https://www.nashnova.com/feed/special/tsmc-earnings-call-preview-can-ai-demand-push-guidance-even-higher-5897 NashNova en 2026-07-08T09:13:14.923Z TSMC Earnings Call Preview: Can AI Demand Push Guidance Even Higher? https://www.nashnova.com/feed/special/trump-declares-u-s-iran-ceasefire-agreement-terminated-5891 NashNova en 2026-07-08T08:36:29.388Z Trump Declares U.S.-Iran Ceasefire Agreement "Terminated" https://www.nashnova.com/feed/special/warsh-forms-five-task-forces-to-reshape-the-federal-reserves-structure-5919 NashNova en 2026-07-08T13:40:18.678Z Warsh Forms Five Task Forces to Reshape the Federal Reserve's Structure https://www.nashnova.com/feed/special/the-surge-in-custom-ai-chip-development-cant-solve-semiconductor-supply-chain-5918 NashNova en 2026-07-08T13:30:53.042Z The Surge in Custom AI Chip Development Can't Solve Semiconductor Supply Chain Bottlenecks https://www.nashnova.com/feed/special/yardeni-iran-crisis-reignites-inflation-and-fed-rate-hike-expectations-back-on-5917 NashNova en 2026-07-08T13:26:05.260Z Yardeni: Iran Crisis Reignites, Inflation and Fed Rate Hike Expectations Back on the Table https://www.nashnova.com/feed/special/imf-cuts-2026-global-growth-forecast-to-3-percent-as-inflation-pressures-rise-5916 NashNova en 2026-07-08T13:21:07.656Z IMF Cuts 2026 Global Growth Forecast to 3% as Inflation Pressures Rise https://www.nashnova.com/feed/special/prediction-markets-less-than-50-percent-chance-of-normal-strait-of-hormuz-5915 NashNova en 2026-07-08T13:11:54.058Z Prediction Markets: Less Than 50% Chance of Normal Strait of Hormuz Transit Resuming This Year https://www.nashnova.com/feed/special/crude-oil-short-positions-hit-second-highest-in-15-years-as-brent-surges-5-4-5914 NashNova en 2026-07-08T13:10:57.026Z Crude Oil Short Positions Hit Second-Highest in 15 Years as Brent Surges 5.4% in a Single Day https://www.nashnova.com/feed/special/trump-says-he-may-strike-iran-again-tonight-5913 NashNova en 2026-07-08T13:10:01.269Z Trump Says He May Strike Iran Again Tonight https://www.nashnova.com/feed/special/launch-of-first-valuation-and-index-suite-for-offshore-rmb-bonds-5912 NashNova en 2026-07-08T12:36:09.321Z Launch of First Valuation and Index Suite for Offshore RMB Bonds https://www.nashnova.com/feed/special/zhipu-plans-4-billion-share-placement-after-1-500-percent-stock-surge-5911 NashNova en 2026-07-08T12:25:38.824Z Zhipu Plans $4 Billion Share Placement After 1,500% Stock Surge https://www.nashnova.com/feed/special/u-s-senate-defense-bill-proposes-equity-investment-account-with-500-million-cap-5910 NashNova en 2026-07-08T12:16:59.837Z U.S. Senate Defense Bill Proposes Equity Investment Account with $500 Million Cap https://www.nashnova.com/feed/special/china-gold-etfs-see-record-2-91-billion-outflow-in-june-5909 NashNova en 2026-07-08T12:15:38.314Z China Gold ETFs See Record $2.91 Billion Outflow in June https://www.nashnova.com/feed/special/boes-first-half-net-profit-expected-to-surge-up-to-69-percent-5908 NashNova en 2026-07-08T11:56:16.017Z BOE's First-Half Net Profit Expected to Surge Up to 69% https://www.nashnova.com/feed/special/mega-ai-deals-drive-global-m-and-a-volume-to-record-first-half-high-5907 NashNova en 2026-07-08T11:35:28.623Z Mega AI Deals Drive Global M&A Volume to Record First-Half High https://www.nashnova.com/feed/special/india-seeks-safe-passage-for-nine-oil-tankers-through-strait-of-hormuz-5906 NashNova en 2026-07-08T11:10:39.594Z India Seeks Safe Passage for Nine Oil Tankers Through Strait of Hormuz https://www.nashnova.com/feed/special/luxshare-precisions-hong-kong-ipo-grey-market-trading-falls-nearly-5-percent-5905 NashNova en 2026-07-08T11:05:19.444Z Luxshare Precision's Hong Kong IPO Grey Market Trading Falls Nearly 5%, Losing HK$313 Per Lot https://www.nashnova.com/feed/special/middle-east-tensions-escalate-cruise-airline-and-hotel-stocks-fall-in-pre-market-5904 NashNova en 2026-07-08T11:02:26.817Z Middle East Tensions Escalate: Cruise, Airline, and Hotel Stocks Fall in Pre-Market Trading https://www.nashnova.com/feed/special/wells-fargo-at-and-t-faces-starlink-competition-downgraded-to-underweight-5903 NashNova en 2026-07-08T11:01:27.179Z Wells Fargo: AT&T Faces Starlink Competition, Downgraded to Underweight https://www.nashnova.com/feed/special/pboc-monetary-policy-committee-holds-q2-2026-regular-meeting-5902 NashNova en 2026-07-08T11:00:29.618Z PBOC Monetary Policy Committee Holds Q2 2026 Regular Meeting https://www.nashnova.com/feed/special/u-s-bitcoin-strategic-reserve-stalls-amid-interagency-disputes-5901 NashNova en 2026-07-08T10:35:29.009Z U.S. Bitcoin Strategic Reserve Stalls Amid Interagency Disputes https://www.nashnova.com/feed/special/foreign-investors-slash-india-rate-hike-expectations-as-5-year-interest-rate-5900 NashNova en 2026-07-08T10:05:25.466Z Foreign Investors Slash India Rate Hike Expectations as 5-Year Interest Rate Swap Volume Hits Record https://www.nashnova.com/feed/special/el-erian-wall-street-underestimates-structural-shift-in-global-economic-order-5899 NashNova en 2026-07-08T09:36:30.310Z El-Erian: Wall Street Underestimates Structural Shift in Global Economic Order https://www.nashnova.com/feed/special/china-passenger-car-june-retail-sales-drop-23-percent-yoy-nev-share-rises-to-63-5898 NashNova en 2026-07-08T09:35:21.014Z China Passenger Car June Retail Sales Drop 23% YoY, NEV Share Rises to 63% https://www.nashnova.com/feed/special/ai-memory-price-hikes-spark-antitrust-lawsuit-samsung-sk-hynix-and-micron-5896 NashNova en 2026-07-08T09:11:56.489Z AI Memory Price Hikes Spark Antitrust Lawsuit: Samsung, SK Hynix, and Micron Accused of Collusion https://www.nashnova.com/feed/special/amazons-new-alexa-project-moonraker-incurs-over-100-million-in-gpu-costs-5895 NashNova en 2026-07-08T09:10:42.127Z Amazon's New Alexa Project Moonraker Incurs Over $100 Million in GPU Costs https://www.nashnova.com/feed/special/nvidia-market-cap-evaporates-over-1-trillion-valuation-falls-back-to-pre-ai-boom-5894 NashNova en 2026-07-08T09:00:55.440Z Nvidia Market Cap Evaporates Over $1 Trillion, Valuation Falls Back to Pre-AI Boom Levels https://www.nashnova.com/feed/special/ubs-previews-u-s-bank-q2-earnings-five-key-themes-to-watch-5893 NashNova en 2026-07-08T08:55:53.848Z UBS Previews U.S. Bank Q2 Earnings: Five Key Themes to Watch https://www.nashnova.com/feed/special/hong-kong-legco-passes-stamp-duty-amendment-dual-counter-rmb-trades-to-be-5892 NashNova en 2026-07-08T08:40:18.333Z Hong Kong LegCo Passes Stamp Duty Amendment: Dual-Counter RMB Trades to Be Denominated and Paid in RMB https://www.nashnova.com/feed/special/sanhuan-groups-hong-kong-grey-market-trading-drops-over-15-percent-losing-more-5890 NashNova en 2026-07-08T08:35:11.078Z Sanhuan Group's Hong Kong Grey Market Trading Drops Over 15%, Losing More Than HK$1,500 Per Lot https://www.nashnova.com/feed/special/trump-orders-complete-trade-cutoff-between-the-u-s-and-spain-5889 NashNova en 2026-07-08T08:30:20.087Z Trump Orders Complete Trade Cutoff Between the U.S. and Spain https://www.nashnova.com/feed/special/tsmcs-moat-lies-in-its-eda-ip-ecosystem-not-process-technology-itself-5888 NashNova en 2026-07-08T08:25:29.903Z TSMC's Moat Lies in Its EDA/IP Ecosystem, Not Process Technology Itself https://www.nashnova.com/feed/special/jpmorgan-raises-zhipu-target-price-to-hk-2-000-5887 NashNova en 2026-07-08T08:24:03.090Z JPMorgan Raises Zhipu Target Price to HK$2,000 https://www.nashnova.com/feed/special/surging-oil-prices-reignite-inflation-fears-as-germanys-10-year-bund-yield-5886 NashNova en 2026-07-08T08:22:35.990Z Surging Oil Prices Reignite Inflation Fears as Germany's 10-Year Bund Yield Breaks Above 3% https://www.nashnova.com/feed/special/dollar-steadies-ahead-of-minutes-waller-may-compress-policy-signals-5885 NashNova en 2026-07-08T08:20:56.888Z Dollar Steadies Ahead of Minutes; Waller May Compress Policy Signals https://www.nashnova.com/feed/special/unicredits-stake-in-commerzbank-reaches-47-6-percent-approaching-controlling-5884 NashNova en 2026-07-08T08:16:01.373Z UniCredit's Stake in Commerzbank Reaches 47.6%, Approaching Controlling Threshold https://www.nashnova.com/feed/special/eu-court-dismisses-apples-challenge-to-digital-markets-act-gatekeeper-5883 NashNova en 2026-07-08T08:10:09.154Z EU Court Dismisses Apple's Challenge to Digital Markets Act Gatekeeper Designation https://www.nashnova.com/feed/special/sk-hynixs-28-billion-adr-oversubscribed-pricing-set-for-thursday-5882 NashNova en 2026-07-08T08:05:37.734Z SK Hynix's $28 Billion ADR Oversubscribed, Pricing Set for Thursday https://www.nashnova.com/feed/special/after-wang-yis-nordic-visit-china-proposes-easing-china-eu-trade-tensions-5881 NashNova en 2026-07-08T07:58:10.932Z After Wang Yi's Nordic Visit, China Proposes Easing China-EU Trade Tensions https://www.nashnova.com/feed/special/kospi-falls-into-bear-market-as-chip-stock-rout-triggers-algorithmic-trading-5880 NashNova en 2026-07-08T07:56:51.385Z KOSPI Falls Into Bear Market as Chip Stock Rout Triggers Algorithmic Trading Halt https://www.nashnova.com/feed/special/rising-oil-prices-reignite-inflation-fears-pressuring-euro-bulls-5879 NashNova en 2026-07-08T07:55:34.391Z Rising Oil Prices Reignite Inflation Fears, Pressuring Euro Bulls https://www.nashnova.com/feed/special/us-iran-war-volatility-drives-tenfold-surge-in-middle-east-private-placements-5878 NashNova en 2026-07-08T07:51:48.055Z US-Iran War Volatility Drives Tenfold Surge in Middle East Private Placements https://www.nashnova.com/feed/special/alibabas-hong-kong-shares-surge-nearly-14-percent-in-a-single-day-marking-5877 NashNova en 2026-07-08T07:50:41.990Z Alibaba's Hong Kong Shares Surge Nearly 14% in a Single Day, Marking Biggest Gain in Ten Months https://www.nashnova.com/feed/special/temasek-assets-surpass-400-billion-as-ai-exposure-doubles-in-five-years-5876 NashNova en 2026-07-08T07:41:11.867Z Temasek Assets Surpass $400 Billion as AI Exposure Doubles in Five Years https://www.nashnova.com/feed/special/christopher-hui-hong-kong-ranks-first-globally-in-cross-border-wealth-management-5875 NashNova en 2026-07-08T07:36:59.785Z Christopher Hui: Hong Kong Ranks First Globally in Cross-Border Wealth Management Scale https://www.nashnova.com/feed/special/sk-hynix-share-placement-triggers-dollar-selling-korean-won-rises-to-over-one-5874 NashNova en 2026-07-08T07:35:41.537Z SK Hynix Share Placement Triggers Dollar Selling, Korean Won Rises to Over One-Month High https://www.nashnova.com/feed/special/samsung-leverages-chip-level-integration-in-hbm4-to-close-gap-with-sk-hynix-5873 NashNova en 2026-07-08T07:11:38.686Z Samsung Leverages Chip-Level Integration in HBM4 to Close Gap with SK Hynix https://www.nashnova.com/feed/special/chinas-miit-warns-claude-code-has-security-backdoor-alibaba-has-already-banned-5872 NashNova en 2026-07-08T07:10:27.710Z China's MIIT Warns Claude Code Has Security Backdoor; Alibaba Has Already Banned Its Use https://www.nashnova.com/feed/special/semianalysis-predicts-anthropics-q3-profit-to-surpass-1-billion-5871 NashNova en 2026-07-08T06:30:36.020Z SemiAnalysis Predicts Anthropic's Q3 Profit to Surpass $1 Billion https://www.nashnova.com/feed/special/volkswagen-plans-to-cut-100-000-jobs-amid-declining-market-share-in-china-5870 NashNova en 2026-07-08T06:10:28.777Z Volkswagen Plans to Cut 100,000 Jobs Amid Declining Market Share in China https://www.nashnova.com/feed/special/south-koreas-110-billion-chip-mega-complex-plan-faces-scrutiny-5869 NashNova en 2026-07-08T06:05:49.749Z South Korea's $110 Billion Chip Mega-Complex Plan Faces Scrutiny https://www.nashnova.com/feed/special/xiaomi-auto-launches-skynomad-entering-the-family-full-size-suv-market-5868 NashNova en 2026-07-08T05:42:01.717Z Xiaomi Auto Launches SKYNOMAD, Entering the Family Full-Size SUV Market https://www.nashnova.com/feed/special/hedging-behavior-vanishes-as-u-s-options-market-accumulates-systemic-risk-5867 NashNova en 2026-07-08T05:40:40.888Z Hedging Behavior Vanishes as U.S. Options Market Accumulates Systemic Risk https://www.nashnova.com/feed/special/china-10-year-government-bond-auction-demand-hits-all-time-high-5866 NashNova en 2026-07-08T05:20:10.991Z China 10-Year Government Bond Auction Demand Hits All-Time High https://www.nashnova.com/feed/special/cofco-continues-purchasing-u-s-soybeans-as-china-u-s-agricultural-trade-5865 NashNova en 2026-07-08T05:01:38.310Z COFCO Continues Purchasing U.S. Soybeans as China-U.S. Agricultural Trade Accelerates https://www.nashnova.com/feed/special/u-s-department-of-defense-plans-to-spend-300-million-on-lithium-resources-5864 NashNova en 2026-07-08T05:00:33.532Z U.S. Department of Defense Plans to Spend $300 Million on Lithium Resources https://www.nashnova.com/feed/special/metax-integrated-circuit-surges-428-percent-after-ipo-reportedly-considering-5863 NashNova en 2026-07-08T04:50:27.735Z Metax Integrated Circuit Surges 428% After IPO, Reportedly Considering Rights Issue to Raise Over $800M https://www.nashnova.com/feed/special/memory-super-cycle-chipmakers-pricing-power-hits-record-highs-forcing-mac-xbox-5862 NashNova en 2026-07-08T04:35:46.304Z Memory Super Cycle: Chipmakers' Pricing Power Hits Record Highs, Forcing Mac/Xbox/Pixel Price Hikes https://www.nashnova.com/feed/special/china-merchants-securities-h1-net-profit-surges-over-90-percent-exceeding-10-5861 NashNova en 2026-07-08T04:30:30.139Z China Merchants Securities H1 Net Profit Surges Over 90%, Exceeding 10 Billion Yuan for the First Time https://www.nashnova.com/feed/special/goldman-sachs-u-s-momentum-stocks-plunge-over-20-percent-in-5-days-steepest-5860 NashNova en 2026-07-08T04:18:36.669Z Goldman Sachs: U.S. Momentum Stocks Plunge Over 20% in 5 Days, Steepest Since 2020 https://www.nashnova.com/feed/special/hong-kong-stocks-hang-seng-index-up-2-38-percent-in-morning-session-as-domestic-5859 NashNova en 2026-07-08T04:17:11.222Z Hong Kong Stocks: Hang Seng Index Up 2.38% in Morning Session as Domestic Chip Stocks Surge https://www.nashnova.com/feed/special/morgan-stanley-chinas-cost-reduction-to-drive-global-robotaxi-market-to-1-5858 NashNova en 2026-07-08T04:15:35.061Z Morgan Stanley: China's Cost Reduction to Drive Global Robotaxi Market to $1 Trillion by 2040 https://www.nashnova.com/feed/special/chinas-industrial-overcapacity-resurfaces-reform-path-remains-unclear-5857 NashNova en 2026-07-08T04:13:58.495Z China's Industrial Overcapacity Resurfaces, Reform Path Remains Unclear https://www.nashnova.com/feed/special/chinas-cheap-ai-models-encroach-on-market-pressuring-anthropic-and-openais-5856 NashNova en 2026-07-08T04:12:31.352Z China's Cheap AI Models Encroach on Market, Pressuring Anthropic and OpenAI's Developer Ecosystem https://www.nashnova.com/feed/special/palantirs-political-ties-risk-intensifies-as-stock-drops-nearly-25-percent-year-5855 NashNova en 2026-07-08T04:11:32.241Z Palantir's Political Ties Risk Intensifies as Stock Drops Nearly 25% Year-to-Date https://www.nashnova.com/feed/special/mainland-chinese-court-asserts-jurisdiction-over-hong-kong-listed-company-for-5854 NashNova en 2026-07-08T04:10:30.103Z Mainland Chinese Court Asserts Jurisdiction Over Hong Kong-Listed Company for the First Time https://www.nashnova.com/feed/special/astrazeneca-signs-respiratory-drug-licensing-deal-with-cspc-worth-up-to-1-9-5853 NashNova en 2026-07-08T03:50:28.530Z AstraZeneca Signs Respiratory Drug Licensing Deal with CSPC, Worth Up to $1.9 Billion https://www.nashnova.com/feed/special/nvidia-vera-cpu-secured-by-perplexity-targeting-200-billion-market-5852 NashNova en 2026-07-08T03:47:08.214Z NVIDIA Vera CPU Secured by Perplexity, Targeting $200 Billion Market https://www.nashnova.com/feed/special/goldman-sachs-cautious-ming-chi-kuo-strongly-backs-tsmcs-gcs-strategic-position-5851 NashNova en 2026-07-08T03:45:44.647Z Goldman Sachs Cautious, Ming-Chi Kuo Strongly Backs TSMC's GCS Strategic Position https://www.nashnova.com/feed/special/eu-imposes-anti-dumping-duties-of-up-to-45-3-percent-on-chinese-tire-companies-5850 NashNova en 2026-07-08T03:40:28.156Z EU Imposes Anti-Dumping Duties of Up to 45.3% on Chinese Tire Companies https://www.nashnova.com/feed/special/chip-and-ai-bets-drive-hedge-funds-to-best-first-half-in-five-years-5849 NashNova en 2026-07-08T03:35:44.078Z Chip & AI Bets Drive Hedge Funds to Best First Half in Five Years https://www.nashnova.com/feed/special/musks-terafab-five-year-wfe-procurement-could-match-global-annual-market-size-5848 NashNova en 2026-07-08T03:33:06.100Z Musk's Terafab Five-Year WFE Procurement Could Match Global Annual Market Size https://www.nashnova.com/feed/special/wechat-ai-agent-xiaowei-enters-testing-challenging-bytedances-doubao-5847 NashNova en 2026-07-08T03:31:43.673Z WeChat AI Agent 'Xiaowei' Enters Testing, Challenging ByteDance's Doubao https://www.nashnova.com/feed/special/u-s-commerce-department-approves-large-scale-release-of-openais-gpt-5-6-5846 NashNova en 2026-07-08T03:30:21.548Z U.S. Commerce Department Approves Large-Scale Release of OpenAI's GPT-5.6 https://www.nashnova.com/feed/special/enterprise-ssd-demand-drives-ddr4-8gb-contract-prices-with-potential-50-percent-5845 NashNova en 2026-07-08T03:10:52.020Z Enterprise SSD Demand Drives DDR4 8Gb Contract Prices with Potential 50% Quarterly Increase https://www.nashnova.com/feed/special/nvidia-partners-with-d-matrix-to-launch-ai-chip-system-ai-cloud-provider-5844 NashNova en 2026-07-08T02:15:36.962Z NVIDIA Partners with d-Matrix to Launch AI Chip System; AI Cloud Provider Parasail Among First to Adopt https://www.nashnova.com/feed/special/tech-stock-weighting-doubles-as-a-shares-converge-toward-u-s-market-structure-5843 NashNova en 2026-07-08T02:10:33.558Z Tech Stock Weighting Doubles as A-Shares Converge Toward U.S. Market Structure https://www.nashnova.com/feed/special/us-iran-tensions-push-oil-prices-and-rate-hike-expectations-higher-gold-turns-5842 NashNova en 2026-07-08T01:40:42.878Z US-Iran Tensions Push Oil Prices and Rate Hike Expectations Higher, Gold Turns Lower https://www.nashnova.com/feed/special/momenta-w-rises-1-83-percent-on-hong-kong-ipo-debut-trading-at-hk-301-5841 NashNova en 2026-07-08T01:35:58.383Z MOMENTA-W Rises 1.83% on Hong Kong IPO Debut, Trading at HK$301 https://www.nashnova.com/feed/special/japan-bank-lending-growth-hits-highest-since-covid-5840 NashNova en 2026-07-08T01:15:29.088Z Japan Bank Lending Growth Hits Highest Since COVID https://www.nashnova.com/feed/special/citic-securities-computing-power-oversupply-concerns-are-unfounded-domestic-5839 NashNova en 2026-07-08T01:06:01.047Z CITIC Securities: Computing Power Oversupply Concerns Are Unfounded; Domestic Computing Power Holds Differentiated Value https://www.nashnova.com/feed/special/samsung-and-sk-hynix-leveraged-etfs-nearly-all-trading-below-ipo-price-as-korean-5838 NashNova en 2026-07-08T00:56:24.273Z Samsung and SK Hynix Leveraged ETFs Nearly All Trading Below IPO Price as Korean Politicians Call for Forced Delisting https://www.nashnova.com/feed/special/options-market-bets-fed-rate-hike-pricing-is-overdone-as-sofr-call-activity-5837 NashNova en 2026-07-08T00:51:00.558Z Options Market Bets Fed Rate Hike Pricing Is Overdone as SOFR Call Activity Heats Up https://www.nashnova.com/feed/special/japans-government-plans-to-add-stable-inflation-wording-to-economic-policy-5836 NashNova en 2026-07-08T00:45:17.520Z Japan's Government Plans to Add "Stable Inflation" Wording to Economic Policy Guidelines https://www.nashnova.com/feed/special/apple-tests-cxmt-memory-chips-as-chinas-dram-supply-chain-emerges-5835 NashNova en 2026-07-08T00:26:10.557Z Apple Tests CXMT Memory Chips as China's DRAM Supply Chain Emerges https://www.nashnova.com/feed/special/meituan-open-sources-longcat-2-0-trained-entirely-on-chinese-computing-5834 NashNova en 2026-07-08T00:16:53.674Z Meituan Open-Sources LongCat-2.0, Trained Entirely on Chinese Computing Infrastructure https://www.nashnova.com/feed/special/tesla-cybercab-begins-public-road-testing-5833 NashNova en 2026-07-08T00:15:30.263Z Tesla Cybercab Begins Public Road Testing https://www.nashnova.com/feed/special/foxconn-chairman-two-of-four-ai-customer-segments-still-have-immature-demand-5832 NashNova en 2026-07-08T00:10:54.391Z Foxconn Chairman: Two of Four AI Customer Segments Still Have Immature Demand https://www.nashnova.com/feed/special/exxonmobil-q2-earnings-expected-to-rise-by-nearly-4-billion-5831 NashNova en 2026-07-07T23:35:15.125Z ExxonMobil Q2 Earnings Expected to Rise by Nearly $4 Billion https://www.nashnova.com/feed/special/samsung-mass-produces-enterprise-ssds-for-nvidia-vera-rubin-5830 NashNova en 2026-07-07T23:25:05.503Z Samsung Mass-Produces Enterprise SSDs for NVIDIA Vera Rubin https://www.nashnova.com/feed/special/fed-minutes-due-today-as-warshs-opaque-style-puts-markets-on-alert-5829 NashNova en 2026-07-07T22:20:52.091Z Fed Minutes Due Today as Warsh's Opaque Style Puts Markets on Alert https://www.nashnova.com/feed/special/fcc-denies-telecom-service-license-to-u-s-firm-with-chinese-ownership-5828 NashNova en 2026-07-07T22:15:28.754Z FCC Denies Telecom Service License to U.S. Firm with Chinese Ownership https://www.nashnova.com/feed/special/u-s-software-sector-down-21-percent-from-a-year-ago-as-ai-disruption-drives-5827 NashNova en 2026-07-07T21:36:12.738Z U.S. Software Sector Down 21% From a Year Ago as AI Disruption Drives Ongoing Valuation Reassessment https://www.nashnova.com/feed/special/u-s-military-strikes-iran-citing-response-to-ship-attacks-in-strait-of-hormuz-5826 NashNova en 2026-07-07T21:35:13.650Z U.S. Military Strikes Iran, Citing Response to Ship Attacks in Strait of Hormuz https://www.nashnova.com/feed/special/xai-and-cursor-to-release-joint-ai-model-as-early-as-this-wednesday-5825 NashNova en 2026-07-07T21:15:29.541Z xAI and Cursor to Release Joint AI Model as Early as This Wednesday https://www.nashnova.com/feed/special/spacex-drops-6-8-percent-on-first-day-in-nasdaq-100-as-bond-spreads-widen-in-5824 NashNova en 2026-07-07T21:00:59.982Z SpaceX Drops 6.8% on First Day in Nasdaq 100 as Bond Spreads Widen in Tandem https://www.nashnova.com/feed/special/ai-sector-sentiment-and-strait-of-hormuz-risk-drag-u-s-stocks-lower-5823 NashNova en 2026-07-07T20:55:33.464Z AI Sector Sentiment and Strait of Hormuz Risk Drag U.S. Stocks Lower https://www.nashnova.com/feed/special/chip-sector-plunges-as-traders-bet-on-nvidia-rebound-5822 NashNova en 2026-07-07T20:15:41.711Z Chip Sector Plunges as Traders Bet on Nvidia Rebound https://www.nashnova.com/feed/special/u-s-chip-fab-revival-faces-157-000-worker-talent-gap-5821 NashNova en 2026-07-07T19:25:31.273Z U.S. Chip Fab Revival Faces 157,000-Worker Talent Gap https://www.nashnova.com/feed/special/u-s-revokes-iran-oil-sanctions-waivers-5820 NashNova en 2026-07-07T19:20:10.508Z U.S. Revokes Iran Oil Sanctions Waivers https://www.nashnova.com/zh/feed/special/tsmc-earnings-call-preview-can-ai-demand-push-guidance-even-higher-5897 NashNova zh-cn 2026-07-08T09:13:14.923Z 台积电财报电话会议前瞻：AI需求能否再推高指引 https://www.nashnova.com/zh/feed/special/trump-declares-u-s-iran-ceasefire-agreement-terminated-5891 NashNova zh-cn 2026-07-08T08:36:29.388Z 特朗普宣布美伊停火协议"已终止" https://www.nashnova.com/zh/feed/special/launch-of-first-valuation-and-index-suite-for-offshore-rmb-bonds-5912 NashNova zh-cn 2026-07-08T12:36:09.321Z 离岸人民币债券首套估值与指数发布 https://www.nashnova.com/zh/feed/special/zhipu-plans-4-billion-share-placement-after-1-500-percent-stock-surge-5911 NashNova zh-cn 2026-07-08T12:25:38.824Z 智谱股价涨1500%后拟配售40亿美元股份 https://www.nashnova.com/zh/feed/special/u-s-senate-defense-bill-proposes-equity-investment-account-with-500-million-cap-5910 NashNova zh-cn 2026-07-08T12:16:59.837Z 美参议院国防法案拟设股权投资账户，上限5亿美元 https://www.nashnova.com/zh/feed/special/china-gold-etfs-see-record-2-91-billion-outflow-in-june-5909 NashNova zh-cn 2026-07-08T12:15:38.314Z 中国黄金ETF 6月创纪录流出29.1亿美元 https://www.nashnova.com/zh/feed/special/boes-first-half-net-profit-expected-to-surge-up-to-69-percent-5908 NashNova zh-cn 2026-07-08T11:56:16.017Z 京东方上半年净利预增最高69% https://www.nashnova.com/zh/feed/special/mega-ai-deals-drive-global-m-and-a-volume-to-record-first-half-high-5907 NashNova zh-cn 2026-07-08T11:35:28.623Z AI巨额交易驱动全球并购规模创上半年纪录 https://www.nashnova.com/zh/feed/special/india-seeks-safe-passage-for-nine-oil-tankers-through-strait-of-hormuz-5906 NashNova zh-cn 2026-07-08T11:10:39.594Z 印度寻求九艘油轮安全过境霍尔木兹海峡 https://www.nashnova.com/zh/feed/special/luxshare-precisions-hong-kong-ipo-grey-market-trading-falls-nearly-5-percent-5905 NashNova zh-cn 2026-07-08T11:05:19.444Z 立讯精密港股IPO暗盘跌近5%，每手亏313港元 https://www.nashnova.com/zh/feed/special/middle-east-tensions-escalate-cruise-airline-and-hotel-stocks-fall-in-pre-market-5904 NashNova zh-cn 2026-07-08T11:02:26.817Z 中东局势升温，邮轮航空酒店股盘前普跌 https://www.nashnova.com/zh/feed/special/wells-fargo-at-and-t-faces-starlink-competition-downgraded-to-underweight-5903 NashNova zh-cn 2026-07-08T11:01:27.179Z 富国银行：AT&T面临Starlink竞争，下调至减持 https://www.nashnova.com/zh/feed/special/pboc-monetary-policy-committee-holds-q2-2026-regular-meeting-5902 NashNova zh-cn 2026-07-08T11:00:29.618Z 中国人民银行货币政策委员会召开2026年Q2例会 https://www.nashnova.com/zh/feed/special/u-s-bitcoin-strategic-reserve-stalls-amid-interagency-disputes-5901 NashNova zh-cn 2026-07-08T10:35:29.009Z 美国比特币战略储备陷入部门争议停滞 https://www.nashnova.com/zh/feed/special/foreign-investors-slash-india-rate-hike-expectations-as-5-year-interest-rate-5900 NashNova zh-cn 2026-07-08T10:05:25.466Z 外资削减印度加息预期 5年期利率互换成交创纪录 https://www.nashnova.com/zh/feed/special/el-erian-wall-street-underestimates-structural-shift-in-global-economic-order-5899 NashNova zh-cn 2026-07-08T09:36:30.310Z 埃尔-埃里安：华尔街低估全球经济秩序结构性转变 https://www.nashnova.com/zh/feed/special/china-passenger-car-june-retail-sales-drop-23-percent-yoy-nev-share-rises-to-63-5898 NashNova zh-cn 2026-07-08T09:35:21.014Z 中国乘用车6月零售同比跌23%，新能源占比升至63% https://www.nashnova.com/zh/feed/special/ai-memory-price-hikes-spark-antitrust-lawsuit-samsung-sk-hynix-and-micron-5896 NashNova zh-cn 2026-07-08T09:11:56.489Z AI内存涨价引发反垄断诉讼，三星、SK海力士、美光被指控 https://www.nashnova.com/zh/feed/special/amazons-new-alexa-project-moonraker-incurs-over-100-million-in-gpu-costs-5895 NashNova zh-cn 2026-07-08T09:10:42.127Z 亚马逊Alexa新项目Moonraker GPU成本逾亿美元 https://www.nashnova.com/zh/feed/special/nvidia-market-cap-evaporates-over-1-trillion-valuation-falls-back-to-pre-ai-boom-5894 NashNova zh-cn 2026-07-08T09:00:55.440Z 英伟达市值蒸发逾1万亿美元，估值跌回AI热潮前水平 https://www.nashnova.com/zh/feed/special/ubs-previews-u-s-bank-q2-earnings-five-key-themes-to-watch-5893 NashNova zh-cn 2026-07-08T08:55:53.848Z 瑞银前瞻美股银行股Q2财报：五大主线定胜负 https://www.nashnova.com/zh/feed/special/hong-kong-legco-passes-stamp-duty-amendment-dual-counter-rmb-trades-to-be-5892 NashNova zh-cn 2026-07-08T08:40:18.333Z 香港立法会通过印花税修订，双柜台人民币交易改以人民币计缴 https://www.nashnova.com/zh/feed/special/sanhuan-groups-hong-kong-grey-market-trading-drops-over-15-percent-losing-more-5890 NashNova zh-cn 2026-07-08T08:35:11.078Z 三环集团港股暗盘跌超15%，每手亏逾1500港元 https://www.nashnova.com/zh/feed/special/trump-orders-complete-trade-cutoff-between-the-u-s-and-spain-5889 NashNova zh-cn 2026-07-08T08:30:20.087Z 特朗普下令切断美国与西班牙全部贸易 https://www.nashnova.com/zh/feed/special/tsmcs-moat-lies-in-its-eda-ip-ecosystem-not-process-technology-itself-5888 NashNova zh-cn 2026-07-08T08:25:29.903Z 台积电护城河在EDA/IP生态，非制程本身 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-zhipu-target-price-to-hk-2-000-5887 NashNova zh-cn 2026-07-08T08:24:03.090Z 摩根大通上调智谱目标价至2000港元 https://www.nashnova.com/zh/feed/special/surging-oil-prices-reignite-inflation-fears-as-germanys-10-year-bund-yield-5886 NashNova zh-cn 2026-07-08T08:22:35.990Z 油价飙升重燃通胀忧虑，德国十年期国债收益率升破3% https://www.nashnova.com/zh/feed/special/dollar-steadies-ahead-of-minutes-waller-may-compress-policy-signals-5885 NashNova zh-cn 2026-07-08T08:20:56.888Z 美元纪要前走稳，沃什或压缩政策信号 https://www.nashnova.com/zh/feed/special/unicredits-stake-in-commerzbank-reaches-47-6-percent-approaching-controlling-5884 NashNova zh-cn 2026-07-08T08:16:01.373Z UniCredit持股德国商业银行达47.6%，逼近控股门槛 https://www.nashnova.com/zh/feed/special/eu-court-dismisses-apples-challenge-to-digital-markets-act-gatekeeper-5883 NashNova zh-cn 2026-07-08T08:10:09.154Z 欧盟法院驳回苹果对《数字市场法》守门人认定的挑战 https://www.nashnova.com/zh/feed/special/sk-hynixs-28-billion-adr-oversubscribed-pricing-set-for-thursday-5882 NashNova zh-cn 2026-07-08T08:05:37.734Z SK海力士280亿美元ADR超额认购，周四定价 https://www.nashnova.com/zh/feed/special/after-wang-yis-nordic-visit-china-proposes-easing-china-eu-trade-tensions-5881 NashNova zh-cn 2026-07-08T07:58:10.932Z 王毅访问北欧后，中国提议缓和中欧贸易摩擦 https://www.nashnova.com/zh/feed/special/kospi-falls-into-bear-market-as-chip-stock-rout-triggers-algorithmic-trading-5880 NashNova zh-cn 2026-07-08T07:56:51.385Z KOSPI跌入熊市，芯片股重挫触发算法交易暂停 https://www.nashnova.com/zh/feed/special/rising-oil-prices-reignite-inflation-fears-pressuring-euro-bulls-5879 NashNova zh-cn 2026-07-08T07:55:34.391Z 油价上涨重燃通胀忧虑，欧元多头承压 https://www.nashnova.com/zh/feed/special/us-iran-war-volatility-drives-tenfold-surge-in-middle-east-private-placements-5878 NashNova zh-cn 2026-07-08T07:51:48.055Z 美伊战争波动推动中东私募配售激增十倍 https://www.nashnova.com/zh/feed/special/alibabas-hong-kong-shares-surge-nearly-14-percent-in-a-single-day-marking-5877 NashNova zh-cn 2026-07-08T07:50:41.990Z 阿里巴巴港股单日涨近14%，创十个月最大涨幅 https://www.nashnova.com/zh/feed/special/temasek-assets-surpass-400-billion-as-ai-exposure-doubles-in-five-years-5876 NashNova zh-cn 2026-07-08T07:41:11.867Z 淡马锡资产突破4000亿美元 AI敞口五年翻倍 https://www.nashnova.com/zh/feed/special/christopher-hui-hong-kong-ranks-first-globally-in-cross-border-wealth-management-5875 NashNova zh-cn 2026-07-08T07:36:59.785Z 许正宇：香港跨境财富管理规模居全球第一 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https://www.nashnova.com/zh/feed/special/south-koreas-110-billion-chip-mega-complex-plan-faces-scrutiny-5869 NashNova zh-cn 2026-07-08T06:05:49.749Z 韩国8000亿元芯片园区计划遭质疑 https://www.nashnova.com/zh/feed/special/xiaomi-auto-launches-skynomad-entering-the-family-full-size-suv-market-5868 NashNova zh-cn 2026-07-08T05:42:01.717Z 小米汽车发布SKYNOMAD，进军家庭大型SUV市场 https://www.nashnova.com/zh/feed/special/hedging-behavior-vanishes-as-u-s-options-market-accumulates-systemic-risk-5867 NashNova zh-cn 2026-07-08T05:40:40.888Z 对冲行为消失，美股期权市场积累系统性风险 https://www.nashnova.com/zh/feed/special/china-10-year-government-bond-auction-demand-hits-all-time-high-5866 NashNova zh-cn 2026-07-08T05:20:10.991Z 中国10年期国债拍卖需求创历史新高 https://www.nashnova.com/zh/feed/special/cofco-continues-purchasing-u-s-soybeans-as-china-u-s-agricultural-trade-5865 NashNova zh-cn 2026-07-08T05:01:38.310Z 中粮集团续购美国大豆，中美农产品贸易提速 https://www.nashnova.com/zh/feed/special/u-s-department-of-defense-plans-to-spend-300-million-on-lithium-resources-5864 NashNova zh-cn 2026-07-08T05:00:33.532Z 美国防部拟斥资3亿美元采购锂资源 https://www.nashnova.com/zh/feed/special/metax-integrated-circuit-surges-428-percent-after-ipo-reportedly-considering-5863 NashNova zh-cn 2026-07-08T04:50:27.735Z 沐曦集成电路IPO后涨428%，传考虑配股融资逾8亿美元 https://www.nashnova.com/zh/feed/special/memory-super-cycle-chipmakers-pricing-power-hits-record-highs-forcing-mac-xbox-5862 NashNova zh-cn 2026-07-08T04:35:46.304Z 存储超级周期：原厂定价权创纪录，Mac/Xbox/Pixel被迫涨价 https://www.nashnova.com/zh/feed/special/china-merchants-securities-h1-net-profit-surges-over-90-percent-exceeding-10-5861 NashNova zh-cn 2026-07-08T04:30:30.139Z 招商证券上半年净利预增逾九成，首破百亿 https://www.nashnova.com/zh/feed/special/goldman-sachs-u-s-momentum-stocks-plunge-over-20-percent-in-5-days-steepest-5860 NashNova zh-cn 2026-07-08T04:18:36.669Z 高盛：美股动量股5日跌超20%，2020年来最猛 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-hang-seng-index-up-2-38-percent-in-morning-session-as-domestic-5859 NashNova zh-cn 2026-07-08T04:17:11.222Z 港股早盘恒指涨2.38%，国产芯片股集体大涨 https://www.nashnova.com/zh/feed/special/morgan-stanley-chinas-cost-reduction-to-drive-global-robotaxi-market-to-1-5858 NashNova zh-cn 2026-07-08T04:15:35.061Z 摩根士丹利：中国降本推动全球Robotaxi市场2040年达万亿美元 https://www.nashnova.com/zh/feed/special/chinas-industrial-overcapacity-resurfaces-reform-path-remains-unclear-5857 NashNova zh-cn 2026-07-08T04:13:58.495Z 中国工业产能过剩再现，改革路径仍不明朗 https://www.nashnova.com/zh/feed/special/chinas-cheap-ai-models-encroach-on-market-pressuring-anthropic-and-openais-5856 NashNova zh-cn 2026-07-08T04:12:31.352Z 中国廉价AI抢食，Anthropic和OpenAI开发者市场承压 https://www.nashnova.com/zh/feed/special/palantirs-political-ties-risk-intensifies-as-stock-drops-nearly-25-percent-year-5855 NashNova zh-cn 2026-07-08T04:11:32.241Z Palantir政治关联风险加剧，股价年内跌近四分之一 https://www.nashnova.com/zh/feed/special/mainland-chinese-court-asserts-jurisdiction-over-hong-kong-listed-company-for-5854 NashNova zh-cn 2026-07-08T04:10:30.103Z 大陆法院首次对港股上市公司主张司法管辖权 https://www.nashnova.com/zh/feed/special/astrazeneca-signs-respiratory-drug-licensing-deal-with-cspc-worth-up-to-1-9-5853 NashNova zh-cn 2026-07-08T03:50:28.530Z 阿斯利康与中国生物制药签呼吸道药物授权协议，最高19亿美元 https://www.nashnova.com/zh/feed/special/nvidia-vera-cpu-secured-by-perplexity-targeting-200-billion-market-5852 NashNova zh-cn 2026-07-08T03:47:08.214Z 英伟达Vera CPU获Perplexity采购，剑指2000亿美元市场 https://www.nashnova.com/zh/feed/special/goldman-sachs-cautious-ming-chi-kuo-strongly-backs-tsmcs-gcs-strategic-position-5851 NashNova zh-cn 2026-07-08T03:45:44.647Z 高盛谨慎，郭明錤力挺台积电GCS战略地位 https://www.nashnova.com/zh/feed/special/eu-imposes-anti-dumping-duties-of-up-to-45-3-percent-on-chinese-tire-companies-5850 NashNova zh-cn 2026-07-08T03:40:28.156Z 欧盟对中国轮胎企业征收最高45.3%反倾销税 https://www.nashnova.com/zh/feed/special/chip-and-ai-bets-drive-hedge-funds-to-best-first-half-in-five-years-5849 NashNova zh-cn 2026-07-08T03:35:44.078Z 芯片AI押注驱动对冲基金创五年最佳上半年 https://www.nashnova.com/zh/feed/special/musks-terafab-five-year-wfe-procurement-could-match-global-annual-market-size-5848 NashNova zh-cn 2026-07-08T03:33:06.100Z 马斯克Terafab五年WFE采购或达全球年市场总量 https://www.nashnova.com/zh/feed/special/wechat-ai-agent-xiaowei-enters-testing-challenging-bytedances-doubao-5847 NashNova zh-cn 2026-07-08T03:31:43.673Z 微信AI Agent小微开测，挑战字节跳动豆包 https://www.nashnova.com/zh/feed/special/u-s-commerce-department-approves-large-scale-release-of-openais-gpt-5-6-5846 NashNova zh-cn 2026-07-08T03:30:21.548Z 美国商务部批准OpenAI GPT-5.6大规模发布 https://www.nashnova.com/zh/feed/special/enterprise-ssd-demand-drives-ddr4-8gb-contract-prices-with-potential-50-percent-5845 NashNova zh-cn 2026-07-08T03:10:52.020Z 企业级SSD需求拉动DDR4 8Gb合约价季涨幅或达50% https://www.nashnova.com/zh/feed/special/nvidia-partners-with-d-matrix-to-launch-ai-chip-system-ai-cloud-provider-5844 NashNova zh-cn 2026-07-08T02:15:36.962Z 英伟达联手d-Matrix推AI芯片系统，AI云商Parasail首批接入 https://www.nashnova.com/zh/feed/special/tech-stock-weighting-doubles-as-a-shares-converge-toward-u-s-market-structure-5843 NashNova zh-cn 2026-07-08T02:10:33.558Z 科技股权重翻倍，A股向美股靠拢 https://www.nashnova.com/zh/feed/special/us-iran-tensions-push-oil-prices-and-rate-hike-expectations-higher-gold-turns-5842 NashNova zh-cn 2026-07-08T01:40:42.878Z 美伊局势推升油价与加息预期，金价转跌 https://www.nashnova.com/zh/feed/special/momenta-w-rises-1-83-percent-on-hong-kong-ipo-debut-trading-at-hk-301-5841 NashNova zh-cn 2026-07-08T01:35:58.383Z MOMENTA-W港股首挂涨1.83%，报301港元 https://www.nashnova.com/zh/feed/special/japan-bank-lending-growth-hits-highest-since-covid-5840 NashNova zh-cn 2026-07-08T01:15:29.088Z 日本银行贷款增速创新冠以来最高 https://www.nashnova.com/zh/feed/special/citic-securities-computing-power-oversupply-concerns-are-unfounded-domestic-5839 NashNova zh-cn 2026-07-08T01:06:01.047Z 中信证券：算力过剩担忧不成立，国产算力具差异化价值 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-leveraged-etfs-nearly-all-trading-below-ipo-price-as-korean-5838 NashNova zh-cn 2026-07-08T00:56:24.273Z 三星海力士杠杆ETF几乎全线跌破发行价，韩国政界呼吁强制退市 https://www.nashnova.com/zh/feed/special/options-market-bets-fed-rate-hike-pricing-is-overdone-as-sofr-call-activity-5837 NashNova zh-cn 2026-07-08T00:51:00.558Z 期权市场押注美联储加息定价过头，SOFR看涨盘升温 https://www.nashnova.com/zh/feed/special/japans-government-plans-to-add-stable-inflation-wording-to-economic-policy-5836 NashNova zh-cn 2026-07-08T00:45:17.520Z 日本政府拟在经济纲要中补充"稳定通胀"表述 https://www.nashnova.com/zh/feed/special/apple-tests-cxmt-memory-chips-as-chinas-dram-supply-chain-emerges-5835 NashNova zh-cn 2026-07-08T00:26:10.557Z 苹果测试长鑫存储芯片，中国DRAM供应链浮出水面 https://www.nashnova.com/zh/feed/special/meituan-open-sources-longcat-2-0-trained-entirely-on-chinese-computing-5834 NashNova zh-cn 2026-07-08T00:16:53.674Z 美团开源LongCat-2.0，全程跑在中国算力上 https://www.nashnova.com/zh/feed/special/tesla-cybercab-begins-public-road-testing-5833 NashNova zh-cn 2026-07-08T00:15:30.263Z 特斯拉Cybercab开启公开道路测试 https://www.nashnova.com/zh/feed/special/foxconn-chairman-two-of-four-ai-customer-segments-still-have-immature-demand-5832 NashNova zh-cn 2026-07-08T00:10:54.391Z 鸿海董事长：AI四类客群两类需求尚未成熟 https://www.nashnova.com/zh/feed/special/exxonmobil-q2-earnings-expected-to-rise-by-nearly-4-billion-5831 NashNova zh-cn 2026-07-07T23:35:15.125Z 埃克森美孚Q2盈利预增近40亿美元 https://www.nashnova.com/zh/feed/special/samsung-mass-produces-enterprise-ssds-for-nvidia-vera-rubin-5830 NashNova zh-cn 2026-07-07T23:25:05.503Z 三星为英伟达Vera Rubin量产企业级固态硬盘 https://www.nashnova.com/zh/feed/special/fed-minutes-due-today-as-warshs-opaque-style-puts-markets-on-alert-5829 NashNova zh-cn 2026-07-07T22:20:52.091Z 美联储纪要今日发布，沃什不透明风格令市场警惕 https://www.nashnova.com/zh/feed/special/fcc-denies-telecom-service-license-to-u-s-firm-with-chinese-ownership-5828 NashNova zh-cn 2026-07-07T22:15:28.754Z FCC拒绝中资背景美企电信服务许可 https://www.nashnova.com/zh/feed/special/u-s-software-sector-down-21-percent-from-a-year-ago-as-ai-disruption-drives-5827 NashNova zh-cn 2026-07-07T21:36:12.738Z 美股软件板块较一年前跌21%，AI冲击估值重估持续 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-iran-citing-response-to-ship-attacks-in-strait-of-hormuz-5826 NashNova zh-cn 2026-07-07T21:35:13.650Z 美军对伊朗发动打击，称回应霍尔木兹海峡袭船 https://www.nashnova.com/zh/feed/special/xai-and-cursor-to-release-joint-ai-model-as-early-as-this-wednesday-5825 NashNova zh-cn 2026-07-07T21:15:29.541Z xAI与Cursor联合AI模型最快本周三发布 https://www.nashnova.com/zh/feed/special/spacex-drops-6-8-percent-on-first-day-in-nasdaq-100-as-bond-spreads-widen-in-5824 NashNova zh-cn 2026-07-07T21:00:59.982Z SpaceX纳指100首日跌6.8%，债券利差同步走阔 https://www.nashnova.com/zh/feed/special/ai-sector-sentiment-and-strait-of-hormuz-risk-drag-u-s-stocks-lower-5823 NashNova zh-cn 2026-07-07T20:55:33.464Z AI板块情绪与霍尔木兹风险拖累美股回调 https://www.nashnova.com/zh/feed/special/chip-sector-plunges-as-traders-bet-on-nvidia-rebound-5822 NashNova zh-cn 2026-07-07T20:15:41.711Z 芯片板块重挫，交易员押注英伟达反弹 https://www.nashnova.com/zh/feed/special/u-s-chip-fab-revival-faces-157-000-worker-talent-gap-5821 NashNova zh-cn 2026-07-07T19:25:31.273Z 美国芯片厂复兴面临15.7万人才缺口 https://www.nashnova.com/zh/feed/special/u-s-revokes-iran-oil-sanctions-waivers-5820 NashNova zh-cn 2026-07-07T19:20:10.508Z 美国撤销伊朗石油制裁豁免 https://www.nashnova.com/zh/feed/special/ai-5819 NashNova zh-cn 2026-07-07T19:17:18.180Z 瑞银发出去杠杆预警：AI持仓遭集中减仓 https://www.nashnova.com/zh/feed/special/ge-vernova-5818 NashNova zh-cn 2026-07-07T19:00:27.226Z 西门子能源遭降级，GE Vernova领跌电力设备板块 https://www.nashnova.com/zh/feed/special/alphabet-meta-5817 NashNova zh-cn 2026-07-07T18:55:35.858Z 美银上调Alphabet/亚马逊/Meta资本开支预测 https://www.nashnova.com/zh/feed/special/meta-muse-image-5816 NashNova zh-cn 2026-07-07T18:10:49.404Z Meta推出Muse Image图像生成模型 https://www.nashnova.com/zh/feed/special/5815 NashNova zh-cn 2026-07-07T18:05:46.699Z 债市盯紧亚特兰大联储薪资追踪器，加息预期悬而未决 https://www.nashnova.com/zh/feed/special/ai-5814 NashNova zh-cn 2026-07-07T17:55:36.418Z 诺基亚转型AI数据中心供应商，股价年内涨近九成 https://www.nashnova.com/zh/feed/special/ai-5813 NashNova zh-cn 2026-07-07T17:40:38.065Z 贝莱德：私人信贷将在AI基建融资中扮演更大角色 https://www.nashnova.com/zh-hant/feed/special/tsmc-earnings-call-preview-can-ai-demand-push-guidance-even-higher-5897 NashNova zh-tw 2026-07-08T09:13:14.923Z 台積電財報電話會議前瞻：AI需求能否再推高指引 https://www.nashnova.com/zh-hant/feed/special/trump-declares-u-s-iran-ceasefire-agreement-terminated-5891 NashNova zh-tw 2026-07-08T08:36:29.388Z 特朗普宣佈美伊停火協議「已終止」 https://www.nashnova.com/zh-hant/feed/special/launch-of-first-valuation-and-index-suite-for-offshore-rmb-bonds-5912 NashNova zh-tw 2026-07-08T12:36:09.321Z 離岸人民幣債券首套估值與指數發布 https://www.nashnova.com/zh-hant/feed/special/zhipu-plans-4-billion-share-placement-after-1-500-percent-stock-surge-5911 NashNova zh-tw 2026-07-08T12:25:38.824Z 智譜股價漲1500%後擬配售40億美元股份 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https://www.nashnova.com/zh-hant/feed/special/nvidia-market-cap-evaporates-over-1-trillion-valuation-falls-back-to-pre-ai-boom-5894 NashNova zh-tw 2026-07-08T09:00:55.440Z 輝達市值蒸發逾1萬億美元，估值跌回AI熱潮前水平 https://www.nashnova.com/zh-hant/feed/special/ubs-previews-u-s-bank-q2-earnings-five-key-themes-to-watch-5893 NashNova zh-tw 2026-07-08T08:55:53.848Z 瑞銀前瞻美股銀行股Q2財報：五大主線定勝負 https://www.nashnova.com/zh-hant/feed/special/hong-kong-legco-passes-stamp-duty-amendment-dual-counter-rmb-trades-to-be-5892 NashNova zh-tw 2026-07-08T08:40:18.333Z 香港立法會通過印花稅修訂，雙櫃台人民幣交易改以人民幣計繳 https://www.nashnova.com/zh-hant/feed/special/sanhuan-groups-hong-kong-grey-market-trading-drops-over-15-percent-losing-more-5890 NashNova zh-tw 2026-07-08T08:35:11.078Z 三環集團港股暗盤跌超15%，每手虧逾1500港元 https://www.nashnova.com/zh-hant/feed/special/trump-orders-complete-trade-cutoff-between-the-u-s-and-spain-5889 NashNova zh-tw 2026-07-08T08:30:20.087Z 特朗普下令切斷美國與西班牙全部貿易 https://www.nashnova.com/zh-hant/feed/special/tsmcs-moat-lies-in-its-eda-ip-ecosystem-not-process-technology-itself-5888 NashNova zh-tw 2026-07-08T08:25:29.903Z 台積電護城河在EDA/IP生態，非製程本身 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-zhipu-target-price-to-hk-2-000-5887 NashNova zh-tw 2026-07-08T08:24:03.090Z 摩根大通上調智譜目標價至2000港元 https://www.nashnova.com/zh-hant/feed/special/surging-oil-prices-reignite-inflation-fears-as-germanys-10-year-bund-yield-5886 NashNova zh-tw 2026-07-08T08:22:35.990Z 油價飆升重燃通膨憂慮，德國十年期國債收益率升破3% https://www.nashnova.com/zh-hant/feed/special/dollar-steadies-ahead-of-minutes-waller-may-compress-policy-signals-5885 NashNova zh-tw 2026-07-08T08:20:56.888Z 美元紀要前走穩，沃什或壓縮政策信號 https://www.nashnova.com/zh-hant/feed/special/unicredits-stake-in-commerzbank-reaches-47-6-percent-approaching-controlling-5884 NashNova zh-tw 2026-07-08T08:16:01.373Z UniCredit持股德國商業銀行達47.6%，逼近控股門檻 https://www.nashnova.com/zh-hant/feed/special/eu-court-dismisses-apples-challenge-to-digital-markets-act-gatekeeper-5883 NashNova zh-tw 2026-07-08T08:10:09.154Z 歐盟法院駁回蘋果對《數位市場法》守門人認定的挑戰 https://www.nashnova.com/zh-hant/feed/special/sk-hynixs-28-billion-adr-oversubscribed-pricing-set-for-thursday-5882 NashNova zh-tw 2026-07-08T08:05:37.734Z SK海力士280億美元ADR超額認購，週四定價 https://www.nashnova.com/zh-hant/feed/special/after-wang-yis-nordic-visit-china-proposes-easing-china-eu-trade-tensions-5881 NashNova zh-tw 2026-07-08T07:58:10.932Z 王毅訪問北歐後，中國提議緩和中歐貿易摩擦 https://www.nashnova.com/zh-hant/feed/special/kospi-falls-into-bear-market-as-chip-stock-rout-triggers-algorithmic-trading-5880 NashNova zh-tw 2026-07-08T07:56:51.385Z KOSPI跌入熊市，晶片股重挫觸發演算法交易暫停 https://www.nashnova.com/zh-hant/feed/special/rising-oil-prices-reignite-inflation-fears-pressuring-euro-bulls-5879 NashNova zh-tw 2026-07-08T07:55:34.391Z 油價上漲重燃通膨憂慮，歐元多頭承壓 https://www.nashnova.com/zh-hant/feed/special/us-iran-war-volatility-drives-tenfold-surge-in-middle-east-private-placements-5878 NashNova zh-tw 2026-07-08T07:51:48.055Z 美伊戰爭波動推動中東私募配售激增十倍 https://www.nashnova.com/zh-hant/feed/special/alibabas-hong-kong-shares-surge-nearly-14-percent-in-a-single-day-marking-5877 NashNova zh-tw 2026-07-08T07:50:41.990Z 阿里巴巴港股單日漲近14%，創十個月最大漲幅 https://www.nashnova.com/zh-hant/feed/special/temasek-assets-surpass-400-billion-as-ai-exposure-doubles-in-five-years-5876 NashNova zh-tw 2026-07-08T07:41:11.867Z 淡馬錫資產突破4000億美元 AI敞口五年翻倍 https://www.nashnova.com/zh-hant/feed/special/christopher-hui-hong-kong-ranks-first-globally-in-cross-border-wealth-management-5875 NashNova zh-tw 2026-07-08T07:36:59.785Z 許正宇：香港跨境財富管理規模居全球第一 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-share-placement-triggers-dollar-selling-korean-won-rises-to-over-one-5874 NashNova zh-tw 2026-07-08T07:35:41.537Z SK海力士配售引發拋售美元，韓元升至逾一個月高位 https://www.nashnova.com/zh-hant/feed/special/samsung-leverages-chip-level-integration-in-hbm4-to-close-gap-with-sk-hynix-5873 NashNova zh-tw 2026-07-08T07:11:38.686Z 三星HBM4藉晶片級整合追趕SK海力士 https://www.nashnova.com/zh-hant/feed/special/chinas-miit-warns-claude-code-has-security-backdoor-alibaba-has-already-banned-5872 NashNova zh-tw 2026-07-08T07:10:27.710Z 工信部警告Claude Code存安全後門，阿里已禁用 https://www.nashnova.com/zh-hant/feed/special/semianalysis-predicts-anthropics-q3-profit-to-surpass-1-billion-5871 NashNova zh-tw 2026-07-08T06:30:36.020Z SemiAnalysis預測Anthropic三季度利潤突破10億美元 https://www.nashnova.com/zh-hant/feed/special/volkswagen-plans-to-cut-100-000-jobs-amid-declining-market-share-in-china-5870 NashNova zh-tw 2026-07-08T06:10:28.777Z 大眾汽車擬裁員10萬人應對中國市場份額下滑 https://www.nashnova.com/zh-hant/feed/special/south-koreas-110-billion-chip-mega-complex-plan-faces-scrutiny-5869 NashNova zh-tw 2026-07-08T06:05:49.749Z 韓國8000億元晶片園區計劃遭質疑 https://www.nashnova.com/zh-hant/feed/special/xiaomi-auto-launches-skynomad-entering-the-family-full-size-suv-market-5868 NashNova zh-tw 2026-07-08T05:42:01.717Z 小米汽車發布SKYNOMAD，進軍家庭大型SUV市場 https://www.nashnova.com/zh-hant/feed/special/hedging-behavior-vanishes-as-u-s-options-market-accumulates-systemic-risk-5867 NashNova zh-tw 2026-07-08T05:40:40.888Z 對沖行為消失，美股期權市場積累系統性風險 https://www.nashnova.com/zh-hant/feed/special/china-10-year-government-bond-auction-demand-hits-all-time-high-5866 NashNova zh-tw 2026-07-08T05:20:10.991Z 中國10年期國債拍賣需求創歷史新高 https://www.nashnova.com/zh-hant/feed/special/cofco-continues-purchasing-u-s-soybeans-as-china-u-s-agricultural-trade-5865 NashNova zh-tw 2026-07-08T05:01:38.310Z 中糧集團續購美國大豆，中美農產品貿易提速 https://www.nashnova.com/zh-hant/feed/special/u-s-department-of-defense-plans-to-spend-300-million-on-lithium-resources-5864 NashNova zh-tw 2026-07-08T05:00:33.532Z 美國防部擬斥資3億美元採購鋰資源 https://www.nashnova.com/zh-hant/feed/special/metax-integrated-circuit-surges-428-percent-after-ipo-reportedly-considering-5863 NashNova zh-tw 2026-07-08T04:50:27.735Z 沐曦集成電路IPO後漲428%，傳考慮配股融資逾8億美元 https://www.nashnova.com/zh-hant/feed/special/memory-super-cycle-chipmakers-pricing-power-hits-record-highs-forcing-mac-xbox-5862 NashNova zh-tw 2026-07-08T04:35:46.304Z 儲存超級週期：原廠定價權創紀錄，Mac/Xbox/Pixel被迫漲價 https://www.nashnova.com/zh-hant/feed/special/china-merchants-securities-h1-net-profit-surges-over-90-percent-exceeding-10-5861 NashNova zh-tw 2026-07-08T04:30:30.139Z 招商證券上半年淨利預增逾九成，首破百億 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-u-s-momentum-stocks-plunge-over-20-percent-in-5-days-steepest-5860 NashNova zh-tw 2026-07-08T04:18:36.669Z 高盛：美股動量股5日跌超20%，2020年來最猛 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-hang-seng-index-up-2-38-percent-in-morning-session-as-domestic-5859 NashNova zh-tw 2026-07-08T04:17:11.222Z 港股早盤恒指漲2.38%，國產芯片股集體大漲 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-chinas-cost-reduction-to-drive-global-robotaxi-market-to-1-5858 NashNova zh-tw 2026-07-08T04:15:35.061Z 摩根士丹利：中國降本推動全球Robotaxi市場2040年達萬億美元 https://www.nashnova.com/zh-hant/feed/special/chinas-industrial-overcapacity-resurfaces-reform-path-remains-unclear-5857 NashNova zh-tw 2026-07-08T04:13:58.495Z 中國工業產能過剩再現，改革路徑仍不明朗 https://www.nashnova.com/zh-hant/feed/special/chinas-cheap-ai-models-encroach-on-market-pressuring-anthropic-and-openais-5856 NashNova zh-tw 2026-07-08T04:12:31.352Z 中國廉價AI搶食，Anthropic和OpenAI開發者市場承壓 https://www.nashnova.com/zh-hant/feed/special/palantirs-political-ties-risk-intensifies-as-stock-drops-nearly-25-percent-year-5855 NashNova zh-tw 2026-07-08T04:11:32.241Z Palantir政治關聯風險加劇，股價年內跌近四分之一 https://www.nashnova.com/zh-hant/feed/special/mainland-chinese-court-asserts-jurisdiction-over-hong-kong-listed-company-for-5854 NashNova zh-tw 2026-07-08T04:10:30.103Z 大陸法院首次對港股上市公司主張司法管轄權 https://www.nashnova.com/zh-hant/feed/special/astrazeneca-signs-respiratory-drug-licensing-deal-with-cspc-worth-up-to-1-9-5853 NashNova zh-tw 2026-07-08T03:50:28.530Z 阿斯利康與中國生物製藥簽呼吸道藥物授權協議，最高19億美元 https://www.nashnova.com/zh-hant/feed/special/nvidia-vera-cpu-secured-by-perplexity-targeting-200-billion-market-5852 NashNova zh-tw 2026-07-08T03:47:08.214Z 輝達Vera CPU獲Perplexity採購，劍指2000億美元市場 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-cautious-ming-chi-kuo-strongly-backs-tsmcs-gcs-strategic-position-5851 NashNova zh-tw 2026-07-08T03:45:44.647Z 高盛謹慎，郭明錤力挺台積電GCS戰略地位 https://www.nashnova.com/zh-hant/feed/special/eu-imposes-anti-dumping-duties-of-up-to-45-3-percent-on-chinese-tire-companies-5850 NashNova zh-tw 2026-07-08T03:40:28.156Z 歐盟對中國輪胎企業徵收最高45.3%反傾銷稅 https://www.nashnova.com/zh-hant/feed/special/chip-and-ai-bets-drive-hedge-funds-to-best-first-half-in-five-years-5849 NashNova zh-tw 2026-07-08T03:35:44.078Z 晶片AI押注驅動對沖基金創五年最佳上半年 https://www.nashnova.com/zh-hant/feed/special/musks-terafab-five-year-wfe-procurement-could-match-global-annual-market-size-5848 NashNova zh-tw 2026-07-08T03:33:06.100Z 馬斯克Terafab五年WFE採購或達全球年市場總量 https://www.nashnova.com/zh-hant/feed/special/wechat-ai-agent-xiaowei-enters-testing-challenging-bytedances-doubao-5847 NashNova zh-tw 2026-07-08T03:31:43.673Z 微信AI Agent小微開測，挑戰字節跳動豆包 https://www.nashnova.com/zh-hant/feed/special/u-s-commerce-department-approves-large-scale-release-of-openais-gpt-5-6-5846 NashNova zh-tw 2026-07-08T03:30:21.548Z 美國商務部批准OpenAI GPT-5.6大規模發布 https://www.nashnova.com/zh-hant/feed/special/enterprise-ssd-demand-drives-ddr4-8gb-contract-prices-with-potential-50-percent-5845 NashNova zh-tw 2026-07-08T03:10:52.020Z 企業級SSD需求拉動DDR4 8Gb合約價季漲幅或達50% https://www.nashnova.com/zh-hant/feed/special/nvidia-partners-with-d-matrix-to-launch-ai-chip-system-ai-cloud-provider-5844 NashNova zh-tw 2026-07-08T02:15:36.962Z 輝達聯手d-Matrix推AI晶片系統，AI雲商Parasail首批接入 https://www.nashnova.com/zh-hant/feed/special/tech-stock-weighting-doubles-as-a-shares-converge-toward-u-s-market-structure-5843 NashNova zh-tw 2026-07-08T02:10:33.558Z 科技股權重翻倍，A股向美股靠攏 https://www.nashnova.com/zh-hant/feed/special/us-iran-tensions-push-oil-prices-and-rate-hike-expectations-higher-gold-turns-5842 NashNova zh-tw 2026-07-08T01:40:42.878Z 美伊局勢推升油價與加息預期，金價轉跌 https://www.nashnova.com/zh-hant/feed/special/momenta-w-rises-1-83-percent-on-hong-kong-ipo-debut-trading-at-hk-301-5841 NashNova zh-tw 2026-07-08T01:35:58.383Z MOMENTA-W港股首掛漲1.83%，報301港元 https://www.nashnova.com/zh-hant/feed/special/japan-bank-lending-growth-hits-highest-since-covid-5840 NashNova zh-tw 2026-07-08T01:15:29.088Z 日本銀行貸款增速創新冠以來最高 https://www.nashnova.com/zh-hant/feed/special/citic-securities-computing-power-oversupply-concerns-are-unfounded-domestic-5839 NashNova zh-tw 2026-07-08T01:06:01.047Z 中信證券：算力過剩擔憂不成立，國產算力具差異化價值 https://www.nashnova.com/zh-hant/feed/special/samsung-and-sk-hynix-leveraged-etfs-nearly-all-trading-below-ipo-price-as-korean-5838 NashNova zh-tw 2026-07-08T00:56:24.273Z 三星海力士槓桿ETF幾乎全線跌破發行價，韓國政界呼籲強制退市 https://www.nashnova.com/zh-hant/feed/special/options-market-bets-fed-rate-hike-pricing-is-overdone-as-sofr-call-activity-5837 NashNova zh-tw 2026-07-08T00:51:00.558Z 期權市場押注美聯儲加息定價過頭，SOFR看漲盤升溫 https://www.nashnova.com/zh-hant/feed/special/japans-government-plans-to-add-stable-inflation-wording-to-economic-policy-5836 NashNova zh-tw 2026-07-08T00:45:17.520Z 日本政府擬在經濟綱要中補充「穩定通膨」表述 https://www.nashnova.com/zh-hant/feed/special/apple-tests-cxmt-memory-chips-as-chinas-dram-supply-chain-emerges-5835 NashNova zh-tw 2026-07-08T00:26:10.557Z 蘋果測試長鑫存儲晶片，中國DRAM供應鏈浮出水面 https://www.nashnova.com/zh-hant/feed/special/meituan-open-sources-longcat-2-0-trained-entirely-on-chinese-computing-5834 NashNova zh-tw 2026-07-08T00:16:53.674Z 美團開源LongCat-2.0，全程跑在中國算力上 https://www.nashnova.com/zh-hant/feed/special/tesla-cybercab-begins-public-road-testing-5833 NashNova zh-tw 2026-07-08T00:15:30.263Z 特斯拉Cybercab開啟公開道路測試 https://www.nashnova.com/zh-hant/feed/special/foxconn-chairman-two-of-four-ai-customer-segments-still-have-immature-demand-5832 NashNova zh-tw 2026-07-08T00:10:54.391Z 鴻海董事長：AI四類客群兩類需求尚未成熟 https://www.nashnova.com/zh-hant/feed/special/exxonmobil-q2-earnings-expected-to-rise-by-nearly-4-billion-5831 NashNova zh-tw 2026-07-07T23:35:15.125Z 埃克森美孚Q2盈利預增近40億美元 https://www.nashnova.com/zh-hant/feed/special/samsung-mass-produces-enterprise-ssds-for-nvidia-vera-rubin-5830 NashNova zh-tw 2026-07-07T23:25:05.503Z 三星為輝達Vera Rubin量產企業級固態硬碟 https://www.nashnova.com/zh-hant/feed/special/fed-minutes-due-today-as-warshs-opaque-style-puts-markets-on-alert-5829 NashNova zh-tw 2026-07-07T22:20:52.091Z 美聯儲紀要今日發布，沃什不透明風格令市場警惕 https://www.nashnova.com/zh-hant/feed/special/fcc-denies-telecom-service-license-to-u-s-firm-with-chinese-ownership-5828 NashNova zh-tw 2026-07-07T22:15:28.754Z FCC拒絕中資背景美企電信服務許可 https://www.nashnova.com/zh-hant/feed/special/u-s-software-sector-down-21-percent-from-a-year-ago-as-ai-disruption-drives-5827 NashNova zh-tw 2026-07-07T21:36:12.738Z 美股軟體板塊較一年前跌21%，AI衝擊估值重估持續 https://www.nashnova.com/zh-hant/feed/special/u-s-military-strikes-iran-citing-response-to-ship-attacks-in-strait-of-hormuz-5826 NashNova zh-tw 2026-07-07T21:35:13.650Z 美軍對伊朗發動打擊，稱回應霍爾木茲海峽襲船 https://www.nashnova.com/zh-hant/feed/special/xai-and-cursor-to-release-joint-ai-model-as-early-as-this-wednesday-5825 NashNova zh-tw 2026-07-07T21:15:29.541Z xAI與Cursor聯合AI模型最快本週三發布 https://www.nashnova.com/zh-hant/feed/special/spacex-drops-6-8-percent-on-first-day-in-nasdaq-100-as-bond-spreads-widen-in-5824 NashNova zh-tw 2026-07-07T21:00:59.982Z SpaceX納指100首日跌6.8%，債券利差同步走闊 https://www.nashnova.com/zh-hant/feed/special/ai-sector-sentiment-and-strait-of-hormuz-risk-drag-u-s-stocks-lower-5823 NashNova zh-tw 2026-07-07T20:55:33.464Z AI板塊情緒與霍爾木茲風險拖累美股回調 https://www.nashnova.com/zh-hant/feed/special/chip-sector-plunges-as-traders-bet-on-nvidia-rebound-5822 NashNova zh-tw 2026-07-07T20:15:41.711Z 晶片板塊重挫，交易員押注輝達反彈 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-fab-revival-faces-157-000-worker-talent-gap-5821 NashNova zh-tw 2026-07-07T19:25:31.273Z 美國晶片廠復興面臨15.7萬人才缺口 https://www.nashnova.com/zh-hant/feed/special/u-s-revokes-iran-oil-sanctions-waivers-5820 NashNova zh-tw 2026-07-07T19:20:10.508Z 美國撤銷伊朗石油制裁豁免 https://www.nashnova.com/zh-hant/feed/special/ai-5819 NashNova zh-tw 2026-07-07T19:17:18.180Z 瑞銀發出去槓桿預警：AI持倉遭集中減倉 https://www.nashnova.com/zh-hant/feed/special/ge-vernova-5818 NashNova zh-tw 2026-07-07T19:00:27.226Z 西門子能源遭降級，GE Vernova領跌電力設備板塊 https://www.nashnova.com/zh-hant/feed/special/alphabet-meta-5817 NashNova zh-tw 2026-07-07T18:55:35.858Z 美銀上調Alphabet/亞馬遜/Meta資本開支預測 https://www.nashnova.com/zh-hant/feed/special/meta-muse-image-5816 NashNova zh-tw 2026-07-07T18:10:49.404Z Meta推出Muse Image圖像生成模型 https://www.nashnova.com/zh-hant/feed/special/5815 NashNova zh-tw 2026-07-07T18:05:46.699Z 債市緊盯亞特蘭大聯儲薪資追蹤器，加息預期懸而未決 https://www.nashnova.com/zh-hant/feed/special/ai-5814 NashNova zh-tw 2026-07-07T17:55:36.418Z 諾基亞轉型AI數據中心供應商，股價年內漲近九成 https://www.nashnova.com/zh-hant/feed/special/ai-5813 NashNova zh-tw 2026-07-07T17:40:38.065Z 貝萊德：私人信貸將在AI基建融資中扮演更大角色