https://www.nashnova.com/feed/special/goldman-sachs-korean-ai-stocks-oversold-maintains-kospi-target-at-12-000-8585 nashnova en 2026-08-05T06:10:03.957Z Goldman Sachs: Korean AI Stocks Oversold, Maintains KOSPI Target at 12,000 https://www.nashnova.com/feed/special/behind-the-yen-intervention-dollars-reserve-currency-status-questioned-8584 nashnova en 2026-08-05T06:06:54.369Z Behind the Yen Intervention: Dollar's Reserve Currency Status Questioned https://www.nashnova.com/feed/special/u-s-frontier-ai-review-framework-excludes-open-weight-models-8583 nashnova en 2026-08-05T06:05:29.527Z U.S. Frontier AI Review Framework Excludes Open-Weight Models https://www.nashnova.com/feed/special/palantir-surges-30-percent-short-sellers-lose-3-billion-in-a-single-day-8582 nashnova en 2026-08-05T06:04:14.766Z Palantir Surges 30%, Short Sellers Lose $3 Billion in a Single Day https://www.nashnova.com/feed/special/samsung-and-sk-hynix-ceos-under-police-investigation-in-south-korea-8581 nashnova en 2026-08-05T05:58:03.138Z Samsung and SK Hynix CEOs Under Police Investigation in South Korea https://www.nashnova.com/feed/special/bank-of-england-quantitative-tightening-may-be-coming-to-an-end-8580 nashnova en 2026-08-05T05:57:04.373Z Bank of England Quantitative Tightening May Be Coming to an End https://www.nashnova.com/feed/special/chinas-bond-market-expands-but-foreign-allocation-appetite-remains-constrained-8579 nashnova en 2026-08-05T05:55:57.404Z China's Bond Market Expands, but Foreign Allocation Appetite Remains Constrained by Economic Outlook https://www.nashnova.com/feed/special/siemens-energy-q3-results-hit-record-highs-driven-by-ai-data-center-demand-8578 nashnova en 2026-08-05T05:54:38.582Z Siemens Energy Q3 Results Hit Record Highs, Driven by AI Data Center Demand https://www.nashnova.com/feed/special/ai-chip-demand-tightens-abf-substrate-supply-co-investment-model-restarts-8577 nashnova en 2026-08-05T05:53:36.376Z AI Chip Demand Tightens ABF Substrate Supply, Co-Investment Model Restarts https://www.nashnova.com/feed/special/rbi-unanimously-holds-rate-at-5-25-percent-lowers-inflation-forecast-8576 nashnova en 2026-08-05T05:52:15.259Z RBI Unanimously Holds Rate at 5.25%, Lowers Inflation Forecast https://www.nashnova.com/feed/special/banks-seek-to-offload-15-billion-in-debt-from-anthropic-data-center-8575 nashnova en 2026-08-05T05:51:02.888Z Banks Seek to Offload $15 Billion in Debt from Anthropic Data Center https://www.nashnova.com/feed/special/taiwan-raids-17-chinese-firms-over-illegal-poaching-of-chip-talent-8574 nashnova en 2026-08-05T05:49:51.414Z Taiwan Raids 17 Chinese Firms Over Illegal Poaching of Chip Talent https://www.nashnova.com/feed/special/infineon-q4-revenue-guidance-beats-expectations-ai-data-center-power-chips-as-8573 nashnova en 2026-08-05T05:41:18.453Z Infineon Q4 Revenue Guidance Beats Expectations, AI Data Center Power Chips as Biggest Growth Engine https://www.nashnova.com/feed/special/memory-shortage-drags-down-pc-market-apple-and-nvidia-among-few-bright-spots-8572 nashnova en 2026-08-05T05:40:04.056Z Memory Shortage Drags Down PC Market; Apple and Nvidia Among Few Bright Spots https://www.nashnova.com/feed/special/southbound-funds-net-buy-hong-kong-stocks-for-two-consecutive-months-amid-ai-8571 nashnova en 2026-08-05T05:29:28.232Z Southbound Funds Net Buy Hong Kong Stocks for Two Consecutive Months Amid AI Turmoil https://www.nashnova.com/feed/special/cathay-pacifics-h1-net-profit-hits-highest-since-2010-8570 nashnova en 2026-08-05T04:29:29.274Z Cathay Pacific's H1 Net Profit Hits Highest Since 2010 https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-up-0-11-percent-gold-stocks-rally-across-the-board-8569 nashnova en 2026-08-05T04:24:36.370Z HK Stocks Midday: Hang Seng Up 0.11%, Gold Stocks Rally Across the Board https://www.nashnova.com/feed/special/ai-stocks-down-60-percent-in-a-month-baker-fundamentals-still-accelerating-8568 nashnova en 2026-08-05T04:14:28.007Z AI Stocks Down 60% in a Month, Baker: Fundamentals Still Accelerating https://www.nashnova.com/feed/special/dollar-index-pulls-back-to-the-100-level-as-positioning-and-yield-spreads-both-8567 nashnova en 2026-08-05T03:49:33.295Z Dollar Index Pulls Back to the 100 Level as Positioning and Yield Spreads Both Signal Neutrality https://www.nashnova.com/feed/special/amd-and-nvidia-diverge-in-battle-for-ai-infrastructure-market-8566 nashnova en 2026-08-05T03:11:20.936Z AMD and Nvidia Diverge in Battle for AI Infrastructure Market https://www.nashnova.com/feed/special/chinas-politburo-meeting-sends-ambiguous-signals-three-key-uncertainties-remain-8565 nashnova en 2026-08-05T03:09:54.413Z China's Politburo Meeting Sends Ambiguous Signals, Three Key Uncertainties Remain https://www.nashnova.com/feed/special/sk-hynix-shares-surge-as-market-bets-on-shareholder-return-plan-materializing-8564 nashnova en 2026-08-05T02:59:53.614Z SK Hynix Shares Surge as Market Bets on Shareholder Return Plan Materializing https://www.nashnova.com/feed/special/three-major-investment-banks-interpret-optical-module-ban-rumors-chinas-capacity-8563 nashnova en 2026-08-05T02:46:02.806Z Three Major Investment Banks Interpret Optical Module Ban Rumors: China's Capacity Irreplaceable in Short Term, U.S. Suppliers May Seize Multi-Billion Dollar Opportunity https://www.nashnova.com/feed/special/gm-and-saic-renew-joint-venture-for-20-years-through-2047-8562 nashnova en 2026-08-05T02:44:37.117Z GM and SAIC Renew Joint Venture for 20 Years Through 2047 https://www.nashnova.com/feed/special/u-s-bans-export-of-tungsten-scrap-and-battery-black-mass-for-one-year-8561 nashnova en 2026-08-05T02:29:33.963Z U.S. Bans Export of Tungsten Scrap and Battery Black Mass for One Year https://www.nashnova.com/feed/special/samsung-and-sk-hynix-test-chinese-chip-equipment-to-hedge-against-u-s-export-8560 nashnova en 2026-08-05T02:15:04.431Z Samsung and SK Hynix Test Chinese Chip Equipment to Hedge Against U.S. Export Control Risks https://www.nashnova.com/feed/special/u-s-iran-hormuz-agreement-nears-finalization-60-day-interim-framework-revealed-8559 nashnova en 2026-08-05T02:11:16.330Z U.S.-Iran Hormuz Agreement Nears Finalization, 60-Day Interim Framework Revealed https://www.nashnova.com/feed/special/fms-2026-memory-summit-big-three-unveil-ai-roadmaps-as-cxmt-is-absent-8558 nashnova en 2026-08-05T02:09:57.695Z FMS 2026 Memory Summit: Big Three Unveil AI Roadmaps as CXMT Is Absent https://www.nashnova.com/feed/special/chinas-july-services-pmi-falls-to-50-4-8556 nashnova en 2026-08-05T01:54:14.157Z China's July Services PMI Falls to 50.4 https://www.nashnova.com/feed/special/hk-stocks-open-ai-concept-strengthens-optical-communication-sector-opens-lower-8555 nashnova en 2026-08-05T01:44:43.924Z HK Stocks Open: AI Concept Strengthens, Optical Communication Sector Opens Lower https://www.nashnova.com/feed/special/innovent-biologics-h1-product-revenue-exceeds-rmb-8-2-billion-up-over-55-percent-8554 nashnova en 2026-08-05T01:39:23.958Z Innovent Biologics' H1 Product Revenue Exceeds RMB 8.2 Billion, Up Over 55% YoY https://www.nashnova.com/feed/special/chinext-index-opens-over-3-percent-lower-as-optical-module-stocks-decline-8553 nashnova en 2026-08-05T01:29:14.875Z ChiNext Index Opens Over 3% Lower as Optical Module Stocks Decline Sharply https://www.nashnova.com/feed/special/boj-june-meeting-minutes-two-board-members-call-for-faster-rate-hikes-8552 nashnova en 2026-08-05T01:24:16.930Z BOJ June Meeting Minutes: Two Board Members Call for Faster Rate Hikes https://www.nashnova.com/feed/special/softbank-surges-over-10-percent-as-asian-tech-stocks-rally-following-u-s-ai-8551 nashnova en 2026-08-05T01:09:38.528Z SoftBank Surges Over 10% as Asian Tech Stocks Rally Following U.S. AI Momentum https://www.nashnova.com/feed/special/uk-ai-safety-institute-17-boundary-crossing-behaviors-found-in-anthropic-agent-8550 nashnova en 2026-08-05T01:04:58.306Z UK AI Safety Institute: 17 Boundary-Crossing Behaviors Found in Anthropic Agent Testing https://www.nashnova.com/feed/special/japans-july-services-pmi-falls-to-51-2-as-output-price-growth-hits-12-year-high-8549 nashnova en 2026-08-05T00:54:37.865Z Japan's July Services PMI Falls to 51.2 as Output Price Growth Hits 12-Year High https://www.nashnova.com/feed/special/beijing-slaps-20-percent-tax-on-offshore-trusts-wealthy-rush-to-raise-cash-8548 nashnova en 2026-08-05T00:41:50.546Z Beijing Slaps 20% Tax on Offshore Trusts, Wealthy Rush to Raise Cash https://www.nashnova.com/feed/special/kansas-city-feds-schmid-taming-inflation-requires-tighter-monetary-policy-8547 nashnova en 2026-08-05T00:40:36.978Z Kansas City Fed's Schmid: Taming Inflation Requires Tighter Monetary Policy https://www.nashnova.com/feed/special/peoples-daily-china-and-the-u-s-should-extend-the-cooperation-list-rather-than-8546 nashnova en 2026-08-05T00:39:29.608Z People's Daily: China and the U.S. Should Extend the "Cooperation List" Rather Than the "Coverage List" https://www.nashnova.com/feed/special/citic-securities-around-4-000-is-likely-the-bottom-for-this-gold-rally-8545 nashnova en 2026-08-05T00:34:49.013Z CITIC Securities: Around $4,000 Is Likely the Bottom for This Gold Rally https://www.nashnova.com/feed/special/cicc-ai-investment-logic-shifts-to-competing-on-efficiency-and-returns-8544 nashnova en 2026-08-05T00:30:50.209Z CICC: AI Investment Logic Shifts to "Competing on Efficiency and Returns" https://www.nashnova.com/feed/special/china-restricts-quantitative-trading-a-share-volatility-drops-to-lows-but-8543 nashnova en 2026-08-05T00:29:36.138Z China Restricts Quantitative Trading, A-Share Volatility Drops to Lows but Trading Volume Shrinks https://www.nashnova.com/feed/special/takaichi-demanded-boj-buy-more-government-bonds-when-necessary-8542 nashnova en 2026-08-05T00:19:23.755Z Takaichi Demanded BOJ Buy More Government Bonds When Necessary https://www.nashnova.com/feed/special/hormuz-negotiation-progress-lowers-rate-hike-expectations-gold-trades-in-narrow-8541 nashnova en 2026-08-05T00:14:45.772Z Hormuz Negotiation Progress Lowers Rate Hike Expectations, Gold Trades in Narrow Range https://www.nashnova.com/feed/special/chinas-ministry-of-finance-issues-rmb-15-billion-sovereign-bonds-in-hong-kong-8540 nashnova en 2026-08-05T00:10:35.137Z China's Ministry of Finance Issues RMB 15 Billion Sovereign Bonds in Hong Kong https://www.nashnova.com/feed/special/nikkei-225-opens-1-percent-higher-kospi-surges-3-8-percent-8539 nashnova en 2026-08-05T00:09:25.272Z Nikkei 225 Opens 1% Higher, KOSPI Surges 3.8% https://www.nashnova.com/feed/special/ea-completes-privatization-saudi-sovereign-fund-holds-93-4-percent-stake-8538 nashnova en 2026-08-05T00:04:36.786Z EA Completes Privatization, Saudi Sovereign Fund Holds 93.4% Stake https://www.nashnova.com/feed/special/foreign-banks-decode-fcc-optical-module-ban-rumors-winners-and-losers-8537 nashnova en 2026-08-04T23:50:46.783Z Foreign Banks Decode FCC Optical Module Ban Rumors: Winners and Losers https://www.nashnova.com/feed/special/japans-june-nominal-wages-rise-3-4-percent-real-wages-up-for-sixth-straight-8536 nashnova en 2026-08-04T23:49:30.428Z Japan's June Nominal Wages Rise 3.4%, Real Wages Up for Sixth Straight Month https://www.nashnova.com/feed/special/cloud-backlog-surges-150-percent-jpmorgan-tech-stock-valuations-have-bottomed-8535 nashnova en 2026-08-04T22:54:59.368Z Cloud Backlog Surges 150%, JPMorgan: Tech Stock Valuations Have Bottomed https://www.nashnova.com/feed/special/api-u-s-crude-oil-inventories-post-unexpected-build-of-2-69-million-barrels-8534 nashnova en 2026-08-04T22:49:12.384Z API: U.S. Crude Oil Inventories Post Unexpected Build of 2.69 Million Barrels https://www.nashnova.com/feed/special/cloud-ai-chip-makers-rush-to-lock-in-tsmc-capacity-as-long-term-agreements-make-8533 nashnova en 2026-08-04T22:36:04.417Z Cloud AI Chip Makers Rush to Lock In TSMC Capacity as Long-Term Agreements Make a Comeback https://www.nashnova.com/feed/special/waymo-considers-exiting-robotaxi-partnership-with-uber-8532 nashnova en 2026-08-04T22:34:42.831Z Waymo Considers Exiting Robotaxi Partnership with Uber https://www.nashnova.com/feed/special/bessent-trusts-boj-governor-ueda-to-make-the-best-decisions-8531 nashnova en 2026-08-04T22:29:22.758Z Bessent: Trusts BOJ Governor Ueda to Make the Best Decisions https://www.nashnova.com/feed/special/goldman-sachs-chinas-llms-now-dominate-global-token-usage-market-underestimates-8530 nashnova en 2026-08-04T21:39:58.785Z Goldman Sachs: China's LLMs Now Dominate Global Token Usage, Market Underestimates the Shift https://www.nashnova.com/feed/special/u-s-has-refunded-over-100-billion-in-liberation-day-tariffs-8529 nashnova en 2026-08-04T21:20:13.151Z U.S. Has Refunded Over $100 Billion in Liberation Day Tariffs https://www.nashnova.com/feed/special/indian-diaspora-financing-exceeds-40-billion-supporting-rupee-exchange-rate-8528 nashnova en 2026-08-04T21:15:17.910Z Indian Diaspora Financing Exceeds $40 Billion, Supporting Rupee Exchange Rate https://www.nashnova.com/feed/special/ai-power-demand-drives-u-s-pipeline-operators-to-race-for-capacity-expansion-8527 nashnova en 2026-08-04T21:09:47.828Z AI Power Demand Drives U.S. Pipeline Operators to Race for Capacity Expansion https://www.nashnova.com/feed/special/booking-holdings-q2-revenue-beats-expectations-stock-rises-7-percent-after-hours-8526 nashnova en 2026-08-04T20:54:20.295Z Booking Holdings Q2 Revenue Beats Expectations, Stock Rises 7% After Hours https://www.nashnova.com/feed/special/musk-starlink-v3-satellites-represent-an-order-of-magnitude-improvement-over-v2-8525 nashnova en 2026-08-04T20:49:37.179Z Musk: Starlink V3 Satellites Represent an Order-of-Magnitude Improvement Over V2 https://www.nashnova.com/feed/special/amd-q2-revenue-surges-50-percent-beating-expectations-but-q3-guidance-8524 nashnova en 2026-08-04T20:35:37.138Z AMD Q2 Revenue Surges 50% Beating Expectations, but Q3 Guidance Disappoints Some Investors https://www.nashnova.com/feed/special/arista-networks-q2-revenue-beats-expectations-by-38-percent-ai-networking-demand-8523 nashnova en 2026-08-04T20:34:30.986Z Arista Networks Q2 Revenue Beats Expectations by 38%, AI Networking Demand Accelerates https://www.nashnova.com/feed/special/jensen-huang-musk-is-in-an-excellent-position-in-the-ai-race-8522 nashnova en 2026-08-04T20:30:58.942Z Jensen Huang: Musk Is in an Excellent Position in the AI Race https://www.nashnova.com/feed/special/pinterest-beats-q2-expectations-but-weak-guidance-sends-shares-down-7-percent-8521 nashnova en 2026-08-04T20:29:47.645Z Pinterest Beats Q2 Expectations but Weak Guidance Sends Shares Down 7% After Hours https://www.nashnova.com/feed/special/amd-q2-capital-expenditure-hits-808-million-nearly-double-the-expectations-8520 nashnova en 2026-08-04T20:24:36.011Z AMD Q2 Capital Expenditure Hits $808 Million, Nearly Double the Expectations https://www.nashnova.com/feed/special/spacex-q2-revenue-hits-7-8b-beating-expectations-by-over-14-percent-8519 nashnova en 2026-08-04T20:09:49.689Z SpaceX Q2 Revenue Hits $7.8B, Beating Expectations by Over 14% https://www.nashnova.com/feed/special/high-flyer-quant-drops-over-20-percent-in-july-alone-institutions-say-ai-theme-8518 nashnova en 2026-08-04T20:06:03.569Z High-Flyer Quant Drops Over 20% in July Alone; Institutions Say AI Theme Is Not Over https://www.nashnova.com/feed/special/amazon-loses-injunction-bid-perplexity-ai-shopping-tool-unblocked-8517 nashnova en 2026-08-04T20:04:33.068Z Amazon Loses Injunction Bid, Perplexity AI Shopping Tool Unblocked https://www.nashnova.com/feed/special/renaissance-capital-rare-downgrade-on-apple-citing-slowing-services-growth-8516 nashnova en 2026-08-04T19:54:18.350Z Renaissance Capital Rare Downgrade on Apple, Citing Slowing Services Growth https://www.nashnova.com/feed/special/samsung-unveils-400-layer-bv-nand-with-58-percent-storage-density-improvement-8515 nashnova en 2026-08-04T19:40:21.112Z Samsung Unveils 400-Layer BV-NAND with 58% Storage Density Improvement https://www.nashnova.com/feed/special/spacex-and-nvidia-partner-to-design-satellite-computing-deployment-solutions-8514 nashnova en 2026-08-04T19:39:20.570Z SpaceX and NVIDIA Partner to Design Satellite Computing Deployment Solutions https://www.nashnova.com/feed/special/all-three-major-u-s-indexes-hit-record-highs-as-chip-stocks-surge-nearly-7-8512 nashnova en 2026-08-04T18:34:41.773Z All Three Major U.S. Indexes Hit Record Highs as Chip Stocks Surge Nearly 7% in a Single Day https://www.nashnova.com/feed/special/lockheed-in-talks-to-secure-domestic-scandium-and-germanium-supply-rare-earth-8511 nashnova en 2026-08-04T18:29:48.553Z Lockheed in Talks to Secure Domestic Scandium and Germanium Supply; Rare Earth Stocks Rally https://www.nashnova.com/feed/special/indian-vessel-sunk-by-projectile-near-yemen-14-crew-members-rescued-8510 nashnova en 2026-08-04T18:19:19.654Z Indian Vessel Sunk by Projectile Near Yemen, 14 Crew Members Rescued https://www.nashnova.com/feed/special/opec-july-output-rises-1-16m-bpd-led-by-three-gulf-states-8509 nashnova en 2026-08-04T18:04:33.843Z OPEC July Output Rises 1.16M bpd, Led by Three Gulf States https://www.nashnova.com/feed/special/ft-palantirs-valuation-driven-by-greed-and-fear-8508 nashnova en 2026-08-04T17:34:20.911Z FT: Palantir's Valuation Driven by Greed and Fear https://www.nashnova.com/feed/special/oracles-ai-gamble-credit-rating-nearing-junk-status-stock-price-cut-in-half-8507 nashnova en 2026-08-04T17:31:53.083Z Oracle's AI Gamble: Credit Rating Nearing Junk Status, Stock Price Cut in Half https://www.nashnova.com/feed/special/big-five-tech-giants-ai-data-center-lease-commitments-exceed-1-trillion-8506 nashnova en 2026-08-04T17:30:30.739Z Big Five Tech Giants' AI Data Center Lease Commitments Exceed $1 Trillion https://www.nashnova.com/feed/special/uber-q2-earnings-preview-eps-expected-at-0-80-robotaxi-competition-in-focus-8505 nashnova en 2026-08-04T17:29:19.369Z Uber Q2 Earnings Preview: EPS Expected at $0.80, Robotaxi Competition in Focus https://www.nashnova.com/feed/special/apple-kicks-off-inventory-build-for-september-iphone-launch-event-first-to-be-8504 nashnova en 2026-08-04T17:09:38.511Z Apple Kicks Off Inventory Build for September iPhone Launch Event, First to Be Hosted by Ternus https://www.nashnova.com/feed/special/japan-considers-adopting-palantir-and-anduril-ai-systems-to-strengthen-defense-8503 nashnova en 2026-08-04T17:05:26.939Z Japan Considers Adopting Palantir and Anduril AI Systems to Strengthen Defense Command https://www.nashnova.com/feed/special/tsmc-3nm-wafer-production-ramps-up-two-to-three-months-ahead-of-schedule-8502 nashnova en 2026-08-04T17:04:20.942Z TSMC 3nm Wafer Production Ramps Up Two to Three Months Ahead of Schedule https://www.nashnova.com/feed/special/novo-nordisk-q2-profit-beats-expectations-raises-full-year-guidance-8501 nashnova en 2026-08-04T16:54:47.906Z Novo Nordisk Q2 Profit Beats Expectations, Raises Full-Year Guidance https://www.nashnova.com/feed/special/blackstone-plans-large-scale-debt-financing-for-anthropic-chip-deal-8500 nashnova en 2026-08-04T16:49:19.958Z Blackstone Plans Large-Scale Debt Financing for Anthropic Chip Deal https://www.nashnova.com/feed/special/bessent-defends-warsh-markets-experiencing-fed-guidance-withdrawal-8499 nashnova en 2026-08-04T16:39:44.697Z Bessent Defends Warsh: Markets Experiencing Fed Guidance 'Withdrawal' https://www.nashnova.com/feed/special/u-s-plans-to-set-price-floor-on-polysilicon-and-impose-additional-tariffs-8498 nashnova en 2026-08-04T16:24:17.266Z U.S. Plans to Set Price Floor on Polysilicon and Impose Additional Tariffs https://www.nashnova.com/feed/special/wall-street-institutions-dominate-crypto-market-as-retail-retreat-reshapes-8497 nashnova en 2026-08-04T16:16:09.068Z Wall Street Institutions Dominate Crypto Market as Retail Retreat Reshapes Market Structure https://www.nashnova.com/feed/special/if-siri-ai-succeeds-apple-may-be-forced-to-ramp-up-ai-spending-8496 nashnova en 2026-08-04T16:14:44.248Z If Siri AI Succeeds, Apple May Be Forced to Ramp Up AI Spending https://www.nashnova.com/feed/special/disney-q3-earnings-preview-eps-expected-to-rise-14-9-percent-8495 nashnova en 2026-08-04T15:59:16.526Z Disney Q3 Earnings Preview: EPS Expected to Rise 14.9% https://www.nashnova.com/feed/special/bernstein-clarity-act-stalling-could-weigh-on-crypto-valuations-8494 nashnova en 2026-08-04T15:39:30.596Z Bernstein: CLARITY Act Stalling Could Weigh on Crypto Valuations https://www.nashnova.com/feed/special/earnings-from-four-analog-chip-giants-confirm-the-start-of-an-upcycle-8493 nashnova en 2026-08-04T15:35:19.903Z Earnings from Four Analog Chip Giants Confirm the Start of an Upcycle https://www.nashnova.com/feed/special/oil-prices-drop-5-percent-easing-rate-hike-expectations-u-s-treasury-yields-fall-8492 nashnova en 2026-08-04T15:14:49.102Z Oil Prices Drop 5% Easing Rate Hike Expectations, U.S. Treasury Yields Fall Across the Board https://www.nashnova.com/feed/special/tata-electronics-leak-becomes-chinas-propaganda-tool-to-undermine-apples-india-8491 nashnova en 2026-08-04T14:56:03.443Z Tata Electronics Leak Becomes China's Propaganda Tool to Undermine Apple's India Supply Chain https://www.nashnova.com/feed/special/four-major-ai-companies-visit-white-house-to-discuss-voluntary-safety-testing-8490 nashnova en 2026-08-04T14:54:42.677Z Four Major AI Companies Visit White House to Discuss Voluntary Safety Testing https://www.nashnova.com/feed/special/s-and-p-500-hits-all-time-high-of-7-665-up-11-4-percent-year-to-date-8489 nashnova en 2026-08-04T14:30:27.352Z S&P 500 Hits All-Time High of 7,665, Up 11.4% Year-to-Date https://www.nashnova.com/feed/special/new-jersey-ag-files-antitrust-lawsuit-against-amazon-8488 nashnova en 2026-08-04T14:29:30.090Z New Jersey AG Files Antitrust Lawsuit Against Amazon https://www.nashnova.com/feed/special/u-s-treasury-auction-sizes-expected-to-hold-steady-for-now-debate-over-timing-of-8487 nashnova en 2026-08-04T14:24:54.092Z U.S. Treasury Auction Sizes Expected to Hold Steady for Now; Debate Over Timing of Increases Extends to 2027 https://www.nashnova.com/feed/special/u-s-june-core-factory-orders-post-surprise-sharp-decline-marking-largest-monthly-8486 nashnova en 2026-08-04T14:20:50.545Z U.S. June Core Factory Orders Post Surprise Sharp Decline, Marking Largest Monthly Drop of the Year https://www.nashnova.com/feed/special/marvell-launches-new-ai-memory-infrastructure-products-stock-surges-over-11-8485 nashnova en 2026-08-04T14:19:40.792Z Marvell Launches New AI Memory Infrastructure Products, Stock Surges Over 11% https://www.nashnova.com/zh/feed/special/cathay-pacifics-h1-net-profit-hits-highest-since-2010-8570 nashnova zh-cn 2026-08-05T04:29:29.274Z 国泰航空上半年净利润创2010年来新高 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-hang-seng-up-0-11-percent-gold-stocks-rally-across-the-board-8569 nashnova zh-cn 2026-08-05T04:24:36.370Z 港股午盘：恒指涨0.11%，黄金股全线上涨 https://www.nashnova.com/zh/feed/special/ai-stocks-down-60-percent-in-a-month-baker-fundamentals-still-accelerating-8568 nashnova zh-cn 2026-08-05T04:14:28.007Z AI股月内跌60%，Baker：基本面仍在加速 https://www.nashnova.com/zh/feed/special/dollar-index-pulls-back-to-the-100-level-as-positioning-and-yield-spreads-both-8567 nashnova zh-cn 2026-08-05T03:49:33.295Z 美元指数回踩100关口，头寸利差均显中性 https://www.nashnova.com/zh/feed/special/amd-and-nvidia-diverge-in-battle-for-ai-infrastructure-market-8566 nashnova zh-cn 2026-08-05T03:11:20.936Z AMD与英伟达分路争夺AI基础设施市场 https://www.nashnova.com/zh/feed/special/chinas-politburo-meeting-sends-ambiguous-signals-three-key-uncertainties-remain-8565 nashnova zh-cn 2026-08-05T03:09:54.413Z 中国政治局会议信号模糊，三大疑点待解 https://www.nashnova.com/zh/feed/special/sk-hynix-shares-surge-as-market-bets-on-shareholder-return-plan-materializing-8564 nashnova zh-cn 2026-08-05T02:59:53.614Z SK海力士股价大涨，市场押注股东回报计划落地 https://www.nashnova.com/zh/feed/special/three-major-investment-banks-interpret-optical-module-ban-rumors-chinas-capacity-8563 nashnova zh-cn 2026-08-05T02:46:02.806Z 三大投行解读光模块禁令传闻：中国产能短期不可替代，美国供应商或获百亿美元机遇 https://www.nashnova.com/zh/feed/special/gm-and-saic-renew-joint-venture-for-20-years-through-2047-8562 nashnova zh-cn 2026-08-05T02:44:37.117Z 通用汽车与上汽合资续签20年至2047年 https://www.nashnova.com/zh/feed/special/u-s-bans-export-of-tungsten-scrap-and-battery-black-mass-for-one-year-8561 nashnova zh-cn 2026-08-05T02:29:33.963Z 美国禁止钨废料及电池黑块出口一年 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-test-chinese-chip-equipment-to-hedge-against-u-s-export-8560 nashnova zh-cn 2026-08-05T02:15:04.431Z 三星SK海力士测试中国芯片设备以对冲美国管制风险 https://www.nashnova.com/zh/feed/special/u-s-iran-hormuz-agreement-nears-finalization-60-day-interim-framework-revealed-8559 nashnova zh-cn 2026-08-05T02:11:16.330Z 美伊霍尔木兹协议接近落地，60天临时安排框架曝光 https://www.nashnova.com/zh/feed/special/fms-2026-memory-summit-big-three-unveil-ai-roadmaps-as-cxmt-is-absent-8558 nashnova zh-cn 2026-08-05T02:09:57.695Z FMS 2026内存峰会：三巨头发布AI路线图，长鑫缺席 https://www.nashnova.com/zh/feed/special/chinas-july-services-pmi-falls-to-50-4-8556 nashnova zh-cn 2026-08-05T01:54:14.157Z 中国7月服务业PMI降至50.4 https://www.nashnova.com/zh/feed/special/hk-stocks-open-ai-concept-strengthens-optical-communication-sector-opens-lower-8555 nashnova zh-cn 2026-08-05T01:44:43.924Z 港股开盘：AI概念走强，光通信板块低开 https://www.nashnova.com/zh/feed/special/innovent-biologics-h1-product-revenue-exceeds-rmb-8-2-billion-up-over-55-percent-8554 nashnova zh-cn 2026-08-05T01:39:23.958Z 信达生物上半年产品收入超82亿元，同比增逾55% https://www.nashnova.com/zh/feed/special/chinext-index-opens-over-3-percent-lower-as-optical-module-stocks-decline-8553 nashnova zh-cn 2026-08-05T01:29:14.875Z 创业板指低开逾3%，光模块概念股集体下挫 https://www.nashnova.com/zh/feed/special/boj-june-meeting-minutes-two-board-members-call-for-faster-rate-hikes-8552 nashnova zh-cn 2026-08-05T01:24:16.930Z 日本央行6月会议纪要：两委员呼吁加快加息 https://www.nashnova.com/zh/feed/special/softbank-surges-over-10-percent-as-asian-tech-stocks-rally-following-u-s-ai-8551 nashnova zh-cn 2026-08-05T01:09:38.528Z 软银涨逾10%，亚洲科技股跟随美股AI行情走强 https://www.nashnova.com/zh/feed/special/uk-ai-safety-institute-17-boundary-crossing-behaviors-found-in-anthropic-agent-8550 nashnova zh-cn 2026-08-05T01:04:58.306Z 英国AI安全机构：Anthropic代理测试中占17起越界行为 https://www.nashnova.com/zh/feed/special/japans-july-services-pmi-falls-to-51-2-as-output-price-growth-hits-12-year-high-8549 nashnova zh-cn 2026-08-05T00:54:37.865Z 日本7月服务业PMI降至51.2，售价涨速创12年新高 https://www.nashnova.com/zh/feed/special/beijing-slaps-20-percent-tax-on-offshore-trusts-wealthy-rush-to-raise-cash-8548 nashnova zh-cn 2026-08-05T00:41:50.546Z 北京对离岸信托征20%税，富豪急寻现金 https://www.nashnova.com/zh/feed/special/kansas-city-feds-schmid-taming-inflation-requires-tighter-monetary-policy-8547 nashnova zh-cn 2026-08-05T00:40:36.978Z 堪萨斯城联储施密德：压通胀需收紧货币政策 https://www.nashnova.com/zh/feed/special/peoples-daily-china-and-the-u-s-should-extend-the-cooperation-list-rather-than-8546 nashnova zh-cn 2026-08-05T00:39:29.608Z 人民日报：中美应拉长"合作清单"而非"覆盖清单" https://www.nashnova.com/zh/feed/special/citic-securities-around-4-000-is-likely-the-bottom-for-this-gold-rally-8545 nashnova zh-cn 2026-08-05T00:34:49.013Z 中信证券：4000美元附近大概率是本轮黄金底部 https://www.nashnova.com/zh/feed/special/cicc-ai-investment-logic-shifts-to-competing-on-efficiency-and-returns-8544 nashnova zh-cn 2026-08-05T00:30:50.209Z 中金：AI投资逻辑转向"拼效率拼回报" https://www.nashnova.com/zh/feed/special/china-restricts-quantitative-trading-a-share-volatility-drops-to-lows-but-8543 nashnova zh-cn 2026-08-05T00:29:36.138Z 中国限制量化交易，A股波动率降至低位但成交量萎缩 https://www.nashnova.com/zh/feed/special/takaichi-demanded-boj-buy-more-government-bonds-when-necessary-8542 nashnova zh-cn 2026-08-05T00:19:23.755Z 高市曾要求日本央行必要时增购国债 https://www.nashnova.com/zh/feed/special/hormuz-negotiation-progress-lowers-rate-hike-expectations-gold-trades-in-narrow-8541 nashnova zh-cn 2026-08-05T00:14:45.772Z 霍尔木兹谈判推进压低加息预期，黄金窄幅震荡 https://www.nashnova.com/zh/feed/special/chinas-ministry-of-finance-issues-rmb-15-billion-sovereign-bonds-in-hong-kong-8540 nashnova zh-cn 2026-08-05T00:10:35.137Z 中国财政部香港发行150亿元主权债券 https://www.nashnova.com/zh/feed/special/nikkei-225-opens-1-percent-higher-kospi-surges-3-8-percent-8539 nashnova zh-cn 2026-08-05T00:09:25.272Z 日经225高开1%，韩国综指涨3.8% https://www.nashnova.com/zh/feed/special/ea-completes-privatization-saudi-sovereign-fund-holds-93-4-percent-stake-8538 nashnova zh-cn 2026-08-05T00:04:36.786Z EA完成私有化，沙特主权基金持股93.4% https://www.nashnova.com/zh/feed/special/foreign-banks-decode-fcc-optical-module-ban-rumors-winners-and-losers-8537 nashnova zh-cn 2026-08-04T23:50:46.783Z 外资行解读FCC光模块禁令传闻：谁受益谁受损 https://www.nashnova.com/zh/feed/special/japans-june-nominal-wages-rise-3-4-percent-real-wages-up-for-sixth-straight-8536 nashnova zh-cn 2026-08-04T23:49:30.428Z 日本6月名义工资涨3.4%，实际工资连增六个月 https://www.nashnova.com/zh/feed/special/cloud-backlog-surges-150-percent-jpmorgan-tech-stock-valuations-have-bottomed-8535 nashnova zh-cn 2026-08-04T22:54:59.368Z 云积压订单激增150%，摩根大通：科技股估值已触底 https://www.nashnova.com/zh/feed/special/api-u-s-crude-oil-inventories-post-unexpected-build-of-2-69-million-barrels-8534 nashnova zh-cn 2026-08-04T22:49:12.384Z API：美国原油库存意外增加269万桶 https://www.nashnova.com/zh/feed/special/cloud-ai-chip-makers-rush-to-lock-in-tsmc-capacity-as-long-term-agreements-make-8533 nashnova zh-cn 2026-08-04T22:36:04.417Z 云AI芯片厂商抢锁台积电产能，长期协议重启 https://www.nashnova.com/zh/feed/special/waymo-considers-exiting-robotaxi-partnership-with-uber-8532 nashnova zh-cn 2026-08-04T22:34:42.831Z Waymo考虑退出与Uber机器人出租车合作 https://www.nashnova.com/zh/feed/special/bessent-trusts-boj-governor-ueda-to-make-the-best-decisions-8531 nashnova zh-cn 2026-08-04T22:29:22.758Z 贝森特：相信日本央行行长植田将作出最佳决策 https://www.nashnova.com/zh/feed/special/goldman-sachs-chinas-llms-now-dominate-global-token-usage-market-underestimates-8530 nashnova zh-cn 2026-08-04T21:39:58.785Z 高盛：中国大模型已主导全球Token用量，市场低估转变 https://www.nashnova.com/zh/feed/special/u-s-has-refunded-over-100-billion-in-liberation-day-tariffs-8529 nashnova zh-cn 2026-08-04T21:20:13.151Z 美国已退还逾1000亿美元解放日关税 https://www.nashnova.com/zh/feed/special/indian-diaspora-financing-exceeds-40-billion-supporting-rupee-exchange-rate-8528 nashnova zh-cn 2026-08-04T21:15:17.910Z 印度侨民融资逾400亿美元，卢比汇率获支撑 https://www.nashnova.com/zh/feed/special/ai-power-demand-drives-u-s-pipeline-operators-to-race-for-capacity-expansion-8527 nashnova zh-cn 2026-08-04T21:09:47.828Z AI电力需求驱动美国管道商竞相扩容 https://www.nashnova.com/zh/feed/special/booking-holdings-q2-revenue-beats-expectations-stock-rises-7-percent-after-hours-8526 nashnova zh-cn 2026-08-04T20:54:20.295Z Booking Holdings Q2营收超预期，盘后涨7% https://www.nashnova.com/zh/feed/special/musk-starlink-v3-satellites-represent-an-order-of-magnitude-improvement-over-v2-8525 nashnova zh-cn 2026-08-04T20:49:37.179Z 马斯克：星链V3卫星能力较V2提升一个数量级 https://www.nashnova.com/zh/feed/special/amd-q2-revenue-surges-50-percent-beating-expectations-but-q3-guidance-8524 nashnova zh-cn 2026-08-04T20:35:37.138Z AMD Q2营收增50%超预期，Q3指引令部分投资者失望 https://www.nashnova.com/zh/feed/special/arista-networks-q2-revenue-beats-expectations-by-38-percent-ai-networking-demand-8523 nashnova zh-cn 2026-08-04T20:34:30.986Z Arista Networks Q2营收38%超预期，AI网络需求加速 https://www.nashnova.com/zh/feed/special/jensen-huang-musk-is-in-an-excellent-position-in-the-ai-race-8522 nashnova zh-cn 2026-08-04T20:30:58.942Z 黄仁勋：马斯克在AI竞赛中占据绝佳位置 https://www.nashnova.com/zh/feed/special/pinterest-beats-q2-expectations-but-weak-guidance-sends-shares-down-7-percent-8521 nashnova zh-cn 2026-08-04T20:29:47.645Z Pinterest Q2超预期但指引疲软，盘后跌7% https://www.nashnova.com/zh/feed/special/amd-q2-capital-expenditure-hits-808-million-nearly-double-the-expectations-8520 nashnova zh-cn 2026-08-04T20:24:36.011Z AMD二季度资本开支8.08亿美元，超预期近两倍 https://www.nashnova.com/zh/feed/special/spacex-q2-revenue-hits-7-8b-beating-expectations-by-over-14-percent-8519 nashnova zh-cn 2026-08-04T20:09:49.689Z SpaceX Q2营收78亿美元，超预期逾14% https://www.nashnova.com/zh/feed/special/high-flyer-quant-drops-over-20-percent-in-july-alone-institutions-say-ai-theme-8518 nashnova zh-cn 2026-08-04T20:06:03.569Z 幻方量化7月单月跌逾20%，机构称AI主线未终结 https://www.nashnova.com/zh/feed/special/amazon-loses-injunction-bid-perplexity-ai-shopping-tool-unblocked-8517 nashnova zh-cn 2026-08-04T20:04:33.068Z 亚马逊申请禁令败诉，Perplexity AI购物工具获解禁 https://www.nashnova.com/zh/feed/special/renaissance-capital-rare-downgrade-on-apple-citing-slowing-services-growth-8516 nashnova zh-cn 2026-08-04T19:54:18.350Z 华兴资本罕见下调苹果评级，指服务增速放缓 https://www.nashnova.com/zh/feed/special/samsung-unveils-400-layer-bv-nand-with-58-percent-storage-density-improvement-8515 nashnova zh-cn 2026-08-04T19:40:21.112Z 三星发布400层BV-NAND，存储密度提升58% https://www.nashnova.com/zh/feed/special/spacex-and-nvidia-partner-to-design-satellite-computing-deployment-solutions-8514 nashnova zh-cn 2026-08-04T19:39:20.570Z SpaceX与英伟达合作设计卫星算力部署方案 https://www.nashnova.com/zh/feed/special/ai-8513 nashnova zh-cn 2026-08-04T19:19:34.079Z 富国银行：AI支出红利向工业股传导 https://www.nashnova.com/zh/feed/special/all-three-major-u-s-indexes-hit-record-highs-as-chip-stocks-surge-nearly-7-8512 nashnova zh-cn 2026-08-04T18:34:41.773Z 美股三大指数齐创纪录 芯片股单日涨近7% https://www.nashnova.com/zh/feed/special/lockheed-in-talks-to-secure-domestic-scandium-and-germanium-supply-rare-earth-8511 nashnova zh-cn 2026-08-04T18:29:48.553Z 洛克希德洽购美国本土钪锗供应 稀土股跟涨 https://www.nashnova.com/zh/feed/special/indian-vessel-sunk-by-projectile-near-yemen-14-crew-members-rescued-8510 nashnova zh-cn 2026-08-04T18:19:19.654Z 印度船只也门附近遭弹射物击沉，14名船员获救 https://www.nashnova.com/zh/feed/special/opec-july-output-rises-1-16m-bpd-led-by-three-gulf-states-8509 nashnova zh-cn 2026-08-04T18:04:33.843Z OPEC 7月产量增116万桶/日，海湾三国主导复产 https://www.nashnova.com/zh/feed/special/ft-palantirs-valuation-driven-by-greed-and-fear-8508 nashnova zh-cn 2026-08-04T17:34:20.911Z FT：Palantir估值由贪婪与恐惧驱动 https://www.nashnova.com/zh/feed/special/oracles-ai-gamble-credit-rating-nearing-junk-status-stock-price-cut-in-half-8507 nashnova zh-cn 2026-08-04T17:31:53.083Z 甲骨文AI豪赌：信用评级逼近垃圾级，股价腰斩 https://www.nashnova.com/zh/feed/special/big-five-tech-giants-ai-data-center-lease-commitments-exceed-1-trillion-8506 nashnova zh-cn 2026-08-04T17:30:30.739Z 五大科技巨头AI数据中心租约承诺逾1万亿美元 https://www.nashnova.com/zh/feed/special/uber-q2-earnings-preview-eps-expected-at-0-80-robotaxi-competition-in-focus-8505 nashnova zh-cn 2026-08-04T17:29:19.369Z Uber Q2财报前瞻：EPS预期0.80美元，Robotaxi竞争成焦点 https://www.nashnova.com/zh/feed/special/apple-kicks-off-inventory-build-for-september-iphone-launch-event-first-to-be-8504 nashnova zh-cn 2026-08-04T17:09:38.511Z 苹果9月iPhone发布会备货启动，首次由特纳斯主持 https://www.nashnova.com/zh/feed/special/japan-considers-adopting-palantir-and-anduril-ai-systems-to-strengthen-defense-8503 nashnova zh-cn 2026-08-04T17:05:26.939Z 日本考虑引入Palantir和Anduril AI系统强化防卫指挥 https://www.nashnova.com/zh/feed/special/tsmc-3nm-wafer-production-ramps-up-two-to-three-months-ahead-of-schedule-8502 nashnova zh-cn 2026-08-04T17:04:20.942Z 台积电3nm晶圆提前两三个月量产 https://www.nashnova.com/zh/feed/special/novo-nordisk-q2-profit-beats-expectations-raises-full-year-guidance-8501 nashnova zh-cn 2026-08-04T16:54:47.906Z 诺和诺德Q2利润超预期，上调全年展望 https://www.nashnova.com/zh/feed/special/blackstone-plans-large-scale-debt-financing-for-anthropic-chip-deal-8500 nashnova zh-cn 2026-08-04T16:49:19.958Z 黑石拟为Anthropic芯片交易提供大规模债务融资 https://www.nashnova.com/zh/feed/special/bessent-defends-warsh-markets-experiencing-fed-guidance-withdrawal-8499 nashnova zh-cn 2026-08-04T16:39:44.697Z 贝森特为沃什辩护：市场正经历美联储指引"戒断" https://www.nashnova.com/zh/feed/special/u-s-plans-to-set-price-floor-on-polysilicon-and-impose-additional-tariffs-8498 nashnova zh-cn 2026-08-04T16:24:17.266Z 美国拟对多晶硅设价格下限并加征关税 https://www.nashnova.com/zh/feed/special/wall-street-institutions-dominate-crypto-market-as-retail-retreat-reshapes-8497 nashnova zh-cn 2026-08-04T16:16:09.068Z 华尔街机构主导加密市场，散户退潮重塑市场结构 https://www.nashnova.com/zh/feed/special/if-siri-ai-succeeds-apple-may-be-forced-to-ramp-up-ai-spending-8496 nashnova zh-cn 2026-08-04T16:14:44.248Z Siri AI若成功，苹果AI支出或被迫扩大 https://www.nashnova.com/zh/feed/special/disney-q3-earnings-preview-eps-expected-to-rise-14-9-percent-8495 nashnova zh-cn 2026-08-04T15:59:16.526Z 迪士尼Q3财报前瞻：EPS预期升14.9% https://www.nashnova.com/zh/feed/special/bernstein-clarity-act-stalling-could-weigh-on-crypto-valuations-8494 nashnova zh-cn 2026-08-04T15:39:30.596Z 伯恩斯坦：CLARITY法案受阻或压低加密货币估值 https://www.nashnova.com/zh/feed/special/earnings-from-four-analog-chip-giants-confirm-the-start-of-an-upcycle-8493 nashnova zh-cn 2026-08-04T15:35:19.903Z 四大模拟芯片巨头财报确认上行周期启动 https://www.nashnova.com/zh/feed/special/oil-prices-drop-5-percent-easing-rate-hike-expectations-u-s-treasury-yields-fall-8492 nashnova zh-cn 2026-08-04T15:14:49.102Z 油价跌5%压低加息预期，美债收益率全线回落 https://www.nashnova.com/zh/feed/special/tata-electronics-leak-becomes-chinas-propaganda-tool-to-undermine-apples-india-8491 nashnova zh-cn 2026-08-04T14:56:03.443Z 塔塔电子泄密事件成中国打压苹果印度供应链的舆论工具 https://www.nashnova.com/zh/feed/special/four-major-ai-companies-visit-white-house-to-discuss-voluntary-safety-testing-8490 nashnova zh-cn 2026-08-04T14:54:42.677Z 四大AI公司赴白宫商讨自愿安全测试 https://www.nashnova.com/zh/feed/special/s-and-p-500-hits-all-time-high-of-7-665-up-11-4-percent-year-to-date-8489 nashnova zh-cn 2026-08-04T14:30:27.352Z 标普500创历史新高7665点，年内涨11.4% https://www.nashnova.com/zh/feed/special/new-jersey-ag-files-antitrust-lawsuit-against-amazon-8488 nashnova zh-cn 2026-08-04T14:29:30.090Z 新泽西州AG对亚马逊提起反垄断诉讼 https://www.nashnova.com/zh/feed/special/u-s-treasury-auction-sizes-expected-to-hold-steady-for-now-debate-over-timing-of-8487 nashnova zh-cn 2026-08-04T14:24:54.092Z 美国国债拍卖规模料暂维持，增发时点分歧延至2027年 https://www.nashnova.com/zh/feed/special/u-s-june-core-factory-orders-post-surprise-sharp-decline-marking-largest-monthly-8486 nashnova zh-cn 2026-08-04T14:20:50.545Z 美国6月核心工厂订单意外大跌，创年内最大单月降幅 https://www.nashnova.com/zh/feed/special/marvell-launches-new-ai-memory-infrastructure-products-stock-surges-over-11-8485 nashnova zh-cn 2026-08-04T14:19:40.792Z Marvell发布AI内存基础设施新品，股价涨逾11% https://www.nashnova.com/zh/feed/special/6-jolts-735-9-8484 nashnova zh-cn 2026-08-04T14:09:13.041Z 美国6月JOLTS职位空缺降至735.9万人，低于预期 https://www.nashnova.com/zh/feed/special/emib-wedbush-8483 nashnova zh-cn 2026-08-04T13:49:20.901Z 英特尔EMIB良率提升，Wedbush称或促成谷歌合作 https://www.nashnova.com/zh/feed/special/7-8482 nashnova zh-cn 2026-08-04T13:39:32.871Z 7月动量股崩跌而大盘持平，瑞银看多美股 https://www.nashnova.com/zh/feed/special/8481 nashnova zh-cn 2026-08-04T13:29:33.455Z 费城联储鲍尔森：维持利率是明智之举，关注核心通胀进展 https://www.nashnova.com/zh/feed/special/410-8480 nashnova zh-cn 2026-08-04T13:25:05.183Z 贝佐斯申报出售亚马逊股票约410亿元 https://www.nashnova.com/zh/feed/special/apollo-60-40-8479 nashnova zh-cn 2026-08-04T13:09:39.087Z Apollo：60/40投资组合已失效 https://www.nashnova.com/zh/feed/special/fima-8478 nashnova zh-cn 2026-08-04T12:45:07.412Z 贝森特：美联储扩容FIMA流动性工具合理 https://www.nashnova.com/zh/feed/special/6-733-8477 nashnova zh-cn 2026-08-04T12:44:12.764Z 美国6月贸易逆差收窄至733亿美元 https://www.nashnova.com/zh/feed/special/8476 nashnova zh-cn 2026-08-04T12:34:44.735Z 贝森特：日元汇率水平存问题，或引发亚洲竞争性贬值 https://www.nashnova.com/zh/feed/special/anthropic-ai-8475 nashnova zh-cn 2026-08-04T12:14:18.792Z Anthropic与AI云初创公司签百亿美元算力协议 https://www.nashnova.com/zh/feed/special/8474 nashnova zh-cn 2026-08-04T12:06:47.716Z 韩股空头升至三年高位，轧空条件初现 https://www.nashnova.com/zh/feed/special/7-37-8-percent-8473 nashnova zh-cn 2026-08-04T12:05:28.080Z 特斯拉7月中国制造电动车销量同比增37.8% https://www.nashnova.com/zh/feed/special/minimax-h3-8472 nashnova zh-cn 2026-08-04T12:04:32.687Z MiniMax开源视频模型H3限制美欧等地使用 https://www.nashnova.com/zh/feed/special/lng-8471 nashnova zh-cn 2026-08-04T11:55:28.056Z 欧盟储气量创近二十年同期低点，冬季转向LNG补库 https://www.nashnova.com/zh/feed/special/wti-2-5-percent-8470 nashnova zh-cn 2026-08-04T11:54:34.699Z 贝森特称霍尔木兹协议或周二三达成，WTI原油跌2.5% https://www.nashnova.com/zh-hant/feed/special/cathay-pacifics-h1-net-profit-hits-highest-since-2010-8570 nashnova zh-tw 2026-08-05T04:29:29.274Z 國泰航空上半年淨利潤創2010年來新高 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-hang-seng-up-0-11-percent-gold-stocks-rally-across-the-board-8569 nashnova zh-tw 2026-08-05T04:24:36.370Z 港股午盤：恒指漲0.11%，黃金股全線上漲 https://www.nashnova.com/zh-hant/feed/special/ai-stocks-down-60-percent-in-a-month-baker-fundamentals-still-accelerating-8568 nashnova zh-tw 2026-08-05T04:14:28.007Z AI股月內跌60%，Baker：基本面仍在加速 https://www.nashnova.com/zh-hant/feed/special/dollar-index-pulls-back-to-the-100-level-as-positioning-and-yield-spreads-both-8567 nashnova zh-tw 2026-08-05T03:49:33.295Z 美元指數回踩100關口，頭寸利差均顯中性 https://www.nashnova.com/zh-hant/feed/special/amd-and-nvidia-diverge-in-battle-for-ai-infrastructure-market-8566 nashnova zh-tw 2026-08-05T03:11:20.936Z AMD與輝達分路爭奪AI基礎設施市場 https://www.nashnova.com/zh-hant/feed/special/chinas-politburo-meeting-sends-ambiguous-signals-three-key-uncertainties-remain-8565 nashnova zh-tw 2026-08-05T03:09:54.413Z 中國政治局會議信號模糊，三大疑點待解 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-shares-surge-as-market-bets-on-shareholder-return-plan-materializing-8564 nashnova zh-tw 2026-08-05T02:59:53.614Z SK海力士股價大漲，市場押注股東回報計劃落地 https://www.nashnova.com/zh-hant/feed/special/three-major-investment-banks-interpret-optical-module-ban-rumors-chinas-capacity-8563 nashnova zh-tw 2026-08-05T02:46:02.806Z 三大投行解讀光模組禁令傳聞：中國產能短期不可替代，美國供應商或獲百億美元機遇 https://www.nashnova.com/zh-hant/feed/special/gm-and-saic-renew-joint-venture-for-20-years-through-2047-8562 nashnova zh-tw 2026-08-05T02:44:37.117Z 通用汽車與上汽合資續簽20年至2047年 https://www.nashnova.com/zh-hant/feed/special/u-s-bans-export-of-tungsten-scrap-and-battery-black-mass-for-one-year-8561 nashnova zh-tw 2026-08-05T02:29:33.963Z 美國禁止鎢廢料及電池黑塊出口一年 https://www.nashnova.com/zh-hant/feed/special/samsung-and-sk-hynix-test-chinese-chip-equipment-to-hedge-against-u-s-export-8560 nashnova zh-tw 2026-08-05T02:15:04.431Z 三星SK海力士測試中國晶片設備以對沖美國管制風險 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-hormuz-agreement-nears-finalization-60-day-interim-framework-revealed-8559 nashnova zh-tw 2026-08-05T02:11:16.330Z 美伊霍爾木茲協議接近落地，60天臨時安排框架曝光 https://www.nashnova.com/zh-hant/feed/special/fms-2026-memory-summit-big-three-unveil-ai-roadmaps-as-cxmt-is-absent-8558 nashnova zh-tw 2026-08-05T02:09:57.695Z FMS 2026記憶體峰會：三巨頭發布AI路線圖，長鑫缺席 https://www.nashnova.com/zh-hant/feed/special/chinas-july-services-pmi-falls-to-50-4-8556 nashnova zh-tw 2026-08-05T01:54:14.157Z 中國7月服務業PMI降至50.4 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-open-ai-concept-strengthens-optical-communication-sector-opens-lower-8555 nashnova zh-tw 2026-08-05T01:44:43.924Z 港股開盤：AI概念走強，光通信板塊低開 https://www.nashnova.com/zh-hant/feed/special/innovent-biologics-h1-product-revenue-exceeds-rmb-8-2-billion-up-over-55-percent-8554 nashnova zh-tw 2026-08-05T01:39:23.958Z 信達生物上半年產品收入超82億元，同比增逾55% https://www.nashnova.com/zh-hant/feed/special/chinext-index-opens-over-3-percent-lower-as-optical-module-stocks-decline-8553 nashnova zh-tw 2026-08-05T01:29:14.875Z 創業板指低開逾3%，光模組概念股集體下挫 https://www.nashnova.com/zh-hant/feed/special/boj-june-meeting-minutes-two-board-members-call-for-faster-rate-hikes-8552 nashnova zh-tw 2026-08-05T01:24:16.930Z 日本央行6月會議紀要：兩委員呼籲加快升息 https://www.nashnova.com/zh-hant/feed/special/softbank-surges-over-10-percent-as-asian-tech-stocks-rally-following-u-s-ai-8551 nashnova zh-tw 2026-08-05T01:09:38.528Z 軟銀漲逾10%，亞洲科技股跟隨美股AI行情走強 https://www.nashnova.com/zh-hant/feed/special/uk-ai-safety-institute-17-boundary-crossing-behaviors-found-in-anthropic-agent-8550 nashnova zh-tw 2026-08-05T01:04:58.306Z 英國AI安全機構：Anthropic代理測試中佔17起越界行為 https://www.nashnova.com/zh-hant/feed/special/japans-july-services-pmi-falls-to-51-2-as-output-price-growth-hits-12-year-high-8549 nashnova zh-tw 2026-08-05T00:54:37.865Z 日本7月服務業PMI降至51.2，售價漲速創12年新高 https://www.nashnova.com/zh-hant/feed/special/beijing-slaps-20-percent-tax-on-offshore-trusts-wealthy-rush-to-raise-cash-8548 nashnova zh-tw 2026-08-05T00:41:50.546Z 北京對離岸信託徵20%稅，富豪急尋現金 https://www.nashnova.com/zh-hant/feed/special/kansas-city-feds-schmid-taming-inflation-requires-tighter-monetary-policy-8547 nashnova zh-tw 2026-08-05T00:40:36.978Z 堪薩斯城聯儲施密德：壓通膨需收緊貨幣政策 https://www.nashnova.com/zh-hant/feed/special/peoples-daily-china-and-the-u-s-should-extend-the-cooperation-list-rather-than-8546 nashnova zh-tw 2026-08-05T00:39:29.608Z 人民日報：中美應拉長「合作清單」而非「覆蓋清單」 https://www.nashnova.com/zh-hant/feed/special/citic-securities-around-4-000-is-likely-the-bottom-for-this-gold-rally-8545 nashnova zh-tw 2026-08-05T00:34:49.013Z 中信證券：4000美元附近大概率是本輪黃金底部 https://www.nashnova.com/zh-hant/feed/special/cicc-ai-investment-logic-shifts-to-competing-on-efficiency-and-returns-8544 nashnova zh-tw 2026-08-05T00:30:50.209Z 中金：AI投資邏輯轉向「拼效率拼回報」 https://www.nashnova.com/zh-hant/feed/special/china-restricts-quantitative-trading-a-share-volatility-drops-to-lows-but-8543 nashnova zh-tw 2026-08-05T00:29:36.138Z 中國限制量化交易，A股波動率降至低位但成交量萎縮 https://www.nashnova.com/zh-hant/feed/special/takaichi-demanded-boj-buy-more-government-bonds-when-necessary-8542 nashnova zh-tw 2026-08-05T00:19:23.755Z 高市曾要求日本央行必要時增購國債 https://www.nashnova.com/zh-hant/feed/special/hormuz-negotiation-progress-lowers-rate-hike-expectations-gold-trades-in-narrow-8541 nashnova zh-tw 2026-08-05T00:14:45.772Z 霍爾木茲談判推進壓低加息預期，黃金窄幅震盪 https://www.nashnova.com/zh-hant/feed/special/chinas-ministry-of-finance-issues-rmb-15-billion-sovereign-bonds-in-hong-kong-8540 nashnova zh-tw 2026-08-05T00:10:35.137Z 中國財政部香港發行150億元主權債券 https://www.nashnova.com/zh-hant/feed/special/nikkei-225-opens-1-percent-higher-kospi-surges-3-8-percent-8539 nashnova zh-tw 2026-08-05T00:09:25.272Z 日經225高開1%，韓國綜指漲3.8% https://www.nashnova.com/zh-hant/feed/special/ea-completes-privatization-saudi-sovereign-fund-holds-93-4-percent-stake-8538 nashnova zh-tw 2026-08-05T00:04:36.786Z EA完成私有化，沙特主權基金持股93.4% https://www.nashnova.com/zh-hant/feed/special/foreign-banks-decode-fcc-optical-module-ban-rumors-winners-and-losers-8537 nashnova zh-tw 2026-08-04T23:50:46.783Z 外資行解讀FCC光模組禁令傳聞：誰受益誰受損 https://www.nashnova.com/zh-hant/feed/special/japans-june-nominal-wages-rise-3-4-percent-real-wages-up-for-sixth-straight-8536 nashnova zh-tw 2026-08-04T23:49:30.428Z 日本6月名義工資漲3.4%，實際工資連增六個月 https://www.nashnova.com/zh-hant/feed/special/cloud-backlog-surges-150-percent-jpmorgan-tech-stock-valuations-have-bottomed-8535 nashnova zh-tw 2026-08-04T22:54:59.368Z 雲積壓訂單激增150%，摩根大通：科技股估值已觸底 https://www.nashnova.com/zh-hant/feed/special/api-u-s-crude-oil-inventories-post-unexpected-build-of-2-69-million-barrels-8534 nashnova zh-tw 2026-08-04T22:49:12.384Z API：美國原油庫存意外增加269萬桶 https://www.nashnova.com/zh-hant/feed/special/cloud-ai-chip-makers-rush-to-lock-in-tsmc-capacity-as-long-term-agreements-make-8533 nashnova zh-tw 2026-08-04T22:36:04.417Z 雲端AI晶片廠商搶鎖台積電產能，長期協議重啟 https://www.nashnova.com/zh-hant/feed/special/waymo-considers-exiting-robotaxi-partnership-with-uber-8532 nashnova zh-tw 2026-08-04T22:34:42.831Z Waymo考慮退出與Uber機器人計程車合作 https://www.nashnova.com/zh-hant/feed/special/bessent-trusts-boj-governor-ueda-to-make-the-best-decisions-8531 nashnova zh-tw 2026-08-04T22:29:22.758Z 貝森特：相信日本央行行長植田將作出最佳決策 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-chinas-llms-now-dominate-global-token-usage-market-underestimates-8530 nashnova zh-tw 2026-08-04T21:39:58.785Z 高盛：中國大模型已主導全球Token用量，市場低估轉變 https://www.nashnova.com/zh-hant/feed/special/u-s-has-refunded-over-100-billion-in-liberation-day-tariffs-8529 nashnova zh-tw 2026-08-04T21:20:13.151Z 美國已退還逾1000億美元解放日關稅 https://www.nashnova.com/zh-hant/feed/special/indian-diaspora-financing-exceeds-40-billion-supporting-rupee-exchange-rate-8528 nashnova zh-tw 2026-08-04T21:15:17.910Z 印度僑民融資逾400億美元，盧比匯率獲支撐 https://www.nashnova.com/zh-hant/feed/special/ai-power-demand-drives-u-s-pipeline-operators-to-race-for-capacity-expansion-8527 nashnova zh-tw 2026-08-04T21:09:47.828Z AI電力需求驅動美國管道商競相擴容 https://www.nashnova.com/zh-hant/feed/special/booking-holdings-q2-revenue-beats-expectations-stock-rises-7-percent-after-hours-8526 nashnova zh-tw 2026-08-04T20:54:20.295Z Booking Holdings Q2營收超預期，盤後漲7% https://www.nashnova.com/zh-hant/feed/special/musk-starlink-v3-satellites-represent-an-order-of-magnitude-improvement-over-v2-8525 nashnova zh-tw 2026-08-04T20:49:37.179Z 馬斯克：星鏈V3衛星能力較V2提升一個數量級 https://www.nashnova.com/zh-hant/feed/special/amd-q2-revenue-surges-50-percent-beating-expectations-but-q3-guidance-8524 nashnova zh-tw 2026-08-04T20:35:37.138Z AMD Q2營收增50%超預期，Q3指引令部分投資者失望 https://www.nashnova.com/zh-hant/feed/special/arista-networks-q2-revenue-beats-expectations-by-38-percent-ai-networking-demand-8523 nashnova zh-tw 2026-08-04T20:34:30.986Z Arista Networks Q2營收38%超預期，AI網路需求加速 https://www.nashnova.com/zh-hant/feed/special/jensen-huang-musk-is-in-an-excellent-position-in-the-ai-race-8522 nashnova zh-tw 2026-08-04T20:30:58.942Z 黃仁勳：馬斯克在AI競賽中佔據絕佳位置 https://www.nashnova.com/zh-hant/feed/special/pinterest-beats-q2-expectations-but-weak-guidance-sends-shares-down-7-percent-8521 nashnova zh-tw 2026-08-04T20:29:47.645Z Pinterest Q2超預期但指引疲軟，盤後跌7% https://www.nashnova.com/zh-hant/feed/special/amd-q2-capital-expenditure-hits-808-million-nearly-double-the-expectations-8520 nashnova zh-tw 2026-08-04T20:24:36.011Z AMD第二季資本支出8.08億美元，超預期近兩倍 https://www.nashnova.com/zh-hant/feed/special/spacex-q2-revenue-hits-7-8b-beating-expectations-by-over-14-percent-8519 nashnova zh-tw 2026-08-04T20:09:49.689Z SpaceX Q2營收78億美元，超預期逾14% https://www.nashnova.com/zh-hant/feed/special/high-flyer-quant-drops-over-20-percent-in-july-alone-institutions-say-ai-theme-8518 nashnova zh-tw 2026-08-04T20:06:03.569Z 幻方量化7月單月跌逾20%，機構稱AI主線未終結 https://www.nashnova.com/zh-hant/feed/special/amazon-loses-injunction-bid-perplexity-ai-shopping-tool-unblocked-8517 nashnova zh-tw 2026-08-04T20:04:33.068Z 亞馬遜申請禁令敗訴，Perplexity AI購物工具獲解禁 https://www.nashnova.com/zh-hant/feed/special/renaissance-capital-rare-downgrade-on-apple-citing-slowing-services-growth-8516 nashnova zh-tw 2026-08-04T19:54:18.350Z 華興資本罕見下調蘋果評級，指服務增速放緩 https://www.nashnova.com/zh-hant/feed/special/samsung-unveils-400-layer-bv-nand-with-58-percent-storage-density-improvement-8515 nashnova zh-tw 2026-08-04T19:40:21.112Z 三星發布400層BV-NAND，存儲密度提升58% https://www.nashnova.com/zh-hant/feed/special/spacex-and-nvidia-partner-to-design-satellite-computing-deployment-solutions-8514 nashnova zh-tw 2026-08-04T19:39:20.570Z SpaceX與輝達合作設計衛星算力部署方案 https://www.nashnova.com/zh-hant/feed/special/ai-8513 nashnova zh-tw 2026-08-04T19:19:34.079Z 富國銀行：AI支出紅利向工業股傳導 https://www.nashnova.com/zh-hant/feed/special/all-three-major-u-s-indexes-hit-record-highs-as-chip-stocks-surge-nearly-7-8512 nashnova zh-tw 2026-08-04T18:34:41.773Z 美股三大指數齊創紀錄 晶片股單日漲近7% https://www.nashnova.com/zh-hant/feed/special/lockheed-in-talks-to-secure-domestic-scandium-and-germanium-supply-rare-earth-8511 nashnova zh-tw 2026-08-04T18:29:48.553Z 洛克希德洽購美國本土鈧鍺供應 稀土股跟漲 https://www.nashnova.com/zh-hant/feed/special/indian-vessel-sunk-by-projectile-near-yemen-14-crew-members-rescued-8510 nashnova zh-tw 2026-08-04T18:19:19.654Z 印度船隻也門附近遭彈射物擊沉，14名船員獲救 https://www.nashnova.com/zh-hant/feed/special/opec-july-output-rises-1-16m-bpd-led-by-three-gulf-states-8509 nashnova zh-tw 2026-08-04T18:04:33.843Z OPEC 7月產量增116萬桶/日，海灣三國主導復產 https://www.nashnova.com/zh-hant/feed/special/ft-palantirs-valuation-driven-by-greed-and-fear-8508 nashnova zh-tw 2026-08-04T17:34:20.911Z FT：Palantir估值由貪婪與恐懼驅動 https://www.nashnova.com/zh-hant/feed/special/oracles-ai-gamble-credit-rating-nearing-junk-status-stock-price-cut-in-half-8507 nashnova zh-tw 2026-08-04T17:31:53.083Z 甲骨文AI豪賭：信用評級逼近垃圾級，股價腰斬 https://www.nashnova.com/zh-hant/feed/special/big-five-tech-giants-ai-data-center-lease-commitments-exceed-1-trillion-8506 nashnova zh-tw 2026-08-04T17:30:30.739Z 五大科技巨頭AI數據中心租約承諾逾1萬億美元 https://www.nashnova.com/zh-hant/feed/special/uber-q2-earnings-preview-eps-expected-at-0-80-robotaxi-competition-in-focus-8505 nashnova zh-tw 2026-08-04T17:29:19.369Z Uber Q2財報前瞻：EPS預期0.80美元，Robotaxi競爭成焦點 https://www.nashnova.com/zh-hant/feed/special/apple-kicks-off-inventory-build-for-september-iphone-launch-event-first-to-be-8504 nashnova zh-tw 2026-08-04T17:09:38.511Z 蘋果9月iPhone發布會備貨啟動，首次由特納斯主持 https://www.nashnova.com/zh-hant/feed/special/japan-considers-adopting-palantir-and-anduril-ai-systems-to-strengthen-defense-8503 nashnova zh-tw 2026-08-04T17:05:26.939Z 日本考慮引入Palantir和Anduril AI系統強化防衛指揮 https://www.nashnova.com/zh-hant/feed/special/tsmc-3nm-wafer-production-ramps-up-two-to-three-months-ahead-of-schedule-8502 nashnova zh-tw 2026-08-04T17:04:20.942Z 台積電3nm晶圓提前兩三個月量產 https://www.nashnova.com/zh-hant/feed/special/novo-nordisk-q2-profit-beats-expectations-raises-full-year-guidance-8501 nashnova zh-tw 2026-08-04T16:54:47.906Z 諾和諾德Q2利潤超預期，上調全年展望 https://www.nashnova.com/zh-hant/feed/special/blackstone-plans-large-scale-debt-financing-for-anthropic-chip-deal-8500 nashnova zh-tw 2026-08-04T16:49:19.958Z 黑石擬為Anthropic晶片交易提供大規模債務融資 https://www.nashnova.com/zh-hant/feed/special/bessent-defends-warsh-markets-experiencing-fed-guidance-withdrawal-8499 nashnova zh-tw 2026-08-04T16:39:44.697Z 貝森特為沃什辯護：市場正經歷美聯儲指引「戒斷」 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-set-price-floor-on-polysilicon-and-impose-additional-tariffs-8498 nashnova zh-tw 2026-08-04T16:24:17.266Z 美國擬對多晶矽設價格下限並加徵關稅 https://www.nashnova.com/zh-hant/feed/special/wall-street-institutions-dominate-crypto-market-as-retail-retreat-reshapes-8497 nashnova zh-tw 2026-08-04T16:16:09.068Z 華爾街機構主導加密市場，散戶退潮重塑市場結構 https://www.nashnova.com/zh-hant/feed/special/if-siri-ai-succeeds-apple-may-be-forced-to-ramp-up-ai-spending-8496 nashnova zh-tw 2026-08-04T16:14:44.248Z Siri AI若成功，蘋果AI支出或被迫擴大 https://www.nashnova.com/zh-hant/feed/special/disney-q3-earnings-preview-eps-expected-to-rise-14-9-percent-8495 nashnova zh-tw 2026-08-04T15:59:16.526Z 迪士尼Q3財報前瞻：EPS預期升14.9% https://www.nashnova.com/zh-hant/feed/special/bernstein-clarity-act-stalling-could-weigh-on-crypto-valuations-8494 nashnova zh-tw 2026-08-04T15:39:30.596Z 伯恩斯坦：CLARITY法案受阻或壓低加密貨幣估值 https://www.nashnova.com/zh-hant/feed/special/earnings-from-four-analog-chip-giants-confirm-the-start-of-an-upcycle-8493 nashnova zh-tw 2026-08-04T15:35:19.903Z 四大模擬晶片巨頭財報確認上行週期啟動 https://www.nashnova.com/zh-hant/feed/special/oil-prices-drop-5-percent-easing-rate-hike-expectations-u-s-treasury-yields-fall-8492 nashnova zh-tw 2026-08-04T15:14:49.102Z 油價跌5%壓低加息預期，美債收益率全線回落 https://www.nashnova.com/zh-hant/feed/special/tata-electronics-leak-becomes-chinas-propaganda-tool-to-undermine-apples-india-8491 nashnova zh-tw 2026-08-04T14:56:03.443Z 塔塔電子洩密事件成中國打壓蘋果印度供應鏈的輿論工具 https://www.nashnova.com/zh-hant/feed/special/four-major-ai-companies-visit-white-house-to-discuss-voluntary-safety-testing-8490 nashnova zh-tw 2026-08-04T14:54:42.677Z 四大AI公司赴白宮商討自願安全測試 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-hits-all-time-high-of-7-665-up-11-4-percent-year-to-date-8489 nashnova zh-tw 2026-08-04T14:30:27.352Z 標普500創歷史新高7665點，年內漲11.4% https://www.nashnova.com/zh-hant/feed/special/new-jersey-ag-files-antitrust-lawsuit-against-amazon-8488 nashnova zh-tw 2026-08-04T14:29:30.090Z 新澤西州AG對亞馬遜提起反壟斷訴訟 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-auction-sizes-expected-to-hold-steady-for-now-debate-over-timing-of-8487 nashnova zh-tw 2026-08-04T14:24:54.092Z 美國國債拍賣規模料暫維持，增發時點分歧延至2027年 https://www.nashnova.com/zh-hant/feed/special/u-s-june-core-factory-orders-post-surprise-sharp-decline-marking-largest-monthly-8486 nashnova zh-tw 2026-08-04T14:20:50.545Z 美國6月核心工廠訂單意外大跌，創年內最大單月降幅 https://www.nashnova.com/zh-hant/feed/special/marvell-launches-new-ai-memory-infrastructure-products-stock-surges-over-11-8485 nashnova zh-tw 2026-08-04T14:19:40.792Z Marvell發布AI記憶體基礎設施新品，股價漲逾11% https://www.nashnova.com/zh-hant/feed/special/6-jolts-735-9-8484 nashnova zh-tw 2026-08-04T14:09:13.041Z 美國6月JOLTS職位空缺降至735.9萬人，低於預期 https://www.nashnova.com/zh-hant/feed/special/emib-wedbush-8483 nashnova zh-tw 2026-08-04T13:49:20.901Z 英特爾EMIB良率提升，Wedbush稱或促成谷歌合作 https://www.nashnova.com/zh-hant/feed/special/7-8482 nashnova zh-tw 2026-08-04T13:39:32.871Z 7月動量股崩跌而大盤持平，瑞銀看多美股 https://www.nashnova.com/zh-hant/feed/special/8481 nashnova zh-tw 2026-08-04T13:29:33.455Z 費城聯儲鮑爾森：維持利率是明智之舉，關注核心通膨進展 https://www.nashnova.com/zh-hant/feed/special/410-8480 nashnova zh-tw 2026-08-04T13:25:05.183Z 貝佐斯申報出售亞馬遜股票約410億元 https://www.nashnova.com/zh-hant/feed/special/apollo-60-40-8479 nashnova zh-tw 2026-08-04T13:09:39.087Z Apollo：60/40投資組合已失效 https://www.nashnova.com/zh-hant/feed/special/fima-8478 nashnova zh-tw 2026-08-04T12:45:07.412Z 貝森特：美聯儲擴容FIMA流動性工具合理 https://www.nashnova.com/zh-hant/feed/special/6-733-8477 nashnova zh-tw 2026-08-04T12:44:12.764Z 美國6月貿易逆差收窄至733億美元 https://www.nashnova.com/zh-hant/feed/special/8476 nashnova zh-tw 2026-08-04T12:34:44.735Z 貝森特：日圓匯率水平存問題，或引發亞洲競爭性貶值 https://www.nashnova.com/zh-hant/feed/special/anthropic-ai-8475 nashnova zh-tw 2026-08-04T12:14:18.792Z Anthropic與AI雲端初創公司簽百億美元算力協議 https://www.nashnova.com/zh-hant/feed/special/8474 nashnova zh-tw 2026-08-04T12:06:47.716Z 韓股空頭升至三年高位，軋空條件初現 https://www.nashnova.com/zh-hant/feed/special/7-37-8-percent-8473 nashnova zh-tw 2026-08-04T12:05:28.080Z 特斯拉7月中國製造電動車銷量同比增37.8% https://www.nashnova.com/zh-hant/feed/special/minimax-h3-8472 nashnova zh-tw 2026-08-04T12:04:32.687Z MiniMax開源視頻模型H3限制美歐等地使用 https://www.nashnova.com/zh-hant/feed/special/lng-8471 nashnova zh-tw 2026-08-04T11:55:28.056Z 歐盟儲氣量創近二十年同期低點，冬季轉向LNG補庫 https://www.nashnova.com/zh-hant/feed/special/wti-2-5-percent-8470 nashnova zh-tw 2026-08-04T11:54:34.699Z 貝森特稱霍爾木茲協議或週二三達成，WTI原油跌2.5%