https://www.nashnova.com/feed/special/us-iran-tensions-push-oil-prices-up-2-6-percent-bp-net-debt-falls-to-23b-6442 NashNova en 2026-07-14T07:37:41.865Z US-Iran Tensions Push Oil Prices Up 2.6%; BP Net Debt Falls to $23B; European Stocks Under Pressure https://www.nashnova.com/feed/special/astrazeneca-licenses-dizal-pharmas-lung-cancer-drug-zegfrovy-global-rights-in-1-6441 NashNova en 2026-07-14T07:07:11.717Z AstraZeneca Licenses Dizal Pharma's Lung Cancer Drug Zegfrovy Global Rights in $1.5 Billion Deal https://www.nashnova.com/feed/special/goldman-sachs-hong-kong-market-has-entered-the-ai-era-ipo-fundraising-expected-6440 NashNova en 2026-07-14T06:57:12.230Z Goldman Sachs: Hong Kong Market Has Entered the AI Era, IPO Fundraising Expected to Hit Record Highs https://www.nashnova.com/feed/special/ai-data-center-jv-bond-terms-diverge-as-oracle-earns-fitchs-highest-rating-6439 NashNova en 2026-07-14T06:52:40.702Z AI Data Center JV Bond Terms Diverge as Oracle Earns Fitch's Highest Rating https://www.nashnova.com/feed/special/sk-hynix-adr-record-financing-drives-korean-won-to-lead-asian-currencies-6438 NashNova en 2026-07-14T06:42:01.981Z SK Hynix ADR Record Financing Drives Korean Won to Lead Asian Currencies https://www.nashnova.com/feed/special/final-version-of-japans-economic-blueprint-to-explicitly-include-boj-6437 NashNova en 2026-07-14T06:31:58.492Z Final Version of Japan's Economic Blueprint to Explicitly Include BOJ Independence Clause https://www.nashnova.com/feed/special/nomura-ai-industry-cycle-has-not-peaked-significant-upside-for-chinas-ai-value-6436 NashNova en 2026-07-14T06:22:05.745Z Nomura: AI Industry Cycle Has Not Peaked, Significant Upside for China's AI Value Chain https://www.nashnova.com/feed/special/umcs-singapore-fab-begins-silicon-photonics-mass-production-citi-bullish-on-h2-6435 NashNova en 2026-07-14T05:57:06.713Z UMC's Singapore Fab Begins Silicon Photonics Mass Production; Citi Bullish on H2 Outlook https://www.nashnova.com/feed/special/chinese-automakers-profits-squeezed-by-material-suppliers-as-multiple-companies-6434 NashNova en 2026-07-14T05:42:49.082Z Chinese Automakers' Profits Squeezed by Material Suppliers as Multiple Companies Report Widening H1 Losses https://www.nashnova.com/feed/special/south-korea-margin-balances-drop-back-to-late-april-levels-as-both-longs-and-6433 NashNova en 2026-07-14T05:37:17.233Z South Korea Margin Balances Drop Back to Late-April Levels as Both Longs and Shorts Deleverage Simultaneously https://www.nashnova.com/feed/special/masayoshi-son-annual-ai-investment-demand-to-reach-5-trillion-by-2040-6432 NashNova en 2026-07-14T05:32:20.932Z Masayoshi Son: Annual AI Investment Demand to Reach $5 Trillion by 2040 https://www.nashnova.com/feed/special/asml-q2-earnings-preview-capacity-likely-fully-booked-china-business-faces-6431 NashNova en 2026-07-14T05:17:24.587Z ASML Q2 Earnings Preview: Capacity Likely Fully Booked, China Business Faces Export Control Pressure https://www.nashnova.com/feed/special/6-inch-sic-substrate-prices-bottom-out-and-rebound-as-supply-tightens-6430 NashNova en 2026-07-14T05:12:26.637Z 6-Inch SiC Substrate Prices Bottom Out and Rebound as Supply Tightens https://www.nashnova.com/feed/special/sheins-donald-tang-steps-down-ceo-sky-xu-takes-the-helm-6429 NashNova en 2026-07-14T05:07:19.890Z Shein's Donald Tang Steps Down, CEO Sky Xu Takes the Helm https://www.nashnova.com/feed/special/south-korea-eases-fx-rules-to-advance-won-internationalization-6428 NashNova en 2026-07-14T04:57:04.103Z South Korea Eases FX Rules to Advance Won Internationalization https://www.nashnova.com/feed/special/u-s-june-cpi-expected-to-rise-3-8-percent-yoy-falling-gas-prices-may-fail-to-6427 NashNova en 2026-07-14T04:23:36.264Z U.S. June CPI Expected to Rise 3.8% YoY: Falling Gas Prices May Fail to Offset Food Price Pressures https://www.nashnova.com/feed/special/surging-memory-costs-polarize-chinas-smartphone-market-as-huawei-and-apple-buck-6426 NashNova en 2026-07-14T04:22:06.263Z Surging Memory Costs Polarize China's Smartphone Market as Huawei and Apple Buck the Trend with 20% Growth https://www.nashnova.com/feed/special/u-s-small-cap-stocks-surge-20-percent-ytd-posting-best-performance-in-over-20-6425 NashNova en 2026-07-14T04:17:24.167Z U.S. Small-Cap Stocks Surge 20% YTD, Posting Best Performance in Over 20 Years https://www.nashnova.com/feed/special/bank-of-korea-semiconductor-upcycle-extends-beyond-2026-6424 NashNova en 2026-07-14T04:03:11.268Z Bank of Korea: Semiconductor Upcycle Extends Beyond 2026 https://www.nashnova.com/feed/special/japan-20-year-jgb-auction-demand-exceeds-12-month-average-6423 NashNova en 2026-07-14T04:02:09.961Z Japan 20-Year JGB Auction Demand Exceeds 12-Month Average https://www.nashnova.com/feed/special/south-koreas-ruling-party-plans-legal-amendment-that-could-grant-sk-hynix-6422 NashNova en 2026-07-14T03:47:07.837Z South Korea's Ruling Party Plans Legal Amendment That Could Grant SK Hynix Foreign-Funded Fab Financing Rights https://www.nashnova.com/feed/special/bullish-options-sentiment-heats-up-ahead-of-netflix-earnings-wall-street-6421 NashNova en 2026-07-14T03:33:53.747Z Bullish Options Sentiment Heats Up Ahead of Netflix Earnings; Wall Street Consensus Rating: "Strong Buy" https://www.nashnova.com/feed/special/nvidia-cuts-asian-buyer-list-to-prevent-chips-from-flowing-into-china-6420 NashNova en 2026-07-14T03:32:24.137Z Nvidia Cuts Asian Buyer List to Prevent Chips from Flowing into China https://www.nashnova.com/feed/special/deutsche-bank-rmb-still-undervalued-by-about-15-percent-against-the-euro-6419 NashNova en 2026-07-14T03:26:59.785Z Deutsche Bank: RMB Still Undervalued by About 15% Against the Euro https://www.nashnova.com/feed/special/tsmc-q2-net-profit-expected-to-surge-59-percent-yoy-poised-to-set-fifth-6418 NashNova en 2026-07-14T03:22:24.524Z TSMC Q2 Net Profit Expected to Surge 59% YoY, Poised to Set Fifth Consecutive Quarterly Record https://www.nashnova.com/feed/special/kospi-bear-market-depth-still-up-60-percent-year-to-date-as-government-raises-6417 NashNova en 2026-07-14T03:19:32.146Z KOSPI Bear Market Depth: Still Up 60% Year-to-Date as Government Raises GDP Growth Forecast to 3% https://www.nashnova.com/feed/special/citadel-securities-says-it-doesnt-know-source-of-leaked-china-regulatory-6416 NashNova en 2026-07-14T03:18:00.337Z Citadel Securities Says It Doesn't Know Source of Leaked China Regulatory Crackdown Information https://www.nashnova.com/feed/special/taiwans-sovereign-fund-gains-80-percent-in-nine-months-of-stock-market-6415 NashNova en 2026-07-14T03:16:58.359Z Taiwan's Sovereign Fund Gains ~80% in Nine Months of Stock Market Intervention https://www.nashnova.com/feed/special/ai-demand-drives-abf-substrate-shortage-to-extend-through-2028-6414 NashNova en 2026-07-14T03:08:50.549Z AI Demand Drives ABF Substrate Shortage to Extend Through 2028 https://www.nashnova.com/feed/special/taiwan-semiconductor-supply-chain-posts-broad-based-growth-in-june-memory-6413 NashNova en 2026-07-14T03:07:19.212Z Taiwan Semiconductor Supply Chain Posts Broad-Based Growth in June, Memory Revenue Surges 288% YoY https://www.nashnova.com/feed/special/lch-accepts-dim-sum-bonds-as-collateral-6412 NashNova en 2026-07-14T02:46:49.649Z LCH Accepts Dim Sum Bonds as Collateral https://www.nashnova.com/feed/special/chinext-up-1-percent-hang-seng-tech-index-down-over-1-percent-oil-and-gas-sector-6411 NashNova en 2026-07-14T02:32:20.819Z ChiNext Up 1%, Hang Seng Tech Index Down Over 1%, Oil & Gas Sector Bucks the Trend to Lead Gains https://www.nashnova.com/feed/special/u-s-military-launches-third-night-of-airstrikes-on-iran-uae-oil-tanker-hit-by-6410 NashNova en 2026-07-14T02:17:15.054Z U.S. Military Launches Third Night of Airstrikes on Iran; UAE Oil Tanker Hit by Missile https://www.nashnova.com/feed/special/chinas-foreign-trade-imports-and-exports-surpass-25-trillion-yuan-in-h1-for-the-6409 NashNova en 2026-07-14T02:06:50.945Z China's Foreign Trade Imports & Exports Surpass 25 Trillion Yuan in H1 for the First Time https://www.nashnova.com/feed/special/survey-of-50-asian-institutions-weak-sentiment-on-memory-chip-sector-cloud-capex-6408 NashNova en 2026-07-14T01:42:49.247Z Survey of 50 Asian Institutions: Weak Sentiment on Memory Chip Sector, Cloud Capex Becomes Core Variable https://www.nashnova.com/feed/special/socgen-gpif-rebalancing-could-purchase-over-76-billion-in-japanese-government-6407 NashNova en 2026-07-14T01:37:36.771Z SocGen: GPIF Rebalancing Could Purchase Over $76 Billion in Japanese Government Bonds https://www.nashnova.com/feed/special/cicc-a-share-pullback-has-already-priced-in-overly-pessimistic-expectations-6406 NashNova en 2026-07-14T01:28:50.598Z CICC: A-Share Pullback Has Already Priced In Overly Pessimistic Expectations https://www.nashnova.com/feed/special/dtcc-launches-live-blockchain-testing-marking-a-key-step-toward-stock-6405 NashNova en 2026-07-14T01:27:22.692Z DTCC Launches Live Blockchain Testing, Marking a Key Step Toward Stock Tokenization https://www.nashnova.com/feed/special/kospi-reverses-from-nearly-3-percent-drop-to-2-percent-gain-in-a-single-day-as-6404 NashNova en 2026-07-14T01:08:54.553Z KOSPI Reverses from Nearly 3% Drop to 2% Gain in a Single Day as Korean Won Strengthens in Tandem https://www.nashnova.com/feed/special/taiwan-raises-2026-gdp-growth-forecast-to-10-16-percent-6403 NashNova en 2026-07-14T01:07:32.607Z Taiwan Raises 2026 GDP Growth Forecast to 10.16% https://www.nashnova.com/feed/special/bank-of-korea-expected-to-raise-interest-rates-on-july-16-for-the-first-time-in-6402 NashNova en 2026-07-14T00:52:33.036Z Bank of Korea Expected to Raise Interest Rates on July 16 for the First Time in Over Three Years https://www.nashnova.com/feed/special/first-nuclear-fusion-stock-closes-up-21-percent-on-debut-6401 NashNova en 2026-07-14T00:47:29.363Z First Nuclear Fusion Stock Closes Up 21% on Debut https://www.nashnova.com/feed/special/u-s-data-center-builders-race-to-sell-stakes-in-deals-worth-tens-of-billions-6400 NashNova en 2026-07-14T00:37:16.328Z U.S. Data Center Builders Race to Sell Stakes in Deals Worth Tens of Billions https://www.nashnova.com/feed/special/semianalysis-endorses-nvidias-vllm-optimization-highlighting-amds-software-6399 NashNova en 2026-07-14T00:13:51.637Z SemiAnalysis Endorses NVIDIA's vLLM Optimization, Highlighting AMD's Software Ecosystem Gap https://www.nashnova.com/feed/special/u-s-nsf-bans-funded-researchers-from-collaborating-with-blacklisted-chinese-6398 NashNova en 2026-07-14T00:12:27.373Z U.S. NSF Bans Funded Researchers from Collaborating with Blacklisted Chinese Entities https://www.nashnova.com/feed/special/imf-warns-european-debt-could-reach-130-percent-of-gdp-by-2040-6397 NashNova en 2026-07-13T23:52:02.598Z IMF Warns European Debt Could Reach 130% of GDP by 2040 https://www.nashnova.com/feed/special/sheins-hong-kong-ipo-valuation-under-pressure-as-growth-slows-across-the-board-6396 NashNova en 2026-07-13T23:27:04.636Z Shein's Hong Kong IPO Valuation Under Pressure as Growth Slows Across the Board https://www.nashnova.com/feed/special/samsung-hit-with-u-s-consumer-antitrust-class-action-alleging-ai-memory-pricing-6395 NashNova en 2026-07-13T23:07:20.543Z Samsung Hit with U.S. Consumer Antitrust Class Action Alleging AI Memory Pricing Collusion https://www.nashnova.com/feed/special/five-major-banks-report-earnings-before-tuesdays-u-s-market-open-6394 NashNova en 2026-07-13T22:12:02.595Z Five Major Banks Report Earnings Before Tuesday's U.S. Market Open https://www.nashnova.com/feed/special/asian-chip-stocks-too-concentrated-fidelity-and-blackrock-begin-trimming-6393 NashNova en 2026-07-13T21:47:08.164Z Asian Chip Stocks Too Concentrated: Fidelity and BlackRock Begin Trimming Positions https://www.nashnova.com/feed/special/gold-falls-below-4-000-posting-largest-single-day-drop-since-june-24-6392 NashNova en 2026-07-13T20:11:54.880Z Gold Falls Below $4,000, Posting Largest Single-Day Drop Since June 24 https://www.nashnova.com/feed/special/sk-hynix-eyes-u-s-listing-bringing-korean-stock-volatility-into-american-6391 NashNova en 2026-07-13T19:57:21.014Z SK Hynix Eyes U.S. Listing, Bringing Korean Stock Volatility into American Portfolios https://www.nashnova.com/feed/special/fed-maintains-reserve-management-purchase-pace-at-10-billion-6390 NashNova en 2026-07-13T19:47:10.168Z Fed Maintains Reserve Management Purchase Pace at $10 Billion https://www.nashnova.com/feed/special/eu-banking-reform-plan-upgraded-capital-and-compensation-rules-set-to-be-relaxed-6389 NashNova en 2026-07-13T18:57:14.568Z EU Banking Reform Plan Upgraded: Capital and Compensation Rules Set to Be Relaxed https://www.nashnova.com/feed/special/tariff-refunds-push-u-s-june-budget-deficit-to-120-billion-6388 NashNova en 2026-07-13T18:16:56.954Z Tariff Refunds Push U.S. June Budget Deficit to $120 Billion https://www.nashnova.com/feed/special/sk-hynix-loses-89b-in-market-cap-in-a-single-day-a-share-memory-stocks-hit-limit-6387 NashNova en 2026-07-13T18:07:56.822Z SK Hynix Loses $89B in Market Cap in a Single Day; A-Share Memory Stocks Hit Limit Down While Domestic GPU Hits Record High https://www.nashnova.com/feed/special/ai-competition-fails-to-shake-google-search-as-traffic-grows-4-percent-yoy-6386 NashNova en 2026-07-13T17:22:09.482Z AI Competition Fails to Shake Google Search as Traffic Grows 4% YoY https://www.nashnova.com/feed/special/eus-21st-round-of-sanctions-against-russia-stalls-oil-price-cap-faces-risk-of-6385 NashNova en 2026-07-13T17:06:57.462Z EU's 21st Round of Sanctions Against Russia Stalls, Oil Price Cap Faces Risk of Losing Effectiveness https://www.nashnova.com/feed/special/hedge-fund-sofr-futures-short-positions-hold-near-record-highs-6384 NashNova en 2026-07-13T16:52:17.834Z Hedge Fund SOFR Futures Short Positions Hold Near Record Highs https://www.nashnova.com/feed/special/fed-governor-waller-rate-hikes-may-be-needed-to-curb-core-inflation-6383 NashNova en 2026-07-13T16:36:55.692Z Fed Governor Waller: Rate Hikes May Be Needed to Curb Core Inflation https://www.nashnova.com/feed/special/google-sells-tpu-chips-to-emerging-cloud-providers-challenging-nvidia-6382 NashNova en 2026-07-13T16:31:40.947Z Google Sells TPU Chips to Emerging Cloud Providers, Challenging Nvidia https://www.nashnova.com/feed/special/california-and-11-other-states-sue-to-block-paramounts-110-billion-acquisition-6381 NashNova en 2026-07-13T16:02:03.834Z California and 11 Other States Sue to Block Paramount's $110 Billion Acquisition of Warner Bros. https://www.nashnova.com/feed/special/bofa-amd-server-chip-demand-robust-quarterly-results-expected-to-beat-estimates-6380 NashNova en 2026-07-13T15:56:51.761Z BofA: AMD Server Chip Demand Robust, Quarterly Results Expected to Beat Estimates with Raised Guidance https://www.nashnova.com/feed/special/citadel-securities-market-leadership-rotates-into-communication-services-and-6379 NashNova en 2026-07-13T15:21:48.548Z Citadel Securities: Market Leadership Rotates into Communication Services & Financials https://www.nashnova.com/feed/special/bernstein-memory-correction-unlikely-to-drag-down-semiconductor-equipment-sector-6378 NashNova en 2026-07-13T14:39:24.715Z Bernstein: Memory Correction Unlikely to Drag Down Semiconductor Equipment Sector https://www.nashnova.com/feed/special/jpmorgan-survey-chinas-pcb-industry-ai-upcycle-remains-intact-6377 NashNova en 2026-07-13T14:38:14.871Z JPMorgan Survey: China's PCB Industry AI Upcycle Remains Intact https://www.nashnova.com/feed/special/u-s-ipo-market-set-to-break-historic-fundraising-record-this-week-6376 NashNova en 2026-07-13T14:37:05.510Z U.S. IPO Market Set to Break Historic Fundraising Record This Week https://www.nashnova.com/feed/special/wall-streets-big-five-banks-expected-to-post-39b-in-q2-trading-revenue-6375 NashNova en 2026-07-13T14:34:24.881Z Wall Street's Big Five Banks Expected to Post ~$39B in Q2 Trading Revenue https://www.nashnova.com/feed/special/goldman-sachs-warns-ai-ecosystem-narrative-shifts-from-two-horse-race-to-6374 NashNova en 2026-07-13T14:33:08.751Z Goldman Sachs Warns: AI Ecosystem Narrative Shifts from Two-Horse Race to Multipolar Competition https://www.nashnova.com/feed/special/el-erian-ai-financing-demands-push-bond-yields-higher-6373 NashNova en 2026-07-13T14:32:02.260Z El-Erian: AI Financing Demands Push Bond Yields Higher https://www.nashnova.com/feed/special/ai-investment-boom-drives-record-foreign-inflows-into-u-s-stocks-potentially-6372 NashNova en 2026-07-13T13:51:49.468Z AI Investment Boom Drives Record Foreign Inflows into U.S. Stocks, Potentially Pressuring the Dollar https://www.nashnova.com/feed/special/opec-cuts-2026-oil-demand-forecast-for-third-consecutive-time-raises-2027-6371 NashNova en 2026-07-13T13:49:51.794Z OPEC Cuts 2026 Oil Demand Forecast for Third Consecutive Time, Raises 2027 Outlook https://www.nashnova.com/feed/special/trump-claims-u-s-will-take-control-of-strait-of-hormuz-and-demands-compensation-6370 NashNova en 2026-07-13T13:48:37.316Z Trump Claims U.S. Will Take Control of Strait of Hormuz and Demands Compensation https://www.nashnova.com/feed/special/merz-calls-for-exchange-rate-political-dialogue-with-china-6369 NashNova en 2026-07-13T13:47:10.120Z Merz Calls for Exchange Rate Political Dialogue with China https://www.nashnova.com/feed/special/morgan-stanley-raises-global-ai-capex-forecasts-to-1-2t-1-4t-for-2027-2028-6368 NashNova en 2026-07-13T13:43:41.356Z Morgan Stanley Raises Global AI Capex Forecasts to $1.2T/$1.4T for 2027/2028 https://www.nashnova.com/feed/special/oppenheimer-warns-u-s-stocks-face-seasonal-pullback-risk-6367 NashNova en 2026-07-13T13:42:17.388Z Oppenheimer Warns U.S. Stocks Face Seasonal Pullback Risk https://www.nashnova.com/feed/special/morgan-stanley-raises-ai-scale-up-network-market-to-73-billion-6366 NashNova en 2026-07-13T13:30:40.800Z Morgan Stanley Raises AI Scale-Up Network Market to $73 Billion https://www.nashnova.com/feed/special/goldman-sachs-and-bofa-both-flash-sell-signals-as-hedge-funds-contrarily-load-up-6365 NashNova en 2026-07-13T13:28:56.322Z Goldman Sachs and BofA Both Flash Sell Signals as Hedge Funds Contrarily Load Up on Tech Stocks https://www.nashnova.com/feed/special/five-major-firms-unanimously-rate-spacex-as-buy-with-average-price-target-of-250-6364 NashNova en 2026-07-13T13:27:35.647Z Five Major Firms Unanimously Rate SpaceX as Buy with Average Price Target of $250 https://www.nashnova.com/feed/special/global-smartphone-shipments-hit-13-year-low-in-q2-6363 NashNova en 2026-07-13T13:12:19.444Z Global Smartphone Shipments Hit 13-Year Low in Q2 https://www.nashnova.com/feed/special/on-the-eve-of-cpi-release-the-widening-gap-between-official-inflation-data-and-6362 NashNova en 2026-07-13T13:04:45.307Z On the Eve of CPI Release: The Widening Gap Between Official Inflation Data and Consumer Reality https://www.nashnova.com/feed/special/robinhood-chain-dex-trading-volume-ranks-top-five-across-all-chains-within-two-6361 NashNova en 2026-07-13T13:03:19.183Z Robinhood Chain DEX Trading Volume Ranks Top Five Across All Chains Within Two Weeks of Launch https://www.nashnova.com/feed/special/strategy-raises-467m-through-stock-offering-cash-reserves-rise-to-3b-6360 NashNova en 2026-07-13T13:02:07.235Z Strategy Raises $467M Through Stock Offering, Cash Reserves Rise to $3B https://www.nashnova.com/feed/special/u-s-iran-conflict-escalates-again-u-s-stock-futures-fall-oil-prices-rise-6359 NashNova en 2026-07-13T12:32:41.283Z U.S.-Iran Conflict Escalates Again: U.S. Stock Futures Fall, Oil Prices Rise https://www.nashnova.com/feed/special/citi-raises-apple-price-target-to-365-6358 NashNova en 2026-07-13T12:31:40.966Z Citi Raises Apple Price Target to $365 https://www.nashnova.com/feed/special/wall-street-banks-join-forces-to-counter-stablecoin-expansion-6357 NashNova en 2026-07-13T12:27:40.642Z Wall Street Banks Join Forces to Counter Stablecoin Expansion https://www.nashnova.com/feed/special/intel-invests-5-billion-to-expand-ai-chip-capacity-in-ireland-6356 NashNova en 2026-07-13T12:22:57.974Z Intel Invests €5 Billion to Expand AI Chip Capacity in Ireland https://www.nashnova.com/feed/special/goldman-sachs-chip-designer-shortage-benefits-eda-software-firms-raises-cadence-6355 NashNova en 2026-07-13T12:21:53.961Z Goldman Sachs: Chip Designer Shortage Benefits EDA Software Firms, Raises Cadence Target Price https://www.nashnova.com/feed/special/forced-liquidations-in-south-korean-stock-market-margin-accounts-hit-krw-344-2-6354 NashNova en 2026-07-13T12:12:29.676Z Forced Liquidations in South Korean Stock Market Margin Accounts Hit KRW 344.2 Billion in July https://www.nashnova.com/feed/special/top-quant-firms-deny-korea-factor-rumors-report-widespread-heavy-losses-today-6353 NashNova en 2026-07-13T11:32:01.018Z Top Quant Firms Deny 'Korea Factor' Rumors, Report Widespread Heavy Losses Today https://www.nashnova.com/feed/special/fed-advances-regulatory-and-institutional-reform-on-three-fronts-6352 NashNova en 2026-07-13T11:23:09.560Z Fed Advances Regulatory and Institutional Reform on Three Fronts https://www.nashnova.com/feed/special/cathie-woods-q2-portfolio-reshuffle-buying-spacex-eli-lilly-meta-while-trimming-6351 NashNova en 2026-07-13T11:21:59.463Z Cathie Wood's Q2 Portfolio Reshuffle: Buying SpaceX, Eli Lilly, Meta While Trimming AMD https://www.nashnova.com/feed/special/futu-securities-mainland-china-business-to-gradually-scale-back-hong-kong-6350 NashNova en 2026-07-13T11:06:50.086Z Futu Securities: Mainland China Business to Gradually Scale Back, Hong Kong Outlets to Remain https://www.nashnova.com/feed/special/wus-printed-circuits-h1-net-profit-expected-to-surge-up-to-78-percent-thailand-6349 NashNova en 2026-07-13T11:02:33.508Z WUS Printed Circuit's H1 Net Profit Expected to Surge Up to 78%; Thailand Factory Turns Profitable in Q2 https://www.nashnova.com/feed/special/jefferies-upgrades-shopify-positioning-it-as-ai-merchant-infrastructure-6348 NashNova en 2026-07-13T10:46:56.522Z Jefferies Upgrades Shopify, Positioning It as AI Merchant Infrastructure https://www.nashnova.com/feed/special/middle-east-escalation-drags-down-crypto-market-bitcoin-falls-to-63-100-6347 NashNova en 2026-07-13T10:42:29.857Z Middle East Escalation Drags Down Crypto Market, Bitcoin Falls to $63,100 https://www.nashnova.com/feed/special/tesla-robotaxi-commercialization-enters-final-sprint-6346 NashNova en 2026-07-13T10:26:47.587Z Tesla Robotaxi Commercialization Enters Final Sprint https://www.nashnova.com/feed/special/seres-group-drops-over-50-percent-year-to-date-q2-loss-exceeds-2-2-billion-yuan-6345 NashNova en 2026-07-13T10:22:23.380Z Seres Group Drops Over 50% Year-to-Date, Q2 Loss Exceeds 2.2 Billion Yuan 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野村：AI产业周期未见顶，中国AI价值链上升空间大 https://www.nashnova.com/zh/feed/special/umcs-singapore-fab-begins-silicon-photonics-mass-production-citi-bullish-on-h2-6435 NashNova zh-cn 2026-07-14T05:57:06.713Z 联华电子新加坡厂硅光子量产，花旗看好下半年 https://www.nashnova.com/zh/feed/special/chinese-automakers-profits-squeezed-by-material-suppliers-as-multiple-companies-6434 NashNova zh-cn 2026-07-14T05:42:49.082Z 中国车企利润遭材料商挤压，多家上半年亏损扩大 https://www.nashnova.com/zh/feed/special/south-korea-margin-balances-drop-back-to-late-april-levels-as-both-longs-and-6433 NashNova zh-cn 2026-07-14T05:37:17.233Z 韩国融资余额跌回4月下旬水平，多空同步去杠杆 https://www.nashnova.com/zh/feed/special/masayoshi-son-annual-ai-investment-demand-to-reach-5-trillion-by-2040-6432 NashNova zh-cn 2026-07-14T05:32:20.932Z 孙正义：AI年投资需求2040年将达5万亿美元 https://www.nashnova.com/zh/feed/special/asml-q2-earnings-preview-capacity-likely-fully-booked-china-business-faces-6431 NashNova zh-cn 2026-07-14T05:17:24.587Z ASML二季报前瞻：产能或已订满，中国业务面临出口管制压力 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https://www.nashnova.com/zh/feed/special/u-s-small-cap-stocks-surge-20-percent-ytd-posting-best-performance-in-over-20-6425 NashNova zh-cn 2026-07-14T04:17:24.167Z 美国小盘股年内涨20%，创逾20年最佳表现 https://www.nashnova.com/zh/feed/special/bank-of-korea-semiconductor-upcycle-extends-beyond-2026-6424 NashNova zh-cn 2026-07-14T04:03:11.268Z 韩国央行：半导体上行周期延伸至2026年后 https://www.nashnova.com/zh/feed/special/japan-20-year-jgb-auction-demand-exceeds-12-month-average-6423 NashNova zh-cn 2026-07-14T04:02:09.961Z 日本20年期国债拍卖需求超12个月均值 https://www.nashnova.com/zh/feed/special/south-koreas-ruling-party-plans-legal-amendment-that-could-grant-sk-hynix-6422 NashNova zh-cn 2026-07-14T03:47:07.837Z 韩国执政党拟修法，SK海力士或获外资建厂融资权 https://www.nashnova.com/zh/feed/special/bullish-options-sentiment-heats-up-ahead-of-netflix-earnings-wall-street-6421 NashNova zh-cn 2026-07-14T03:33:53.747Z 奈飞财报前期权看涨情绪升温，华尔街共识评级"强烈买入" https://www.nashnova.com/zh/feed/special/nvidia-cuts-asian-buyer-list-to-prevent-chips-from-flowing-into-china-6420 NashNova zh-cn 2026-07-14T03:32:24.137Z 英伟达削减亚洲买家名单防芯片流入中国 https://www.nashnova.com/zh/feed/special/deutsche-bank-rmb-still-undervalued-by-about-15-percent-against-the-euro-6419 NashNova zh-cn 2026-07-14T03:26:59.785Z 德意志银行：人民币兑欧元仍低估约15% https://www.nashnova.com/zh/feed/special/tsmc-q2-net-profit-expected-to-surge-59-percent-yoy-poised-to-set-fifth-6418 NashNova zh-cn 2026-07-14T03:22:24.524Z 台积电Q2净利润预计同比增59%，有望创第五季连续纪录 https://www.nashnova.com/zh/feed/special/kospi-bear-market-depth-still-up-60-percent-year-to-date-as-government-raises-6417 NashNova zh-cn 2026-07-14T03:19:32.146Z KOSPI熊市深度：年内仍涨60%，政府上调经济增速至3% https://www.nashnova.com/zh/feed/special/citadel-securities-says-it-doesnt-know-source-of-leaked-china-regulatory-6416 NashNova zh-cn 2026-07-14T03:18:00.337Z Citadel Securities称不知中国监管打压信息泄露来源 https://www.nashnova.com/zh/feed/special/taiwans-sovereign-fund-gains-80-percent-in-nine-months-of-stock-market-6415 NashNova zh-cn 2026-07-14T03:16:58.359Z 台湾主权基金干预股市九个月获利约80% https://www.nashnova.com/zh/feed/special/ai-demand-drives-abf-substrate-shortage-to-extend-through-2028-6414 NashNova zh-cn 2026-07-14T03:08:50.549Z AI需求推动ABF基板短缺延续至2028年 https://www.nashnova.com/zh/feed/special/taiwan-semiconductor-supply-chain-posts-broad-based-growth-in-june-memory-6413 NashNova zh-cn 2026-07-14T03:07:19.212Z 台湾半导体供应链6月全线增长，存储营收同比增288% https://www.nashnova.com/zh/feed/special/lch-accepts-dim-sum-bonds-as-collateral-6412 NashNova zh-cn 2026-07-14T02:46:49.649Z 伦敦清算所接受点心债券作抵押品 https://www.nashnova.com/zh/feed/special/chinext-up-1-percent-hang-seng-tech-index-down-over-1-percent-oil-and-gas-sector-6411 NashNova zh-cn 2026-07-14T02:32:20.819Z 创业板涨1%，恒科指跌超1%，油气逆势领涨 https://www.nashnova.com/zh/feed/special/u-s-military-launches-third-night-of-airstrikes-on-iran-uae-oil-tanker-hit-by-6410 NashNova zh-cn 2026-07-14T02:17:15.054Z 美军第三夜空袭伊朗，阿联酋油轮遭导弹击中 https://www.nashnova.com/zh/feed/special/chinas-foreign-trade-imports-and-exports-surpass-25-trillion-yuan-in-h1-for-the-6409 NashNova zh-cn 2026-07-14T02:06:50.945Z 上半年中国外贸进出口首破25万亿元 https://www.nashnova.com/zh/feed/special/survey-of-50-asian-institutions-weak-sentiment-on-memory-chip-sector-cloud-capex-6408 NashNova zh-cn 2026-07-14T01:42:49.247Z 50家亚洲机构调研：存储板块情绪偏弱，云厂商资本开支成核心变量 https://www.nashnova.com/zh/feed/special/socgen-gpif-rebalancing-could-purchase-over-76-billion-in-japanese-government-6407 NashNova zh-cn 2026-07-14T01:37:36.771Z 法兴：GPIF再平衡可购入逾760亿美元日本国债 https://www.nashnova.com/zh/feed/special/cicc-a-share-pullback-has-already-priced-in-overly-pessimistic-expectations-6406 NashNova zh-cn 2026-07-14T01:28:50.598Z 中金：A股回调已反映过度悲观预期 https://www.nashnova.com/zh/feed/special/dtcc-launches-live-blockchain-testing-marking-a-key-step-toward-stock-6405 NashNova zh-cn 2026-07-14T01:27:22.692Z DTCC启动区块链实盘测试，股票代币化迈出关键一步 https://www.nashnova.com/zh/feed/special/kospi-reverses-from-nearly-3-percent-drop-to-2-percent-gain-in-a-single-day-as-6404 NashNova zh-cn 2026-07-14T01:08:54.553Z 韩国综指单日从跌近3%逆转涨2%，韩元同步走强 https://www.nashnova.com/zh/feed/special/taiwan-raises-2026-gdp-growth-forecast-to-10-16-percent-6403 NashNova zh-cn 2026-07-14T01:07:32.607Z 台湾上调2026年GDP增速预测至10.16% https://www.nashnova.com/zh/feed/special/bank-of-korea-expected-to-raise-interest-rates-on-july-16-for-the-first-time-in-6402 NashNova zh-cn 2026-07-14T00:52:33.036Z 韩国央行7月16日预计三年多来首次加息 https://www.nashnova.com/zh/feed/special/first-nuclear-fusion-stock-closes-up-21-percent-on-debut-6401 NashNova zh-cn 2026-07-14T00:47:29.363Z 核聚变第一股上市首日收涨21% https://www.nashnova.com/zh/feed/special/u-s-data-center-builders-race-to-sell-stakes-in-deals-worth-tens-of-billions-6400 NashNova zh-cn 2026-07-14T00:37:16.328Z 美国数据中心建设商竞相出售股权，涉资数百亿美元 https://www.nashnova.com/zh/feed/special/semianalysis-endorses-nvidias-vllm-optimization-highlighting-amds-software-6399 NashNova zh-cn 2026-07-14T00:13:51.637Z SemiAnalysis点赞英伟达vLLM优化，AMD软件生态差距凸显 https://www.nashnova.com/zh/feed/special/u-s-nsf-bans-funded-researchers-from-collaborating-with-blacklisted-chinese-6398 NashNova zh-cn 2026-07-14T00:12:27.373Z 美国NSF禁止受资助研究员与中国黑名单实体合作 https://www.nashnova.com/zh/feed/special/imf-warns-european-debt-could-reach-130-percent-of-gdp-by-2040-6397 NashNova zh-cn 2026-07-13T23:52:02.598Z IMF警告欧洲债务2040年或达GDP的130% https://www.nashnova.com/zh/feed/special/sheins-hong-kong-ipo-valuation-under-pressure-as-growth-slows-across-the-board-6396 NashNova zh-cn 2026-07-13T23:27:04.636Z Shein港股IPO估值承压，增长全面放缓 https://www.nashnova.com/zh/feed/special/samsung-hit-with-u-s-consumer-antitrust-class-action-alleging-ai-memory-pricing-6395 NashNova zh-cn 2026-07-13T23:07:20.543Z 三星遭美国消费者反垄断集体诉讼，指控AI存储定价合谋 https://www.nashnova.com/zh/feed/special/five-major-banks-report-earnings-before-tuesdays-u-s-market-open-6394 NashNova zh-cn 2026-07-13T22:12:02.595Z 美股周二盘前五大银行集中披露财报 https://www.nashnova.com/zh/feed/special/asian-chip-stocks-too-concentrated-fidelity-and-blackrock-begin-trimming-6393 NashNova zh-cn 2026-07-13T21:47:08.164Z 亚洲芯片股集中度过高，富达、贝莱德开始减仓 https://www.nashnova.com/zh/feed/special/gold-falls-below-4-000-posting-largest-single-day-drop-since-june-24-6392 NashNova zh-cn 2026-07-13T20:11:54.880Z 黄金跌破4000美元，创6月24日来最大单日跌幅 https://www.nashnova.com/zh/feed/special/sk-hynix-eyes-u-s-listing-bringing-korean-stock-volatility-into-american-6391 NashNova zh-cn 2026-07-13T19:57:21.014Z SK海力士赴美上市，将韩股波动引入美国投资组合 https://www.nashnova.com/zh/feed/special/fed-maintains-reserve-management-purchase-pace-at-10-billion-6390 NashNova zh-cn 2026-07-13T19:47:10.168Z 美联储维持储备管理购买规模100亿美元 https://www.nashnova.com/zh/feed/special/eu-banking-reform-plan-upgraded-capital-and-compensation-rules-set-to-be-relaxed-6389 NashNova zh-cn 2026-07-13T18:57:14.568Z 欧盟银行业改革方案升级，拟松绑资本与薪酬规则 https://www.nashnova.com/zh/feed/special/tariff-refunds-push-u-s-june-budget-deficit-to-120-billion-6388 NashNova zh-cn 2026-07-13T18:16:56.954Z 关税退款推高美国6月财政赤字至1200亿美元 https://www.nashnova.com/zh/feed/special/sk-hynix-loses-89b-in-market-cap-in-a-single-day-a-share-memory-stocks-hit-limit-6387 NashNova zh-cn 2026-07-13T18:07:56.822Z SK海力士单日蒸发890亿美元，A股存储跌停、国产GPU创新高 https://www.nashnova.com/zh/feed/special/ai-competition-fails-to-shake-google-search-as-traffic-grows-4-percent-yoy-6386 NashNova zh-cn 2026-07-13T17:22:09.482Z AI竞争未撼动谷歌搜索，流量同比增4% https://www.nashnova.com/zh/feed/special/eus-21st-round-of-sanctions-against-russia-stalls-oil-price-cap-faces-risk-of-6385 NashNova zh-cn 2026-07-13T17:06:57.462Z 欧盟第21轮对俄制裁搁浅，石油价格上限面临失效风险 https://www.nashnova.com/zh/feed/special/hedge-fund-sofr-futures-short-positions-hold-near-record-highs-6384 NashNova zh-cn 2026-07-13T16:52:17.834Z 对冲基金SOFR期货空头维持近纪录高位 https://www.nashnova.com/zh/feed/special/fed-governor-waller-rate-hikes-may-be-needed-to-curb-core-inflation-6383 NashNova zh-cn 2026-07-13T16:36:55.692Z 美联储理事沃勒：或需加息压制核心通胀 https://www.nashnova.com/zh/feed/special/google-sells-tpu-chips-to-emerging-cloud-providers-challenging-nvidia-6382 NashNova zh-cn 2026-07-13T16:31:40.947Z 谷歌向新兴云厂商销售TPU芯片，挑战英伟达 https://www.nashnova.com/zh/feed/special/california-and-11-other-states-sue-to-block-paramounts-110-billion-acquisition-6381 NashNova zh-cn 2026-07-13T16:02:03.834Z 加州等12州起诉阻止派拉蒙1100亿美元收购华纳兄弟 https://www.nashnova.com/zh/feed/special/bofa-amd-server-chip-demand-robust-quarterly-results-expected-to-beat-estimates-6380 NashNova zh-cn 2026-07-13T15:56:51.761Z 美银：AMD服务器芯片需求强劲，料季报超预期并上调指引 https://www.nashnova.com/zh/feed/special/citadel-securities-market-leadership-rotates-into-communication-services-and-6379 NashNova zh-cn 2026-07-13T15:21:48.548Z Citadel Securities：市场领涨板块轮动至通信与金融 https://www.nashnova.com/zh/feed/special/bernstein-memory-correction-unlikely-to-drag-down-semiconductor-equipment-sector-6378 NashNova zh-cn 2026-07-13T14:39:24.715Z 伯恩斯坦：存储调整难拖累半导体设备板块 https://www.nashnova.com/zh/feed/special/jpmorgan-survey-chinas-pcb-industry-ai-upcycle-remains-intact-6377 NashNova zh-cn 2026-07-13T14:38:14.871Z 摩根大通调研：中国PCB产业AI上行周期完好 https://www.nashnova.com/zh/feed/special/u-s-ipo-market-set-to-break-historic-fundraising-record-this-week-6376 NashNova zh-cn 2026-07-13T14:37:05.510Z 美国IPO市场本周将创历史融资纪录 https://www.nashnova.com/zh/feed/special/wall-streets-big-five-banks-expected-to-post-39b-in-q2-trading-revenue-6375 NashNova zh-cn 2026-07-13T14:34:24.881Z 华尔街五大行Q2交易收入料近390亿美元 https://www.nashnova.com/zh/feed/special/goldman-sachs-warns-ai-ecosystem-narrative-shifts-from-two-horse-race-to-6374 NashNova zh-cn 2026-07-13T14:33:08.751Z 高盛警示：AI生态叙事从双雄竞速转向多极竞争 https://www.nashnova.com/zh/feed/special/el-erian-ai-financing-demands-push-bond-yields-higher-6373 NashNova zh-cn 2026-07-13T14:32:02.260Z 埃尔-埃里安：AI融资需求推升债券收益率 https://www.nashnova.com/zh/feed/special/ai-investment-boom-drives-record-foreign-inflows-into-u-s-stocks-potentially-6372 NashNova zh-cn 2026-07-13T13:51:49.468Z AI投资热潮推高美股外资流入，或对美元构成压力 https://www.nashnova.com/zh/feed/special/opec-cuts-2026-oil-demand-forecast-for-third-consecutive-time-raises-2027-6371 NashNova zh-cn 2026-07-13T13:49:51.794Z OPEC三连降2026油需预期，上调2027展望 https://www.nashnova.com/zh/feed/special/trump-claims-u-s-will-take-control-of-strait-of-hormuz-and-demands-compensation-6370 NashNova zh-cn 2026-07-13T13:48:37.316Z 特朗普宣称美国将掌控霍尔木兹海峡并要求补偿 https://www.nashnova.com/zh/feed/special/merz-calls-for-exchange-rate-political-dialogue-with-china-6369 NashNova zh-cn 2026-07-13T13:47:10.120Z 默茨呼吁与中国展开汇率政治对话 https://www.nashnova.com/zh/feed/special/morgan-stanley-raises-global-ai-capex-forecasts-to-1-2t-1-4t-for-2027-2028-6368 NashNova zh-cn 2026-07-13T13:43:41.356Z 大摩上调2027/28年全球AI资本开支至1.2/1.4万亿美元 https://www.nashnova.com/zh/feed/special/oppenheimer-warns-u-s-stocks-face-seasonal-pullback-risk-6367 NashNova zh-cn 2026-07-13T13:42:17.388Z Oppenheimer警告美股面临季节性回调风险 https://www.nashnova.com/zh/feed/special/morgan-stanley-raises-ai-scale-up-network-market-to-73-billion-6366 NashNova zh-cn 2026-07-13T13:30:40.800Z 大摩上调AI纵向扩展网络市场至730亿美元 https://www.nashnova.com/zh/feed/special/goldman-sachs-and-bofa-both-flash-sell-signals-as-hedge-funds-contrarily-load-up-6365 NashNova zh-cn 2026-07-13T13:28:56.322Z 高盛美银齐发卖出信号，对冲基金逆势加仓科技股 https://www.nashnova.com/zh/feed/special/five-major-firms-unanimously-rate-spacex-as-buy-with-average-price-target-of-250-6364 NashNova zh-cn 2026-07-13T13:27:35.647Z 五大机构齐评SpaceX买入，均价目标250美元 https://www.nashnova.com/zh/feed/special/global-smartphone-shipments-hit-13-year-low-in-q2-6363 NashNova zh-cn 2026-07-13T13:12:19.444Z 全球智能手机出货量Q2创13年新低 https://www.nashnova.com/zh/feed/special/on-the-eve-of-cpi-release-the-widening-gap-between-official-inflation-data-and-6362 NashNova zh-cn 2026-07-13T13:04:45.307Z CPI发布前夕：官方通胀数据与消费者感受裂痕加深 https://www.nashnova.com/zh/feed/special/robinhood-chain-dex-trading-volume-ranks-top-five-across-all-chains-within-two-6361 NashNova zh-cn 2026-07-13T13:03:19.183Z Robinhood Chain上线两周DEX交易量跻身全链前五 https://www.nashnova.com/zh/feed/special/strategy-raises-467m-through-stock-offering-cash-reserves-rise-to-3b-6360 NashNova zh-cn 2026-07-13T13:02:07.235Z Strategy股票融资4.67亿美元，现金储备升至30亿 https://www.nashnova.com/zh/feed/special/u-s-iran-conflict-escalates-again-u-s-stock-futures-fall-oil-prices-rise-6359 NashNova zh-cn 2026-07-13T12:32:41.283Z 美伊冲突再升级，美股期货跌、油价涨 https://www.nashnova.com/zh/feed/special/citi-raises-apple-price-target-to-365-6358 NashNova zh-cn 2026-07-13T12:31:40.966Z 花旗上调苹果目标价至365美元 https://www.nashnova.com/zh/feed/special/wall-street-banks-join-forces-to-counter-stablecoin-expansion-6357 NashNova zh-cn 2026-07-13T12:27:40.642Z 华尔街银行联手抗衡稳定币扩张 https://www.nashnova.com/zh/feed/special/intel-invests-5-billion-to-expand-ai-chip-capacity-in-ireland-6356 NashNova zh-cn 2026-07-13T12:22:57.974Z 英特尔50亿欧元扩建爱尔兰AI芯片产能 https://www.nashnova.com/zh/feed/special/goldman-sachs-chip-designer-shortage-benefits-eda-software-firms-raises-cadence-6355 NashNova zh-cn 2026-07-13T12:21:53.961Z 高盛：芯片设计师短缺利好EDA软件商，上调铿腾目标价 https://www.nashnova.com/zh/feed/special/forced-liquidations-in-south-korean-stock-market-margin-accounts-hit-krw-344-2-6354 NashNova zh-cn 2026-07-13T12:12:29.676Z 韩国股市信用盘7月强制平仓达3442亿韩元 https://www.nashnova.com/zh/feed/special/top-quant-firms-deny-korea-factor-rumors-report-widespread-heavy-losses-today-6353 NashNova zh-cn 2026-07-13T11:32:01.018Z 头部量化机构否认"韩国因子"传言，称今日普遍大亏 https://www.nashnova.com/zh/feed/special/fed-advances-regulatory-and-institutional-reform-on-three-fronts-6352 NashNova zh-cn 2026-07-13T11:23:09.560Z 美联储三线并进推进监管与制度改革 https://www.nashnova.com/zh/feed/special/cathie-woods-q2-portfolio-reshuffle-buying-spacex-eli-lilly-meta-while-trimming-6351 NashNova zh-cn 2026-07-13T11:21:59.463Z 木头姐Q2调仓：买入SpaceX、礼来、Meta，减持AMD https://www.nashnova.com/zh/feed/special/futu-securities-mainland-china-business-to-gradually-scale-back-hong-kong-6350 NashNova zh-cn 2026-07-13T11:06:50.086Z 富途证券：中国内地业务将逐步收缩，香港网点不裁撤 https://www.nashnova.com/zh/feed/special/wus-printed-circuits-h1-net-profit-expected-to-surge-up-to-78-percent-thailand-6349 NashNova zh-cn 2026-07-13T11:02:33.508Z 沪电股份上半年净利预增最高78%，泰国工厂Q2扭亏 https://www.nashnova.com/zh/feed/special/jefferies-upgrades-shopify-positioning-it-as-ai-merchant-infrastructure-6348 NashNova zh-cn 2026-07-13T10:46:56.522Z Jefferies上调Shopify评级，定位AI商户基础设施 https://www.nashnova.com/zh/feed/special/middle-east-escalation-drags-down-crypto-market-bitcoin-falls-to-63-100-6347 NashNova zh-cn 2026-07-13T10:42:29.857Z 中东局势升级拖累加密市场，比特币跌至63100美元 https://www.nashnova.com/zh/feed/special/tesla-robotaxi-commercialization-enters-final-sprint-6346 NashNova zh-cn 2026-07-13T10:26:47.587Z 特斯拉Robotaxi商业化部署进入冲刺阶段 https://www.nashnova.com/zh/feed/special/seres-group-drops-over-50-percent-year-to-date-q2-loss-exceeds-2-2-billion-yuan-6345 NashNova zh-cn 2026-07-13T10:22:23.380Z 赛力斯年内跌逾五成，二季度亏损超22亿 https://www.nashnova.com/zh/feed/special/u-s-chip-stocks-volatile-in-july-as-valuation-and-ai-capex-outlook-face-scrutiny-6344 NashNova zh-cn 2026-07-13T10:19:52.611Z 美股芯片板块7月震荡，估值与AI资本开支前景存疑 https://www.nashnova.com/zh/feed/special/u-s-major-banks-kick-off-q2-earnings-season-with-five-giants-reporting-6343 NashNova zh-cn 2026-07-13T10:18:34.154Z 美国大型银行Q2财报季启动，五大行集中披露 https://www.nashnova.com/zh/feed/special/ai-6342 NashNova zh-cn 2026-07-13T10:17:08.396Z 白宫拟联合电力公司与数据中心防AI电费转嫁 https://www.nashnova.com/zh/feed/special/6341 NashNova zh-cn 2026-07-13T10:13:07.745Z 三星研发玻璃中介层，台积电嘉义封装厂扩至四座 https://www.nashnova.com/zh/feed/special/90-47-6340 NashNova zh-cn 2026-07-13T10:02:39.819Z 北水净买入90亿，智谱获加仓47亿港元 https://www.nashnova.com/zh/feed/special/meta-400-6339 NashNova zh-cn 2026-07-13T09:41:47.079Z Meta追加400亿美元投资路易斯安那州数据中心 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-record-financing-drives-korean-won-to-lead-asian-currencies-6438 NashNova zh-tw 2026-07-14T06:42:01.981Z SK海力士ADR創紀錄融資，韓元領漲亞洲 https://www.nashnova.com/zh-hant/feed/special/final-version-of-japans-economic-blueprint-to-explicitly-include-boj-6437 NashNova zh-tw 2026-07-14T06:31:58.492Z 日本經濟藍圖終版將明確央行獨立性條款 https://www.nashnova.com/zh-hant/feed/special/nomura-ai-industry-cycle-has-not-peaked-significant-upside-for-chinas-ai-value-6436 NashNova zh-tw 2026-07-14T06:22:05.745Z 野村：AI產業週期未見頂，中國AI價值鏈上升空間大 https://www.nashnova.com/zh-hant/feed/special/umcs-singapore-fab-begins-silicon-photonics-mass-production-citi-bullish-on-h2-6435 NashNova zh-tw 2026-07-14T05:57:06.713Z 聯華電子新加坡廠矽光子量產，花旗看好下半年 https://www.nashnova.com/zh-hant/feed/special/chinese-automakers-profits-squeezed-by-material-suppliers-as-multiple-companies-6434 NashNova zh-tw 2026-07-14T05:42:49.082Z 中國車企利潤遭材料商擠壓，多家上半年虧損擴大 https://www.nashnova.com/zh-hant/feed/special/south-korea-margin-balances-drop-back-to-late-april-levels-as-both-longs-and-6433 NashNova zh-tw 2026-07-14T05:37:17.233Z 韓國融資餘額跌回4月下旬水平，多空同步去槓桿 https://www.nashnova.com/zh-hant/feed/special/masayoshi-son-annual-ai-investment-demand-to-reach-5-trillion-by-2040-6432 NashNova zh-tw 2026-07-14T05:32:20.932Z 孫正義：AI年投資需求2040年將達5萬億美元 https://www.nashnova.com/zh-hant/feed/special/asml-q2-earnings-preview-capacity-likely-fully-booked-china-business-faces-6431 NashNova zh-tw 2026-07-14T05:17:24.587Z ASML二季報前瞻：產能或已訂滿，中國業務面臨出口管制壓力 https://www.nashnova.com/zh-hant/feed/special/6-inch-sic-substrate-prices-bottom-out-and-rebound-as-supply-tightens-6430 NashNova zh-tw 2026-07-14T05:12:26.637Z 6英寸碳化矽襯底價格觸底反彈，供應趨緊 https://www.nashnova.com/zh-hant/feed/special/sheins-donald-tang-steps-down-ceo-sky-xu-takes-the-helm-6429 NashNova zh-tw 2026-07-14T05:07:19.890Z Shein唐納德·唐卸任，CEO許仰天接棒 https://www.nashnova.com/zh-hant/feed/special/south-korea-eases-fx-rules-to-advance-won-internationalization-6428 NashNova zh-tw 2026-07-14T04:57:04.103Z 韓國放寬外匯規則推動韓元國際化 https://www.nashnova.com/zh-hant/feed/special/u-s-june-cpi-expected-to-rise-3-8-percent-yoy-falling-gas-prices-may-fail-to-6427 NashNova zh-tw 2026-07-14T04:23:36.264Z 美國6月CPI預計同比升3.8%，汽油降價或難掩食品漲壓 https://www.nashnova.com/zh-hant/feed/special/surging-memory-costs-polarize-chinas-smartphone-market-as-huawei-and-apple-buck-6426 NashNova zh-tw 2026-07-14T04:22:06.263Z 記憶體成本飆升兩極化中國手機市場，華為蘋果逆勢增長20% https://www.nashnova.com/zh-hant/feed/special/u-s-small-cap-stocks-surge-20-percent-ytd-posting-best-performance-in-over-20-6425 NashNova zh-tw 2026-07-14T04:17:24.167Z 美國小盤股年內漲20%，創逾20年最佳表現 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https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-rmb-still-undervalued-by-about-15-percent-against-the-euro-6419 NashNova zh-tw 2026-07-14T03:26:59.785Z 德意志銀行：人民幣兌歐元仍低估約15% https://www.nashnova.com/zh-hant/feed/special/tsmc-q2-net-profit-expected-to-surge-59-percent-yoy-poised-to-set-fifth-6418 NashNova zh-tw 2026-07-14T03:22:24.524Z 台積電Q2淨利潤預計同比增59%，有望創第五季連續紀錄 https://www.nashnova.com/zh-hant/feed/special/kospi-bear-market-depth-still-up-60-percent-year-to-date-as-government-raises-6417 NashNova zh-tw 2026-07-14T03:19:32.146Z KOSPI熊市深度：年內仍漲60%，政府上調經濟增速至3% https://www.nashnova.com/zh-hant/feed/special/citadel-securities-says-it-doesnt-know-source-of-leaked-china-regulatory-6416 NashNova zh-tw 2026-07-14T03:18:00.337Z Citadel Securities稱不知中國監管打壓資訊洩露來源 https://www.nashnova.com/zh-hant/feed/special/taiwans-sovereign-fund-gains-80-percent-in-nine-months-of-stock-market-6415 NashNova zh-tw 2026-07-14T03:16:58.359Z 台灣主權基金干預股市九個月獲利約80% https://www.nashnova.com/zh-hant/feed/special/ai-demand-drives-abf-substrate-shortage-to-extend-through-2028-6414 NashNova zh-tw 2026-07-14T03:08:50.549Z AI需求推動ABF基板短缺延續至2028年 https://www.nashnova.com/zh-hant/feed/special/taiwan-semiconductor-supply-chain-posts-broad-based-growth-in-june-memory-6413 NashNova zh-tw 2026-07-14T03:07:19.212Z 台灣半導體供應鏈6月全線增長，存儲營收同比增288% https://www.nashnova.com/zh-hant/feed/special/lch-accepts-dim-sum-bonds-as-collateral-6412 NashNova zh-tw 2026-07-14T02:46:49.649Z 倫敦清算所接受點心債券作抵押品 https://www.nashnova.com/zh-hant/feed/special/chinext-up-1-percent-hang-seng-tech-index-down-over-1-percent-oil-and-gas-sector-6411 NashNova zh-tw 2026-07-14T02:32:20.819Z 創業板漲1%，恒科指跌超1%，油氣逆勢領漲 https://www.nashnova.com/zh-hant/feed/special/u-s-military-launches-third-night-of-airstrikes-on-iran-uae-oil-tanker-hit-by-6410 NashNova zh-tw 2026-07-14T02:17:15.054Z 美軍第三夜空襲伊朗，阿聯酋油輪遭導彈擊中 https://www.nashnova.com/zh-hant/feed/special/chinas-foreign-trade-imports-and-exports-surpass-25-trillion-yuan-in-h1-for-the-6409 NashNova zh-tw 2026-07-14T02:06:50.945Z 上半年中國外貿進出口首破25萬億元 https://www.nashnova.com/zh-hant/feed/special/survey-of-50-asian-institutions-weak-sentiment-on-memory-chip-sector-cloud-capex-6408 NashNova zh-tw 2026-07-14T01:42:49.247Z 50家亞洲機構調研：存儲板塊情緒偏弱，雲廠商資本開支成核心變量 https://www.nashnova.com/zh-hant/feed/special/socgen-gpif-rebalancing-could-purchase-over-76-billion-in-japanese-government-6407 NashNova zh-tw 2026-07-14T01:37:36.771Z 法興：GPIF再平衡可購入逾760億美元日本國債 https://www.nashnova.com/zh-hant/feed/special/cicc-a-share-pullback-has-already-priced-in-overly-pessimistic-expectations-6406 NashNova zh-tw 2026-07-14T01:28:50.598Z 中金：A股回調已反映過度悲觀預期 https://www.nashnova.com/zh-hant/feed/special/dtcc-launches-live-blockchain-testing-marking-a-key-step-toward-stock-6405 NashNova zh-tw 2026-07-14T01:27:22.692Z DTCC啟動區塊鏈實盤測試，股票代幣化邁出關鍵一步 https://www.nashnova.com/zh-hant/feed/special/kospi-reverses-from-nearly-3-percent-drop-to-2-percent-gain-in-a-single-day-as-6404 NashNova zh-tw 2026-07-14T01:08:54.553Z 韓國綜指單日從跌近3%逆轉漲2%，韓元同步走強 https://www.nashnova.com/zh-hant/feed/special/taiwan-raises-2026-gdp-growth-forecast-to-10-16-percent-6403 NashNova zh-tw 2026-07-14T01:07:32.607Z 台灣上調2026年GDP增速預測至10.16% https://www.nashnova.com/zh-hant/feed/special/bank-of-korea-expected-to-raise-interest-rates-on-july-16-for-the-first-time-in-6402 NashNova zh-tw 2026-07-14T00:52:33.036Z 韓國央行7月16日預計三年多來首次加息 https://www.nashnova.com/zh-hant/feed/special/first-nuclear-fusion-stock-closes-up-21-percent-on-debut-6401 NashNova zh-tw 2026-07-14T00:47:29.363Z 核聚變第一股上市首日收漲21% https://www.nashnova.com/zh-hant/feed/special/u-s-data-center-builders-race-to-sell-stakes-in-deals-worth-tens-of-billions-6400 NashNova zh-tw 2026-07-14T00:37:16.328Z 美國數據中心建設商競相出售股權，涉資數百億美元 https://www.nashnova.com/zh-hant/feed/special/semianalysis-endorses-nvidias-vllm-optimization-highlighting-amds-software-6399 NashNova zh-tw 2026-07-14T00:13:51.637Z SemiAnalysis點讚輝達vLLM優化，AMD軟體生態差距凸顯 https://www.nashnova.com/zh-hant/feed/special/u-s-nsf-bans-funded-researchers-from-collaborating-with-blacklisted-chinese-6398 NashNova zh-tw 2026-07-14T00:12:27.373Z 美國NSF禁止受資助研究員與中國黑名單實體合作 https://www.nashnova.com/zh-hant/feed/special/imf-warns-european-debt-could-reach-130-percent-of-gdp-by-2040-6397 NashNova zh-tw 2026-07-13T23:52:02.598Z IMF警告歐洲債務2040年或達GDP的130% https://www.nashnova.com/zh-hant/feed/special/sheins-hong-kong-ipo-valuation-under-pressure-as-growth-slows-across-the-board-6396 NashNova zh-tw 2026-07-13T23:27:04.636Z Shein港股IPO估值承壓，增長全面放緩 https://www.nashnova.com/zh-hant/feed/special/samsung-hit-with-u-s-consumer-antitrust-class-action-alleging-ai-memory-pricing-6395 NashNova zh-tw 2026-07-13T23:07:20.543Z 三星遭美國消費者反壟斷集體訴訟，指控AI存儲定價合謀 https://www.nashnova.com/zh-hant/feed/special/five-major-banks-report-earnings-before-tuesdays-u-s-market-open-6394 NashNova zh-tw 2026-07-13T22:12:02.595Z 美股週二盤前五大銀行集中披露財報 https://www.nashnova.com/zh-hant/feed/special/asian-chip-stocks-too-concentrated-fidelity-and-blackrock-begin-trimming-6393 NashNova zh-tw 2026-07-13T21:47:08.164Z 亞洲晶片股集中度過高，富達、貝萊德開始減倉 https://www.nashnova.com/zh-hant/feed/special/gold-falls-below-4-000-posting-largest-single-day-drop-since-june-24-6392 NashNova zh-tw 2026-07-13T20:11:54.880Z 黃金跌破4000美元，創6月24日以來最大單日跌幅 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-eyes-u-s-listing-bringing-korean-stock-volatility-into-american-6391 NashNova zh-tw 2026-07-13T19:57:21.014Z SK海力士赴美上市，將韓股波動引入美國投資組合 https://www.nashnova.com/zh-hant/feed/special/fed-maintains-reserve-management-purchase-pace-at-10-billion-6390 NashNova zh-tw 2026-07-13T19:47:10.168Z 美聯儲維持儲備管理購買規模100億美元 https://www.nashnova.com/zh-hant/feed/special/eu-banking-reform-plan-upgraded-capital-and-compensation-rules-set-to-be-relaxed-6389 NashNova zh-tw 2026-07-13T18:57:14.568Z 歐盟銀行業改革方案升級，擬鬆綁資本與薪酬規則 https://www.nashnova.com/zh-hant/feed/special/tariff-refunds-push-u-s-june-budget-deficit-to-120-billion-6388 NashNova zh-tw 2026-07-13T18:16:56.954Z 關稅退款推高美國6月財政赤字至1200億美元 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-loses-89b-in-market-cap-in-a-single-day-a-share-memory-stocks-hit-limit-6387 NashNova zh-tw 2026-07-13T18:07:56.822Z SK海力士單日蒸發890億美元，A股存儲跌停、國產GPU創新高 https://www.nashnova.com/zh-hant/feed/special/ai-competition-fails-to-shake-google-search-as-traffic-grows-4-percent-yoy-6386 NashNova zh-tw 2026-07-13T17:22:09.482Z AI競爭未撼動谷歌搜索，流量同比增4% https://www.nashnova.com/zh-hant/feed/special/eus-21st-round-of-sanctions-against-russia-stalls-oil-price-cap-faces-risk-of-6385 NashNova zh-tw 2026-07-13T17:06:57.462Z 歐盟第21輪對俄制裁擱淺，石油價格上限面臨失效風險 https://www.nashnova.com/zh-hant/feed/special/hedge-fund-sofr-futures-short-positions-hold-near-record-highs-6384 NashNova zh-tw 2026-07-13T16:52:17.834Z 對沖基金SOFR期貨空頭維持近紀錄高位 https://www.nashnova.com/zh-hant/feed/special/fed-governor-waller-rate-hikes-may-be-needed-to-curb-core-inflation-6383 NashNova zh-tw 2026-07-13T16:36:55.692Z 美聯儲理事沃勒：或需加息壓制核心通膨 https://www.nashnova.com/zh-hant/feed/special/google-sells-tpu-chips-to-emerging-cloud-providers-challenging-nvidia-6382 NashNova zh-tw 2026-07-13T16:31:40.947Z 谷歌向新興雲廠商銷售TPU晶片，挑戰輝達 https://www.nashnova.com/zh-hant/feed/special/california-and-11-other-states-sue-to-block-paramounts-110-billion-acquisition-6381 NashNova zh-tw 2026-07-13T16:02:03.834Z 加州等12州起訴阻止派拉蒙1100億美元收購華納兄弟 https://www.nashnova.com/zh-hant/feed/special/bofa-amd-server-chip-demand-robust-quarterly-results-expected-to-beat-estimates-6380 NashNova zh-tw 2026-07-13T15:56:51.761Z 美銀：AMD伺服器晶片需求強勁，料季報超預期並上調指引 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https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-warns-ai-ecosystem-narrative-shifts-from-two-horse-race-to-6374 NashNova zh-tw 2026-07-13T14:33:08.751Z 高盛警示：AI生態敘事從雙雄競速轉向多極競爭 https://www.nashnova.com/zh-hant/feed/special/el-erian-ai-financing-demands-push-bond-yields-higher-6373 NashNova zh-tw 2026-07-13T14:32:02.260Z 埃爾-埃里安：AI融資需求推升債券收益率 https://www.nashnova.com/zh-hant/feed/special/ai-investment-boom-drives-record-foreign-inflows-into-u-s-stocks-potentially-6372 NashNova zh-tw 2026-07-13T13:51:49.468Z AI投資熱潮推高美股外資流入，或對美元構成壓力 https://www.nashnova.com/zh-hant/feed/special/opec-cuts-2026-oil-demand-forecast-for-third-consecutive-time-raises-2027-6371 NashNova zh-tw 2026-07-13T13:49:51.794Z OPEC三連降2026油需預期，上調2027展望 https://www.nashnova.com/zh-hant/feed/special/trump-claims-u-s-will-take-control-of-strait-of-hormuz-and-demands-compensation-6370 NashNova zh-tw 2026-07-13T13:48:37.316Z 特朗普宣稱美國將掌控霍爾木茲海峽並要求補償 https://www.nashnova.com/zh-hant/feed/special/merz-calls-for-exchange-rate-political-dialogue-with-china-6369 NashNova zh-tw 2026-07-13T13:47:10.120Z 梅爾茨呼籲與中國展開匯率政治對話 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-raises-global-ai-capex-forecasts-to-1-2t-1-4t-for-2027-2028-6368 NashNova zh-tw 2026-07-13T13:43:41.356Z 大摩上調2027/28年全球AI資本開支至1.2/1.4兆美元 https://www.nashnova.com/zh-hant/feed/special/oppenheimer-warns-u-s-stocks-face-seasonal-pullback-risk-6367 NashNova zh-tw 2026-07-13T13:42:17.388Z Oppenheimer警告美股面臨季節性回調風險 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-raises-ai-scale-up-network-market-to-73-billion-6366 NashNova zh-tw 2026-07-13T13:30:40.800Z 大摩上調AI縱向擴展網路市場至730億美元 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-and-bofa-both-flash-sell-signals-as-hedge-funds-contrarily-load-up-6365 NashNova zh-tw 2026-07-13T13:28:56.322Z 高盛美銀齊發賣出信號，對沖基金逆勢加倉科技股 https://www.nashnova.com/zh-hant/feed/special/five-major-firms-unanimously-rate-spacex-as-buy-with-average-price-target-of-250-6364 NashNova zh-tw 2026-07-13T13:27:35.647Z 五大機構齊評SpaceX買入，均價目標250美元 https://www.nashnova.com/zh-hant/feed/special/global-smartphone-shipments-hit-13-year-low-in-q2-6363 NashNova zh-tw 2026-07-13T13:12:19.444Z 全球智慧型手機出貨量Q2創13年新低 https://www.nashnova.com/zh-hant/feed/special/on-the-eve-of-cpi-release-the-widening-gap-between-official-inflation-data-and-6362 NashNova zh-tw 2026-07-13T13:04:45.307Z CPI發布前夕：官方通膨數據與消費者感受裂痕加深 https://www.nashnova.com/zh-hant/feed/special/robinhood-chain-dex-trading-volume-ranks-top-five-across-all-chains-within-two-6361 NashNova zh-tw 2026-07-13T13:03:19.183Z Robinhood Chain上線兩週DEX交易量躋身全鏈前五 https://www.nashnova.com/zh-hant/feed/special/strategy-raises-467m-through-stock-offering-cash-reserves-rise-to-3b-6360 NashNova zh-tw 2026-07-13T13:02:07.235Z Strategy股票融資4.67億美元，現金儲備升至30億 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-conflict-escalates-again-u-s-stock-futures-fall-oil-prices-rise-6359 NashNova zh-tw 2026-07-13T12:32:41.283Z 美伊衝突再升級，美股期貨跌、油價漲 https://www.nashnova.com/zh-hant/feed/special/citi-raises-apple-price-target-to-365-6358 NashNova zh-tw 2026-07-13T12:31:40.966Z 花旗上調蘋果目標價至365美元 https://www.nashnova.com/zh-hant/feed/special/wall-street-banks-join-forces-to-counter-stablecoin-expansion-6357 NashNova zh-tw 2026-07-13T12:27:40.642Z 華爾街銀行聯手抗衡穩定幣擴張 https://www.nashnova.com/zh-hant/feed/special/intel-invests-5-billion-to-expand-ai-chip-capacity-in-ireland-6356 NashNova zh-tw 2026-07-13T12:22:57.974Z 英特爾50億歐元擴建愛爾蘭AI晶片產能 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-chip-designer-shortage-benefits-eda-software-firms-raises-cadence-6355 NashNova zh-tw 2026-07-13T12:21:53.961Z 高盛：晶片設計師短缺利好EDA軟體商，上調鏗騰目標價 https://www.nashnova.com/zh-hant/feed/special/forced-liquidations-in-south-korean-stock-market-margin-accounts-hit-krw-344-2-6354 NashNova zh-tw 2026-07-13T12:12:29.676Z 韓國股市信用盤7月強制平倉達3442億韓元 https://www.nashnova.com/zh-hant/feed/special/top-quant-firms-deny-korea-factor-rumors-report-widespread-heavy-losses-today-6353 NashNova zh-tw 2026-07-13T11:32:01.018Z 頭部量化機構否認「韓國因子」傳言，稱今日普遍大虧 https://www.nashnova.com/zh-hant/feed/special/fed-advances-regulatory-and-institutional-reform-on-three-fronts-6352 NashNova zh-tw 2026-07-13T11:23:09.560Z 美聯儲三線並進推進監管與制度改革 https://www.nashnova.com/zh-hant/feed/special/cathie-woods-q2-portfolio-reshuffle-buying-spacex-eli-lilly-meta-while-trimming-6351 NashNova zh-tw 2026-07-13T11:21:59.463Z 木頭姐Q2調倉：買入SpaceX、禮來、Meta，減持AMD https://www.nashnova.com/zh-hant/feed/special/futu-securities-mainland-china-business-to-gradually-scale-back-hong-kong-6350 NashNova zh-tw 2026-07-13T11:06:50.086Z 富途證券：中國內地業務將逐步收縮，香港網點不裁撤 https://www.nashnova.com/zh-hant/feed/special/wus-printed-circuits-h1-net-profit-expected-to-surge-up-to-78-percent-thailand-6349 NashNova zh-tw 2026-07-13T11:02:33.508Z 滬電股份上半年淨利預增最高78%，泰國工廠Q2扭虧 https://www.nashnova.com/zh-hant/feed/special/jefferies-upgrades-shopify-positioning-it-as-ai-merchant-infrastructure-6348 NashNova zh-tw 2026-07-13T10:46:56.522Z Jefferies上調Shopify評級，定位AI商戶基礎設施 https://www.nashnova.com/zh-hant/feed/special/middle-east-escalation-drags-down-crypto-market-bitcoin-falls-to-63-100-6347 NashNova zh-tw 2026-07-13T10:42:29.857Z 中東局勢升級拖累加密市場，比特幣跌至63100美元 https://www.nashnova.com/zh-hant/feed/special/tesla-robotaxi-commercialization-enters-final-sprint-6346 NashNova zh-tw 2026-07-13T10:26:47.587Z 特斯拉Robotaxi商業化部署進入衝刺階段 https://www.nashnova.com/zh-hant/feed/special/seres-group-drops-over-50-percent-year-to-date-q2-loss-exceeds-2-2-billion-yuan-6345 NashNova zh-tw 2026-07-13T10:22:23.380Z 賽力斯年內跌逾五成，二季度虧損超22億 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-stocks-volatile-in-july-as-valuation-and-ai-capex-outlook-face-scrutiny-6344 NashNova zh-tw 2026-07-13T10:19:52.611Z 美股晶片板塊7月震盪，估值與AI資本開支前景存疑 https://www.nashnova.com/zh-hant/feed/special/u-s-major-banks-kick-off-q2-earnings-season-with-five-giants-reporting-6343 NashNova zh-tw 2026-07-13T10:18:34.154Z 美國大型銀行Q2財報季啟動，五大行集中披露 https://www.nashnova.com/zh-hant/feed/special/ai-6342 NashNova zh-tw 2026-07-13T10:17:08.396Z 白宮擬聯合電力公司與數據中心防AI電費轉嫁 https://www.nashnova.com/zh-hant/feed/special/6341 NashNova zh-tw 2026-07-13T10:13:07.745Z 三星研發玻璃中介層，台積電嘉義封裝廠擴至四座 https://www.nashnova.com/zh-hant/feed/special/90-47-6340 NashNova zh-tw 2026-07-13T10:02:39.819Z 北水淨買入90億，智譜獲加倉47億港元 https://www.nashnova.com/zh-hant/feed/special/meta-400-6339 NashNova zh-tw 2026-07-13T09:41:47.079Z Meta追加400億美元投資路易斯安那州數據中心