差单日 https://www.nashnova.com/zh/feed/special/micron-ceo-ai-fundamentally-changes-the-cyclical-logic-of-the-memory-industry-10114 nashnova zh-cn 2026-08-20T23:09:12.342Z 美光CEO：AI令存储行业周期性逻辑根本改变 https://www.nashnova.com/zh/feed/special/hon-hais-taiwan-ems-share-drops-to-44-8-percent-as-quanta-and-wistrons-combined-10113 nashnova zh-cn 2026-08-20T22:31:36.449Z 鸿海台湾EMS份额跌至44.8%，广达纬创累计增速近翻倍 https://www.nashnova.com/zh/feed/special/samsung-delays-high-na-euv-mass-production-to-1nm-node-expected-around-2030-10112 nashnova zh-cn 2026-08-20T22:30:03.090Z 三星推迟High-NA EUV量产至1nm节点，约2030年落地 https://www.nashnova.com/zh/feed/special/foreign-ownership-of-japanese-stocks-hits-record-high-ai-related-shares-lead-10111 nashnova zh-cn 2026-08-20T22:04:08.760Z 外资持有日本股票占比创历史新高，AI相关股领涨 https://www.nashnova.com/zh/feed/special/jpmorgan-layoffs-rise-to-highest-level-since-2015-10110 nashnova zh-cn 2026-08-20T21:53:35.495Z 摩根大通裁员规模升至2015年以来最高 https://www.nashnova.com/zh/feed/special/morgan-stanley-gold-could-surpass-5-000-by-2027-10109 nashnova zh-cn 2026-08-20T21:48:55.285Z 摩根士丹利：黄金2027年或突破5000美元 https://www.nashnova.com/zh/feed/special/nvidia-spends-6-billion-to-license-ai-coding-startup-poolsides-technology-and-10108 nashnova zh-cn 2026-08-20T20:44:47.630Z 英伟达斥60亿美元授权AI编程初创Poolside技术并招募其员工 https://www.nashnova.com/zh/feed/special/u-s-ends-summer-blend-gasoline-requirement-early-to-lower-gas-prices-10107 nashnova zh-cn 2026-08-20T20:43:45.954Z 美国提前终止夏季混合汽油要求以压低油价 https://www.nashnova.com/zh/feed/special/bessent-pushes-to-suppress-bond-yields-as-warshs-independence-stance-faces-test-10106 nashnova zh-cn 2026-08-20T20:25:03.598Z 贝森特压债券收益率，沃什独立性立场受考验 https://www.nashnova.com/zh/feed/special/broadcom-seeks-over-60-billion-in-ai-chip-debt-financing-total-scale-could-reach-10105 nashnova zh-cn 2026-08-20T20:23:48.015Z 博通寻求逾600亿美元AI芯片债务融资，总规模或达千亿 https://www.nashnova.com/zh/feed/special/credit-market-alarm-and-tech-volatility-divergence-intensify-10104 nashnova zh-cn 2026-08-20T19:55:53.132Z 信用市场警报与科技股波动率背离加剧 https://www.nashnova.com/zh/feed/special/ai-borrowing-spree-pushes-u-s-treasury-yields-to-near-two-decade-highs-10103 nashnova zh-cn 2026-08-20T19:54:11.119Z AI借贷潮推升美国国债收益率至近二十年高位 https://www.nashnova.com/zh/feed/special/alibabas-ai-cloud-profit-margin-rises-to-12-percent-as-proprietary-chips-serve-10102 nashnova zh-cn 2026-08-20T19:25:19.663Z 阿里AI云利润率升至12%，自研芯片覆盖650家客户 https://www.nashnova.com/zh/feed/special/two-binance-employees-detained-at-uae-airport-amid-financial-crime-investigation-10101 nashnova zh-cn 2026-08-20T19:23:59.498Z 币安两名员工在阿联酋机场被拘，涉金融犯罪调查 https://www.nashnova.com/zh/feed/special/jefferies-forecasts-nvidia-q2-revenue-at-95-billion-potentially-the-largest-beat-10100 nashnova zh-cn 2026-08-20T18:39:12.233Z 杰富瑞预测英伟达Q2营收达950亿美元，或创史上最大超预期 https://www.nashnova.com/zh/feed/special/anthropics-planned-ipo-could-surpass-spacex-as-the-largest-in-history-10099 nashnova zh-cn 2026-08-20T18:09:05.108Z Anthropic拟IPO规模或超SpaceX史上最大纪录 https://www.nashnova.com/zh/feed/special/morgan-stanley-apple-app-store-monthly-revenue-posts-first-year-over-year-10098 nashnova zh-cn 2026-08-20T17:54:05.600Z 摩根士丹利：苹果App Store月收入四年来首现同比下滑 https://www.nashnova.com/zh/feed/special/apples-new-ceo-john-ternus-takes-over-in-two-weeks-may-adjust-ai-spending-10097 nashnova zh-cn 2026-08-20T17:43:44.499Z 苹果新任CEO约翰·特纳斯两周后上任，或调整AI支出策略 https://www.nashnova.com/zh/feed/special/nvidia-leverages-its-balance-sheet-to-position-for-the-next-phase-of-ai-10096 nashnova zh-cn 2026-08-20T17:34:04.338Z 英伟达借资产负债表布局AI下一阶段 https://www.nashnova.com/zh/feed/special/nvidia-plans-small-batch-shipments-of-custom-ai-chips-to-china-within-this-year-10095 nashnova zh-cn 2026-08-20T17:24:14.150Z 英伟达拟年内向中国小批量出货定制AI芯片 https://www.nashnova.com/zh/feed/special/citi-turns-bearish-on-the-dollar-cuts-3-month-dollar-index-target-to-98-34-10094 nashnova zh-cn 2026-08-20T17:13:59.508Z 花旗转看空美元，三个月美元指数目标下调至98.34 https://www.nashnova.com/zh/feed/special/bernstein-upgrades-analog-chip-giant-adi-to-outperform-10093 nashnova zh-cn 2026-08-20T16:43:51.136Z 伯恩斯坦上调模拟芯片巨头ADI评级至跑赢大市 https://www.nashnova.com/zh/feed/special/bessent-u-s-budget-deficit-has-most-likely-peaked-10092 nashnova zh-cn 2026-08-20T16:38:56.984Z 贝森特：美国预算赤字"很可能"已见顶 https://www.nashnova.com/zh/feed/special/token-prices-drop-40-percent-yet-enterprise-ai-spending-rises-50-percent-jevons-10091 nashnova zh-cn 2026-08-20T16:29:01.570Z Token价格跌40%，企业AI支出反升50%，杰文斯悖论显现 https://www.nashnova.com/zh/feed/special/bond-veteran-credit-spreads-near-30-year-lows-risk-reward-no-longer-attractive-10090 nashnova zh-cn 2026-08-20T16:14:11.304Z 债券老将：信用利差近三十年低位，风险回报已不划算 https://www.nashnova.com/zh/feed/special/st-louis-fed-president-musalem-not-prejudging-september-fomc-rate-decision-10089 nashnova zh-cn 2026-08-20T16:03:35.248Z 圣路易斯联储主席穆萨莱姆：不预判9月FOMC利率决定 https://www.nashnova.com/zh/feed/special/japans-foreign-currency-deposits-surge-nearly-4-trillion-in-a-single-quarter-10088 nashnova zh-cn 2026-08-20T15:44:10.463Z 日本外币存款单季增近4万亿日元，创1998年开放以来最大涨幅 https://www.nashnova.com/zh/feed/special/nomura-report-advanced-packaging-equipment-expanding-from-cowos-to-hybrid-10087 nashnova zh-cn 2026-08-20T15:30:20.225Z 野村研报：先进封装设备从CoWoS扩产到混合键合，谁最受益 https://www.nashnova.com/zh/feed/special/bessent-u-s-unlikely-to-resume-large-scale-military-action-against-iran-shifting-10086 nashnova zh-cn 2026-08-20T15:28:42.644Z 贝森特：美国不太可能重启对伊朗大规模军事行动，转向加强经济压力 https://www.nashnova.com/zh/feed/special/bessent-treasury-buybacks-could-exceed-4-billion-per-operation-aiming-to-10085 nashnova zh-cn 2026-08-20T15:23:56.223Z 贝森特：国债回购每期或超40亿美元，意在压制长端收益率 https://www.nashnova.com/zh/feed/special/chinas-rare-earth-exports-to-u-s-rebound-while-controls-on-japan-continue-to-10084 nashnova zh-cn 2026-08-20T15:14:53.637Z 中国对美稀土出口回升，对日管控持续收紧 https://www.nashnova.com/zh/feed/special/switzerland-and-china-reach-new-trade-agreement-99-8-percent-of-exports-tariff-10083 nashnova zh-cn 2026-08-20T15:13:46.142Z 瑞士与中国达成新贸易协议，99.8%出口商品免关税 https://www.nashnova.com/zh/feed/special/russias-gold-reserves-drop-to-lowest-level-in-over-six-years-10082 nashnova zh-cn 2026-08-20T15:03:51.113Z 俄罗斯黄金储备降至六年多来最低 https://www.nashnova.com/zh/feed/special/franklin-templeton-receives-first-sec-approval-to-integrate-tokenized-assets-10081 nashnova zh-cn 2026-08-20T14:56:04.243Z 富兰克林坦普顿获美国证监会首批代币化资产入传统基金许可 https://www.nashnova.com/zh/feed/special/goldman-sachs-data-mutual-funds-significantly-underweight-nvidia-and-ai-stocks-10080 nashnova zh-cn 2026-08-20T14:54:55.625Z 高盛数据：共同基金大幅低配英伟达及AI股 https://www.nashnova.com/zh/feed/special/u-s-leading-indicators-rise-in-july-as-six-month-growth-rate-turns-positive-for-10079 nashnova zh-cn 2026-08-20T14:53:54.445Z 美国7月领先指标上升，六个月增速四年来首转正 https://www.nashnova.com/zh/feed/special/monte-dei-paschi-board-approves-simultaneous-bids-for-bpm-and-generalis-banca-10078 nashnova zh-cn 2026-08-20T14:49:06.939Z 西雅那银行董事会批准同时收购BPM与通用保险旗下Banca Generali https://www.nashnova.com/zh/feed/special/waymos-in-house-autonomous-driving-chip-enters-mass-production-computing-power-10077 nashnova zh-cn 2026-08-20T14:23:55.806Z Waymo自研自动驾驶芯片量产，算力超千TOPS对标英伟达 https://www.nashnova.com/zh/feed/special/s-and-p-500-dividend-yield-falls-behind-treasuries-ending-a-decade-long-10076 nashnova zh-cn 2026-08-20T14:19:38.068Z 标普500股息收益率跑输国债，十年优势终结 https://www.nashnova.com/zh/feed/special/u-s-financial-sector-price-to-book-ratio-rises-to-2-3x-approaching-20-year-high-10075 nashnova zh-cn 2026-08-20T14:18:44.052Z 美国金融板块市净率升至2.3倍，逼近20年高位 https://www.nashnova.com/zh/feed/special/warsh-to-speak-at-jackson-hole-as-fed-credibility-faces-test-10074 nashnova zh-cn 2026-08-20T14:13:33.849Z 沃什将在杰克逊霍尔发表演讲，美联储公信力受考验 https://www.nashnova.com/zh/feed/special/ubs-teardown-of-huawei-atlas-950-super-node-bullish-on-smic-amec-montage-tech-10073 nashnova zh-cn 2026-08-20T13:39:49.884Z 瑞银拆解华为Atlas 950超节点，看好中芯、中微、澜起等 https://www.nashnova.com/zh/feed/special/sf-feds-daly-bond-market-signals-credible-monetary-policy-stance-10072 nashnova zh-cn 2026-08-20T13:33:49.159Z 旧金山联储戴利：债券市场表明货币政策立场可信 https://www.nashnova.com/zh/feed/special/super-micro-completes-independent-review-executives-unaware-of-export-violations-10071 nashnova zh-cn 2026-08-20T13:29:05.821Z 超微电脑完成独立调查：高管对出口违规不知情 https://www.nashnova.com/zh/feed/special/bitcoin-surges-11-percent-in-two-days-to-near-two-month-high-cftc-will-set-own-10070 nashnova zh-cn 2026-08-20T13:21:51.181Z 比特币两日涨11%触近两月高位，CFTC：立法若失败将自行制定规则 https://www.nashnova.com/zh/feed/special/u-s-national-debt-surpasses-historic-40-trillion-mark-10069 nashnova zh-cn 2026-08-20T13:20:30.938Z 美国国家债务突破40万亿美元历史纪录 https://www.nashnova.com/zh/feed/special/former-cleveland-fed-president-mester-rate-hikes-are-more-appropriate-now-10068 nashnova zh-cn 2026-08-20T13:19:31.232Z 前克利夫兰联储主席梅斯特：当前加息更具适当性 https://www.nashnova.com/zh/feed/special/jcet-reports-h1-net-profit-of-845-million-yuan-up-79-percent-yoy-10067 nashnova zh-cn 2026-08-20T13:18:41.655Z 长电科技上半年净利润8.45亿元，同比增79% https://www.nashnova.com/zh/feed/special/u-s-stock-futures-fall-oil-breaks-above-94-long-bond-yields-rebound-erasing-10066 nashnova zh-cn 2026-08-20T12:44:39.869Z 美股期货跌、油价破94美元、长债收益率回升抹去财政部干预效果 https://www.nashnova.com/zh/feed/special/chinese-ai-firms-face-computing-power-constraints-high-quality-inference-still-10065 nashnova zh-cn 2026-08-20T12:41:54.930Z 中国AI企业算力受限，高质量推理仍依赖英伟达芯片 https://www.nashnova.com/zh/feed/special/ceasefire-drives-chinas-july-gulf-crude-imports-to-double-mom-analysts-warn-of-10064 nashnova zh-cn 2026-08-20T12:40:53.766Z 停火推动中国7月海湾原油进口量环比翻倍，分析师警示后续需求存疑 https://www.nashnova.com/zh/feed/special/philadelphia-fed-manufacturing-index-surges-to-47-4-in-august-far-exceeding-10063 nashnova zh-cn 2026-08-20T12:40:05.138Z 费城联储8月制造业指数升至47.4，大幅超预期 https://www.nashnova.com/zh/feed/special/u-s-initial-jobless-claims-fall-to-206k-better-than-expected-10062 nashnova zh-cn 2026-08-20T12:39:16.610Z 美国初请失业金降至20.6万，好于预期 https://www.nashnova.com/zh/feed/special/micron-technology-plans-to-invest-10-billion-in-u-s-memory-research-lab-over-the-10061 nashnova zh-cn 2026-08-20T12:38:24.088Z 美光科技拟未来十年向美国内存研究实验室投资100亿美元 https://www.nashnova.com/zh/feed/special/hans-cnc-reports-h1-revenue-doubling-and-263-percent-net-profit-surge-driven-by-10060 nashnova zh-cn 2026-08-20T12:13:55.088Z 大族数控上半年营收翻倍、净利润增263%，AI算力PCB需求爆发驱动 https://www.nashnova.com/zh/feed/special/morgan-stanley-upgrades-merck-to-overweight-raises-price-target-to-179-10059 nashnova zh-cn 2026-08-20T12:09:11.071Z 摩根士丹利上调默克评级至增持，目标价升至179美元 https://www.nashnova.com/zh/feed/special/goertek-posts-cny-40b-revenue-in-h1-ai-glasses-push-accelerates-10058 nashnova zh-cn 2026-08-20T12:00:27.781Z 歌尔股份上半年营收400亿元，AI眼镜布局加速 https://www.nashnova.com/zh/feed/special/hft-giant-hrt-signs-multi-billion-dollar-ai-cloud-contract-with-coreweave-10057 nashnova zh-cn 2026-08-20T11:59:00.288Z 高频交易巨头HRT与CoreWeave签数十亿美元AI云合同 https://www.nashnova.com/zh/feed/special/xrp-surges-15-percent-in-a-single-day-as-on-chain-transactions-show-banking-10056 nashnova zh-cn 2026-08-20T11:44:40.392Z XRP单日涨15%，链上交易呈现"银行工作时段"集中模式 https://www.nashnova.com/zh/feed/special/indias-stock-market-underperformance-vs-emerging-markets-hits-widest-gap-in-10055 nashnova zh-cn 2026-08-20T11:33:36.070Z 印度股市跑输新兴市场差距创近30年最大 https://www.nashnova.com/zh/feed/special/u-s-reportedly-plans-to-cut-canada-steel-and-aluminum-tariffs-to-25-percent-and-10054 nashnova zh-cn 2026-08-20T11:18:44.956Z 美国拟将加拿大钢铝关税降至25%、汽车关税降至15% https://www.nashnova.com/zh/feed/special/citic-securities-reports-h1-2026-net-profit-of-23-3-billion-yuan-up-70-percent-10053 nashnova zh-cn 2026-08-20T11:10:14.604Z 中信证券2026年上半年净利润233亿元，同比增70% https://www.nashnova.com/zh/feed/special/meta-has-become-one-of-microsoft-azures-largest-ai-customers-10052 nashnova zh-cn 2026-08-20T11:09:10.417Z Meta已成微软Azure最大AI客户之一 https://www.nashnova.com/zh/feed/special/china-tourism-group-duty-free-reports-h1-net-profit-of-3-106-billion-yuan-up-19-10051 nashnova zh-cn 2026-08-20T11:08:24.125Z 中国中免上半年净利润31.06亿元，同比增19.49% https://www.nashnova.com/zh/feed/special/muyuan-foods-reports-net-loss-of-6-08-billion-yuan-in-h1-as-low-hog-prices-turn-10050 nashnova zh-cn 2026-08-20T11:04:33.436Z 牧原股份上半年净亏损60.8亿元，猪价低迷致经营现金流转负 https://www.nashnova.com/zh/feed/special/uber-cashes-out-472-million-by-selling-aurora-innovation-shares-10049 nashnova zh-cn 2026-08-20T10:43:34.734Z Uber出售Aurora Innovation股份套现4.72亿美元 https://www.nashnova.com/zh/feed/special/at1-bond-volatility-hits-record-low-as-spreads-drop-below-200bps-sparking-10048 nashnova zh-cn 2026-08-20T10:31:01.370Z AT1债券波动率创新低，利差跌破200基点引发过度乐观警告 https://www.nashnova.com/zh/feed/special/barclays-structural-shift-in-u-s-treasury-buyer-base-valuation-sensitivity-10047 nashnova zh-cn 2026-08-20T10:29:41.379Z 巴克莱：美国国债买家结构转变，估值敏感性显著上升 https://www.nashnova.com/zh/feed/special/economist-warns-two-key-u-s-indicators-are-flashing-red-recession-could-arrive-10046 nashnova zh-cn 2026-08-20T10:22:12.843Z 经济学家警告美国两大指标亮红灯，衰退"随时可能到来" https://www.nashnova.com/zh/feed/special/ai-equity-gains-boost-s-and-p-500-q2-earnings-growth-to-52-percent-10045 nashnova zh-cn 2026-08-20T10:20:55.112Z AI股权收益推升标普500二季度盈利增52% https://www.nashnova.com/zh/feed/special/bundesbank-plunging-river-water-levels-drag-on-industry-and-exports-10044 nashnova zh-cn 2026-08-20T10:19:39.658Z 德国联邦银行：河流水位骤降拖累工业与出口 https://www.nashnova.com/zh/feed/special/ant-group-q2-net-profit-rises-1-percent-yoy-to-approximately-rmb-4-7-billion-10043 nashnova zh-cn 2026-08-20T10:18:42.255Z 蚂蚁集团Q2净利润同比增1%至约47亿元 https://www.nashnova.com/zh/feed/special/ping-an-of-china-reports-h1-net-profit-of-92-585-billion-yuan-up-36-percent-yoy-10042 nashnova zh-cn 2026-08-20T10:14:35.066Z 中国平安上半年归母净利润925.85亿元，同比增36% https://www.nashnova.com/zh/feed/special/morgan-stanley-tanker-earnings-cycle-may-extend-through-2028-10041 nashnova zh-cn 2026-08-20T10:10:43.578Z 大摩：油轮盈利周期或延续至2028年 https://www.nashnova.com/zh/feed/special/southbound-funds-net-sold-hk-10-4-billion-on-august-20-tracker-fund-dumped-over-10040 nashnova zh-cn 2026-08-20T10:09:40.572Z 北水8月20日净卖出104亿，盈富基金遭抛售逾27亿 https://www.nashnova.com/zh/feed/special/x-explores-using-stablecoins-to-pay-creator-royalties-10039 nashnova zh-cn 2026-08-20T09:53:58.797Z X探索用稳定币向创作者支付版权费 https://www.nashnova.com/zh/feed/special/fidelity-international-plans-to-exit-chinas-wholly-owned-mutual-fund-business-10038 nashnova zh-cn 2026-08-20T09:48:46.542Z 富达国际计划退出中国独资公募基金业务 https://www.nashnova.com/zh/feed/special/10037 nashnova zh-cn 2026-08-20T09:44:06.773Z 超大规模数据中心离网供电故障频发，停机代价高达数千万美元 https://www.nashnova.com/zh/feed/special/2026q1-2689-5-10036 nashnova zh-cn 2026-08-20T09:38:47.110Z 阿里巴巴2026Q1营收2689.5亿元，小幅超预期 https://www.nashnova.com/zh/feed/special/ipad-air-it-oled-10035 nashnova zh-cn 2026-08-20T09:14:49.115Z iPad Air或成IT OLED规模化转折点，京东方争夺苹果供应链 https://www.nashnova.com/zh/feed/special/8-20-0-8-percent-mrna-10034 nashnova zh-cn 2026-08-20T09:10:11.014Z 港股8月20日收涨0.8% mRNA疫苗突破引爆生物科技板块 https://www.nashnova.com/zh/feed/special/q2-301-10033 nashnova zh-cn 2026-08-20T09:08:40.133Z 网易Q2营收301亿元超预期，调整后每股收益不及预期 https://www.nashnova.com/zh/feed/special/195-88-14-9-percent-10032 nashnova zh-cn 2026-08-20T08:55:00.919Z 中国电信上半年净利润195.88亿元，同比降14.9% https://www.nashnova.com/zh/feed/special/10031 nashnova zh-cn 2026-08-20T08:53:48.902Z 朝鲜疑似发射弹道导弹落入日本专属经济区外海域 https://www.nashnova.com/zh/feed/special/171-7-50-4-10030 nashnova zh-cn 2026-08-20T08:43:51.577Z 泡泡玛特上半年营收171.7亿元，净利润50.4亿元，均低于预期 https://www.nashnova.com/zh/feed/special/10029 nashnova zh-cn 2026-08-20T08:29:13.167Z 摩根大通：美债回购治标不治本，长端利率压力难解 https://www.nashnova.com/zh/feed/special/177-percent-500-10028 nashnova zh-cn 2026-08-20T08:24:06.165Z 莫德纳单日暴涨177%创标普500本世纪最大单日涨幅 https://www.nashnova.com/zh/feed/special/lcd-70-percent-80-percent-10027 nashnova zh-cn 2026-08-20T08:19:06.832Z 中国LCD面板全球份额突破70%，逼近80% https://www.nashnova.com/zh/feed/special/80-percent-10026 nashnova zh-cn 2026-08-20T08:17:49.813Z 宇树科技王兴兴：家用机器人需完成80%任务才达普及门槛 https://www.nashnova.com/zh-hant/feed/special/nomura-if-market-deterioration-continues-the-fed-may-launch-ycc-or-qe-10125 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美國多州叫停數據中心審批，AI基礎設施遭政治反彈 https://www.nashnova.com/zh-hant/feed/special/japans-july-core-cpi-rises-1-8-percent-supporting-boj-rate-hike-in-september-10119 nashnova zh-tw 2026-08-20T23:48:57.446Z 日本7月核心CPI升1.8%，支持日本央行9月加息 https://www.nashnova.com/zh-hant/feed/special/spacex-and-ast-compete-for-6-billion-satellite-spectrum-license-10118 nashnova zh-tw 2026-08-20T23:29:00.348Z SpaceX與AST競購60億美元衛星頻譜牌照 https://www.nashnova.com/zh-hant/feed/special/tax-competition-for-hedge-funds-heats-up-as-singapore-follows-hong-kong-in-10117 nashnova zh-tw 2026-08-20T23:25:21.724Z 對沖基金稅收競爭升溫，新加坡跟進香港豁免附帶權益 https://www.nashnova.com/zh-hant/feed/special/hang-seng-index-quarterly-rebalancing-approaching-hua-hong-semiconductor-and-two-10116 nashnova zh-tw 2026-08-20T23:24:02.087Z 恒生指數季度調整在即，華虹半導體等三股或入選 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-buybacks-shock-quant-funds-momentum-strategy-posts-worst-single-day-10115 nashnova zh-tw 2026-08-20T23:14:34.762Z 美國財政部回購衝擊量化基金，動量策略兩年最差單日 https://www.nashnova.com/zh-hant/feed/special/micron-ceo-ai-fundamentally-changes-the-cyclical-logic-of-the-memory-industry-10114 nashnova zh-tw 2026-08-20T23:09:12.342Z 美光CEO：AI令存儲行業週期性邏輯根本改變 https://www.nashnova.com/zh-hant/feed/special/hon-hais-taiwan-ems-share-drops-to-44-8-percent-as-quanta-and-wistrons-combined-10113 nashnova zh-tw 2026-08-20T22:31:36.449Z 鴻海台灣EMS份額跌至44.8%，廣達緯創累計增速近翻倍 https://www.nashnova.com/zh-hant/feed/special/samsung-delays-high-na-euv-mass-production-to-1nm-node-expected-around-2030-10112 nashnova zh-tw 2026-08-20T22:30:03.090Z 三星推遲High-NA EUV量產至1nm節點，約2030年落地 https://www.nashnova.com/zh-hant/feed/special/foreign-ownership-of-japanese-stocks-hits-record-high-ai-related-shares-lead-10111 nashnova zh-tw 2026-08-20T22:04:08.760Z 外資持有日本股票佔比創歷史新高，AI相關股領漲 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-layoffs-rise-to-highest-level-since-2015-10110 nashnova zh-tw 2026-08-20T21:53:35.495Z 摩根大通裁員規模升至2015年以來最高 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-gold-could-surpass-5-000-by-2027-10109 nashnova zh-tw 2026-08-20T21:48:55.285Z 摩根士丹利：黃金2027年或突破5000美元 https://www.nashnova.com/zh-hant/feed/special/nvidia-spends-6-billion-to-license-ai-coding-startup-poolsides-technology-and-10108 nashnova zh-tw 2026-08-20T20:44:47.630Z 輝達斥60億美元授權AI程式設計初創Poolside技術並招募其員工 https://www.nashnova.com/zh-hant/feed/special/u-s-ends-summer-blend-gasoline-requirement-early-to-lower-gas-prices-10107 nashnova zh-tw 2026-08-20T20:43:45.954Z 美國提前終止夏季混合汽油要求以壓低油價 https://www.nashnova.com/zh-hant/feed/special/bessent-pushes-to-suppress-bond-yields-as-warshs-independence-stance-faces-test-10106 nashnova zh-tw 2026-08-20T20:25:03.598Z 貝森特壓債券殖利率，沃什獨立性立場受考驗 https://www.nashnova.com/zh-hant/feed/special/broadcom-seeks-over-60-billion-in-ai-chip-debt-financing-total-scale-could-reach-10105 nashnova zh-tw 2026-08-20T20:23:48.015Z 博通尋求逾600億美元AI晶片債務融資，總規模或達千億 https://www.nashnova.com/zh-hant/feed/special/credit-market-alarm-and-tech-volatility-divergence-intensify-10104 nashnova zh-tw 2026-08-20T19:55:53.132Z 信用市場警報與科技股波動率背離加劇 https://www.nashnova.com/zh-hant/feed/special/ai-borrowing-spree-pushes-u-s-treasury-yields-to-near-two-decade-highs-10103 nashnova zh-tw 2026-08-20T19:54:11.119Z AI借貸潮推升美國國債收益率至近二十年高位 https://www.nashnova.com/zh-hant/feed/special/alibabas-ai-cloud-profit-margin-rises-to-12-percent-as-proprietary-chips-serve-10102 nashnova zh-tw 2026-08-20T19:25:19.663Z 阿里AI雲利潤率升至12%，自研晶片覆蓋650家客戶 https://www.nashnova.com/zh-hant/feed/special/two-binance-employees-detained-at-uae-airport-amid-financial-crime-investigation-10101 nashnova zh-tw 2026-08-20T19:23:59.498Z 幣安兩名員工在阿聯酋機場被拘，涉金融犯罪調查 https://www.nashnova.com/zh-hant/feed/special/jefferies-forecasts-nvidia-q2-revenue-at-95-billion-potentially-the-largest-beat-10100 nashnova zh-tw 2026-08-20T18:39:12.233Z 傑富瑞預測輝達Q2營收達950億美元，或創史上最大超預期 https://www.nashnova.com/zh-hant/feed/special/anthropics-planned-ipo-could-surpass-spacex-as-the-largest-in-history-10099 nashnova zh-tw 2026-08-20T18:09:05.108Z Anthropic擬IPO規模或超SpaceX史上最大紀錄 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-apple-app-store-monthly-revenue-posts-first-year-over-year-10098 nashnova zh-tw 2026-08-20T17:54:05.600Z 摩根士丹利：蘋果App Store月收入四年來首現同比下滑 https://www.nashnova.com/zh-hant/feed/special/apples-new-ceo-john-ternus-takes-over-in-two-weeks-may-adjust-ai-spending-10097 nashnova zh-tw 2026-08-20T17:43:44.499Z 蘋果新任CEO約翰·特納斯兩週後上任，或調整AI支出策略 https://www.nashnova.com/zh-hant/feed/special/nvidia-leverages-its-balance-sheet-to-position-for-the-next-phase-of-ai-10096 nashnova zh-tw 2026-08-20T17:34:04.338Z 輝達借資產負債表佈局AI下一階段 https://www.nashnova.com/zh-hant/feed/special/nvidia-plans-small-batch-shipments-of-custom-ai-chips-to-china-within-this-year-10095 nashnova zh-tw 2026-08-20T17:24:14.150Z 輝達擬年內向中國小批量出貨定製AI晶片 https://www.nashnova.com/zh-hant/feed/special/citi-turns-bearish-on-the-dollar-cuts-3-month-dollar-index-target-to-98-34-10094 nashnova zh-tw 2026-08-20T17:13:59.508Z 花旗轉看空美元，三個月美元指數目標下調至98.34 https://www.nashnova.com/zh-hant/feed/special/bernstein-upgrades-analog-chip-giant-adi-to-outperform-10093 nashnova zh-tw 2026-08-20T16:43:51.136Z 伯恩斯坦上調模擬晶片巨頭ADI評級至跑贏大市 https://www.nashnova.com/zh-hant/feed/special/bessent-u-s-budget-deficit-has-most-likely-peaked-10092 nashnova zh-tw 2026-08-20T16:38:56.984Z 貝森特：美國預算赤字"很可能"已見頂 https://www.nashnova.com/zh-hant/feed/special/token-prices-drop-40-percent-yet-enterprise-ai-spending-rises-50-percent-jevons-10091 nashnova zh-tw 2026-08-20T16:29:01.570Z Token價格跌40%，企業AI支出反升50%，傑文斯悖論顯現 https://www.nashnova.com/zh-hant/feed/special/bond-veteran-credit-spreads-near-30-year-lows-risk-reward-no-longer-attractive-10090 nashnova zh-tw 2026-08-20T16:14:11.304Z 債券老將：信用利差近三十年低位，風險回報已不划算 https://www.nashnova.com/zh-hant/feed/special/st-louis-fed-president-musalem-not-prejudging-september-fomc-rate-decision-10089 nashnova zh-tw 2026-08-20T16:03:35.248Z 聖路易斯聯儲主席穆薩萊姆：不預判9月FOMC利率決定 https://www.nashnova.com/zh-hant/feed/special/japans-foreign-currency-deposits-surge-nearly-4-trillion-in-a-single-quarter-10088 nashnova zh-tw 2026-08-20T15:44:10.463Z 日本外幣存款單季增近4萬億日圓，創1998年開放以來最大漲幅 https://www.nashnova.com/zh-hant/feed/special/nomura-report-advanced-packaging-equipment-expanding-from-cowos-to-hybrid-10087 nashnova zh-tw 2026-08-20T15:30:20.225Z 野村研報：先進封裝設備從CoWoS擴產到混合鍵合，誰最受益 https://www.nashnova.com/zh-hant/feed/special/bessent-u-s-unlikely-to-resume-large-scale-military-action-against-iran-shifting-10086 nashnova zh-tw 2026-08-20T15:28:42.644Z 貝森特：美國不太可能重啟對伊朗大規模軍事行動，轉向加強經濟壓力 https://www.nashnova.com/zh-hant/feed/special/bessent-treasury-buybacks-could-exceed-4-billion-per-operation-aiming-to-10085 nashnova zh-tw 2026-08-20T15:23:56.223Z 貝森特：國債回購每期或超40億美元，意在壓制長端收益率 https://www.nashnova.com/zh-hant/feed/special/chinas-rare-earth-exports-to-u-s-rebound-while-controls-on-japan-continue-to-10084 nashnova zh-tw 2026-08-20T15:14:53.637Z 中國對美稀土出口回升，對日管控持續收緊 https://www.nashnova.com/zh-hant/feed/special/switzerland-and-china-reach-new-trade-agreement-99-8-percent-of-exports-tariff-10083 nashnova zh-tw 2026-08-20T15:13:46.142Z 瑞士與中國達成新貿易協議，99.8%出口商品免關稅 https://www.nashnova.com/zh-hant/feed/special/russias-gold-reserves-drop-to-lowest-level-in-over-six-years-10082 nashnova zh-tw 2026-08-20T15:03:51.113Z 俄羅斯黃金儲備降至六年多來最低 https://www.nashnova.com/zh-hant/feed/special/franklin-templeton-receives-first-sec-approval-to-integrate-tokenized-assets-10081 nashnova zh-tw 2026-08-20T14:56:04.243Z 富蘭克林坦伯頓獲美國證監會首批代幣化資產入傳統基金許可 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-data-mutual-funds-significantly-underweight-nvidia-and-ai-stocks-10080 nashnova zh-tw 2026-08-20T14:54:55.625Z 高盛數據：共同基金大幅低配輝達及AI股 https://www.nashnova.com/zh-hant/feed/special/u-s-leading-indicators-rise-in-july-as-six-month-growth-rate-turns-positive-for-10079 nashnova zh-tw 2026-08-20T14:53:54.445Z 美國7月領先指標上升，六個月增速四年來首轉正 https://www.nashnova.com/zh-hant/feed/special/monte-dei-paschi-board-approves-simultaneous-bids-for-bpm-and-generalis-banca-10078 nashnova zh-tw 2026-08-20T14:49:06.939Z 西雅那銀行董事會批准同時收購BPM與通用保險旗下Banca Generali https://www.nashnova.com/zh-hant/feed/special/waymos-in-house-autonomous-driving-chip-enters-mass-production-computing-power-10077 nashnova zh-tw 2026-08-20T14:23:55.806Z Waymo自研自動駕駛晶片量產，算力超千TOPS對標輝達 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-dividend-yield-falls-behind-treasuries-ending-a-decade-long-10076 nashnova zh-tw 2026-08-20T14:19:38.068Z 標普500股息收益率跑輸國債，十年優勢終結 https://www.nashnova.com/zh-hant/feed/special/u-s-financial-sector-price-to-book-ratio-rises-to-2-3x-approaching-20-year-high-10075 nashnova zh-tw 2026-08-20T14:18:44.052Z 美國金融板塊市淨率升至2.3倍，逼近20年高位 https://www.nashnova.com/zh-hant/feed/special/warsh-to-speak-at-jackson-hole-as-fed-credibility-faces-test-10074 nashnova zh-tw 2026-08-20T14:13:33.849Z 沃什將在傑克遜霍爾發表演講，聯準會公信力受考驗 https://www.nashnova.com/zh-hant/feed/special/ubs-teardown-of-huawei-atlas-950-super-node-bullish-on-smic-amec-montage-tech-10073 nashnova zh-tw 2026-08-20T13:39:49.884Z 瑞銀拆解華為Atlas 950超節點，看好中芯、中微、瀾起等 https://www.nashnova.com/zh-hant/feed/special/sf-feds-daly-bond-market-signals-credible-monetary-policy-stance-10072 nashnova zh-tw 2026-08-20T13:33:49.159Z 舊金山聯儲戴利：債券市場表明貨幣政策立場可信 https://www.nashnova.com/zh-hant/feed/special/super-micro-completes-independent-review-executives-unaware-of-export-violations-10071 nashnova zh-tw 2026-08-20T13:29:05.821Z 超微電腦完成獨立調查：高層對出口違規不知情 https://www.nashnova.com/zh-hant/feed/special/bitcoin-surges-11-percent-in-two-days-to-near-two-month-high-cftc-will-set-own-10070 nashnova zh-tw 2026-08-20T13:21:51.181Z 比特幣兩日漲11%觸近兩月高位，CFTC：立法若失敗將自行制定規則 https://www.nashnova.com/zh-hant/feed/special/u-s-national-debt-surpasses-historic-40-trillion-mark-10069 nashnova zh-tw 2026-08-20T13:20:30.938Z 美國國家債務突破40兆美元歷史紀錄 https://www.nashnova.com/zh-hant/feed/special/former-cleveland-fed-president-mester-rate-hikes-are-more-appropriate-now-10068 nashnova zh-tw 2026-08-20T13:19:31.232Z 前克利夫蘭聯儲主席梅斯特：當前加息更具適當性 https://www.nashnova.com/zh-hant/feed/special/jcet-reports-h1-net-profit-of-845-million-yuan-up-79-percent-yoy-10067 nashnova zh-tw 2026-08-20T13:18:41.655Z 長電科技上半年淨利潤8.45億元，同比增79% https://www.nashnova.com/zh-hant/feed/special/u-s-stock-futures-fall-oil-breaks-above-94-long-bond-yields-rebound-erasing-10066 nashnova zh-tw 2026-08-20T12:44:39.869Z 美股期貨跌、油價破94美元、長債收益率回升抹去財政部干預效果 https://www.nashnova.com/zh-hant/feed/special/chinese-ai-firms-face-computing-power-constraints-high-quality-inference-still-10065 nashnova zh-tw 2026-08-20T12:41:54.930Z 中國AI企業算力受限，高品質推理仍依賴輝達晶片 https://www.nashnova.com/zh-hant/feed/special/ceasefire-drives-chinas-july-gulf-crude-imports-to-double-mom-analysts-warn-of-10064 nashnova zh-tw 2026-08-20T12:40:53.766Z 停火推動中國7月海灣原油進口量環比翻倍，分析師警示後續需求存疑 https://www.nashnova.com/zh-hant/feed/special/philadelphia-fed-manufacturing-index-surges-to-47-4-in-august-far-exceeding-10063 nashnova zh-tw 2026-08-20T12:40:05.138Z 費城聯儲8月製造業指數升至47.4，大幅超預期 https://www.nashnova.com/zh-hant/feed/special/u-s-initial-jobless-claims-fall-to-206k-better-than-expected-10062 nashnova zh-tw 2026-08-20T12:39:16.610Z 美國初請失業金降至20.6萬，好於預期 https://www.nashnova.com/zh-hant/feed/special/micron-technology-plans-to-invest-10-billion-in-u-s-memory-research-lab-over-the-10061 nashnova zh-tw 2026-08-20T12:38:24.088Z 美光科技擬未來十年向美國記憶體研究實驗室投資100億美元 https://www.nashnova.com/zh-hant/feed/special/hans-cnc-reports-h1-revenue-doubling-and-263-percent-net-profit-surge-driven-by-10060 nashnova zh-tw 2026-08-20T12:13:55.088Z 大族數控上半年營收翻倍、淨利潤增263%，AI算力PCB需求爆發驅動 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-upgrades-merck-to-overweight-raises-price-target-to-179-10059 nashnova zh-tw 2026-08-20T12:09:11.071Z 摩根士丹利上調默克評級至增持，目標價升至179美元 https://www.nashnova.com/zh-hant/feed/special/goertek-posts-cny-40b-revenue-in-h1-ai-glasses-push-accelerates-10058 nashnova zh-tw 2026-08-20T12:00:27.781Z 歌爾股份上半年營收400億元，AI眼鏡佈局加速 https://www.nashnova.com/zh-hant/feed/special/hft-giant-hrt-signs-multi-billion-dollar-ai-cloud-contract-with-coreweave-10057 nashnova zh-tw 2026-08-20T11:59:00.288Z 高頻交易巨頭HRT與CoreWeave簽數十億美元AI雲合同 https://www.nashnova.com/zh-hant/feed/special/xrp-surges-15-percent-in-a-single-day-as-on-chain-transactions-show-banking-10056 nashnova zh-tw 2026-08-20T11:44:40.392Z XRP單日漲15%，鏈上交易呈現「銀行工作時段」集中模式 https://www.nashnova.com/zh-hant/feed/special/indias-stock-market-underperformance-vs-emerging-markets-hits-widest-gap-in-10055 nashnova zh-tw 2026-08-20T11:33:36.070Z 印度股市跑輸新興市場差距創近30年最大 https://www.nashnova.com/zh-hant/feed/special/u-s-reportedly-plans-to-cut-canada-steel-and-aluminum-tariffs-to-25-percent-and-10054 nashnova zh-tw 2026-08-20T11:18:44.956Z 美國擬將加拿大鋼鋁關稅降至25%、汽車關稅降至15% https://www.nashnova.com/zh-hant/feed/special/citic-securities-reports-h1-2026-net-profit-of-23-3-billion-yuan-up-70-percent-10053 nashnova zh-tw 2026-08-20T11:10:14.604Z 中信證券2026年上半年淨利潤233億元，同比增70% https://www.nashnova.com/zh-hant/feed/special/meta-has-become-one-of-microsoft-azures-largest-ai-customers-10052 nashnova zh-tw 2026-08-20T11:09:10.417Z Meta已成微軟Azure最大AI客戶之一 https://www.nashnova.com/zh-hant/feed/special/china-tourism-group-duty-free-reports-h1-net-profit-of-3-106-billion-yuan-up-19-10051 nashnova zh-tw 2026-08-20T11:08:24.125Z 中國中免上半年淨利潤31.06億元，同比增19.49% https://www.nashnova.com/zh-hant/feed/special/muyuan-foods-reports-net-loss-of-6-08-billion-yuan-in-h1-as-low-hog-prices-turn-10050 nashnova zh-tw 2026-08-20T11:04:33.436Z 牧原股份上半年淨虧損60.8億元，豬價低迷致經營現金流轉負 https://www.nashnova.com/zh-hant/feed/special/uber-cashes-out-472-million-by-selling-aurora-innovation-shares-10049 nashnova zh-tw 2026-08-20T10:43:34.734Z Uber出售Aurora Innovation股份套現4.72億美元 https://www.nashnova.com/zh-hant/feed/special/at1-bond-volatility-hits-record-low-as-spreads-drop-below-200bps-sparking-10048 nashnova zh-tw 2026-08-20T10:31:01.370Z AT1債券波動率創新低，利差跌破200基點引發過度樂觀警告 https://www.nashnova.com/zh-hant/feed/special/barclays-structural-shift-in-u-s-treasury-buyer-base-valuation-sensitivity-10047 nashnova zh-tw 2026-08-20T10:29:41.379Z 巴克萊：美國國債買家結構轉變，估值敏感性顯著上升 https://www.nashnova.com/zh-hant/feed/special/economist-warns-two-key-u-s-indicators-are-flashing-red-recession-could-arrive-10046 nashnova zh-tw 2026-08-20T10:22:12.843Z 經濟學家警告美國兩大指標亮紅燈，衰退「隨時可能到來」 https://www.nashnova.com/zh-hant/feed/special/ai-equity-gains-boost-s-and-p-500-q2-earnings-growth-to-52-percent-10045 nashnova zh-tw 2026-08-20T10:20:55.112Z AI股權收益推升標普500二季度盈利增52% 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