https://www.nashnova.com/feed/special/jefferies-global-copper-deficit-expected-to-reach-440k-tonnes-in-2026-as-major-9653 nashnova en 2026-08-17T06:20:33.523Z Jefferies: Global Copper Deficit Expected to Reach 440K Tonnes in 2026 as Major Miners Cut Q2 Output by 3.9% https://www.nashnova.com/feed/special/apple-iphone-17-series-may-see-global-price-hikes-before-month-end-up-to-140-9652 nashnova en 2026-08-17T06:19:15.687Z Apple iPhone 17 Series May See Global Price Hikes Before Month-End, Up to ~$140 More Per Unit https://www.nashnova.com/feed/special/citic-securities-report-ai-wave-drives-structural-rally-in-a-shares-shift-in-9651 nashnova en 2026-08-17T05:59:42.372Z CITIC Securities Report: AI Wave Drives Structural Rally in A-Shares, Shift in Market Cap Leaders Points to Era-Defining Theme https://www.nashnova.com/feed/special/u-s-warns-allies-joining-chinas-ai-framework-will-mean-exclusion-from-u-s-led-9650 nashnova en 2026-08-17T05:24:03.436Z U.S. Warns Allies: Joining China's AI Framework Will Mean Exclusion from U.S.-Led Coalition https://www.nashnova.com/feed/special/lg-and-nvidia-advance-humanoid-robot-collaboration-bipedal-robot-set-for-q1-2027-9649 nashnova en 2026-08-17T05:10:54.237Z LG and NVIDIA Advance Humanoid Robot Collaboration, Bipedal Robot Set for Q1 2027 Launch https://www.nashnova.com/feed/special/top-chinese-hedge-funds-rotated-out-of-nvidia-and-hyperscalers-in-q2-9648 nashnova en 2026-08-17T05:09:20.536Z Top Chinese Hedge Funds Rotated Out of NVIDIA and Hyperscalers in Q2 https://www.nashnova.com/feed/special/nvidia-plans-3-billion-stake-in-softbanks-sb-energy-linked-to-openai-ohio-data-9647 nashnova en 2026-08-17T04:58:51.312Z Nvidia Plans $3 Billion Stake in SoftBank's SB Energy, Linked to OpenAI Ohio Data Center https://www.nashnova.com/feed/special/geely-autos-h1-net-profit-drops-1-8-percent-as-doubled-exports-offset-china-9646 nashnova en 2026-08-17T04:49:51.874Z Geely Auto's H1 Net Profit Drops 1.8% as Doubled Exports Offset China Market Decline https://www.nashnova.com/feed/special/export-import-bank-of-korea-provides-1-billion-loan-to-glencore-in-exchange-for-9645 nashnova en 2026-08-17T04:48:51.464Z Export-Import Bank of Korea Provides $1 Billion Loan to Glencore in Exchange for Copper Supply https://www.nashnova.com/feed/special/irans-military-commander-u-s-forces-expelled-permanently-banned-from-strait-of-9644 nashnova en 2026-08-17T04:29:37.683Z Iran's Military Commander: U.S. Forces Expelled, Permanently Banned from Strait of Hormuz https://www.nashnova.com/feed/special/private-credit-non-performing-loans-rise-to-near-decade-high-9643 nashnova en 2026-08-17T04:17:58.497Z Private Credit Non-Performing Loans Rise to Near Decade-High https://www.nashnova.com/feed/special/samsung-plans-to-convert-giheung-r-and-d-line-into-2nm-hbm-foundry-capacity-9642 nashnova en 2026-08-17T04:16:21.447Z Samsung Plans to Convert Giheung R&D Line into 2nm HBM Foundry Capacity https://www.nashnova.com/feed/special/nokia-shuts-down-hangzhou-r-and-d-center-and-lays-off-1-600-employees-china-9641 nashnova en 2026-08-17T04:14:34.440Z Nokia Shuts Down Hangzhou R&D Center and Lays Off 1,600 Employees, China Restructuring Provisions Rise to €350 Million https://www.nashnova.com/feed/special/trump-deregulation-effect-spreads-as-eu-moves-toward-banking-regulatory-reform-9640 nashnova en 2026-08-17T04:10:44.455Z Trump Deregulation Effect Spreads as EU Moves Toward Banking Regulatory Reform https://www.nashnova.com/feed/special/chinas-chip-industry-achieves-breakthroughs-cxmts-ipo-catapults-it-into-global-9639 nashnova en 2026-08-17T04:09:19.769Z China's Chip Industry Achieves Breakthroughs: CXMT's IPO Catapults It into Global Top Three, Huawei's AI Chips Now Capable of Training Large Models https://www.nashnova.com/feed/special/jefferies-moutai-shifts-to-luxury-model-target-price-rmb-2-100-9638 nashnova en 2026-08-17T03:34:32.062Z Jefferies: Moutai Shifts to Luxury Model, Target Price RMB 2,100 https://www.nashnova.com/feed/special/jane-streets-15-billion-debt-swap-narrowing-the-creditor-circle-to-safeguard-9637 nashnova en 2026-08-17T03:14:17.244Z Jane Street's $15 Billion Debt Swap: Narrowing the Creditor Circle to Safeguard Financing Stability https://www.nashnova.com/feed/special/jpmorgan-raises-zhipu-target-price-to-hk-1-800-deepseek-price-hike-reshapes-9636 nashnova en 2026-08-17T02:54:34.943Z JPMorgan Raises Zhipu Target Price to HK$1,800; DeepSeek Price Hike Reshapes China's AI Competitive Landscape https://www.nashnova.com/feed/special/jpmorgan-semiconductor-q2-demand-beats-expectations-price-hikes-spreading-from-9635 nashnova en 2026-08-17T02:10:47.646Z JPMorgan: Semiconductor Q2 Demand Beats Expectations, Price Hikes Spreading from Memory to Equipment and Materials https://www.nashnova.com/feed/special/foreign-capital-snaps-up-chinese-real-estate-assets-as-wanda-plaza-receives-pag-9634 nashnova en 2026-08-17T02:09:14.822Z Foreign Capital Snaps Up Chinese Real Estate Assets as Wanda Plaza Receives PAG Investment https://www.nashnova.com/feed/special/hormuz-dark-fleet-ships-over-4-million-barrels-daily-brent-crude-holds-steady-at-9633 nashnova en 2026-08-17T01:39:40.674Z Hormuz "Dark Fleet" Ships Over 4 Million Barrels Daily; Brent Crude Holds Steady at $80–$90 https://www.nashnova.com/feed/special/think-tank-warns-chinas-robotics-industry-may-replicate-ev-disruption-playbook-9632 nashnova en 2026-08-17T01:29:32.201Z Think Tank Warns: China's Robotics Industry May Replicate EV Disruption Playbook https://www.nashnova.com/feed/special/goldman-sachs-fed-rate-hike-in-september-now-highly-unlikely-but-market-rate-9631 nashnova en 2026-08-17T01:24:45.179Z Goldman Sachs: Fed Rate Hike in September Now Highly Unlikely, but Market Rate Pricing Remains Hawkish https://www.nashnova.com/feed/special/big-techs-off-balance-sheet-ai-commitments-reach-3-trillion-dwarfing-on-book-9630 nashnova en 2026-08-17T01:09:24.043Z Big Tech's Off-Balance-Sheet AI Commitments Reach $3 Trillion, Dwarfing On-Book Capex https://www.nashnova.com/feed/special/indium-phosphide-supply-demand-imbalance-intensifies-q4-price-surge-hits-record-9629 nashnova en 2026-08-17T00:49:29.257Z Indium Phosphide Supply-Demand Imbalance Intensifies, Q4 Price Surge Hits Record High https://www.nashnova.com/feed/special/google-parent-alphabet-plans-debut-australian-dollar-bond-offering-with-9628 nashnova en 2026-08-17T00:33:53.318Z Google Parent Alphabet Plans Debut Australian Dollar Bond Offering with Maturities Up to 20 Years https://www.nashnova.com/feed/special/eu-plans-largest-round-of-russia-sanctions-since-start-of-war-this-autumn-9627 nashnova en 2026-08-17T00:19:50.387Z EU Plans Largest Round of Russia Sanctions Since Start of War This Autumn https://www.nashnova.com/feed/special/japans-q2-gdp-grows-at-annualized-1-1-percent-below-expectations-as-capital-9626 nashnova en 2026-08-17T00:19:00.677Z Japan's Q2 GDP Grows at Annualized 1.1%, Below Expectations as Capital Spending Continues to Shrink https://www.nashnova.com/feed/special/wuxi-apptec-stock-doubles-year-to-date-fundamentals-strengthen-against-9625 nashnova en 2026-08-16T23:34:22.118Z WuXi AppTec Stock Doubles Year-to-Date, Fundamentals Strengthen Against Geopolitical Headwinds https://www.nashnova.com/feed/special/apple-partners-with-alibaba-to-train-custom-ai-models-for-the-chinese-market-9624 nashnova en 2026-08-16T23:24:32.593Z Apple Partners with Alibaba to Train Custom AI Models for the Chinese Market https://www.nashnova.com/feed/special/stripe-plans-to-acquire-ai-model-routing-platform-openrouter-for-over-7-billion-9623 nashnova en 2026-08-16T19:59:29.480Z Stripe Plans to Acquire AI Model Routing Platform OpenRouter for Over $7 Billion https://www.nashnova.com/feed/special/u-s-16-billion-20-year-treasury-auction-tests-long-end-demand-9622 nashnova en 2026-08-16T19:38:57.798Z U.S. $16 Billion 20-Year Treasury Auction Tests Long-End Demand https://www.nashnova.com/feed/special/chinas-ai-developers-struggle-to-break-free-from-nvidia-dependency-as-migration-9621 nashnova en 2026-08-16T17:34:01.182Z China's AI Developers Struggle to Break Free from Nvidia Dependency as Migration to Domestic Chips Proves Costly https://www.nashnova.com/feed/special/bofa-ai-productivity-lag-favors-value-stocks-biotech-and-commodities-9620 nashnova en 2026-08-16T15:54:29.694Z BofA: AI Productivity Lag Favors Value Stocks, Biotech & Commodities https://www.nashnova.com/feed/special/global-interest-rates-rise-in-sync-bond-diversification-role-under-question-9619 nashnova en 2026-08-16T12:24:19.306Z Global Interest Rates Rise in Sync, Bond Diversification Role Under Question https://www.nashnova.com/feed/special/wells-fargo-jpmorgan-poised-to-become-first-trillion-dollar-bank-with-sights-set-9618 nashnova en 2026-08-16T12:09:01.530Z Wells Fargo: JPMorgan Poised to Become First Trillion-Dollar Bank, With Sights Set on $2 Trillion https://www.nashnova.com/feed/special/sensetime-reports-first-ever-interim-profit-since-ipo-expects-h1-net-profit-of-9617 nashnova en 2026-08-16T11:54:03.398Z SenseTime Reports First-Ever Interim Profit Since IPO, Expects H1 Net Profit of RMB 500–700 Million https://www.nashnova.com/feed/special/trump-advisor-warns-nvidias-500b-financing-plan-faces-dark-gpu-oversupply-risk-9616 nashnova en 2026-08-16T11:49:20.975Z Trump Advisor Warns Nvidia's $500B Financing Plan Faces 'Dark GPU' Oversupply Risk https://www.nashnova.com/feed/special/goldman-sachs-path-of-least-resistance-is-up-market-tilts-bullish-in-coming-9615 nashnova en 2026-08-16T11:44:34.918Z Goldman Sachs: Path of Least Resistance Is Up, Market Tilts Bullish in Coming Weeks https://www.nashnova.com/feed/special/citic-securities-ai-price-hike-chains-risk-reward-ratio-drops-sharply-investors-9614 nashnova en 2026-08-16T10:59:44.509Z CITIC Securities: AI Price-Hike Chain's Risk-Reward Ratio Drops Sharply, Investors Should Return to Reasonable Expectations https://www.nashnova.com/feed/special/zijin-gold-international-reports-h1-net-profit-of-us-1-451-billion-up-179-9613 nashnova en 2026-08-16T10:48:55.905Z Zijin Gold International Reports H1 Net Profit of US$1.451 Billion, Up 179% YoY https://www.nashnova.com/feed/special/jpmorgan-optical-communications-closed-door-conference-key-takeaways-from-lite-9612 nashnova en 2026-08-16T08:49:59.025Z JPMorgan Optical Communications Closed-Door Conference: Key Takeaways from LITE and AAOI Management Discussions https://www.nashnova.com/feed/special/deutsche-bank-central-bank-gold-buying-and-etf-inflows-drive-continued-explosive-9611 nashnova en 2026-08-16T05:59:41.092Z Deutsche Bank: Central Bank Gold Buying and ETF Inflows Drive Continued "Explosive" Gold Rally https://www.nashnova.com/feed/special/duan-yongping-cuts-nvidia-stake-by-over-50-percent-in-q2-initiates-new-position-9610 nashnova en 2026-08-16T05:49:06.055Z Duan Yongping Cuts Nvidia Stake by Over 50% in Q2, Initiates New Position in Alibaba https://www.nashnova.com/feed/special/nvidia-plans-3-billion-investment-in-sb-energy-to-expand-into-ai-data-center-9609 nashnova en 2026-08-16T05:09:21.766Z Nvidia Plans $3 Billion Investment in SB Energy to Expand into AI Data Center Energy Supply Chain https://www.nashnova.com/feed/special/jpmorgan-five-converging-pressures-could-trigger-a-global-food-crisis-by-2027-9608 nashnova en 2026-08-16T03:49:27.166Z JPMorgan: Five Converging Pressures Could Trigger a Global Food Crisis by 2027 https://www.nashnova.com/feed/special/hillhouse-hhlr-increases-nvidia-stake-in-q2-as-biotech-exceeds-half-of-portfolio-9607 nashnova en 2026-08-16T02:54:44.256Z Hillhouse HHLR Increases NVIDIA Stake in Q2 as Biotech Exceeds Half of Portfolio https://www.nashnova.com/feed/special/hbm4-race-drains-south-koreas-chip-design-talent-9606 nashnova en 2026-08-15T22:56:03.901Z HBM4 Race Drains South Korea's Chip Design Talent https://www.nashnova.com/feed/special/chinas-ai-super-node-computing-power-accelerates-expansion-2026-market-size-9605 nashnova en 2026-08-15T22:54:45.938Z China's AI Super-Node Computing Power Accelerates Expansion, 2026 Market Size Estimated at Nearly 90 Billion Yuan https://www.nashnova.com/feed/special/ruijie-networks-h1-net-profit-up-53-percent-800g-revenue-more-than-doubles-full-9604 nashnova en 2026-08-15T14:36:35.393Z Ruijie Networks H1 Net Profit Up 53%, 800G Revenue More Than Doubles Full-Year 2024 https://www.nashnova.com/feed/special/situational-awareness-fund-held-heavy-positions-in-sandisk-and-micron-before-9603 nashnova en 2026-08-15T14:34:47.056Z Situational Awareness Fund Held Heavy Positions in SanDisk and Micron Before Blowup, 13-F Filing Reveals https://www.nashnova.com/feed/special/iran-and-oman-reach-agreement-on-strait-of-hormuz-shipping-plan-9602 nashnova en 2026-08-15T13:24:12.846Z Iran and Oman Reach Agreement on Strait of Hormuz Shipping Plan https://www.nashnova.com/feed/special/morgan-stanley-nvidias-neocloud-financing-structure-could-open-up-significant-9601 nashnova en 2026-08-15T12:13:55.879Z Morgan Stanley: Nvidia's Neocloud Financing Structure Could Open Up Significant Revenue Stream https://www.nashnova.com/feed/special/citic-securities-midterm-elections-may-constrain-trumps-taco-agenda-less-than-9600 nashnova en 2026-08-15T12:04:14.341Z CITIC Securities: Midterm Elections May Constrain Trump's "TACO" Agenda Less Than Expected https://www.nashnova.com/feed/special/alibabas-qwen-reaches-3-billion-downloads-surpassing-meta-and-google-9599 nashnova en 2026-08-15T09:54:16.579Z Alibaba's Qwen Reaches 3 Billion Downloads, Surpassing Meta and Google https://www.nashnova.com/feed/special/china-plans-to-lift-travel-ban-on-manus-founder-independent-operations-set-to-9598 nashnova en 2026-08-15T09:44:26.534Z China Plans to Lift Travel Ban on Manus Founder, Independent Operations Set to Resume https://www.nashnova.com/feed/special/bernstein-raises-china-semiconductor-equipment-market-forecast-to-101b-top-pick-9597 nashnova en 2026-08-15T08:39:28.627Z Bernstein Raises China Semiconductor Equipment Market Forecast to $101B, Top Pick: NAURA Technology https://www.nashnova.com/zh/feed/special/u-s-warns-allies-joining-chinas-ai-framework-will-mean-exclusion-from-u-s-led-9650 nashnova zh-cn 2026-08-17T05:24:03.436Z 美国警告盟友：加入中国AI框架将被排除出美国主导联盟 https://www.nashnova.com/zh/feed/special/lg-and-nvidia-advance-humanoid-robot-collaboration-bipedal-robot-set-for-q1-2027-9649 nashnova zh-cn 2026-08-17T05:10:54.237Z LG与英伟达推进人形机器人合作，2027年首季发布双足机器人 https://www.nashnova.com/zh/feed/special/top-chinese-hedge-funds-rotated-out-of-nvidia-and-hyperscalers-in-q2-9648 nashnova zh-cn 2026-08-17T05:09:20.536Z 中国头部对冲基金Q2轮动减持英伟达及超大规模云厂商 https://www.nashnova.com/zh/feed/special/nvidia-plans-3-billion-stake-in-softbanks-sb-energy-linked-to-openai-ohio-data-9647 nashnova zh-cn 2026-08-17T04:58:51.312Z 英伟达拟30亿美元入股软银旗下SB Energy，关联OpenAI俄亥俄数据中心 https://www.nashnova.com/zh/feed/special/geely-autos-h1-net-profit-drops-1-8-percent-as-doubled-exports-offset-china-9646 nashnova zh-cn 2026-08-17T04:49:51.874Z 吉利汽车上半年净利降1.8%，出口翻倍抵御中国市场下滑 https://www.nashnova.com/zh/feed/special/export-import-bank-of-korea-provides-1-billion-loan-to-glencore-in-exchange-for-9645 nashnova zh-cn 2026-08-17T04:48:51.464Z 韩国进出口银行向嘉能可提供10亿美元贷款换铜供应 https://www.nashnova.com/zh/feed/special/irans-military-commander-u-s-forces-expelled-permanently-banned-from-strait-of-9644 nashnova zh-cn 2026-08-17T04:29:37.683Z 伊朗军队总司令：美军已被驱逐，永久禁入霍尔木兹海峡 https://www.nashnova.com/zh/feed/special/private-credit-non-performing-loans-rise-to-near-decade-high-9643 nashnova zh-cn 2026-08-17T04:17:58.497Z 私人信贷不良贷款升至近十年高位 https://www.nashnova.com/zh/feed/special/samsung-plans-to-convert-giheung-r-and-d-line-into-2nm-hbm-foundry-capacity-9642 nashnova zh-cn 2026-08-17T04:16:21.447Z 三星拟将Giheung研发线转为2nm HBM代工产能 https://www.nashnova.com/zh/feed/special/nokia-shuts-down-hangzhou-r-and-d-center-and-lays-off-1-600-employees-china-9641 nashnova zh-cn 2026-08-17T04:14:34.440Z 诺基亚关闭杭州研发中心并裁员1600人，中国重组拨备升至3.5亿欧元 https://www.nashnova.com/zh/feed/special/trump-deregulation-effect-spreads-as-eu-moves-toward-banking-regulatory-reform-9640 nashnova zh-cn 2026-08-17T04:10:44.455Z 特朗普松绑效应蔓延，欧盟向银行业监管改革迈步 https://www.nashnova.com/zh/feed/special/chinas-chip-industry-achieves-breakthroughs-cxmts-ipo-catapults-it-into-global-9639 nashnova zh-cn 2026-08-17T04:09:19.769Z 中国芯片产业迎突破：长鑫科技IPO跻身全球前三，华为AI芯片已可训练大模型 https://www.nashnova.com/zh/feed/special/jefferies-moutai-shifts-to-luxury-model-target-price-rmb-2-100-9638 nashnova zh-cn 2026-08-17T03:34:32.062Z 杰富瑞：茅台转向奢侈品模式，目标价2100元 https://www.nashnova.com/zh/feed/special/jane-streets-15-billion-debt-swap-narrowing-the-creditor-circle-to-safeguard-9637 nashnova zh-cn 2026-08-17T03:14:17.244Z Jane Street 150亿美元债务置换：缩小债权人圈子护航融资稳定 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-zhipu-target-price-to-hk-1-800-deepseek-price-hike-reshapes-9636 nashnova zh-cn 2026-08-17T02:54:34.943Z 摩根大通上调智谱目标价至1800港元，DeepSeek提价重塑中国AI竞争格局 https://www.nashnova.com/zh/feed/special/jpmorgan-semiconductor-q2-demand-beats-expectations-price-hikes-spreading-from-9635 nashnova zh-cn 2026-08-17T02:10:47.646Z 摩根大通：半导体二季报需求超预期，涨价从存储向设备材料扩散 https://www.nashnova.com/zh/feed/special/foreign-capital-snaps-up-chinese-real-estate-assets-as-wanda-plaza-receives-pag-9634 nashnova zh-cn 2026-08-17T02:09:14.822Z 外资抄底中国房地产资产，万达广场获PAG注资 https://www.nashnova.com/zh/feed/special/hormuz-dark-fleet-ships-over-4-million-barrels-daily-brent-crude-holds-steady-at-9633 nashnova zh-cn 2026-08-17T01:39:40.674Z 霍尔木兹"暗船"日运超400万桶 布伦特原油稳守80至90美元 https://www.nashnova.com/zh/feed/special/think-tank-warns-chinas-robotics-industry-may-replicate-ev-disruption-playbook-9632 nashnova zh-cn 2026-08-17T01:29:32.201Z 智库警告：中国机器人产业或复制电动车冲击路径 https://www.nashnova.com/zh/feed/special/goldman-sachs-fed-rate-hike-in-september-now-highly-unlikely-but-market-rate-9631 nashnova zh-cn 2026-08-17T01:24:45.179Z 高盛：美联储9月加息已极不可能，市场利率定价仍偏鹰 https://www.nashnova.com/zh/feed/special/big-techs-off-balance-sheet-ai-commitments-reach-3-trillion-dwarfing-on-book-9630 nashnova zh-cn 2026-08-17T01:09:24.043Z 大科技AI表外承诺达3万亿美元，远超账面资本支出 https://www.nashnova.com/zh/feed/special/indium-phosphide-supply-demand-imbalance-intensifies-q4-price-surge-hits-record-9629 nashnova zh-cn 2026-08-17T00:49:29.257Z 磷化铟供需失衡加剧，Q4价格涨幅创历史新高 https://www.nashnova.com/zh/feed/special/google-parent-alphabet-plans-debut-australian-dollar-bond-offering-with-9628 nashnova zh-cn 2026-08-17T00:33:53.318Z 谷歌母公司Alphabet拟首发澳元债券，最长期限20年 https://www.nashnova.com/zh/feed/special/eu-plans-largest-round-of-russia-sanctions-since-start-of-war-this-autumn-9627 nashnova zh-cn 2026-08-17T00:19:50.387Z 欧盟拟秋季推出战争以来最大规模对俄制裁 https://www.nashnova.com/zh/feed/special/japans-q2-gdp-grows-at-annualized-1-1-percent-below-expectations-as-capital-9626 nashnova zh-cn 2026-08-17T00:19:00.677Z 日本二季度GDP年化增1.1%，低于预期且资本支出持续萎缩 https://www.nashnova.com/zh/feed/special/wuxi-apptec-stock-doubles-year-to-date-fundamentals-strengthen-against-9625 nashnova zh-cn 2026-08-16T23:34:22.118Z 药明康德股价年内翻倍，地缘政治压力下基本面逆势走强 https://www.nashnova.com/zh/feed/special/apple-partners-with-alibaba-to-train-custom-ai-models-for-the-chinese-market-9624 nashnova zh-cn 2026-08-16T23:24:32.593Z 苹果联合阿里巴巴为中国市场训练定制AI模型 https://www.nashnova.com/zh/feed/special/stripe-plans-to-acquire-ai-model-routing-platform-openrouter-for-over-7-billion-9623 nashnova zh-cn 2026-08-16T19:59:29.480Z Stripe拟逾70亿美元收购AI模型路由平台OpenRouter https://www.nashnova.com/zh/feed/special/u-s-16-billion-20-year-treasury-auction-tests-long-end-demand-9622 nashnova zh-cn 2026-08-16T19:38:57.798Z 美国160亿美元20年期国债拍卖测试长端需求 https://www.nashnova.com/zh/feed/special/chinas-ai-developers-struggle-to-break-free-from-nvidia-dependency-as-migration-9621 nashnova zh-cn 2026-08-16T17:34:01.182Z 中国AI开发者难脱英伟达依赖，迁移国产芯片成本高企 https://www.nashnova.com/zh/feed/special/bofa-ai-productivity-lag-favors-value-stocks-biotech-and-commodities-9620 nashnova zh-cn 2026-08-16T15:54:29.694Z 美银：AI生产率滞后，看好价值股、生物科技与大宗商品 https://www.nashnova.com/zh/feed/special/global-interest-rates-rise-in-sync-bond-diversification-role-under-question-9619 nashnova zh-cn 2026-08-16T12:24:19.306Z 全球利率同步上行，债券分散化功能遭质疑 https://www.nashnova.com/zh/feed/special/wells-fargo-jpmorgan-poised-to-become-first-trillion-dollar-bank-with-sights-set-9618 nashnova zh-cn 2026-08-16T12:09:01.530Z 富国银行：摩根大通有望成首家万亿美元市值银行，目标直指2万亿 https://www.nashnova.com/zh/feed/special/sensetime-reports-first-ever-interim-profit-since-ipo-expects-h1-net-profit-of-9617 nashnova zh-cn 2026-08-16T11:54:03.398Z 商汤上市以来首次中期盈利，预计上半年净利润5亿至7亿元 https://www.nashnova.com/zh/feed/special/trump-advisor-warns-nvidias-500b-financing-plan-faces-dark-gpu-oversupply-risk-9616 nashnova zh-cn 2026-08-16T11:49:20.975Z 特朗普顾问警示英伟达5000亿融资计划存"暗GPU"过剩风险 https://www.nashnova.com/zh/feed/special/goldman-sachs-path-of-least-resistance-is-up-market-tilts-bullish-in-coming-9615 nashnova zh-cn 2026-08-16T11:44:34.918Z 高盛：阻力最小方向向上，未来数周市场偏多 https://www.nashnova.com/zh/feed/special/citic-securities-ai-price-hike-chains-risk-reward-ratio-drops-sharply-investors-9614 nashnova zh-cn 2026-08-16T10:59:44.509Z 中信证券：AI涨价链赔率大降，投资者应回归合理预期 https://www.nashnova.com/zh/feed/special/zijin-gold-international-reports-h1-net-profit-of-us-1-451-billion-up-179-9613 nashnova zh-cn 2026-08-16T10:48:55.905Z 紫金黄金国际上半年归母溢利14.51亿美元，同比增179% https://www.nashnova.com/zh/feed/special/jpmorgan-optical-communications-closed-door-conference-key-takeaways-from-lite-9612 nashnova zh-cn 2026-08-16T08:49:59.025Z 摩根大通光通信闭门会议：LITE与AAOI管理层核心交流要点 https://www.nashnova.com/zh/feed/special/deutsche-bank-central-bank-gold-buying-and-etf-inflows-drive-continued-explosive-9611 nashnova zh-cn 2026-08-16T05:59:41.092Z 德银：央行购金与ETF流入驱动黄金"爆炸性"上涨持续 https://www.nashnova.com/zh/feed/special/duan-yongping-cuts-nvidia-stake-by-over-50-percent-in-q2-initiates-new-position-9610 nashnova zh-cn 2026-08-16T05:49:06.055Z 段永平二季度减持英伟达逾五成，新建阿里巴巴仓位 https://www.nashnova.com/zh/feed/special/nvidia-plans-3-billion-investment-in-sb-energy-to-expand-into-ai-data-center-9609 nashnova zh-cn 2026-08-16T05:09:21.766Z 英伟达拟投30亿美元入股SB Energy 布局AI数据中心能源链 https://www.nashnova.com/zh/feed/special/jpmorgan-five-converging-pressures-could-trigger-a-global-food-crisis-by-2027-9608 nashnova zh-cn 2026-08-16T03:49:27.166Z 摩根大通：五重压力叠加，全球粮食危机或于2027年爆发 https://www.nashnova.com/zh/feed/special/hillhouse-hhlr-increases-nvidia-stake-in-q2-as-biotech-exceeds-half-of-portfolio-9607 nashnova zh-cn 2026-08-16T02:54:44.256Z 高瓴HHLR二季度增持英伟达，生物科技占仓超五成 https://www.nashnova.com/zh/feed/special/hbm4-race-drains-south-koreas-chip-design-talent-9606 nashnova zh-cn 2026-08-15T22:56:03.901Z HBM4争夺战抽空韩国芯片设计人才 https://www.nashnova.com/zh/feed/special/chinas-ai-super-node-computing-power-accelerates-expansion-2026-market-size-9605 nashnova zh-cn 2026-08-15T22:54:45.938Z 中国AI超节点算力加速扩张，2026年市场规模预估近900亿元 https://www.nashnova.com/zh/feed/special/ruijie-networks-h1-net-profit-up-53-percent-800g-revenue-more-than-doubles-full-9604 nashnova zh-cn 2026-08-15T14:36:35.393Z 锐捷网络上半年净利增53%，800G收入超去年全年两倍 https://www.nashnova.com/zh/feed/special/situational-awareness-fund-held-heavy-positions-in-sandisk-and-micron-before-9603 nashnova zh-cn 2026-08-15T14:34:47.056Z Situational Awareness崩盘前重仓闪迪与美光，13-F文件披露 https://www.nashnova.com/zh/feed/special/iran-and-oman-reach-agreement-on-strait-of-hormuz-shipping-plan-9602 nashnova zh-cn 2026-08-15T13:24:12.846Z 伊朗与阿曼就霍尔木兹海峡航运图达成协议 https://www.nashnova.com/zh/feed/special/morgan-stanley-nvidias-neocloud-financing-structure-could-open-up-significant-9601 nashnova zh-cn 2026-08-15T12:13:55.879Z 摩根士丹利：英伟达neocloud融资结构或开辟重要收入来源 https://www.nashnova.com/zh/feed/special/citic-securities-midterm-elections-may-constrain-trumps-taco-agenda-less-than-9600 nashnova zh-cn 2026-08-15T12:04:14.341Z 中信证券：中期选举对特朗普"TACO"约束或弱于预期 https://www.nashnova.com/zh/feed/special/alibabas-qwen-reaches-3-billion-downloads-surpassing-meta-and-google-9599 nashnova zh-cn 2026-08-15T09:54:16.579Z 阿里Qwen下载量达30亿次，超越Meta和谷歌 https://www.nashnova.com/zh/feed/special/china-plans-to-lift-travel-ban-on-manus-founder-independent-operations-set-to-9598 nashnova zh-cn 2026-08-15T09:44:26.534Z 中国拟解除Manus创始人出行禁令，独立运营重启在即 https://www.nashnova.com/zh/feed/special/bernstein-raises-china-semiconductor-equipment-market-forecast-to-101b-top-pick-9597 nashnova zh-cn 2026-08-15T08:39:28.627Z Bernstein上调中国半导体设备市场至1010亿美元，首选北方华创 https://www.nashnova.com/zh-hant/feed/special/u-s-warns-allies-joining-chinas-ai-framework-will-mean-exclusion-from-u-s-led-9650 nashnova zh-tw 2026-08-17T05:24:03.436Z 美國警告盟友：加入中國AI框架將被排除出美國主導聯盟 https://www.nashnova.com/zh-hant/feed/special/lg-and-nvidia-advance-humanoid-robot-collaboration-bipedal-robot-set-for-q1-2027-9649 nashnova zh-tw 2026-08-17T05:10:54.237Z LG與輝達推進人形機器人合作，2027年首季發布雙足機器人 https://www.nashnova.com/zh-hant/feed/special/top-chinese-hedge-funds-rotated-out-of-nvidia-and-hyperscalers-in-q2-9648 nashnova zh-tw 2026-08-17T05:09:20.536Z 中國頭部對沖基金Q2輪動減持輝達及超大規模雲廠商 https://www.nashnova.com/zh-hant/feed/special/nvidia-plans-3-billion-stake-in-softbanks-sb-energy-linked-to-openai-ohio-data-9647 nashnova zh-tw 2026-08-17T04:58:51.312Z 輝達擬30億美元入股軟銀旗下SB Energy，關聯OpenAI俄亥俄數據中心 https://www.nashnova.com/zh-hant/feed/special/geely-autos-h1-net-profit-drops-1-8-percent-as-doubled-exports-offset-china-9646 nashnova zh-tw 2026-08-17T04:49:51.874Z 吉利汽車上半年淨利降1.8%，出口翻倍抵禦中國市場下滑 https://www.nashnova.com/zh-hant/feed/special/export-import-bank-of-korea-provides-1-billion-loan-to-glencore-in-exchange-for-9645 nashnova zh-tw 2026-08-17T04:48:51.464Z 韓國進出口銀行向嘉能可提供10億美元貸款換銅供應 https://www.nashnova.com/zh-hant/feed/special/irans-military-commander-u-s-forces-expelled-permanently-banned-from-strait-of-9644 nashnova zh-tw 2026-08-17T04:29:37.683Z 伊朗軍隊總司令：美軍已被驅逐，永久禁入霍爾木茲海峽 https://www.nashnova.com/zh-hant/feed/special/private-credit-non-performing-loans-rise-to-near-decade-high-9643 nashnova zh-tw 2026-08-17T04:17:58.497Z 私人信貸不良貸款升至近十年高位 https://www.nashnova.com/zh-hant/feed/special/samsung-plans-to-convert-giheung-r-and-d-line-into-2nm-hbm-foundry-capacity-9642 nashnova zh-tw 2026-08-17T04:16:21.447Z 三星擬將Giheung研發線轉為2nm HBM代工產能 https://www.nashnova.com/zh-hant/feed/special/nokia-shuts-down-hangzhou-r-and-d-center-and-lays-off-1-600-employees-china-9641 nashnova zh-tw 2026-08-17T04:14:34.440Z 諾基亞關閉杭州研發中心並裁員1600人，中國重組撥備升至3.5億歐元 https://www.nashnova.com/zh-hant/feed/special/trump-deregulation-effect-spreads-as-eu-moves-toward-banking-regulatory-reform-9640 nashnova zh-tw 2026-08-17T04:10:44.455Z 特朗普鬆綁效應蔓延，歐盟向銀行業監管改革邁步 https://www.nashnova.com/zh-hant/feed/special/chinas-chip-industry-achieves-breakthroughs-cxmts-ipo-catapults-it-into-global-9639 nashnova zh-tw 2026-08-17T04:09:19.769Z 中國晶片產業迎突破：長鑫科技IPO躋身全球前三，華為AI晶片已可訓練大模型 https://www.nashnova.com/zh-hant/feed/special/jefferies-moutai-shifts-to-luxury-model-target-price-rmb-2-100-9638 nashnova zh-tw 2026-08-17T03:34:32.062Z 傑富瑞：茅台轉向奢侈品模式，目標價2100元 https://www.nashnova.com/zh-hant/feed/special/jane-streets-15-billion-debt-swap-narrowing-the-creditor-circle-to-safeguard-9637 nashnova zh-tw 2026-08-17T03:14:17.244Z Jane Street 150億美元債務置換：縮小債權人圈子護航融資穩定 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-zhipu-target-price-to-hk-1-800-deepseek-price-hike-reshapes-9636 nashnova zh-tw 2026-08-17T02:54:34.943Z 摩根大通上調智譜目標價至1800港元，DeepSeek提價重塑中國AI競爭格局 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-semiconductor-q2-demand-beats-expectations-price-hikes-spreading-from-9635 nashnova zh-tw 2026-08-17T02:10:47.646Z 摩根大通：半導體二季報需求超預期，漲價從存儲向設備材料擴散 https://www.nashnova.com/zh-hant/feed/special/foreign-capital-snaps-up-chinese-real-estate-assets-as-wanda-plaza-receives-pag-9634 nashnova zh-tw 2026-08-17T02:09:14.822Z 外資抄底中國房地產資產，萬達廣場獲PAG注資 https://www.nashnova.com/zh-hant/feed/special/hormuz-dark-fleet-ships-over-4-million-barrels-daily-brent-crude-holds-steady-at-9633 nashnova zh-tw 2026-08-17T01:39:40.674Z 霍爾木茲「暗船」日運超400萬桶 布倫特原油穩守80至90美元 https://www.nashnova.com/zh-hant/feed/special/think-tank-warns-chinas-robotics-industry-may-replicate-ev-disruption-playbook-9632 nashnova zh-tw 2026-08-17T01:29:32.201Z 智庫警告：中國機器人產業或複製電動車衝擊路徑 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-fed-rate-hike-in-september-now-highly-unlikely-but-market-rate-9631 nashnova zh-tw 2026-08-17T01:24:45.179Z 高盛：聯準會9月升息已極不可能，市場利率定價仍偏鷹 https://www.nashnova.com/zh-hant/feed/special/big-techs-off-balance-sheet-ai-commitments-reach-3-trillion-dwarfing-on-book-9630 nashnova zh-tw 2026-08-17T01:09:24.043Z 大科技AI表外承諾達3萬億美元，遠超帳面資本支出 https://www.nashnova.com/zh-hant/feed/special/indium-phosphide-supply-demand-imbalance-intensifies-q4-price-surge-hits-record-9629 nashnova zh-tw 2026-08-17T00:49:29.257Z 磷化銦供需失衡加劇，Q4價格漲幅創歷史新高 https://www.nashnova.com/zh-hant/feed/special/google-parent-alphabet-plans-debut-australian-dollar-bond-offering-with-9628 nashnova zh-tw 2026-08-17T00:33:53.318Z 谷歌母公司Alphabet擬首發澳元債券，最長期限20年 https://www.nashnova.com/zh-hant/feed/special/eu-plans-largest-round-of-russia-sanctions-since-start-of-war-this-autumn-9627 nashnova zh-tw 2026-08-17T00:19:50.387Z 歐盟擬秋季推出戰爭以來最大規模對俄制裁 https://www.nashnova.com/zh-hant/feed/special/japans-q2-gdp-grows-at-annualized-1-1-percent-below-expectations-as-capital-9626 nashnova zh-tw 2026-08-17T00:19:00.677Z 日本第二季GDP年化增1.1%，低於預期且資本支出持續萎縮 https://www.nashnova.com/zh-hant/feed/special/wuxi-apptec-stock-doubles-year-to-date-fundamentals-strengthen-against-9625 nashnova zh-tw 2026-08-16T23:34:22.118Z 藥明康德股價年內翻倍，地緣政治壓力下基本面逆勢走強 https://www.nashnova.com/zh-hant/feed/special/apple-partners-with-alibaba-to-train-custom-ai-models-for-the-chinese-market-9624 nashnova zh-tw 2026-08-16T23:24:32.593Z 蘋果聯合阿里巴巴為中國市場訓練定制AI模型 https://www.nashnova.com/zh-hant/feed/special/stripe-plans-to-acquire-ai-model-routing-platform-openrouter-for-over-7-billion-9623 nashnova zh-tw 2026-08-16T19:59:29.480Z Stripe擬逾70億美元收購AI模型路由平台OpenRouter https://www.nashnova.com/zh-hant/feed/special/u-s-16-billion-20-year-treasury-auction-tests-long-end-demand-9622 nashnova zh-tw 2026-08-16T19:38:57.798Z 美國160億美元20年期國債拍賣測試長端需求 https://www.nashnova.com/zh-hant/feed/special/chinas-ai-developers-struggle-to-break-free-from-nvidia-dependency-as-migration-9621 nashnova zh-tw 2026-08-16T17:34:01.182Z 中國AI開發者難脫輝達依賴，遷移國產晶片成本高企 https://www.nashnova.com/zh-hant/feed/special/bofa-ai-productivity-lag-favors-value-stocks-biotech-and-commodities-9620 nashnova zh-tw 2026-08-16T15:54:29.694Z 美銀：AI生產率滯後，看好價值股、生物科技與大宗商品 https://www.nashnova.com/zh-hant/feed/special/global-interest-rates-rise-in-sync-bond-diversification-role-under-question-9619 nashnova zh-tw 2026-08-16T12:24:19.306Z 全球利率同步上行，債券分散化功能遭質疑 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-jpmorgan-poised-to-become-first-trillion-dollar-bank-with-sights-set-9618 nashnova zh-tw 2026-08-16T12:09:01.530Z 富國銀行：摩根大通有望成首家萬億美元市值銀行，目標直指2萬億 https://www.nashnova.com/zh-hant/feed/special/sensetime-reports-first-ever-interim-profit-since-ipo-expects-h1-net-profit-of-9617 nashnova zh-tw 2026-08-16T11:54:03.398Z 商湯上市以來首次中期盈利，預計上半年淨利潤5億至7億元 https://www.nashnova.com/zh-hant/feed/special/trump-advisor-warns-nvidias-500b-financing-plan-faces-dark-gpu-oversupply-risk-9616 nashnova zh-tw 2026-08-16T11:49:20.975Z 特朗普顧問警示英偉達5000億融資計劃存「暗GPU」過剩風險 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-path-of-least-resistance-is-up-market-tilts-bullish-in-coming-9615 nashnova zh-tw 2026-08-16T11:44:34.918Z 高盛：阻力最小方向向上，未來數週市場偏多 https://www.nashnova.com/zh-hant/feed/special/citic-securities-ai-price-hike-chains-risk-reward-ratio-drops-sharply-investors-9614 nashnova zh-tw 2026-08-16T10:59:44.509Z 中信證券：AI漲價鏈賠率大降，投資者應回歸合理預期 https://www.nashnova.com/zh-hant/feed/special/zijin-gold-international-reports-h1-net-profit-of-us-1-451-billion-up-179-9613 nashnova zh-tw 2026-08-16T10:48:55.905Z 紫金黃金國際上半年歸母溢利14.51億美元，同比增179% https://www.nashnova.com/zh-hant/feed/special/jpmorgan-optical-communications-closed-door-conference-key-takeaways-from-lite-9612 nashnova zh-tw 2026-08-16T08:49:59.025Z 摩根大通光通訊閉門會議：LITE與AAOI管理層核心交流要點 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-central-bank-gold-buying-and-etf-inflows-drive-continued-explosive-9611 nashnova zh-tw 2026-08-16T05:59:41.092Z 德銀：央行購金與ETF流入驅動黃金「爆炸性」上漲持續 https://www.nashnova.com/zh-hant/feed/special/duan-yongping-cuts-nvidia-stake-by-over-50-percent-in-q2-initiates-new-position-9610 nashnova zh-tw 2026-08-16T05:49:06.055Z 段永平二季度減持英偉達逾五成，新建阿里巴巴倉位 https://www.nashnova.com/zh-hant/feed/special/nvidia-plans-3-billion-investment-in-sb-energy-to-expand-into-ai-data-center-9609 nashnova zh-tw 2026-08-16T05:09:21.766Z 輝達擬投30億美元入股SB Energy 佈局AI數據中心能源鏈 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-five-converging-pressures-could-trigger-a-global-food-crisis-by-2027-9608 nashnova zh-tw 2026-08-16T03:49:27.166Z 摩根大通：五重壓力疊加，全球糧食危機或於2027年爆發 https://www.nashnova.com/zh-hant/feed/special/hillhouse-hhlr-increases-nvidia-stake-in-q2-as-biotech-exceeds-half-of-portfolio-9607 nashnova zh-tw 2026-08-16T02:54:44.256Z 高瓴HHLR二季度增持英偉達，生物科技佔倉超五成 https://www.nashnova.com/zh-hant/feed/special/hbm4-race-drains-south-koreas-chip-design-talent-9606 nashnova zh-tw 2026-08-15T22:56:03.901Z HBM4爭奪戰抽空韓國晶片設計人才 https://www.nashnova.com/zh-hant/feed/special/chinas-ai-super-node-computing-power-accelerates-expansion-2026-market-size-9605 nashnova zh-tw 2026-08-15T22:54:45.938Z 中國AI超節點算力加速擴張，2026年市場規模預估近900億元 https://www.nashnova.com/zh-hant/feed/special/ruijie-networks-h1-net-profit-up-53-percent-800g-revenue-more-than-doubles-full-9604 nashnova zh-tw 2026-08-15T14:36:35.393Z 銳捷網絡上半年淨利增53%，800G收入超去年全年兩倍 https://www.nashnova.com/zh-hant/feed/special/situational-awareness-fund-held-heavy-positions-in-sandisk-and-micron-before-9603 nashnova zh-tw 2026-08-15T14:34:47.056Z Situational Awareness崩盤前重倉閃迪與美光，13-F文件披露 https://www.nashnova.com/zh-hant/feed/special/iran-and-oman-reach-agreement-on-strait-of-hormuz-shipping-plan-9602 nashnova zh-tw 2026-08-15T13:24:12.846Z 伊朗與阿曼就霍爾木茲海峽航運圖達成協議 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-nvidias-neocloud-financing-structure-could-open-up-significant-9601 nashnova zh-tw 2026-08-15T12:13:55.879Z 摩根士丹利：輝達neocloud融資結構或開闢重要收入來源 https://www.nashnova.com/zh-hant/feed/special/citic-securities-midterm-elections-may-constrain-trumps-taco-agenda-less-than-9600 nashnova zh-tw 2026-08-15T12:04:14.341Z 中信證券：中期選舉對特朗普"TACO"約束或弱於預期 https://www.nashnova.com/zh-hant/feed/special/alibabas-qwen-reaches-3-billion-downloads-surpassing-meta-and-google-9599 nashnova zh-tw 2026-08-15T09:54:16.579Z 阿里Qwen下載量達30億次，超越Meta和谷歌 https://www.nashnova.com/zh-hant/feed/special/china-plans-to-lift-travel-ban-on-manus-founder-independent-operations-set-to-9598 nashnova zh-tw 2026-08-15T09:44:26.534Z 中國擬解除Manus創始人出行禁令，獨立運營重啟在即 https://www.nashnova.com/zh-hant/feed/special/bernstein-raises-china-semiconductor-equipment-market-forecast-to-101b-top-pick-9597 nashnova zh-tw 2026-08-15T08:39:28.627Z Bernstein上調中國半導體設備市場至1010億美元，首選北方華創