https://www.nashnova.com/feed/special/wedbush-ai-data-center-price-hike-trend-to-continue-benefiting-coreweave-and-9542 nashnova en 2026-08-14T12:04:54.558Z Wedbush: AI Data Center Price Hike Trend to Continue Benefiting CoreWeave and Nebius https://www.nashnova.com/feed/special/lme-spot-copper-premium-hits-highest-since-2021-as-inventories-fall-for-42-9541 nashnova en 2026-08-14T11:39:38.361Z LME Spot Copper Premium Hits Highest Since 2021 as Inventories Fall for 42 Consecutive Days https://www.nashnova.com/feed/special/unigroup-guoxin-reports-13-percent-revenue-growth-and-15-percent-net-profit-9540 nashnova en 2026-08-14T11:35:28.459Z Unigroup Guoxin Reports 13% Revenue Growth and 15% Net Profit Growth in H1; Acquisition of Ruineng Semiconductor Enters Inquiry Stage https://www.nashnova.com/feed/special/deutsche-bank-becomes-first-non-chinese-rmb-clearing-bank-in-europe-9539 nashnova en 2026-08-14T11:34:17.685Z Deutsche Bank Becomes First Non-Chinese RMB Clearing Bank in Europe https://www.nashnova.com/feed/special/sk-hynix-scouts-u-s-sites-for-front-end-wafer-fab-as-ai-clients-push-for-supply-9538 nashnova en 2026-08-14T11:24:20.861Z SK Hynix Scouts U.S. Sites for Front-End Wafer Fab as AI Clients Push for Supply Chain Localization https://www.nashnova.com/feed/special/bitcoin-falls-below-63-000-as-spot-etfs-see-first-consecutive-two-day-net-9537 nashnova en 2026-08-14T11:15:38.747Z Bitcoin Falls Below $63,000 as Spot ETFs See First Consecutive Two-Day Net Outflows in August https://www.nashnova.com/feed/special/deepseek-launches-harness-developer-preview-officially-pivoting-to-agentic-ai-9536 nashnova en 2026-08-14T11:14:22.119Z DeepSeek Launches Harness Developer Preview, Officially Pivoting to Agentic AI https://www.nashnova.com/feed/special/chinas-banking-sector-total-assets-reach-498-trillion-yuan-in-q2-up-6-6-percent-9535 nashnova en 2026-08-14T10:54:55.049Z China's Banking Sector Total Assets Reach 498 Trillion Yuan in Q2, Up 6.6% YoY https://www.nashnova.com/feed/special/boeing-bull-ratings-rise-to-highest-level-since-2022-9534 nashnova en 2026-08-14T10:49:19.315Z Boeing Bull Ratings Rise to Highest Level Since 2022 https://www.nashnova.com/feed/special/alphabets-spacex-stake-surges-over-100-fold-to-94-billion-9533 nashnova en 2026-08-14T10:19:44.050Z Alphabet's SpaceX Stake Surges Over 100-Fold to $94 Billion https://www.nashnova.com/feed/special/ubs-increases-micron-and-nasdaq-call-options-in-q2-while-expanding-s-and-p-put-9532 nashnova en 2026-08-14T09:45:48.037Z UBS Increases Micron and Nasdaq Call Options in Q2 While Expanding S&P Put Option Hedges https://www.nashnova.com/feed/special/german-auto-industry-employment-falls-to-lowest-level-since-2005-9531 nashnova en 2026-08-14T09:44:10.862Z German Auto Industry Employment Falls to Lowest Level Since 2005 https://www.nashnova.com/feed/special/121-billion-in-one-time-investment-gains-inflate-big-tech-profits-9530 nashnova en 2026-08-14T09:40:29.077Z $121 Billion in One-Time Investment Gains Inflate Big Tech Profits https://www.nashnova.com/feed/special/chinas-q2-2026-current-account-surplus-reaches-195-1-billion-9529 nashnova en 2026-08-14T09:39:14.401Z China's Q2 2026 Current Account Surplus Reaches $195.1 Billion https://www.nashnova.com/feed/special/ecb-blog-chinas-subsidies-in-strategic-sectors-boost-exports-potentially-9528 nashnova en 2026-08-14T09:24:13.452Z ECB Blog: China's Subsidies in Strategic Sectors Boost Exports, Potentially Intensifying Trade Frictions https://www.nashnova.com/feed/special/regulatory-scrutiny-tightens-on-open-source-ai-as-u-s-government-pressure-9527 nashnova en 2026-08-14T09:19:22.349Z Regulatory Scrutiny Tightens on Open-Source AI as U.S. Government Pressure Approaches Critical Threshold https://www.nashnova.com/feed/special/south-koreas-southwestern-semiconductor-cluster-may-expand-to-nine-fabs-as-sks-9526 nashnova en 2026-08-14T09:16:10.217Z South Korea's Southwestern Semiconductor Cluster May Expand to Nine Fabs as SK's Multi-Trillion Won Investment Plan Awaits Official Announcement https://www.nashnova.com/feed/special/after-acquiring-groqs-technology-nvidia-converts-it-into-its-own-customer-9525 nashnova en 2026-08-14T09:14:39.438Z After Acquiring Groq's Technology, Nvidia Converts It Into Its Own Customer https://www.nashnova.com/feed/special/hong-kong-raises-full-year-2026-real-gdp-growth-forecast-to-3-5-percent-4-5-9524 nashnova en 2026-08-14T09:10:54.117Z Hong Kong Raises Full-Year 2026 Real GDP Growth Forecast to 3.5%-4.5% https://www.nashnova.com/feed/special/u-s-threatens-indefinite-blockade-of-iran-dow-futures-fall-treasury-yields-rise-9523 nashnova en 2026-08-14T09:09:41.786Z U.S. Threatens Indefinite Blockade of Iran; Dow Futures Fall, Treasury Yields Rise Across the Board https://www.nashnova.com/feed/special/nvidia-cpo-switch-enters-mass-production-supply-chain-roles-of-five-key-9522 nashnova en 2026-08-14T09:00:03.534Z NVIDIA CPO Switch Enters Mass Production, Supply Chain Roles of Five Key Companies Revealed https://www.nashnova.com/feed/special/morgan-stanley-loads-up-on-semiconductor-chain-in-q2-with-micron-leading-top-5-9521 nashnova en 2026-08-14T08:49:55.072Z Morgan Stanley Loads Up on Semiconductor Chain in Q2, with Micron Leading Top 5 Additions https://www.nashnova.com/feed/special/kioxias-massive-buyback-drives-japans-weekly-corporate-share-repurchases-to-9520 nashnova en 2026-08-14T08:48:57.658Z Kioxia's Massive Buyback Drives Japan's Weekly Corporate Share Repurchases to Record High https://www.nashnova.com/feed/special/taiwan-raises-2026-gdp-growth-forecast-to-11-05-percent-9519 nashnova en 2026-08-14T08:44:01.810Z Taiwan Raises 2026 GDP Growth Forecast to 11.05% https://www.nashnova.com/feed/special/chinas-aggregate-social-financing-increment-reaches-22-25-trillion-yuan-from-9518 nashnova en 2026-08-14T08:33:54.584Z China's Aggregate Social Financing Increment Reaches 22.25 Trillion Yuan from January to July https://www.nashnova.com/feed/special/south-koreas-memory-chip-exports-surge-277-percent-yoy-in-july-setting-a-record-9517 nashnova en 2026-08-14T08:14:51.666Z South Korea's Memory Chip Exports Surge 277% YoY in July, Setting a Record for July ICT Exports https://www.nashnova.com/feed/special/nan-ya-confirms-electronic-materials-cumulative-price-hikes-have-more-than-9516 nashnova en 2026-08-14T07:39:30.816Z Nan Ya Confirms Electronic Materials Cumulative Price Hikes Have More Than Doubled This Year, with Fiberglass Cloth Shortage Being the Most Severe https://www.nashnova.com/feed/special/jpmorgan-upgrades-sandisk-to-overweight-with-2-250-price-target-9515 nashnova en 2026-08-14T07:35:05.007Z JPMorgan Upgrades Sandisk to "Overweight" with $2,250 Price Target https://www.nashnova.com/feed/special/duan-yongpings-100m-bold-bet-going-all-in-on-moutai-in-a-10-year-challenge-9514 nashnova en 2026-08-14T07:25:01.853Z Duan Yongping's $100M Bold Bet: Going All-In on Moutai in a 10-Year Challenge Against China's Funds https://www.nashnova.com/feed/special/bridgewater-ai-capital-needs-could-reach-1-trillion-next-year-openai-may-need-9513 nashnova en 2026-08-14T07:08:59.424Z Bridgewater: AI Capital Needs Could Reach $1 Trillion Next Year; OpenAI May Need New Funding Round by Early 2027 https://www.nashnova.com/feed/special/msci-proposes-to-remove-strategy-and-metaplanet-from-indices-under-non-operating-9512 nashnova en 2026-08-14T06:29:07.193Z MSCI Proposes to Remove Strategy and Metaplanet from Indices Under "Non-Operating Company" Criteria https://www.nashnova.com/feed/special/unitree-robotics-on-the-eve-of-its-shanghai-listing-ipo-oversubscribed-over-8-9511 nashnova en 2026-08-14T06:14:59.923Z Unitree Robotics on the Eve of Its Shanghai Listing: IPO Oversubscribed Over 8,000 Times, Grey Market Implies Nearly Fourfold Gain https://www.nashnova.com/feed/special/zhipu-glm-5-3-coding-capability-surpasses-claude-opus-4-8-but-still-trails-fable-9510 nashnova en 2026-08-14T05:48:54.594Z Zhipu GLM-5.3 Coding Capability Surpasses Claude Opus 4.8 but Still Trails Fable 5 https://www.nashnova.com/feed/special/comex-lme-copper-price-spread-becomes-real-time-signal-for-trump-tariff-risk-9509 nashnova en 2026-08-14T05:24:26.136Z COMEX-LME Copper Price Spread Becomes Real-Time Signal for Trump Tariff Risk https://www.nashnova.com/feed/special/samsung-plans-to-relocate-legacy-memory-backend-operations-to-vietnam-to-free-up-9508 nashnova en 2026-08-14T05:14:41.764Z Samsung Plans to Relocate Legacy Memory Backend Operations to Vietnam to Free Up HBM Capacity https://www.nashnova.com/feed/special/alibabas-gaming-subsidiary-lingxi-interactive-reportedly-to-be-sold-to-trustar-9507 nashnova en 2026-08-14T04:39:45.025Z Alibaba's Gaming Subsidiary Lingxi Interactive Reportedly to Be Sold to Trustar for Over $1.5 Billion https://www.nashnova.com/feed/special/hedge-fund-treasury-holdings-double-systemic-risk-in-government-bond-market-9506 nashnova en 2026-08-14T04:27:32.467Z Hedge Fund Treasury Holdings Double, Systemic Risk in Government Bond Market Rises https://www.nashnova.com/feed/special/nvidia-feynman-advances-tsmc-a16-process-and-cpo-mass-production-9505 nashnova en 2026-08-14T04:26:12.391Z NVIDIA Feynman Advances TSMC A16 Process and CPO Mass Production https://www.nashnova.com/feed/special/openai-annualized-revenue-surpasses-40-billion-as-ipo-preparations-accelerate-9504 nashnova en 2026-08-14T04:24:47.870Z OpenAI Annualized Revenue Surpasses $40 Billion as IPO Preparations Accelerate https://www.nashnova.com/feed/special/lam-research-invests-over-3-billion-in-five-years-to-expand-r-and-d-network-9503 nashnova en 2026-08-14T04:12:27.883Z Lam Research Invests Over $3 Billion in Five Years to Expand R&D Network, Boosting Lab Capacity by More Than 50% https://www.nashnova.com/feed/special/openai-and-anthropic-cut-prices-to-counter-chinese-ai-price-war-slashes-user-9502 nashnova en 2026-08-14T04:11:10.653Z OpenAI and Anthropic Cut Prices to Counter Chinese AI, Price War Slashes User Costs by Nearly a Quarter https://www.nashnova.com/feed/special/goldman-sachs-move-down-the-credit-rating-spectrum-bbb-over-aa-b-over-bb-9501 nashnova en 2026-08-14T04:09:57.910Z Goldman Sachs: Move Down the Credit Rating Spectrum — BBB Over AA, B Over BB https://www.nashnova.com/feed/special/ubs-u-s-industrial-recovery-spreading-from-ai-to-broader-sectors-9500 nashnova en 2026-08-14T04:00:17.996Z UBS: U.S. Industrial Recovery Spreading from AI to Broader Sectors https://www.nashnova.com/feed/special/deepseek-launches-v4-pro-and-sharply-raises-api-prices-9499 nashnova en 2026-08-14T03:13:35.531Z DeepSeek Launches V4 Pro and Sharply Raises API Prices https://www.nashnova.com/feed/special/quanta-q2-revenue-surpasses-nt-1-trillion-ai-servers-account-for-75-percent-80-9498 nashnova en 2026-08-14T03:12:20.295Z Quanta Q2 Revenue Surpasses NT$1 Trillion, AI Servers Account for 75%-80% of Server Revenue https://www.nashnova.com/feed/special/phison-electronics-posts-record-q2-net-profit-as-ai-storage-demand-drives-9497 nashnova en 2026-08-14T03:10:51.977Z Phison Electronics Posts Record Q2 Net Profit as AI Storage Demand Drives Revenue Surge https://www.nashnova.com/feed/special/chinas-auto-exports-surge-as-specialized-shipping-capacity-runs-short-9496 nashnova en 2026-08-14T02:14:44.064Z China's Auto Exports Surge as Specialized Shipping Capacity Runs Short https://www.nashnova.com/feed/special/white-house-report-says-chinas-transshipment-schemes-cost-u-s-over-19-billion-9495 nashnova en 2026-08-14T02:13:22.873Z White House Report Says China's Transshipment Schemes Cost U.S. Over $19 Billion Annually https://www.nashnova.com/feed/special/chinas-tech-boom-masks-economic-slowdown-as-july-data-signals-continued-pressure-9494 nashnova en 2026-08-14T02:12:03.019Z China's Tech Boom Masks Economic Slowdown as July Data Signals Continued Pressure https://www.nashnova.com/feed/special/alibaba-clouds-zhenwu-m890-super-node-officially-commercialized-supporting-20-9493 nashnova en 2026-08-14T02:10:46.147Z Alibaba Cloud's Zhenwu M890 Super Node Officially Commercialized, Supporting 20-Trillion-Parameter Large Models https://www.nashnova.com/feed/special/s-and-p-hong-kong-life-insurance-premiums-to-grow-8-10-percent-annually-over-9492 nashnova en 2026-08-14T02:09:44.740Z S&P: Hong Kong Life Insurance Premiums to Grow 8-10% Annually Over Next Two Years https://www.nashnova.com/feed/special/pboc-conducts-overnight-reverse-repo-mid-month-for-the-first-time-injecting-net-9491 nashnova en 2026-08-14T02:04:54.914Z PBOC Conducts Overnight Reverse Repo Mid-Month for the First Time, Injecting Net 348 Billion Yuan https://www.nashnova.com/feed/special/carry-traders-rebuild-yen-short-positions-after-intervention-9490 nashnova en 2026-08-14T01:55:10.228Z Carry Traders Rebuild Yen Short Positions After Intervention https://www.nashnova.com/feed/special/ai-frenzy-pushes-chinese-tech-stock-valuations-far-beyond-u-s-peers-9489 nashnova en 2026-08-14T01:50:17.506Z AI Frenzy Pushes Chinese Tech Stock Valuations Far Beyond U.S. Peers https://www.nashnova.com/feed/special/chey-tae-won-hbm-capacity-gap-may-persist-memory-shortage-most-severe-next-year-9488 nashnova en 2026-08-14T01:45:17.066Z Chey Tae-won: HBM Capacity Gap May Persist, Memory Shortage Most Severe Next Year https://www.nashnova.com/feed/special/bloomberg-intelligence-cxmts-inclusion-in-csi-300-unlikely-before-late-2027-9487 nashnova en 2026-08-14T00:50:06.783Z Bloomberg Intelligence: CXMT's Inclusion in CSI 300 Unlikely Before Late 2027 https://www.nashnova.com/feed/special/openai-releases-gpt-5-6-builder-guide-smallest-model-costs-drop-25x-9486 nashnova en 2026-08-14T00:25:19.062Z OpenAI Releases GPT-5.6 Builder Guide: Smallest Model Costs Drop 25x https://www.nashnova.com/feed/special/cicc-warsh-reform-to-drive-fed-monetary-fiscal-coordinated-balance-sheet-9485 nashnova en 2026-08-14T00:00:38.603Z CICC: Warsh Reform to Drive Fed Monetary-Fiscal Coordinated Balance Sheet Expansion https://www.nashnova.com/feed/special/china-healthcare-stocks-beat-earnings-expectations-leading-msci-china-in-9484 nashnova en 2026-08-13T23:50:29.694Z China Healthcare Stocks Beat Earnings Expectations, Leading MSCI China in Valuation Recovery https://www.nashnova.com/feed/special/fed-pauses-short-term-treasury-purchases-in-aug-sep-signaling-ample-reserves-9483 nashnova en 2026-08-13T23:40:10.021Z Fed Pauses Short-Term Treasury Purchases in Aug-Sep, Signaling Ample Reserves https://www.nashnova.com/feed/special/iran-war-drives-oil-prices-higher-chinas-electric-heavy-truck-exports-double-9482 nashnova en 2026-08-13T23:20:19.186Z Iran War Drives Oil Prices Higher, China's Electric Heavy Truck Exports Double https://www.nashnova.com/feed/special/yen-outlook-remains-uncertain-as-japanese-corporate-earnings-beats-struggle-to-9481 nashnova en 2026-08-13T23:13:35.306Z Yen Outlook Remains Uncertain as Japanese Corporate Earnings Beats Struggle to Translate into Stock Gains https://www.nashnova.com/feed/special/chicago-fed-president-goolsbee-latest-inflation-data-shows-improvement-9480 nashnova en 2026-08-13T23:12:13.741Z Chicago Fed President Goolsbee: Latest Inflation Data Shows Improvement https://www.nashnova.com/feed/special/chinese-banks-pilot-repo-rate-linked-corporate-loan-pricing-9479 nashnova en 2026-08-13T23:11:07.303Z Chinese Banks Pilot Repo Rate-Linked Corporate Loan Pricing https://www.nashnova.com/feed/special/regulatory-filing-reveals-musk-holds-48-4-percent-stake-in-spacex-9478 nashnova en 2026-08-13T23:10:02.722Z Regulatory Filing Reveals Musk Holds 48.4% Stake in SpaceX https://www.nashnova.com/feed/special/u-s-imposes-100-percent-tariffs-on-certain-drones-dji-potentially-hit-hard-9477 nashnova en 2026-08-13T21:54:37.895Z U.S. Imposes 100% Tariffs on Certain Drones, DJI Potentially Hit Hard https://www.nashnova.com/feed/special/reddit-added-to-s-and-p-500-stock-surges-11-percent-after-hours-9476 nashnova en 2026-08-13T21:44:44.402Z Reddit Added to S&P 500, Stock Surges 11% After Hours https://www.nashnova.com/feed/special/ford-pulls-lincoln-production-out-of-china-gm-halts-chevrolet-sales-u-s-9475 nashnova en 2026-08-13T21:31:16.297Z Ford Pulls Lincoln Production Out of China, GM Halts Chevrolet Sales — U.S. Automakers Accelerate Their Retreat https://www.nashnova.com/feed/special/iran-attacks-adnoc-vessel-again-as-strait-of-hormuz-suffers-two-strikes-in-one-9474 nashnova en 2026-08-13T21:30:02.260Z Iran Attacks ADNOC Vessel Again as Strait of Hormuz Suffers Two Strikes in One Week 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https://www.nashnova.com/feed/special/applied-materials-q4-revenue-guidance-of-10-25b-beats-wall-street-expectations-9469 nashnova en 2026-08-13T20:19:38.502Z Applied Materials Q4 Revenue Guidance of ~$10.25B Beats Wall Street Expectations https://www.nashnova.com/feed/special/u-s-court-of-international-trade-upholds-elimination-of-de-minimis-tariff-9468 nashnova en 2026-08-13T19:25:01.728Z U.S. Court of International Trade Upholds Elimination of De Minimis Tariff Exemption https://www.nashnova.com/feed/special/u-s-earnings-season-optimism-spreads-to-healthcare-industrials-and-real-estate-9467 nashnova en 2026-08-13T18:50:47.884Z U.S. Earnings Season Optimism Spreads to Healthcare, Industrials, and Real Estate Sectors https://www.nashnova.com/feed/special/silver-lake-in-talks-to-acquire-workday-potentially-one-of-the-largest-software-9466 nashnova en 2026-08-13T18:49:50.979Z Silver Lake in Talks to Acquire Workday, Potentially One of the Largest Software Take-Private Deals in History https://www.nashnova.com/feed/special/cerebras-powers-ultra-fast-inference-for-openai-gpt-5-6-sol-9465 nashnova en 2026-08-13T18:44:45.640Z Cerebras Powers Ultra-Fast Inference for OpenAI GPT-5.6 Sol https://www.nashnova.com/feed/special/tether-completes-first-comprehensive-kpmg-audit-usdt-reserves-exceed-liabilities-9464 nashnova en 2026-08-13T18:35:01.192Z Tether Completes First Comprehensive KPMG Audit, USDT Reserves Exceed Liabilities by $6.8 Billion https://www.nashnova.com/feed/special/both-sides-in-u-s-canada-trade-talks-aim-for-deal-before-august-19-9463 nashnova en 2026-08-13T17:54:56.983Z Both Sides in U.S.-Canada Trade Talks Aim for Deal Before August 19 https://www.nashnova.com/feed/special/sec-proposes-innovation-exemption-to-pave-the-way-for-stock-tokenization-9462 nashnova en 2026-08-13T17:50:24.622Z SEC Proposes "Innovation Exemption" to Pave the Way for Stock Tokenization https://www.nashnova.com/feed/special/u-s-30-year-treasury-auction-yield-hits-highest-since-2001-9461 nashnova en 2026-08-13T17:20:20.852Z U.S. 30-Year Treasury Auction Yield Hits Highest Since 2001 https://www.nashnova.com/feed/special/google-releases-gemini-3-7-flash-flagship-pro-version-still-has-no-timeline-9460 nashnova en 2026-08-13T17:15:18.562Z Google Releases Gemini 3.7 Flash, Flagship Pro Version Still Has No Timeline https://www.nashnova.com/feed/special/usmca-renegotiation-could-add-over-2-billion-in-annual-costs-to-each-detroit-9459 nashnova en 2026-08-13T16:25:25.107Z USMCA Renegotiation Could Add Over $2 Billion in Annual Costs to Each Detroit Automaker https://www.nashnova.com/feed/special/openai-replaces-chief-revenue-officer-for-second-time-in-under-a-year-9458 nashnova en 2026-08-13T16:16:27.614Z OpenAI Replaces Chief Revenue Officer for Second Time in Under a Year https://www.nashnova.com/feed/special/sandisk-shares-surge-over-10-percent-after-investor-day-unveils-long-term-9457 nashnova en 2026-08-13T16:15:13.613Z SanDisk Shares Surge Over 10% After Investor Day Unveils Long-Term Financial Model https://www.nashnova.com/feed/special/tencent-to-acquire-manus-stake-to-become-largest-shareholder-taking-over-metas-9456 nashnova en 2026-08-13T15:45:04.916Z Tencent to Acquire Manus Stake to Become Largest Shareholder, Taking Over Meta's Interest https://www.nashnova.com/feed/special/microsoft-consolidates-copilot-apps-and-discontinues-several-failed-ai-features-9455 nashnova en 2026-08-13T15:39:56.306Z Microsoft Consolidates Copilot Apps and Discontinues Several Failed AI Features https://www.nashnova.com/feed/special/amd-plans-bond-offering-of-up-to-5-billion-its-largest-ever-investment-grade-9454 nashnova en 2026-08-13T15:35:53.113Z AMD Plans Bond Offering of Up to $5 Billion, Its Largest-Ever Investment-Grade Debt Issuance 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https://www.nashnova.com/feed/special/tech-giants-bond-issuance-spree-spills-over-cds-spreads-on-premium-names-like-9445 nashnova en 2026-08-13T13:05:27.518Z Tech Giants' Bond Issuance Spree Spills Over: CDS Spreads on Premium Names Like LVMH Surge Over 10% https://www.nashnova.com/feed/special/feds-barkin-whether-rate-hikes-are-needed-remains-an-open-question-9444 nashnova en 2026-08-13T13:00:19.719Z Fed's Barkin: Whether Rate Hikes Are Needed Remains an Open Question https://www.nashnova.com/feed/special/u-s-initial-jobless-claims-rise-to-209k-in-early-august-above-expectations-9443 nashnova en 2026-08-13T12:54:37.837Z U.S. Initial Jobless Claims Rise to 209K in Early August, Above Expectations https://www.nashnova.com/zh/feed/special/lme-spot-copper-premium-hits-highest-since-2021-as-inventories-fall-for-42-9541 nashnova zh-cn 2026-08-14T11:39:38.361Z LME铜现货升水创2021年来新高，库存连跌42天 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nashnova zh-cn 2026-08-14T09:40:29.077Z 大型科技公司一次性投资收益1210亿美元虚增利润 https://www.nashnova.com/zh/feed/special/chinas-q2-2026-current-account-surplus-reaches-195-1-billion-9529 nashnova zh-cn 2026-08-14T09:39:14.401Z 中国2026年Q2经常账户顺差1951亿美元 https://www.nashnova.com/zh/feed/special/ecb-blog-chinas-subsidies-in-strategic-sectors-boost-exports-potentially-9528 nashnova zh-cn 2026-08-14T09:24:13.452Z 欧洲央行博客：中国战略行业补贴推高出口或加剧贸易摩擦 https://www.nashnova.com/zh/feed/special/regulatory-scrutiny-tightens-on-open-source-ai-as-u-s-government-pressure-9527 nashnova zh-cn 2026-08-14T09:19:22.349Z 开源AI监管审查趋严，美国政府施压边界渐近 https://www.nashnova.com/zh/feed/special/south-koreas-southwestern-semiconductor-cluster-may-expand-to-nine-fabs-as-sks-9526 nashnova zh-cn 2026-08-14T09:16:10.217Z 韩国西南半导体集群或扩至九座晶圆厂，SK百万亿韩元投资计划待官宣 https://www.nashnova.com/zh/feed/special/after-acquiring-groqs-technology-nvidia-converts-it-into-its-own-customer-9525 nashnova zh-cn 2026-08-14T09:14:39.438Z 英伟达收购Groq技术后，将其转化为自身客户 https://www.nashnova.com/zh/feed/special/hong-kong-raises-full-year-2026-real-gdp-growth-forecast-to-3-5-percent-4-5-9524 nashnova zh-cn 2026-08-14T09:10:54.117Z 香港上调2026年全年实质GDP增长预测至3.5%-4.5% https://www.nashnova.com/zh/feed/special/u-s-threatens-indefinite-blockade-of-iran-dow-futures-fall-treasury-yields-rise-9523 nashnova zh-cn 2026-08-14T09:09:41.786Z 美威胁无限期封锁伊朗，道指期货跌、美债收益率全线上行 https://www.nashnova.com/zh/feed/special/nvidia-cpo-switch-enters-mass-production-supply-chain-roles-of-five-key-9522 nashnova zh-cn 2026-08-14T09:00:03.534Z 英伟达CPO交换机量产，供应链五企业分工曝光 https://www.nashnova.com/zh/feed/special/morgan-stanley-loads-up-on-semiconductor-chain-in-q2-with-micron-leading-top-5-9521 nashnova zh-cn 2026-08-14T08:49:55.072Z 大摩Q2大举加码半导体链，美光领衔前五大增持 https://www.nashnova.com/zh/feed/special/kioxias-massive-buyback-drives-japans-weekly-corporate-share-repurchases-to-9520 nashnova zh-cn 2026-08-14T08:48:57.658Z 铠侠巨额回购推动日本企业股票回购创周度纪录 https://www.nashnova.com/zh/feed/special/taiwan-raises-2026-gdp-growth-forecast-to-11-05-percent-9519 nashnova zh-cn 2026-08-14T08:44:01.810Z 台湾上调2026年GDP增长预测至11.05% https://www.nashnova.com/zh/feed/special/chinas-aggregate-social-financing-increment-reaches-22-25-trillion-yuan-from-9518 nashnova zh-cn 2026-08-14T08:33:54.584Z 中国1至7月社会融资规模增量达22.25万亿元 https://www.nashnova.com/zh/feed/special/south-koreas-memory-chip-exports-surge-277-percent-yoy-in-july-setting-a-record-9517 nashnova zh-cn 2026-08-14T08:14:51.666Z 韩国7月存储芯片出口同比激增277%，创7月ICT出口纪录 https://www.nashnova.com/zh/feed/special/nan-ya-confirms-electronic-materials-cumulative-price-hikes-have-more-than-9516 nashnova zh-cn 2026-08-14T07:39:30.816Z 南亚确认电子材料今年累计涨价逾倍，玻纤布缺货最严重 https://www.nashnova.com/zh/feed/special/jpmorgan-upgrades-sandisk-to-overweight-with-2-250-price-target-9515 nashnova zh-cn 2026-08-14T07:35:05.007Z 摩根大通上调闪迪至"增持"，目标价2250美元 https://www.nashnova.com/zh/feed/special/duan-yongpings-100m-bold-bet-going-all-in-on-moutai-in-a-10-year-challenge-9514 nashnova zh-cn 2026-08-14T07:25:01.853Z 段永平豪赌1亿元：重仓茅台十年挑战中国基金 https://www.nashnova.com/zh/feed/special/bridgewater-ai-capital-needs-could-reach-1-trillion-next-year-openai-may-need-9513 nashnova zh-cn 2026-08-14T07:08:59.424Z 桥水：AI明年资本需求或达1万亿美元，OpenAI 2027年初需再融资 https://www.nashnova.com/zh/feed/special/msci-proposes-to-remove-strategy-and-metaplanet-from-indices-under-non-operating-9512 nashnova zh-cn 2026-08-14T06:29:07.193Z MSCI拟以"非经营性公司"标准将Strategy和Metaplanet踢出指数 https://www.nashnova.com/zh/feed/special/unitree-robotics-on-the-eve-of-its-shanghai-listing-ipo-oversubscribed-over-8-9511 nashnova zh-cn 2026-08-14T06:14:59.923Z 宇树科技上海上市前夕：IPO超购逾8000倍，场外预期涨幅近四倍 https://www.nashnova.com/zh/feed/special/zhipu-glm-5-3-coding-capability-surpasses-claude-opus-4-8-but-still-trails-fable-9510 nashnova zh-cn 2026-08-14T05:48:54.594Z 智谱GLM-5.3编程能力超越Claude Opus 4.8，仍落后Fable 5 https://www.nashnova.com/zh/feed/special/comex-lme-copper-price-spread-becomes-real-time-signal-for-trump-tariff-risk-9509 nashnova zh-cn 2026-08-14T05:24:26.136Z 铜价COMEX-LME价差成特朗普关税风险实时信号 https://www.nashnova.com/zh/feed/special/samsung-plans-to-relocate-legacy-memory-backend-operations-to-vietnam-to-free-up-9508 nashnova zh-cn 2026-08-14T05:14:41.764Z 三星拟将传统内存后端迁越南以释放HBM产能 https://www.nashnova.com/zh/feed/special/alibabas-gaming-subsidiary-lingxi-interactive-reportedly-to-be-sold-to-trustar-9507 nashnova zh-cn 2026-08-14T04:39:45.025Z 阿里巴巴游戏子公司灵犀互娱传将以逾15亿美元出售给Trustar https://www.nashnova.com/zh/feed/special/hedge-fund-treasury-holdings-double-systemic-risk-in-government-bond-market-9506 nashnova zh-cn 2026-08-14T04:27:32.467Z 对冲基金持美债规模翻倍，国债市场系统性风险上升 https://www.nashnova.com/zh/feed/special/nvidia-feynman-advances-tsmc-a16-process-and-cpo-mass-production-9505 nashnova zh-cn 2026-08-14T04:26:12.391Z 英伟达Feynman推进台积电A16制程与CPO量产 https://www.nashnova.com/zh/feed/special/openai-annualized-revenue-surpasses-40-billion-as-ipo-preparations-accelerate-9504 nashnova zh-cn 2026-08-14T04:24:47.870Z OpenAI年化营收突破400亿美元，IPO筹备提速 https://www.nashnova.com/zh/feed/special/lam-research-invests-over-3-billion-in-five-years-to-expand-r-and-d-network-9503 nashnova zh-cn 2026-08-14T04:12:27.883Z 泛林集团五年投逾30亿美元扩研发网络，实验容量增逾50% https://www.nashnova.com/zh/feed/special/openai-and-anthropic-cut-prices-to-counter-chinese-ai-price-war-slashes-user-9502 nashnova zh-cn 2026-08-14T04:11:10.653Z OpenAI与Anthropic降价迎战中国AI，价格战压低用户成本近四分之一 https://www.nashnova.com/zh/feed/special/goldman-sachs-move-down-the-credit-rating-spectrum-bbb-over-aa-b-over-bb-9501 nashnova zh-cn 2026-08-14T04:09:57.910Z 高盛：企业债宜下沉评级，BBB优于AA，B优于BB https://www.nashnova.com/zh/feed/special/ubs-u-s-industrial-recovery-spreading-from-ai-to-broader-sectors-9500 nashnova zh-cn 2026-08-14T04:00:17.996Z 瑞银：美国工业复苏从AI扩散至更广泛行业 https://www.nashnova.com/zh/feed/special/deepseek-launches-v4-pro-and-sharply-raises-api-prices-9499 nashnova zh-cn 2026-08-14T03:13:35.531Z DeepSeek发布V4 Pro并大幅上调API价格 https://www.nashnova.com/zh/feed/special/quanta-q2-revenue-surpasses-nt-1-trillion-ai-servers-account-for-75-percent-80-9498 nashnova zh-cn 2026-08-14T03:12:20.295Z 广达Q2营收破新台币1兆元，AI服务器占服务器营收75%至80% https://www.nashnova.com/zh/feed/special/phison-electronics-posts-record-q2-net-profit-as-ai-storage-demand-drives-9497 nashnova zh-cn 2026-08-14T03:10:51.977Z 群联电子Q2净利润创纪录，AI存储需求驱动营收暴增 https://www.nashnova.com/zh/feed/special/chinas-auto-exports-surge-as-specialized-shipping-capacity-runs-short-9496 nashnova zh-cn 2026-08-14T02:14:44.064Z 中国汽车出口激增，专用船运运力告急 https://www.nashnova.com/zh/feed/special/white-house-report-says-chinas-transshipment-schemes-cost-u-s-over-19-billion-9495 nashnova zh-cn 2026-08-14T02:13:22.873Z 白宫报告指中国转口骗局每年致美损失逾190亿美元 https://www.nashnova.com/zh/feed/special/chinas-tech-boom-masks-economic-slowdown-as-july-data-signals-continued-pressure-9494 nashnova zh-cn 2026-08-14T02:12:03.019Z 中国科技繁荣难掩经济放缓，七月数据预示压力延续 https://www.nashnova.com/zh/feed/special/alibaba-clouds-zhenwu-m890-super-node-officially-commercialized-supporting-20-9493 nashnova zh-cn 2026-08-14T02:10:46.147Z 阿里云真武M890超节点正式商用，支持2万亿参数大模型 https://www.nashnova.com/zh/feed/special/s-and-p-hong-kong-life-insurance-premiums-to-grow-8-10-percent-annually-over-9492 nashnova zh-cn 2026-08-14T02:09:44.740Z 标普：香港寿险业未来两年保费年增8-10% https://www.nashnova.com/zh/feed/special/pboc-conducts-overnight-reverse-repo-mid-month-for-the-first-time-injecting-net-9491 nashnova zh-cn 2026-08-14T02:04:54.914Z 中国央行首次月中开展隔夜逆回购，净注入3480亿元 https://www.nashnova.com/zh/feed/special/carry-traders-rebuild-yen-short-positions-after-intervention-9490 nashnova zh-cn 2026-08-14T01:55:10.228Z 套息交易者借日元干预重建空头仓位 https://www.nashnova.com/zh/feed/special/ai-frenzy-pushes-chinese-tech-stock-valuations-far-beyond-u-s-peers-9489 nashnova zh-cn 2026-08-14T01:50:17.506Z AI热潮推高中国科技股估值，远超美国同类 https://www.nashnova.com/zh/feed/special/chey-tae-won-hbm-capacity-gap-may-persist-memory-shortage-most-severe-next-year-9488 nashnova zh-cn 2026-08-14T01:45:17.066Z 崔泰源：HBM产能缺口或持续，明年存储短缺最严重 https://www.nashnova.com/zh/feed/special/bloomberg-intelligence-cxmts-inclusion-in-csi-300-unlikely-before-late-2027-9487 nashnova zh-cn 2026-08-14T00:50:06.783Z 彭博智库：沪深300纳入长鑫存储最早2027年底 https://www.nashnova.com/zh/feed/special/openai-releases-gpt-5-6-builder-guide-smallest-model-costs-drop-25x-9486 nashnova zh-cn 2026-08-14T00:25:19.062Z OpenAI发布GPT-5.6构建者指南，最小模型成本降25倍 https://www.nashnova.com/zh/feed/special/cicc-warsh-reform-to-drive-fed-monetary-fiscal-coordinated-balance-sheet-9485 nashnova zh-cn 2026-08-14T00:00:38.603Z 中金：沃什改革将推动美联储货币财政协同扩表 https://www.nashnova.com/zh/feed/special/china-healthcare-stocks-beat-earnings-expectations-leading-msci-china-in-9484 nashnova zh-cn 2026-08-13T23:50:29.694Z 中国医疗健康股财报超预期，估值修复领跑MSCI中国 https://www.nashnova.com/zh/feed/special/fed-pauses-short-term-treasury-purchases-in-aug-sep-signaling-ample-reserves-9483 nashnova zh-cn 2026-08-13T23:40:10.021Z 美联储8-9月暂停购买短期国债，储备金充裕信号明确 https://www.nashnova.com/zh/feed/special/iran-war-drives-oil-prices-higher-chinas-electric-heavy-truck-exports-double-9482 nashnova zh-cn 2026-08-13T23:20:19.186Z 伊朗战争推高油价，中国电动重卡出口翻倍 https://www.nashnova.com/zh/feed/special/yen-outlook-remains-uncertain-as-japanese-corporate-earnings-beats-struggle-to-9481 nashnova zh-cn 2026-08-13T23:13:35.306Z 日元前景不明朗，日本企业盈利超预期难转化为股价涨幅 https://www.nashnova.com/zh/feed/special/chicago-fed-president-goolsbee-latest-inflation-data-shows-improvement-9480 nashnova zh-cn 2026-08-13T23:12:13.741Z 芝加哥联储主席古尔斯比：最新通胀数据有所改善 https://www.nashnova.com/zh/feed/special/chinese-banks-pilot-repo-rate-linked-corporate-loan-pricing-9479 nashnova zh-cn 2026-08-13T23:11:07.303Z 中国银行业试点回购利率挂钩企业贷款定价 https://www.nashnova.com/zh/feed/special/regulatory-filing-reveals-musk-holds-48-4-percent-stake-in-spacex-9478 nashnova zh-cn 2026-08-13T23:10:02.722Z 监管文件披露马斯克持有SpaceX 48.4%股权 https://www.nashnova.com/zh/feed/special/u-s-imposes-100-percent-tariffs-on-certain-drones-dji-potentially-hit-hard-9477 nashnova zh-cn 2026-08-13T21:54:37.895Z 美国对特定无人机加征100%关税，大疆或受重创 https://www.nashnova.com/zh/feed/special/reddit-added-to-s-and-p-500-stock-surges-11-percent-after-hours-9476 nashnova zh-cn 2026-08-13T21:44:44.402Z Reddit纳入标普500，盘后股价涨11% https://www.nashnova.com/zh/feed/special/ford-pulls-lincoln-production-out-of-china-gm-halts-chevrolet-sales-u-s-9475 nashnova zh-cn 2026-08-13T21:31:16.297Z 福特林肯退出中国产线，通用停售雪佛兰，美国车企加速撤离 https://www.nashnova.com/zh/feed/special/iran-attacks-adnoc-vessel-again-as-strait-of-hormuz-suffers-two-strikes-in-one-9474 nashnova zh-cn 2026-08-13T21:30:02.260Z 伊朗再袭阿布扎比国家石油公司船只，霍尔木兹海峡一周内两度遇袭 https://www.nashnova.com/zh/feed/special/u-s-supreme-court-rejects-apples-stay-request-app-store-commission-lawsuit-9473 nashnova zh-cn 2026-08-13T21:15:31.183Z 美最高法院拒绝苹果暂停请求，App Store佣金诉讼程序推进 https://www.nashnova.com/zh/feed/special/fitch-affirms-u-s-sovereign-rating-at-aa-with-stable-outlook-9472 nashnova zh-cn 2026-08-13T21:14:45.710Z 惠誉维持美国主权评级AA+，展望稳定 https://www.nashnova.com/zh/feed/special/s-and-p-500-net-profit-margin-hits-all-time-high-tech-stocks-the-biggest-9471 nashnova zh-cn 2026-08-13T20:40:08.217Z 标普500净利润率创历史新高，科技股贡献最大 https://www.nashnova.com/zh/feed/special/berkshire-deploys-over-23-billion-in-q2-new-positions-google-parent-alphabet-9470 nashnova zh-cn 2026-08-13T20:20:53.022Z 伯克希尔Q2斥逾230亿美元建仓，谷歌母公司持仓或达百亿美元级 https://www.nashnova.com/zh/feed/special/applied-materials-q4-revenue-guidance-of-10-25b-beats-wall-street-expectations-9469 nashnova zh-cn 2026-08-13T20:19:38.502Z 应用材料Q4营收指引约102.5亿美元，超华尔街预期 https://www.nashnova.com/zh/feed/special/u-s-court-of-international-trade-upholds-elimination-of-de-minimis-tariff-9468 nashnova zh-cn 2026-08-13T19:25:01.728Z 美国贸易法院裁定维持取消de minimis关税豁免 https://www.nashnova.com/zh/feed/special/u-s-earnings-season-optimism-spreads-to-healthcare-industrials-and-real-estate-9467 nashnova zh-cn 2026-08-13T18:50:47.884Z 美股财报季乐观情绪扩散至医疗、工业及地产板块 https://www.nashnova.com/zh/feed/special/silver-lake-in-talks-to-acquire-workday-potentially-one-of-the-largest-software-9466 nashnova zh-cn 2026-08-13T18:49:50.979Z Silver Lake洽购Workday，或成史上最大软件私有化交易之一 https://www.nashnova.com/zh/feed/special/cerebras-powers-ultra-fast-inference-for-openai-gpt-5-6-sol-9465 nashnova zh-cn 2026-08-13T18:44:45.640Z Cerebras为OpenAI GPT-5.6 Sol提供超快推理算力 https://www.nashnova.com/zh/feed/special/tether-completes-first-comprehensive-kpmg-audit-usdt-reserves-exceed-liabilities-9464 nashnova zh-cn 2026-08-13T18:35:01.192Z Tether首次完成毕马威全面审计，USDT储备超负债68亿美元 https://www.nashnova.com/zh/feed/special/both-sides-in-u-s-canada-trade-talks-aim-for-deal-before-august-19-9463 nashnova zh-cn 2026-08-13T17:54:56.983Z 美加贸易谈判双方均盼8月19日前达协议 https://www.nashnova.com/zh/feed/special/sec-proposes-innovation-exemption-to-pave-the-way-for-stock-tokenization-9462 nashnova zh-cn 2026-08-13T17:50:24.622Z 美国证监会拟推"创新豁免"为股票代币化铺路 https://www.nashnova.com/zh/feed/special/u-s-30-year-treasury-auction-yield-hits-highest-since-2001-9461 nashnova zh-cn 2026-08-13T17:20:20.852Z 美国30年期国债拍卖中标收益率创2001年新高 https://www.nashnova.com/zh/feed/special/google-releases-gemini-3-7-flash-flagship-pro-version-still-has-no-timeline-9460 nashnova zh-cn 2026-08-13T17:15:18.562Z 谷歌发布Gemini 3.7 Flash，旗舰Pro版仍无时间表 https://www.nashnova.com/zh/feed/special/usmca-renegotiation-could-add-over-2-billion-in-annual-costs-to-each-detroit-9459 nashnova zh-cn 2026-08-13T16:25:25.107Z 北美贸易协定重谈或致底特律车企每家年增成本逾20亿美元 https://www.nashnova.com/zh/feed/special/openai-replaces-chief-revenue-officer-for-second-time-in-under-a-year-9458 nashnova zh-cn 2026-08-13T16:16:27.614Z OpenAI不足一年内二度换帅首席营收官 https://www.nashnova.com/zh/feed/special/sandisk-shares-surge-over-10-percent-after-investor-day-unveils-long-term-9457 nashnova zh-cn 2026-08-13T16:15:13.613Z 闪迪投资者日发布长期财务模型，股价涨幅扩至逾10% https://www.nashnova.com/zh/feed/special/tencent-to-acquire-manus-stake-to-become-largest-shareholder-taking-over-metas-9456 nashnova zh-cn 2026-08-13T15:45:04.916Z 腾讯将收购Manus股份成最大股东，接盘Meta所持权益 https://www.nashnova.com/zh/feed/special/microsoft-consolidates-copilot-apps-and-discontinues-several-failed-ai-features-9455 nashnova zh-cn 2026-08-13T15:39:56.306Z 微软整合Copilot应用并下线多项失败AI功能 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https://www.nashnova.com/zh/feed/special/feds-barkin-whether-rate-hikes-are-needed-remains-an-open-question-9444 nashnova zh-cn 2026-08-13T13:00:19.719Z 美联储巴尔金：是否需要加息仍是未决问题 https://www.nashnova.com/zh/feed/special/u-s-initial-jobless-claims-rise-to-209k-in-early-august-above-expectations-9443 nashnova zh-cn 2026-08-13T12:54:37.837Z 美国8月初初请失业金人数升至20.9万，高于预期 https://www.nashnova.com/zh/feed/special/9442 nashnova zh-cn 2026-08-13T12:52:07.117Z 机构入场未带来普涨，加密市场流动性向头部资产集中 https://www.nashnova.com/zh-hant/feed/special/lme-spot-copper-premium-hits-highest-since-2021-as-inventories-fall-for-42-9541 nashnova zh-tw 2026-08-14T11:39:38.361Z LME銅現貨升水創2021年來新高，庫存連跌42天 https://www.nashnova.com/zh-hant/feed/special/unigroup-guoxin-reports-13-percent-revenue-growth-and-15-percent-net-profit-9540 nashnova zh-tw 2026-08-14T11:35:28.459Z 紫光國微上半年營收增13%、淨利增15%，收購瑞能半導體進入問詢階段 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-becomes-first-non-chinese-rmb-clearing-bank-in-europe-9539 nashnova zh-tw 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https://www.nashnova.com/zh-hant/feed/special/ecb-blog-chinas-subsidies-in-strategic-sectors-boost-exports-potentially-9528 nashnova zh-tw 2026-08-14T09:24:13.452Z 歐洲央行部落格：中國戰略行業補貼推高出口或加劇貿易摩擦 https://www.nashnova.com/zh-hant/feed/special/regulatory-scrutiny-tightens-on-open-source-ai-as-u-s-government-pressure-9527 nashnova zh-tw 2026-08-14T09:19:22.349Z 開源AI監管審查趨嚴，美國政府施壓邊界漸近 https://www.nashnova.com/zh-hant/feed/special/south-koreas-southwestern-semiconductor-cluster-may-expand-to-nine-fabs-as-sks-9526 nashnova zh-tw 2026-08-14T09:16:10.217Z 韓國西南半導體集群或擴至九座晶圓廠，SK百萬億韓元投資計劃待官宣 https://www.nashnova.com/zh-hant/feed/special/after-acquiring-groqs-technology-nvidia-converts-it-into-its-own-customer-9525 nashnova zh-tw 2026-08-14T09:14:39.438Z 輝達收購Groq技術後，將其轉化為自身客戶 https://www.nashnova.com/zh-hant/feed/special/hong-kong-raises-full-year-2026-real-gdp-growth-forecast-to-3-5-percent-4-5-9524 nashnova zh-tw 2026-08-14T09:10:54.117Z 香港上調2026年全年實質GDP增長預測至3.5%-4.5% https://www.nashnova.com/zh-hant/feed/special/u-s-threatens-indefinite-blockade-of-iran-dow-futures-fall-treasury-yields-rise-9523 nashnova zh-tw 2026-08-14T09:09:41.786Z 美威脅無限期封鎖伊朗，道指期貨跌、美債收益率全線上行 https://www.nashnova.com/zh-hant/feed/special/nvidia-cpo-switch-enters-mass-production-supply-chain-roles-of-five-key-9522 nashnova zh-tw 2026-08-14T09:00:03.534Z 輝達CPO交換機量產，供應鏈五企業分工曝光 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-loads-up-on-semiconductor-chain-in-q2-with-micron-leading-top-5-9521 nashnova zh-tw 2026-08-14T08:49:55.072Z 大摩Q2大舉加碼半導體鏈，美光領銜前五大增持 https://www.nashnova.com/zh-hant/feed/special/kioxias-massive-buyback-drives-japans-weekly-corporate-share-repurchases-to-9520 nashnova zh-tw 2026-08-14T08:48:57.658Z 鎧俠巨額回購推動日本企業股票回購創週度紀錄 https://www.nashnova.com/zh-hant/feed/special/taiwan-raises-2026-gdp-growth-forecast-to-11-05-percent-9519 nashnova zh-tw 2026-08-14T08:44:01.810Z 台灣上調2026年GDP增長預測至11.05% https://www.nashnova.com/zh-hant/feed/special/chinas-aggregate-social-financing-increment-reaches-22-25-trillion-yuan-from-9518 nashnova zh-tw 2026-08-14T08:33:54.584Z 中國1至7月社會融資規模增量達22.25萬億元 https://www.nashnova.com/zh-hant/feed/special/south-koreas-memory-chip-exports-surge-277-percent-yoy-in-july-setting-a-record-9517 nashnova zh-tw 2026-08-14T08:14:51.666Z 韓國7月存儲晶片出口同比激增277%，創7月ICT出口紀錄 https://www.nashnova.com/zh-hant/feed/special/nan-ya-confirms-electronic-materials-cumulative-price-hikes-have-more-than-9516 nashnova zh-tw 2026-08-14T07:39:30.816Z 南亞確認電子材料今年累計漲價逾倍，玻纖布缺貨最嚴重 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-upgrades-sandisk-to-overweight-with-2-250-price-target-9515 nashnova zh-tw 2026-08-14T07:35:05.007Z 摩根大通上調閃迪至「增持」，目標價2250美元 https://www.nashnova.com/zh-hant/feed/special/duan-yongpings-100m-bold-bet-going-all-in-on-moutai-in-a-10-year-challenge-9514 nashnova zh-tw 2026-08-14T07:25:01.853Z 段永平豪賭1億元：重倉茅台十年挑戰中國基金 https://www.nashnova.com/zh-hant/feed/special/bridgewater-ai-capital-needs-could-reach-1-trillion-next-year-openai-may-need-9513 nashnova zh-tw 2026-08-14T07:08:59.424Z 橋水：AI明年資本需求或達1萬億美元，OpenAI 2027年初需再融資 https://www.nashnova.com/zh-hant/feed/special/msci-proposes-to-remove-strategy-and-metaplanet-from-indices-under-non-operating-9512 nashnova zh-tw 2026-08-14T06:29:07.193Z MSCI擬以「非經營性公司」標準將Strategy和Metaplanet踢出指數 https://www.nashnova.com/zh-hant/feed/special/unitree-robotics-on-the-eve-of-its-shanghai-listing-ipo-oversubscribed-over-8-9511 nashnova zh-tw 2026-08-14T06:14:59.923Z 宇樹科技上海上市前夕：IPO超購逾8000倍，場外預期漲幅近四倍 https://www.nashnova.com/zh-hant/feed/special/zhipu-glm-5-3-coding-capability-surpasses-claude-opus-4-8-but-still-trails-fable-9510 nashnova zh-tw 2026-08-14T05:48:54.594Z 智譜GLM-5.3程式設計能力超越Claude Opus 4.8，仍落後Fable 5 https://www.nashnova.com/zh-hant/feed/special/comex-lme-copper-price-spread-becomes-real-time-signal-for-trump-tariff-risk-9509 nashnova zh-tw 2026-08-14T05:24:26.136Z 銅價COMEX-LME價差成特朗普關稅風險實時信號 https://www.nashnova.com/zh-hant/feed/special/samsung-plans-to-relocate-legacy-memory-backend-operations-to-vietnam-to-free-up-9508 nashnova zh-tw 2026-08-14T05:14:41.764Z 三星擬將傳統記憶體後端遷往越南以釋放HBM產能 https://www.nashnova.com/zh-hant/feed/special/alibabas-gaming-subsidiary-lingxi-interactive-reportedly-to-be-sold-to-trustar-9507 nashnova zh-tw 2026-08-14T04:39:45.025Z 阿里巴巴遊戲子公司靈犀互娛傳將以逾15億美元出售給Trustar https://www.nashnova.com/zh-hant/feed/special/hedge-fund-treasury-holdings-double-systemic-risk-in-government-bond-market-9506 nashnova zh-tw 2026-08-14T04:27:32.467Z 對沖基金持美債規模翻倍，國債市場系統性風險上升 https://www.nashnova.com/zh-hant/feed/special/nvidia-feynman-advances-tsmc-a16-process-and-cpo-mass-production-9505 nashnova zh-tw 2026-08-14T04:26:12.391Z 輝達Feynman推進台積電A16製程與CPO量產 https://www.nashnova.com/zh-hant/feed/special/openai-annualized-revenue-surpasses-40-billion-as-ipo-preparations-accelerate-9504 nashnova zh-tw 2026-08-14T04:24:47.870Z OpenAI年化營收突破400億美元，IPO籌備提速 https://www.nashnova.com/zh-hant/feed/special/lam-research-invests-over-3-billion-in-five-years-to-expand-r-and-d-network-9503 nashnova zh-tw 2026-08-14T04:12:27.883Z 泛林集團五年投逾30億美元擴研發網絡，實驗容量增逾50% https://www.nashnova.com/zh-hant/feed/special/openai-and-anthropic-cut-prices-to-counter-chinese-ai-price-war-slashes-user-9502 nashnova zh-tw 2026-08-14T04:11:10.653Z OpenAI與Anthropic降價迎戰中國AI，價格戰壓低用戶成本近四分之一 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-move-down-the-credit-rating-spectrum-bbb-over-aa-b-over-bb-9501 nashnova zh-tw 2026-08-14T04:09:57.910Z 高盛：企業債宜下沉評級，BBB優於AA，B優於BB https://www.nashnova.com/zh-hant/feed/special/ubs-u-s-industrial-recovery-spreading-from-ai-to-broader-sectors-9500 nashnova zh-tw 2026-08-14T04:00:17.996Z 瑞銀：美國工業復甦從AI擴散至更廣泛行業 https://www.nashnova.com/zh-hant/feed/special/deepseek-launches-v4-pro-and-sharply-raises-api-prices-9499 nashnova zh-tw 2026-08-14T03:13:35.531Z DeepSeek發布V4 Pro並大幅上調API價格 https://www.nashnova.com/zh-hant/feed/special/quanta-q2-revenue-surpasses-nt-1-trillion-ai-servers-account-for-75-percent-80-9498 nashnova zh-tw 2026-08-14T03:12:20.295Z 廣達Q2營收破新台幣1兆元，AI伺服器占伺服器營收75%至80% https://www.nashnova.com/zh-hant/feed/special/phison-electronics-posts-record-q2-net-profit-as-ai-storage-demand-drives-9497 nashnova zh-tw 2026-08-14T03:10:51.977Z 群聯電子Q2淨利潤創紀錄，AI儲存需求驅動營收暴增 https://www.nashnova.com/zh-hant/feed/special/chinas-auto-exports-surge-as-specialized-shipping-capacity-runs-short-9496 nashnova zh-tw 2026-08-14T02:14:44.064Z 中國汽車出口激增，專用船運運力告急 https://www.nashnova.com/zh-hant/feed/special/white-house-report-says-chinas-transshipment-schemes-cost-u-s-over-19-billion-9495 nashnova zh-tw 2026-08-14T02:13:22.873Z 白宮報告指中國轉口騙局每年致美損失逾190億美元 https://www.nashnova.com/zh-hant/feed/special/chinas-tech-boom-masks-economic-slowdown-as-july-data-signals-continued-pressure-9494 nashnova zh-tw 2026-08-14T02:12:03.019Z 中國科技繁榮難掩經濟放緩，七月數據預示壓力延續 https://www.nashnova.com/zh-hant/feed/special/alibaba-clouds-zhenwu-m890-super-node-officially-commercialized-supporting-20-9493 nashnova zh-tw 2026-08-14T02:10:46.147Z 阿里雲真武M890超節點正式商用，支持2萬億參數大模型 https://www.nashnova.com/zh-hant/feed/special/s-and-p-hong-kong-life-insurance-premiums-to-grow-8-10-percent-annually-over-9492 nashnova zh-tw 2026-08-14T02:09:44.740Z 標普：香港壽險業未來兩年保費年增8-10% https://www.nashnova.com/zh-hant/feed/special/pboc-conducts-overnight-reverse-repo-mid-month-for-the-first-time-injecting-net-9491 nashnova zh-tw 2026-08-14T02:04:54.914Z 中國央行首次月中開展隔夜逆回購，淨注入3480億元 https://www.nashnova.com/zh-hant/feed/special/carry-traders-rebuild-yen-short-positions-after-intervention-9490 nashnova zh-tw 2026-08-14T01:55:10.228Z 套息交易者借日圓干預重建空頭倉位 https://www.nashnova.com/zh-hant/feed/special/ai-frenzy-pushes-chinese-tech-stock-valuations-far-beyond-u-s-peers-9489 nashnova zh-tw 2026-08-14T01:50:17.506Z AI熱潮推高中國科技股估值，遠超美國同類 https://www.nashnova.com/zh-hant/feed/special/chey-tae-won-hbm-capacity-gap-may-persist-memory-shortage-most-severe-next-year-9488 nashnova zh-tw 2026-08-14T01:45:17.066Z 崔泰源：HBM產能缺口或持續，明年存儲短缺最嚴重 https://www.nashnova.com/zh-hant/feed/special/bloomberg-intelligence-cxmts-inclusion-in-csi-300-unlikely-before-late-2027-9487 nashnova zh-tw 2026-08-14T00:50:06.783Z 彭博智庫：滬深300納入長鑫存儲最早2027年底 https://www.nashnova.com/zh-hant/feed/special/openai-releases-gpt-5-6-builder-guide-smallest-model-costs-drop-25x-9486 nashnova zh-tw 2026-08-14T00:25:19.062Z OpenAI發布GPT-5.6構建者指南，最小模型成本降25倍 https://www.nashnova.com/zh-hant/feed/special/cicc-warsh-reform-to-drive-fed-monetary-fiscal-coordinated-balance-sheet-9485 nashnova zh-tw 2026-08-14T00:00:38.603Z 中金：沃什改革將推動美聯儲貨幣財政協同擴表 https://www.nashnova.com/zh-hant/feed/special/china-healthcare-stocks-beat-earnings-expectations-leading-msci-china-in-9484 nashnova zh-tw 2026-08-13T23:50:29.694Z 中國醫療健康股財報超預期，估值修復領跑MSCI中國 https://www.nashnova.com/zh-hant/feed/special/fed-pauses-short-term-treasury-purchases-in-aug-sep-signaling-ample-reserves-9483 nashnova zh-tw 2026-08-13T23:40:10.021Z 美聯儲8-9月暫停購買短期國債，儲備金充裕信號明確 https://www.nashnova.com/zh-hant/feed/special/iran-war-drives-oil-prices-higher-chinas-electric-heavy-truck-exports-double-9482 nashnova zh-tw 2026-08-13T23:20:19.186Z 伊朗戰爭推高油價，中國電動重卡出口翻倍 https://www.nashnova.com/zh-hant/feed/special/yen-outlook-remains-uncertain-as-japanese-corporate-earnings-beats-struggle-to-9481 nashnova zh-tw 2026-08-13T23:13:35.306Z 日圓前景不明朗，日本企業盈利超預期難轉化為股價漲幅 https://www.nashnova.com/zh-hant/feed/special/chicago-fed-president-goolsbee-latest-inflation-data-shows-improvement-9480 nashnova zh-tw 2026-08-13T23:12:13.741Z 芝加哥聯儲主席古爾斯比：最新通膨數據有所改善 https://www.nashnova.com/zh-hant/feed/special/chinese-banks-pilot-repo-rate-linked-corporate-loan-pricing-9479 nashnova zh-tw 2026-08-13T23:11:07.303Z 中國銀行業試點回購利率掛鉤企業貸款定價 https://www.nashnova.com/zh-hant/feed/special/regulatory-filing-reveals-musk-holds-48-4-percent-stake-in-spacex-9478 nashnova zh-tw 2026-08-13T23:10:02.722Z 監管文件披露馬斯克持有SpaceX 48.4%股權 https://www.nashnova.com/zh-hant/feed/special/u-s-imposes-100-percent-tariffs-on-certain-drones-dji-potentially-hit-hard-9477 nashnova zh-tw 2026-08-13T21:54:37.895Z 美國對特定無人機加徵100%關稅，大疆或受重創 https://www.nashnova.com/zh-hant/feed/special/reddit-added-to-s-and-p-500-stock-surges-11-percent-after-hours-9476 nashnova zh-tw 2026-08-13T21:44:44.402Z Reddit納入標普500，盤後股價漲11% https://www.nashnova.com/zh-hant/feed/special/ford-pulls-lincoln-production-out-of-china-gm-halts-chevrolet-sales-u-s-9475 nashnova zh-tw 2026-08-13T21:31:16.297Z 福特林肯退出中國產線，通用停售雪佛蘭，美國車企加速撤離 https://www.nashnova.com/zh-hant/feed/special/iran-attacks-adnoc-vessel-again-as-strait-of-hormuz-suffers-two-strikes-in-one-9474 nashnova zh-tw 2026-08-13T21:30:02.260Z 伊朗再襲阿布扎比國家石油公司船隻，霍爾木茲海峽一週內兩度遇襲 https://www.nashnova.com/zh-hant/feed/special/u-s-supreme-court-rejects-apples-stay-request-app-store-commission-lawsuit-9473 nashnova zh-tw 2026-08-13T21:15:31.183Z 美最高法院拒絕蘋果暫停請求，App Store佣金訴訟程序推進 https://www.nashnova.com/zh-hant/feed/special/fitch-affirms-u-s-sovereign-rating-at-aa-with-stable-outlook-9472 nashnova zh-tw 2026-08-13T21:14:45.710Z 惠譽維持美國主權評級AA+，展望穩定 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-net-profit-margin-hits-all-time-high-tech-stocks-the-biggest-9471 nashnova zh-tw 2026-08-13T20:40:08.217Z 標普500淨利潤率創歷史新高，科技股貢獻最大 https://www.nashnova.com/zh-hant/feed/special/berkshire-deploys-over-23-billion-in-q2-new-positions-google-parent-alphabet-9470 nashnova zh-tw 2026-08-13T20:20:53.022Z 伯克希爾Q2斥逾230億美元建倉，谷歌母公司持倉或達百億美元級 https://www.nashnova.com/zh-hant/feed/special/applied-materials-q4-revenue-guidance-of-10-25b-beats-wall-street-expectations-9469 nashnova zh-tw 2026-08-13T20:19:38.502Z 應用材料Q4營收指引約102.5億美元，超華爾街預期 https://www.nashnova.com/zh-hant/feed/special/u-s-court-of-international-trade-upholds-elimination-of-de-minimis-tariff-9468 nashnova zh-tw 2026-08-13T19:25:01.728Z 美國貿易法院裁定維持取消de minimis關稅豁免 https://www.nashnova.com/zh-hant/feed/special/u-s-earnings-season-optimism-spreads-to-healthcare-industrials-and-real-estate-9467 nashnova zh-tw 2026-08-13T18:50:47.884Z 美股財報季樂觀情緒擴散至醫療、工業及地產板塊 https://www.nashnova.com/zh-hant/feed/special/silver-lake-in-talks-to-acquire-workday-potentially-one-of-the-largest-software-9466 nashnova zh-tw 2026-08-13T18:49:50.979Z Silver Lake洽購Workday，或成史上最大軟體私有化交易之一 https://www.nashnova.com/zh-hant/feed/special/cerebras-powers-ultra-fast-inference-for-openai-gpt-5-6-sol-9465 nashnova zh-tw 2026-08-13T18:44:45.640Z Cerebras為OpenAI GPT-5.6 Sol提供超快推理算力 https://www.nashnova.com/zh-hant/feed/special/tether-completes-first-comprehensive-kpmg-audit-usdt-reserves-exceed-liabilities-9464 nashnova zh-tw 2026-08-13T18:35:01.192Z Tether首次完成畢馬威全面審計，USDT儲備超負債68億美元 https://www.nashnova.com/zh-hant/feed/special/both-sides-in-u-s-canada-trade-talks-aim-for-deal-before-august-19-9463 nashnova zh-tw 2026-08-13T17:54:56.983Z 美加貿易談判雙方均盼8月19日前達協議 https://www.nashnova.com/zh-hant/feed/special/sec-proposes-innovation-exemption-to-pave-the-way-for-stock-tokenization-9462 nashnova zh-tw 2026-08-13T17:50:24.622Z 美國證監會擬推「創新豁免」為股票代幣化鋪路 https://www.nashnova.com/zh-hant/feed/special/u-s-30-year-treasury-auction-yield-hits-highest-since-2001-9461 nashnova zh-tw 2026-08-13T17:20:20.852Z 美國30年期國債拍賣中標收益率創2001年新高 https://www.nashnova.com/zh-hant/feed/special/google-releases-gemini-3-7-flash-flagship-pro-version-still-has-no-timeline-9460 nashnova zh-tw 2026-08-13T17:15:18.562Z 谷歌發布Gemini 3.7 Flash，旗艦Pro版仍無時間表 https://www.nashnova.com/zh-hant/feed/special/usmca-renegotiation-could-add-over-2-billion-in-annual-costs-to-each-detroit-9459 nashnova zh-tw 2026-08-13T16:25:25.107Z 北美貿易協定重談或致底特律車企每家年增成本逾20億美元 https://www.nashnova.com/zh-hant/feed/special/openai-replaces-chief-revenue-officer-for-second-time-in-under-a-year-9458 nashnova zh-tw 2026-08-13T16:16:27.614Z OpenAI不足一年內二度換帥首席營收官 https://www.nashnova.com/zh-hant/feed/special/sandisk-shares-surge-over-10-percent-after-investor-day-unveils-long-term-9457 nashnova zh-tw 2026-08-13T16:15:13.613Z 閃迪投資者日發布長期財務模型，股價漲幅擴至逾10% https://www.nashnova.com/zh-hant/feed/special/tencent-to-acquire-manus-stake-to-become-largest-shareholder-taking-over-metas-9456 nashnova zh-tw 2026-08-13T15:45:04.916Z 騰訊將收購Manus股份成最大股東，接盤Meta所持權益 https://www.nashnova.com/zh-hant/feed/special/microsoft-consolidates-copilot-apps-and-discontinues-several-failed-ai-features-9455 nashnova zh-tw 2026-08-13T15:39:56.306Z 微軟整合Copilot應用並下線多項失敗AI功能 https://www.nashnova.com/zh-hant/feed/special/amd-plans-bond-offering-of-up-to-5-billion-its-largest-ever-investment-grade-9454 nashnova zh-tw 2026-08-13T15:35:53.113Z AMD擬發債最高50億美元，為其史上最大投資級債券發行 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