https://www.nashnova.com/feed/special/hong-kong-market-close-hang-seng-falls-0-59-percent-below-23-000-ai-hardware-16369 nashnova en 2026-10-29T08:49:11.023Z Hong Kong Market Close: Hang Seng Falls 0.59% Below 23,000, AI Hardware Leads Decline, Mainland Bank Stocks Buck Trend to Hit New Highs https://www.nashnova.com/feed/special/cicc-hits-limit-down-dragging-brokerage-sector-lock-up-expiry-compounds-q3-16368 nashnova en 2026-10-29T08:47:28.751Z CICC Hits Limit Down Dragging Brokerage Sector; Lock-Up Expiry Compounds Q3 Earnings Pressure https://www.nashnova.com/feed/special/alphabet-drops-over-10-percent-pre-market-potentially-marking-its-largest-post-16367 nashnova en 2026-10-29T08:45:58.997Z Alphabet Drops Over 10% Pre-Market, Potentially Marking Its Largest Post-Earnings Single-Day Decline Ever https://www.nashnova.com/feed/special/foxconn-industrial-internet-q3-net-profit-reaches-16-6-billion-yuan-up-60-16366 nashnova en 2026-10-29T08:05:44.714Z Foxconn Industrial Internet Q3 Net Profit Reaches 16.6 Billion Yuan, Up 60% YoY https://www.nashnova.com/feed/special/fortinet-q3-product-revenue-up-37-percent-but-lowered-services-guidance-drags-16365 nashnova en 2026-10-29T07:15:24.916Z Fortinet Q3 Product Revenue Up 37%, but Lowered Services Guidance Drags Stock Down https://www.nashnova.com/feed/special/kla-forecasts-global-wafer-fab-equipment-market-to-exceed-200-billion-by-2027-16364 nashnova en 2026-10-29T07:14:03.853Z KLA Forecasts Global Wafer Fab Equipment Market to Exceed $200 Billion by 2027 https://www.nashnova.com/feed/special/tencent-and-visa-deepen-cross-border-payment-cooperation-in-china-signing-mou-16363 nashnova en 2026-10-29T07:12:39.980Z Tencent and Visa Deepen Cross-Border Payment Cooperation in China, Signing MOU After Regulatory Approval https://www.nashnova.com/feed/special/volkswagen-swings-to-loss-in-q3-as-china-sales-plunge-40-percent-in-single-16362 nashnova en 2026-10-29T07:11:16.711Z Volkswagen Swings to Loss in Q3 as China Sales Plunge 40% in Single Quarter https://www.nashnova.com/feed/special/stmicroelectronics-q3-revenue-beats-expectations-q4-guidance-above-market-16361 nashnova en 2026-10-29T06:40:44.722Z STMicroelectronics Q3 Revenue Beats Expectations, Q4 Guidance Above Market Consensus https://www.nashnova.com/feed/special/intel-ahead-of-q3-earnings-analysts-expect-eps-of-0-41-and-21-percent-revenue-16360 nashnova en 2026-10-29T06:11:11.259Z Intel Ahead of Q3 Earnings: Analysts Expect EPS of $0.41 and 21% Revenue Growth https://www.nashnova.com/feed/special/ai-chip-demand-drives-korean-wons-best-q3-gain-since-1998-16359 nashnova en 2026-10-29T05:56:00.581Z AI Chip Demand Drives Korean Won's Best Q3 Gain Since 1998 https://www.nashnova.com/feed/special/copper-sold-out-globally-china-import-premium-hits-highest-since-2017-16358 nashnova en 2026-10-29T05:26:46.038Z Copper "Sold Out" Globally, China Import Premium Hits Highest Since 2017 https://www.nashnova.com/feed/special/hyundai-motor-q3-operating-profit-beats-expectations-driven-by-north-american-16357 nashnova en 2026-10-29T05:25:43.646Z Hyundai Motor Q3 Operating Profit Beats Expectations, Driven by North American Hybrid and Indian Markets https://www.nashnova.com/feed/special/toyota-global-sales-drop-2-9-percent-in-september-as-china-market-declines-for-16356 nashnova en 2026-10-29T04:45:53.060Z Toyota Global Sales Drop 2.9% in September as China Market Declines for Eighth Consecutive Month https://www.nashnova.com/feed/special/bernstein-cuts-nxp-target-price-to-270-as-valuation-multiple-compression-offsets-16355 nashnova en 2026-10-29T04:36:30.477Z Bernstein Cuts NXP Target Price to $270 as Valuation Multiple Compression Offsets Earnings Upgrades https://www.nashnova.com/feed/special/geely-auto-reports-net-profit-of-13-9-billion-yuan-in-first-three-quarters-up-7-16354 nashnova en 2026-10-29T04:30:51.891Z Geely Auto Reports Net Profit of 13.9 Billion Yuan in First Three Quarters, Up 7% YoY https://www.nashnova.com/feed/special/nvidia-rubin-platform-hbm4-bandwidth-spec-cut-by-approximately-13-percent-16353 nashnova en 2026-10-29T04:14:36.669Z NVIDIA Rubin Platform HBM4 Bandwidth Spec Cut by Approximately 13% https://www.nashnova.com/feed/special/sensetimes-sensecore-captures-nearly-half-of-chinas-neocloud-market-share-16352 nashnova en 2026-10-29T04:13:23.448Z SenseTime's SenseCore Captures Nearly Half of China's Neocloud Market Share https://www.nashnova.com/feed/special/samsung-sk-hynix-to-invest-krw-110-trillion-in-equipment-by-2026-memory-supply-16351 nashnova en 2026-10-29T04:12:10.853Z Samsung/SK Hynix to Invest KRW 110 Trillion in Equipment by 2026; Memory Supply Expansion Delayed to 2028 https://www.nashnova.com/feed/special/zhuhai-huafa-repays-overdue-trust-products-as-offshore-bonds-plunge-nearly-40-16350 nashnova en 2026-10-29T04:10:53.232Z Zhuhai Huafa Repays Overdue Trust Products as Offshore Bonds Plunge Nearly 40% This Week https://www.nashnova.com/feed/special/citi-even-a-dovish-boj-unlikely-to-push-usd-jpy-past-160-16349 nashnova en 2026-10-29T03:50:33.174Z Citi: Even a Dovish BOJ Unlikely to Push USD/JPY Past 160 https://www.nashnova.com/feed/special/multiple-extreme-signals-converge-on-wall-street-positioning-divergence-momentum-16348 nashnova en 2026-10-29T03:36:29.102Z Multiple Extreme Signals Converge on Wall Street: Positioning Divergence, Momentum Washout, and Brazil's Fiscal Concerns https://www.nashnova.com/feed/special/tesla-wins-fsd-delay-lawsuit-in-south-korea-16347 nashnova en 2026-10-29T03:15:37.939Z Tesla Wins FSD Delay Lawsuit in South Korea https://www.nashnova.com/feed/special/samsung-sdi-q3-operating-profit-nearly-doubles-betting-on-energy-storage-battery-16346 nashnova en 2026-10-29T03:00:57.222Z Samsung SDI Q3 Operating Profit Nearly Doubles, Betting on Energy Storage Battery Growth https://www.nashnova.com/feed/special/ubs-cuts-kospi-target-to-2-500-for-second-time-pressured-by-fx-and-earnings-16345 nashnova en 2026-10-29T02:42:15.868Z UBS Cuts KOSPI Target to 2,500 for Second Time, Pressured by FX and Earnings https://www.nashnova.com/feed/special/father-of-hkd-linked-exchange-rate-narrowing-trading-band-could-reduce-16344 nashnova en 2026-10-29T02:40:38.829Z Father of HKD Linked Exchange Rate: Narrowing Trading Band Could Reduce Speculation https://www.nashnova.com/feed/special/oracle-ceo-gpu-oversupply-concerns-are-grossly-underestimated-ai-demand-far-16343 nashnova en 2026-10-29T02:15:35.317Z Oracle CEO: GPU Oversupply Concerns Are Grossly Underestimated, AI Demand Far Exceeds Market Expectations https://www.nashnova.com/feed/special/lme-reportedly-plans-to-tokenize-metals-in-hong-kong-warehouses-to-support-16342 nashnova en 2026-10-29T02:05:46.683Z LME Reportedly Plans to Tokenize Metals in Hong Kong Warehouses to Support Commodity Trading Hub Ambitions https://www.nashnova.com/feed/special/hkma-reportedly-summons-banks-urges-support-for-developer-refinancing-16341 nashnova en 2026-10-29T02:00:46.459Z HKMA Reportedly Summons Banks, Urges Support for Developer Refinancing https://www.nashnova.com/feed/special/samsung-q3-marks-fourth-consecutive-record-quarter-but-below-expectation-net-16340 nashnova en 2026-10-29T01:51:16.250Z Samsung Q3 Marks Fourth Consecutive Record Quarter, but Below-Expectation Net Profit Sends Shares Down 2.5% https://www.nashnova.com/feed/special/mag-7-implied-volatility-discount-hits-four-year-low-as-hedge-fund-positioning-16339 nashnova en 2026-10-29T01:32:45.838Z Mag 7 Implied Volatility Discount Hits Four-Year Low as Hedge Fund Positioning Divergence Intensifies https://www.nashnova.com/feed/special/copper-price-signal-distortion-ai-demand-and-high-interest-rates-create-hedging-16338 nashnova en 2026-10-29T01:31:18.674Z Copper Price Signal Distortion: AI Demand and High Interest Rates Create Hedging Pressure https://www.nashnova.com/feed/special/11-billion-bitcoin-options-expiry-heightens-volatility-risk-ahead-of-election-16337 nashnova en 2026-10-29T01:21:01.215Z $11 Billion Bitcoin Options Expiry Heightens Volatility Risk Ahead of Election https://www.nashnova.com/feed/special/chinese-ai-labs-shift-to-distilling-openais-astra-model-16336 nashnova en 2026-10-29T01:06:08.724Z Chinese AI Labs Shift to Distilling OpenAI's Astra Model https://www.nashnova.com/feed/special/samsung-electro-mechanics-ai-clients-lock-in-mlcc-and-substrate-supply-through-16335 nashnova en 2026-10-29T00:26:48.688Z Samsung Electro-Mechanics: AI Clients Lock In MLCC and Substrate Supply Through 2027, Setting Quarterly Revenue Record https://www.nashnova.com/feed/special/brent-crude-rises-to-110-as-persian-gulf-export-recovery-fails-to-suppress-risk-16334 nashnova en 2026-10-29T00:18:13.668Z Brent Crude Rises to $110 as Persian Gulf Export Recovery Fails to Suppress Risk Premium https://www.nashnova.com/feed/special/european-commercial-real-estate-transactions-fall-to-lowest-level-since-2009-16333 nashnova en 2026-10-29T00:16:49.829Z European Commercial Real Estate Transactions Fall to Lowest Level Since 2009 https://www.nashnova.com/feed/special/cicc-no-basis-for-consecutive-sharp-fed-rate-hikes-ai-returns-face-validation-in-16332 nashnova en 2026-10-29T00:12:24.763Z CICC: No Basis for Consecutive Sharp Fed Rate Hikes; AI Returns Face Validation in H1 2025 https://www.nashnova.com/feed/special/byd-short-interest-drops-to-seven-month-low-as-q3-net-profit-expected-to-rebound-16331 nashnova en 2026-10-29T00:10:45.043Z BYD Short Interest Drops to Seven-Month Low as Q3 Net Profit Expected to Rebound 55% https://www.nashnova.com/feed/special/equinix-data-center-construction-obstacles-may-strengthen-its-pricing-power-16330 nashnova en 2026-10-29T00:05:35.984Z Equinix: Data Center Construction Obstacles May Strengthen Its Pricing Power https://www.nashnova.com/feed/special/innovent-biologics-q3-product-revenue-exceeds-rmb-4-7-billion-up-over-40-percent-16329 nashnova en 2026-10-28T23:45:54.451Z Innovent Biologics Q3 Product Revenue Exceeds RMB 4.7 Billion, Up Over 40% YoY https://www.nashnova.com/feed/special/kla-q1-revenue-of-4-14b-beats-expectations-q2-guidance-midpoint-again-5-percent-16328 nashnova en 2026-10-28T23:15:59.723Z KLA Q1 Revenue of $4.14B Beats Expectations; Q2 Guidance Midpoint Again ~5% Above Consensus https://www.nashnova.com/feed/special/japanese-corporate-credit-risk-posts-largest-monthly-surge-since-2022-16327 nashnova en 2026-10-28T22:20:47.643Z Japanese Corporate Credit Risk Posts Largest Monthly Surge Since 2022 https://www.nashnova.com/feed/special/t-mobile-q3-revenue-beats-expectations-but-slowing-subscriber-growth-raises-16326 nashnova en 2026-10-28T22:01:03.452Z T-Mobile Q3 Revenue Beats Expectations, but Slowing Subscriber Growth Raises Market Concerns https://www.nashnova.com/feed/special/microsoft-records-10-billion-in-single-quarter-revenue-from-openai-accounting-16325 nashnova en 2026-10-28T21:42:08.701Z Microsoft Records $10 Billion in Single-Quarter Revenue from OpenAI, Accounting for 11% of Total Revenue https://www.nashnova.com/feed/special/servicenow-q4-subscription-revenue-guidance-meets-expectations-stock-drops-14-16324 nashnova en 2026-10-28T21:40:46.411Z ServiceNow Q4 Subscription Revenue Guidance Meets Expectations, Stock Drops 14% After Hours https://www.nashnova.com/feed/special/global-fund-managers-turn-bullish-on-japanese-government-bonds-as-long-end-yield-16323 nashnova en 2026-10-28T21:36:03.902Z Global Fund Managers Turn Bullish on Japanese Government Bonds as Long-End Yield Appeal Grows https://www.nashnova.com/feed/special/microsoft-capital-expenditure-falls-below-expectations-neocloud-stocks-broadly-16322 nashnova en 2026-10-28T21:30:52.665Z Microsoft Capital Expenditure Falls Below Expectations, Neocloud Stocks Broadly Decline After Hours https://www.nashnova.com/feed/special/marvell-technology-in-talks-to-acquire-optical-module-maker-lumentum-16321 nashnova en 2026-10-28T21:15:32.817Z Marvell Technology in Talks to Acquire Optical Module Maker Lumentum, Announcement Could Come as Early as Next Week https://www.nashnova.com/feed/special/trump-delays-tariffs-on-robots-and-industrial-machinery-shifts-to-negotiations-16320 nashnova en 2026-10-28T21:05:52.664Z Trump Delays Tariffs on Robots and Industrial Machinery, Shifts to Negotiations https://www.nashnova.com/feed/special/bessent-bond-market-has-already-tightened-significantly-another-fed-rate-hike-16319 nashnova en 2026-10-28T20:46:00.331Z Bessent: Bond Market Has Already Tightened Significantly, Another Fed Rate Hike May Not Be Wrong https://www.nashnova.com/feed/special/alphabet-q3-actual-revenue-127-58b-google-cloud-beats-expectations-16318 nashnova en 2026-10-28T20:10:48.914Z Alphabet Q3 Actual Revenue $127.58B, Google Cloud Beats Expectations https://www.nashnova.com/feed/special/microsoft-fy2026-q1-revenue-hits-92-28b-beating-expectations-cloud-revenue-16317 nashnova en 2026-10-28T20:06:18.347Z Microsoft FY2026 Q1 Revenue Hits $92.28B Beating Expectations, Cloud Revenue Reaches $63.9B https://www.nashnova.com/feed/special/oracle-surges-12-percent-intraday-as-free-cash-flow-outlook-eases-market-16316 nashnova en 2026-10-28T20:01:04.149Z Oracle Surges 12% Intraday as Free Cash Flow Outlook Eases Market Concerns https://www.nashnova.com/feed/special/deutsche-telekom-suspends-t-mobile-mega-merger-plan-16315 nashnova en 2026-10-28T19:35:44.957Z Deutsche Telekom Suspends T-Mobile Mega-Merger Plan https://www.nashnova.com/feed/special/warsh-fomc-members-submit-dot-plot-independently-working-group-report-not-yet-16314 nashnova en 2026-10-28T19:10:19.720Z Warsh: FOMC Members Submit Dot Plot Independently; Working Group Report Not Yet Finalized https://www.nashnova.com/feed/special/market-bets-on-fed-december-25bp-rate-hike-probability-rise-to-86-percent-16313 nashnova en 2026-10-28T19:05:34.544Z Market Bets on Fed December 25bp Rate Hike Probability Rise to 86% https://www.nashnova.com/feed/special/u-s-doj-launches-inquiry-into-nvidias-acquisition-of-hugging-face-16312 nashnova en 2026-10-28T18:50:29.441Z U.S. DOJ Launches Inquiry Into Nvidia's Acquisition of Hugging Face https://www.nashnova.com/feed/special/waller-fomc-to-adjust-meeting-schedule-starting-next-fall-reducing-to-6-meetings-16311 nashnova en 2026-10-28T18:45:38.473Z Waller: FOMC to Adjust Meeting Schedule Starting Next Fall, Reducing to 6 Meetings Per Year from 2028 https://www.nashnova.com/feed/special/japan-plans-corporate-tax-hike-to-fund-defense-expansion-16310 nashnova en 2026-10-28T18:40:43.769Z Japan Plans Corporate Tax Hike to Fund Defense Expansion https://www.nashnova.com/feed/special/oracle-capital-expenditure-to-decline-in-fy2029-revenue-target-for-subsequent-16309 nashnova en 2026-10-28T18:35:32.018Z Oracle: Capital Expenditure to Decline in FY2029, Revenue Target for Subsequent Years Exceeds $225 Billion https://www.nashnova.com/feed/special/u-s-hhs-temporarily-permits-compounding-of-six-peptide-compounds-hims-stock-16308 nashnova en 2026-10-28T18:02:04.620Z U.S. HHS Temporarily Permits Compounding of Six Peptide Compounds, Hims Stock Rises Over 6% https://www.nashnova.com/feed/special/google-launches-gemini-4-carbon-with-enhanced-cybersecurity-capabilities-16307 nashnova en 2026-10-28T18:00:52.594Z Google Launches Gemini 4 Carbon with Enhanced Cybersecurity Capabilities https://www.nashnova.com/feed/special/apple-launches-first-touchscreen-macbook-pro-ending-jobs-era-taboo-16306 nashnova en 2026-10-28T17:20:53.777Z Apple Launches First Touchscreen MacBook Pro, Ending Jobs-Era Taboo https://www.nashnova.com/feed/special/ai-accelerates-software-vulnerability-discovery-triggering-a-surge-in-enterprise-16305 nashnova en 2026-10-28T16:31:58.319Z AI Accelerates Software Vulnerability Discovery, Triggering a Surge in Enterprise Cybersecurity Spending https://www.nashnova.com/feed/special/trump-renews-push-to-fire-fed-governor-cook-as-warsh-faces-dilemma-16304 nashnova en 2026-10-28T16:30:43.055Z Trump Renews Push to Fire Fed Governor Cook as Warsh Faces Dilemma https://www.nashnova.com/feed/special/sk-hynix-customer-hbm-demand-doubles-available-supply-revenue-and-profits-16303 nashnova en 2026-10-28T16:21:04.220Z SK Hynix: Customer HBM Demand Doubles Available Supply, Revenue and Profits Expected to Surge by 2027 https://www.nashnova.com/feed/special/umc-q3-capacity-utilization-rises-to-92-percent-q4-guidance-at-91-percent-93-16302 nashnova en 2026-10-28T16:16:22.996Z UMC Q3 Capacity Utilization Rises to 92%, Q4 Guidance at 91%–93% https://www.nashnova.com/feed/special/ahead-of-google-and-microsoft-earnings-options-market-expectations-diverge-16301 nashnova en 2026-10-28T15:32:02.564Z Ahead of Google and Microsoft Earnings: Options Market Expectations Diverge https://www.nashnova.com/feed/special/u-s-crude-inventories-fall-for-four-consecutive-weeks-now-4-percent-below-five-16300 nashnova en 2026-10-28T15:30:46.557Z U.S. Crude Inventories Fall for Four Consecutive Weeks, Now 4% Below Five-Year Average https://www.nashnova.com/feed/special/spacex-drops-over-4-percent-as-experts-slam-tesla-merger-as-charity-16299 nashnova en 2026-10-28T15:06:12.540Z SpaceX Drops Over 4% as Experts Slam Tesla Merger as "Charity" https://www.nashnova.com/feed/special/pimco-sold-ai-debt-in-time-avoiding-billions-in-paper-losses-16298 nashnova en 2026-10-28T15:01:31.885Z PIMCO Sold AI Debt in Time, Avoiding Billions in Paper Losses https://www.nashnova.com/feed/special/jiangxi-copper-reports-9m-net-profit-of-rmb-11-687-billion-up-94-percent-yoy-16297 nashnova en 2026-10-28T15:00:29.638Z Jiangxi Copper Reports 9M Net Profit of RMB 11.687 Billion, Up 94% YoY https://www.nashnova.com/feed/special/rising-blue-wave-risk-in-u-s-midterms-pressures-drone-sector-valuations-16296 nashnova en 2026-10-28T14:35:51.876Z Rising Blue Wave Risk in U.S. Midterms Pressures Drone Sector Valuations https://www.nashnova.com/feed/special/goldman-sachs-fed-rate-hikes-nearing-end-historical-data-suggests-stocks-may-16295 nashnova en 2026-10-28T14:20:45.555Z Goldman Sachs: Fed Rate Hikes Nearing End, Historical Data Suggests Stocks May Benefit https://www.nashnova.com/feed/special/world-bank-forecasts-32-percent-rise-in-global-energy-prices-by-2026-16294 nashnova en 2026-10-28T14:17:00.755Z World Bank Forecasts 32% Rise in Global Energy Prices by 2026 https://www.nashnova.com/feed/special/european-natural-gas-breaks-100-for-first-time-in-nearly-four-years-reviving-16293 nashnova en 2026-10-28T14:15:53.782Z European Natural Gas Breaks €100 for First Time in Nearly Four Years, Reviving Energy Crisis Fears https://www.nashnova.com/feed/special/bank-of-canada-raises-rates-to-2-5-percent-for-first-time-in-over-three-years-16292 nashnova en 2026-10-28T14:11:00.859Z Bank of Canada Raises Rates to 2.5% for First Time in Over Three Years, Signals Possible Further Tightening https://www.nashnova.com/feed/special/junshi-biosciences-toripalimab-receives-full-approval-for-urothelial-carcinoma-16291 nashnova en 2026-10-28T14:01:17.555Z Junshi Biosciences' Toripalimab Receives Full Approval for Urothelial Carcinoma; Phase III Data Shows OS Nearly Doubled https://www.nashnova.com/feed/special/uk-bank-surcharge-officially-raised-to-6-percent-banking-stocks-rally-broadly-16290 nashnova en 2026-10-28T13:55:56.009Z UK Bank Surcharge Officially Raised to 6%, Banking Stocks Rally Broadly https://www.nashnova.com/feed/special/u-s-bans-imports-from-bgi-and-mgi-over-forced-labor-allegations-16289 nashnova en 2026-10-28T13:50:51.205Z U.S. Bans Imports from BGI and MGI Over Forced Labor Allegations https://www.nashnova.com/feed/special/fitch-upgrades-viability-ratings-of-chinas-six-major-banks-recognizing-improved-16288 nashnova en 2026-10-28T13:36:20.429Z Fitch Upgrades Viability Ratings of China's Six Major Banks, Recognizing Improved Operating Environment https://www.nashnova.com/feed/special/mag7-correlation-drops-to-10-year-low-apple-leads-tesla-lags-16287 nashnova en 2026-10-28T13:26:16.892Z Mag7 Correlation Drops to 10-Year Low: Apple Leads, Tesla Lags https://www.nashnova.com/feed/special/dtcc-partners-with-major-banks-to-bring-30-trillion-in-securities-on-chain-16286 nashnova en 2026-10-28T13:20:57.109Z DTCC Partners with Major Banks to Bring $30 Trillion in Securities On-Chain https://www.nashnova.com/feed/special/u-s-september-goods-trade-deficit-widens-to-134-9-billion-hitting-highest-since-16285 nashnova en 2026-10-28T12:57:39.351Z U.S. September Goods Trade Deficit Widens to $134.9 Billion, Hitting Highest Since March 2025 https://www.nashnova.com/feed/special/volkswagens-strategic-pivot-china-developed-technology-to-be-exported-to-global-16284 nashnova en 2026-10-28T12:55:59.552Z Volkswagen's Strategic Pivot: China-Developed Technology to Be Exported to Global South Markets https://www.nashnova.com/feed/special/amphenol-q3-net-sales-of-10-2b-beat-expectations-q4-guidance-again-tops-16283 nashnova en 2026-10-28T12:46:20.480Z Amphenol Q3 Net Sales of $10.2B Beat Expectations; Q4 Guidance Again Tops Consensus https://www.nashnova.com/feed/special/bofa-bubble-risk-readings-for-u-s-defensive-sectors-now-exceed-those-of-tech-16282 nashnova en 2026-10-28T12:26:12.348Z BofA: Bubble Risk Readings for U.S. Defensive Sectors Now Exceed Those of Tech Stocks https://www.nashnova.com/feed/special/petrochinas-net-profit-attributable-to-parent-reaches-155-776-billion-yuan-in-16281 nashnova en 2026-10-28T12:00:32.348Z PetroChina's Net Profit Attributable to Parent Reaches 155.776 Billion Yuan in First Three Quarters, Up 21.9% YoY https://www.nashnova.com/feed/special/u-s-military-warns-ships-to-avoid-unnecessary-transit-through-strait-of-hormuz-16280 nashnova en 2026-10-28T11:50:52.853Z U.S. Military Warns Ships to Avoid Unnecessary Transit Through Strait of Hormuz https://www.nashnova.com/feed/special/huaweis-tau-scaling-law-lands-in-base-stations-circumventing-u-s-chip-export-16279 nashnova en 2026-10-28T11:10:50.436Z Huawei's Tau Scaling Law Lands in Base Stations, Circumventing U.S. Chip Export Controls https://www.nashnova.com/feed/special/israels-election-deadlock-triggers-triple-sell-off-in-stocks-bonds-and-currency-16278 nashnova en 2026-10-28T11:06:38.499Z Israel's Election Deadlock Triggers Triple Sell-Off in Stocks, Bonds, and Currency, but Global Contagion Remains Limited https://www.nashnova.com/feed/special/wall-street-ai-debt-market-faces-supply-glut-as-credit-default-swap-costs-surge-16277 nashnova en 2026-10-28T11:01:12.496Z Wall Street AI Debt Market Faces Supply Glut as Credit Default Swap Costs Surge https://www.nashnova.com/feed/special/eli-lillys-new-drug-retatrutide-clinical-data-weight-loss-effect-approximately-16276 nashnova en 2026-10-28T10:56:39.756Z Eli Lilly's New Drug Retatrutide Clinical Data: Weight Loss Effect Approximately Twice That of Ozempic https://www.nashnova.com/feed/special/ge-vernova-to-acquire-high-voltage-grid-equipment-maker-trench-for-9-billion-16275 nashnova en 2026-10-28T10:55:32.640Z GE Vernova to Acquire High-Voltage Grid Equipment Maker Trench for $9 Billion https://www.nashnova.com/feed/special/gsk-vaccine-sales-drop-4-percent-stock-falls-over-5-percent-16274 nashnova en 2026-10-28T10:52:50.689Z GSK Vaccine Sales Drop 4%, Stock Falls Over 5% https://www.nashnova.com/feed/special/unitree-robotics-reports-270-percent-yoy-net-profit-growth-to-387-million-yuan-16273 nashnova en 2026-10-28T10:51:42.848Z Unitree Robotics Reports 270% YoY Net Profit Growth to 387 Million Yuan in First Three Quarters https://www.nashnova.com/feed/special/vertiv-q3-earnings-massively-beat-expectations-stock-surges-14-percent-pre-16272 nashnova en 2026-10-28T10:50:42.648Z Vertiv Q3 Earnings Massively Beat Expectations, Stock Surges 14% Pre-Market https://www.nashnova.com/feed/special/cspc-pharmas-mrna-tumor-vaccine-enters-phase-i-clinical-trial-cspc-innovation-16271 nashnova en 2026-10-28T10:36:11.020Z CSPC Pharma's mRNA Tumor Vaccine Enters Phase I Clinical Trial; CSPC Innovation Posts Net Profit of RMB 1.21 Billion in First Three Quarters https://www.nashnova.com/feed/special/nomura-q2-net-profit-up-13-percent-but-misses-expectations-persistent-overseas-16270 nashnova en 2026-10-28T10:31:35.405Z Nomura Q2 Net Profit Up 13% but Misses Expectations; 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比亚迪空头仓位降至七个月低点,Q3净利润预期反弹55% https://www.nashnova.com/zh/feed/special/equinix-data-center-construction-obstacles-may-strengthen-its-pricing-power-16330 nashnova zh-cn 2026-10-29T00:05:35.984Z Equinix:数据中心建设受阻或强化其定价权 https://www.nashnova.com/zh/feed/special/innovent-biologics-q3-product-revenue-exceeds-rmb-4-7-billion-up-over-40-percent-16329 nashnova zh-cn 2026-10-28T23:45:54.451Z 信达生物Q3产品收入超47亿元,同比增逾40% https://www.nashnova.com/zh/feed/special/kla-q1-revenue-of-4-14b-beats-expectations-q2-guidance-midpoint-again-5-percent-16328 nashnova zh-cn 2026-10-28T23:15:59.723Z 科磊Q1营收41.4亿美元超预期,Q2指引中值再超市场约5% https://www.nashnova.com/zh/feed/special/japanese-corporate-credit-risk-posts-largest-monthly-surge-since-2022-16327 nashnova zh-cn 2026-10-28T22:20:47.643Z 日本企业信用风险创2022年来最大单月涨幅 https://www.nashnova.com/zh/feed/special/t-mobile-q3-revenue-beats-expectations-but-slowing-subscriber-growth-raises-16326 nashnova zh-cn 2026-10-28T22:01:03.452Z T-Mobile Q3营收超预期,用户增速放缓引发市场疑虑 https://www.nashnova.com/zh/feed/special/microsoft-records-10-billion-in-single-quarter-revenue-from-openai-accounting-16325 nashnova zh-cn 2026-10-28T21:42:08.701Z 微软单季从OpenAI录得100亿美元收入,占总营收11% https://www.nashnova.com/zh/feed/special/servicenow-q4-subscription-revenue-guidance-meets-expectations-stock-drops-14-16324 nashnova zh-cn 2026-10-28T21:40:46.411Z ServiceNow Q4订阅销售指引符合预期,盘后跌14% https://www.nashnova.com/zh/feed/special/global-fund-managers-turn-bullish-on-japanese-government-bonds-as-long-end-yield-16323 nashnova zh-cn 2026-10-28T21:36:03.902Z 全球基金经理转多日本国债,长端收益率吸引力凸显 https://www.nashnova.com/zh/feed/special/microsoft-capital-expenditure-falls-below-expectations-neocloud-stocks-broadly-16322 nashnova zh-cn 2026-10-28T21:30:52.665Z 微软资本支出低于预期,neocloud板块盘后普跌 https://www.nashnova.com/zh/feed/special/marvell-technology-in-talks-to-acquire-optical-module-maker-lumentum-16321 nashnova zh-cn 2026-10-28T21:15:32.817Z 迈威尔科技洽购光模块厂商Lumentum,最快下周宣布 https://www.nashnova.com/zh/feed/special/trump-delays-tariffs-on-robots-and-industrial-machinery-shifts-to-negotiations-16320 nashnova zh-cn 2026-10-28T21:05:52.664Z 特朗普暂缓机器人及工业机械关税,转向谈判 https://www.nashnova.com/zh/feed/special/bessent-bond-market-has-already-tightened-significantly-another-fed-rate-hike-16319 nashnova zh-cn 2026-10-28T20:46:00.331Z 贝森特:债市已大量紧缩,美联储再加息未必是错 https://www.nashnova.com/zh/feed/special/alphabet-q3-actual-revenue-127-58b-google-cloud-beats-expectations-16318 nashnova zh-cn 2026-10-28T20:10:48.914Z Alphabet Q3实际营收1275.8亿美元,谷歌云超预期 https://www.nashnova.com/zh/feed/special/microsoft-fy2026-q1-revenue-hits-92-28b-beating-expectations-cloud-revenue-16317 nashnova zh-cn 2026-10-28T20:06:18.347Z 微软FY2026Q1营收922.8亿美元超预期,云收入639亿美元 https://www.nashnova.com/zh/feed/special/oracle-surges-12-percent-intraday-as-free-cash-flow-outlook-eases-market-16316 nashnova zh-cn 2026-10-28T20:01:04.149Z 甲骨文盘中涨12%,自由现金流预期扭转市场担忧 https://www.nashnova.com/zh/feed/special/deutsche-telekom-suspends-t-mobile-mega-merger-plan-16315 nashnova zh-cn 2026-10-28T19:35:44.957Z 德国电信暂停T-Mobile巨型合并计划 https://www.nashnova.com/zh/feed/special/warsh-fomc-members-submit-dot-plot-independently-working-group-report-not-yet-16314 nashnova zh-cn 2026-10-28T19:10:19.720Z 沃什:FOMC成员独立提交点阵图,工作组报告尚未定稿 https://www.nashnova.com/zh/feed/special/market-bets-on-fed-december-25bp-rate-hike-probability-rise-to-86-percent-16313 nashnova zh-cn 2026-10-28T19:05:34.544Z 市场押注美联储12月加息25bp概率升至86% https://www.nashnova.com/zh/feed/special/u-s-doj-launches-inquiry-into-nvidias-acquisition-of-hugging-face-16312 nashnova zh-cn 2026-10-28T18:50:29.441Z 美国司法部就英伟达收购Hugging Face展开质询 https://www.nashnova.com/zh/feed/special/waller-fomc-to-adjust-meeting-schedule-starting-next-fall-reducing-to-6-meetings-16311 nashnova zh-cn 2026-10-28T18:45:38.473Z 沃什:FOMC明年秋季调整会议安排,2028年起改为每年6次 https://www.nashnova.com/zh/feed/special/japan-plans-corporate-tax-hike-to-fund-defense-expansion-16310 nashnova zh-cn 2026-10-28T18:40:43.769Z 日本拟上调企业税为国防扩军融资 https://www.nashnova.com/zh/feed/special/oracle-capital-expenditure-to-decline-in-fy2029-revenue-target-for-subsequent-16309 nashnova zh-cn 2026-10-28T18:35:32.018Z 甲骨文:2029财年资本开支将下降,后续年度收入目标逾2250亿美元 https://www.nashnova.com/zh/feed/special/u-s-hhs-temporarily-permits-compounding-of-six-peptide-compounds-hims-stock-16308 nashnova zh-cn 2026-10-28T18:02:04.620Z 美国卫生部临时允许六种多肽化合物配制,Hims股价涨逾6% https://www.nashnova.com/zh/feed/special/google-launches-gemini-4-carbon-with-enhanced-cybersecurity-capabilities-16307 nashnova zh-cn 2026-10-28T18:00:52.594Z 谷歌发布Gemini 4 Carbon,主打网络安全能力 https://www.nashnova.com/zh/feed/special/apple-launches-first-touchscreen-macbook-pro-ending-jobs-era-taboo-16306 nashnova zh-cn 2026-10-28T17:20:53.777Z 苹果发布首款触屏MacBook Pro,终结乔布斯时代禁忌 https://www.nashnova.com/zh/feed/special/ai-accelerates-software-vulnerability-discovery-triggering-a-surge-in-enterprise-16305 nashnova zh-cn 2026-10-28T16:31:58.319Z AI加速发现软件漏洞,企业网络安全支出潮涌 https://www.nashnova.com/zh/feed/special/trump-renews-push-to-fire-fed-governor-cook-as-warsh-faces-dilemma-16304 nashnova zh-cn 2026-10-28T16:30:43.055Z 特朗普再推解雇美联储理事库克,沃什陷两难 https://www.nashnova.com/zh/feed/special/sk-hynix-customer-hbm-demand-doubles-available-supply-revenue-and-profits-16303 nashnova zh-cn 2026-10-28T16:21:04.220Z SK海力士:客户HBM需求超供应两倍,2027年收入利润料大幅增长 https://www.nashnova.com/zh/feed/special/umc-q3-capacity-utilization-rises-to-92-percent-q4-guidance-at-91-percent-93-16302 nashnova zh-cn 2026-10-28T16:16:22.996Z 联华电子三季度产能利用率升至92%,四季度指引91%至93% https://www.nashnova.com/zh/feed/special/ahead-of-google-and-microsoft-earnings-options-market-expectations-diverge-16301 nashnova zh-cn 2026-10-28T15:32:02.564Z 谷歌、微软财报前:期权市场预期分化 https://www.nashnova.com/zh/feed/special/u-s-crude-inventories-fall-for-four-consecutive-weeks-now-4-percent-below-five-16300 nashnova zh-cn 2026-10-28T15:30:46.557Z 美国原油库存连降四周,低于五年均值4% https://www.nashnova.com/zh/feed/special/spacex-drops-over-4-percent-as-experts-slam-tesla-merger-as-charity-16299 nashnova zh-cn 2026-10-28T15:06:12.540Z SpaceX跌超4%,专家批合并特斯拉是"扶贫" https://www.nashnova.com/zh/feed/special/pimco-sold-ai-debt-in-time-avoiding-billions-in-paper-losses-16298 nashnova zh-cn 2026-10-28T15:01:31.885Z 品浩及时抛售AI债务,规避数十亿美元账面损失 https://www.nashnova.com/zh/feed/special/jiangxi-copper-reports-9m-net-profit-of-rmb-11-687-billion-up-94-percent-yoy-16297 nashnova zh-cn 2026-10-28T15:00:29.638Z 江西铜业前三季度归母净利润116.87亿元,同比增94% https://www.nashnova.com/zh/feed/special/rising-blue-wave-risk-in-u-s-midterms-pressures-drone-sector-valuations-16296 nashnova zh-cn 2026-10-28T14:35:51.876Z 美中期选举蓝潮风险升温,无人机板块估值承压 https://www.nashnova.com/zh/feed/special/goldman-sachs-fed-rate-hikes-nearing-end-historical-data-suggests-stocks-may-16295 nashnova zh-cn 2026-10-28T14:20:45.555Z 高盛:美联储加息接近尾声,历史数据显示股市或受益 https://www.nashnova.com/zh/feed/special/world-bank-forecasts-32-percent-rise-in-global-energy-prices-by-2026-16294 nashnova zh-cn 2026-10-28T14:17:00.755Z 世界银行预测2026年全球能源价格上涨32% https://www.nashnova.com/zh/feed/special/european-natural-gas-breaks-100-for-first-time-in-nearly-four-years-reviving-16293 nashnova zh-cn 2026-10-28T14:15:53.782Z 欧洲天然气近四年首破€100,能源危机忧虑再起 https://www.nashnova.com/zh/feed/special/bank-of-canada-raises-rates-to-2-5-percent-for-first-time-in-over-three-years-16292 nashnova zh-cn 2026-10-28T14:11:00.859Z 加拿大央行三年多来首次加息至2.5%,暗示或继续收紧 https://www.nashnova.com/zh/feed/special/junshi-biosciences-toripalimab-receives-full-approval-for-urothelial-carcinoma-16291 nashnova zh-cn 2026-10-28T14:01:17.555Z 君实生物拓益尿路上皮癌适应症转常规批准,III期数据OS延长近一倍 https://www.nashnova.com/zh/feed/special/uk-bank-surcharge-officially-raised-to-6-percent-banking-stocks-rally-broadly-16290 nashnova zh-cn 2026-10-28T13:55:56.009Z 英国银行附加税正式上调至6%,银行股普涨 https://www.nashnova.com/zh/feed/special/u-s-bans-imports-from-bgi-and-mgi-over-forced-labor-allegations-16289 nashnova zh-cn 2026-10-28T13:50:51.205Z 美国以强迫劳动为由封禁华大基因及MGI进口 https://www.nashnova.com/zh/feed/special/fitch-upgrades-viability-ratings-of-chinas-six-major-banks-recognizing-improved-16288 nashnova zh-cn 2026-10-28T13:36:20.429Z 惠誉上调中国六大行生存力评级,经营环境改善获认可 https://www.nashnova.com/zh/feed/special/mag7-correlation-drops-to-10-year-low-apple-leads-tesla-lags-16287 nashnova zh-cn 2026-10-28T13:26:16.892Z Mag7相关性跌至十年低点,苹果领涨、特斯拉垫底 https://www.nashnova.com/zh/feed/special/dtcc-partners-with-major-banks-to-bring-30-trillion-in-securities-on-chain-16286 nashnova zh-cn 2026-10-28T13:20:57.109Z DTCC联合主要银行推动30万亿美元证券上链 https://www.nashnova.com/zh/feed/special/u-s-september-goods-trade-deficit-widens-to-134-9-billion-hitting-highest-since-16285 nashnova zh-cn 2026-10-28T12:57:39.351Z 美国9月商品贸易逆差扩至1349亿美元,创2025年3月以来新高 https://www.nashnova.com/zh/feed/special/volkswagens-strategic-pivot-china-developed-technology-to-be-exported-to-global-16284 nashnova zh-cn 2026-10-28T12:55:59.552Z 大众汽车战略转向:中国研发技术将输出全球南方市场 https://www.nashnova.com/zh/feed/special/amphenol-q3-net-sales-of-10-2b-beat-expectations-q4-guidance-again-tops-16283 nashnova zh-cn 2026-10-28T12:46:20.480Z 安费诺Q3净销售额102亿美元超预期,Q4指引再超市场 https://www.nashnova.com/zh/feed/special/bofa-bubble-risk-readings-for-u-s-defensive-sectors-now-exceed-those-of-tech-16282 nashnova zh-cn 2026-10-28T12:26:12.348Z 美银:美股防御板块泡沫风险读数已超越科技股 https://www.nashnova.com/zh/feed/special/petrochinas-net-profit-attributable-to-parent-reaches-155-776-billion-yuan-in-16281 nashnova zh-cn 2026-10-28T12:00:32.348Z 中国石油前三季度归母净利润1557.76亿元,同比增21.9% https://www.nashnova.com/zh/feed/special/u-s-military-warns-ships-to-avoid-unnecessary-transit-through-strait-of-hormuz-16280 nashnova zh-cn 2026-10-28T11:50:52.853Z 美军警告船只避免不必要的霍尔木兹海峡通行 https://www.nashnova.com/zh/feed/special/huaweis-tau-scaling-law-lands-in-base-stations-circumventing-u-s-chip-export-16279 nashnova zh-cn 2026-10-28T11:10:50.436Z 华为Tau扩展定律落地基站,绕开美国芯片出口管制 https://www.nashnova.com/zh/feed/special/israels-election-deadlock-triggers-triple-sell-off-in-stocks-bonds-and-currency-16278 nashnova zh-cn 2026-10-28T11:06:38.499Z 以色列大选僵局致股债汇三杀,全球传导有限 https://www.nashnova.com/zh/feed/special/wall-street-ai-debt-market-faces-supply-glut-as-credit-default-swap-costs-surge-16277 nashnova zh-cn 2026-10-28T11:01:12.496Z 华尔街AI债务市场供给过剩,信用违约掉期成本飙升 https://www.nashnova.com/zh/feed/special/eli-lillys-new-drug-retatrutide-clinical-data-weight-loss-effect-approximately-16276 nashnova zh-cn 2026-10-28T10:56:39.756Z 礼来新药retatrutide临床数据:减重效果约为Ozempic两倍 https://www.nashnova.com/zh/feed/special/ge-vernova-to-acquire-high-voltage-grid-equipment-maker-trench-for-9-billion-16275 nashnova zh-cn 2026-10-28T10:55:32.640Z GE Vernova斥90亿美元并购高压电网设备商Trench https://www.nashnova.com/zh/feed/special/gsk-vaccine-sales-drop-4-percent-stock-falls-over-5-percent-16274 nashnova zh-cn 2026-10-28T10:52:50.689Z GSK疫苗销售下滑4%,股价跌逾5% https://www.nashnova.com/zh/feed/special/unitree-robotics-reports-270-percent-yoy-net-profit-growth-to-387-million-yuan-16273 nashnova zh-cn 2026-10-28T10:51:42.848Z 宇树科技前三季度净利润同比增270%至3.87亿元 https://www.nashnova.com/zh/feed/special/vertiv-q3-earnings-massively-beat-expectations-stock-surges-14-percent-pre-16272 nashnova zh-cn 2026-10-28T10:50:42.648Z Vertiv三季报大超预期,股价盘前涨14% https://www.nashnova.com/zh/feed/special/cspc-pharmas-mrna-tumor-vaccine-enters-phase-i-clinical-trial-cspc-innovation-16271 nashnova zh-cn 2026-10-28T10:36:11.020Z 石药集团mRNA肿瘤疫苗启动I期临床,石药创新前三季度净利12.1亿元 https://www.nashnova.com/zh/feed/special/nomura-q2-net-profit-up-13-percent-but-misses-expectations-persistent-overseas-16270 nashnova zh-cn 2026-10-28T10:31:35.405Z 野村Q2净利润增13%但低于预期,海外业务连续亏损拖累 https://www.nashnova.com/zh/feed/special/te-connectivity-q4-16269 nashnova zh-cn 2026-10-28T10:17:10.267Z TE Connectivity Q4财报超预期,数据中心业务两年翻倍 https://www.nashnova.com/zh/feed/special/ai-1-16268 nashnova zh-cn 2026-10-28T10:15:56.611Z 马来西亚查扣AI芯片走私案,涉案金额逾1亿令吉 https://www.nashnova.com/zh/feed/special/16267 nashnova zh-cn 2026-10-28T10:12:04.511Z 欧洲央行面临政策传导与领导层交接双重压力 https://www.nashnova.com/zh/feed/special/319-percent-16266 nashnova zh-cn 2026-10-28T10:00:34.602Z 摩尔线程前三季度扭亏为盈,营收同比增319% https://www.nashnova.com/zh/feed/special/ceo-16265 nashnova zh-cn 2026-10-28T09:42:58.256Z 瑞银CEO警告资本改革或致迁离瑞士 https://www.nashnova.com/zh/feed/special/ai-16264 nashnova zh-cn 2026-10-28T09:41:38.246Z AI热潮推动美国银行商业贷款近十年最快增速,银行家同步收紧风控 https://www.nashnova.com/zh/feed/special/ai-16263 nashnova zh-cn 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法国巴黎银行Q3净利润升至34.6亿欧元,交易业务驱动营收超预期 https://www.nashnova.com/zh/feed/special/16247 nashnova zh-cn 2026-10-28T06:06:10.579Z 高盛:欧洲主权债压力推高企业融资成本,半数债务将快速重定价 https://www.nashnova.com/zh/feed/special/q3-27-percent-35-9-16246 nashnova zh-cn 2026-10-28T05:55:41.744Z 瑞银Q3税前利润升27%至35.9亿美元 https://www.nashnova.com/zh/feed/special/11-16245 nashnova zh-cn 2026-10-28T05:50:32.406Z 英国央行或11月启动短暂预防性紧缩周期 https://www.nashnova.com/zh/feed/special/sk-euv-6f2-4f2-16244 nashnova zh-cn 2026-10-28T05:41:34.580Z SK海力士押注EUV延续6F2架构,长鑫存储以4F2突围 https://www.nashnova.com/zh/feed/special/q3-22-5-16243 nashnova zh-cn 2026-10-28T04:23:58.206Z 渣打银行Q3税前利润22.5亿美元超预期,上调全年收入指引 https://www.nashnova.com/zh/feed/special/jio-ipo-770-16242 nashnova zh-cn 2026-10-28T04:22:58.092Z Jio孟买上市,印度史上最大IPO吸金770亿美元 https://www.nashnova.com/zh/feed/special/ai-6-percent-16241 nashnova zh-cn 2026-10-28T04:21:33.467Z 摩根大通:AI盈利持续则美股可承受美债收益率升至6% https://www.nashnova.com/zh/feed/special/12-16240 nashnova zh-cn 2026-10-28T04:20:01.220Z 美元升至两周高位,市场等待美联储12月信号 https://www.nashnova.com/zh/feed/special/16239 nashnova zh-cn 2026-10-28T04:18:32.913Z 印度央行行长首度暗示利率或纳入卢比防御工具 https://www.nashnova.com/zh/feed/special/ai-pc-16238 nashnova zh-cn 2026-10-28T04:17:13.140Z AI拉高内存成本,PC厂商将部分产线迁回中国 https://www.nashnova.com/zh/feed/special/16237 nashnova zh-cn 2026-10-28T04:16:01.316Z 胡塞武装称导弹击中沙特最大炼油厂,油价反弹 https://www.nashnova.com/zh/feed/special/anthropic-ai-16236 nashnova zh-cn 2026-10-28T04:11:08.409Z Anthropic收购单人药企并联手六大机构全面布局AI制药 https://www.nashnova.com/zh-hant/feed/special/samsung-electro-mechanics-ai-clients-lock-in-mlcc-and-substrate-supply-through-16335 nashnova zh-tw 2026-10-29T00:26:48.688Z 三星電機:AI客戶鎖定2027年MLCC及基板供應,創季度營收紀錄 https://www.nashnova.com/zh-hant/feed/special/brent-crude-rises-to-110-as-persian-gulf-export-recovery-fails-to-suppress-risk-16334 nashnova zh-tw 2026-10-29T00:18:13.668Z 布倫特原油升至110美元,波斯灣出口回升仍難壓風險溢價 https://www.nashnova.com/zh-hant/feed/special/european-commercial-real-estate-transactions-fall-to-lowest-level-since-2009-16333 nashnova zh-tw 2026-10-29T00:16:49.829Z 歐洲商業地產交易跌至2009年來最低 https://www.nashnova.com/zh-hant/feed/special/cicc-no-basis-for-consecutive-sharp-fed-rate-hikes-ai-returns-face-validation-in-16332 nashnova zh-tw 2026-10-29T00:12:24.763Z 中金:美聯儲無連續大幅加息基礎,AI回報明年上半年驗證 https://www.nashnova.com/zh-hant/feed/special/byd-short-interest-drops-to-seven-month-low-as-q3-net-profit-expected-to-rebound-16331 nashnova zh-tw 2026-10-29T00:10:45.043Z 比亞迪空頭倉位降至七個月低點,Q3淨利潤預期反彈55% https://www.nashnova.com/zh-hant/feed/special/equinix-data-center-construction-obstacles-may-strengthen-its-pricing-power-16330 nashnova zh-tw 2026-10-29T00:05:35.984Z Equinix:數據中心建設受阻或強化其定價權 https://www.nashnova.com/zh-hant/feed/special/innovent-biologics-q3-product-revenue-exceeds-rmb-4-7-billion-up-over-40-percent-16329 nashnova zh-tw 2026-10-28T23:45:54.451Z 信達生物Q3產品收入超47億元,同比增逾40% https://www.nashnova.com/zh-hant/feed/special/kla-q1-revenue-of-4-14b-beats-expectations-q2-guidance-midpoint-again-5-percent-16328 nashnova zh-tw 2026-10-28T23:15:59.723Z 科磊Q1營收41.4億美元超預期,Q2指引中值再超市場約5% https://www.nashnova.com/zh-hant/feed/special/japanese-corporate-credit-risk-posts-largest-monthly-surge-since-2022-16327 nashnova zh-tw 2026-10-28T22:20:47.643Z 日本企業信用風險創2022年來最大單月漲幅 https://www.nashnova.com/zh-hant/feed/special/t-mobile-q3-revenue-beats-expectations-but-slowing-subscriber-growth-raises-16326 nashnova zh-tw 2026-10-28T22:01:03.452Z T-Mobile Q3營收超預期,用戶增速放緩引發市場疑慮 https://www.nashnova.com/zh-hant/feed/special/microsoft-records-10-billion-in-single-quarter-revenue-from-openai-accounting-16325 nashnova zh-tw 2026-10-28T21:42:08.701Z 微軟單季從OpenAI錄得100億美元收入,佔總營收11% https://www.nashnova.com/zh-hant/feed/special/servicenow-q4-subscription-revenue-guidance-meets-expectations-stock-drops-14-16324 nashnova zh-tw 2026-10-28T21:40:46.411Z ServiceNow Q4訂閱銷售指引符合預期,盤後跌14% https://www.nashnova.com/zh-hant/feed/special/global-fund-managers-turn-bullish-on-japanese-government-bonds-as-long-end-yield-16323 nashnova zh-tw 2026-10-28T21:36:03.902Z 全球基金經理轉多日本國債,長端收益率吸引力凸顯 https://www.nashnova.com/zh-hant/feed/special/microsoft-capital-expenditure-falls-below-expectations-neocloud-stocks-broadly-16322 nashnova zh-tw 2026-10-28T21:30:52.665Z 微軟資本支出低於預期,neocloud板塊盤後普跌 https://www.nashnova.com/zh-hant/feed/special/marvell-technology-in-talks-to-acquire-optical-module-maker-lumentum-16321 nashnova zh-tw 2026-10-28T21:15:32.817Z 邁威爾科技洽購光模組廠商Lumentum,最快下週宣布 https://www.nashnova.com/zh-hant/feed/special/trump-delays-tariffs-on-robots-and-industrial-machinery-shifts-to-negotiations-16320 nashnova zh-tw 2026-10-28T21:05:52.664Z 特朗普暫緩機器人及工業機械關稅,轉向談判 https://www.nashnova.com/zh-hant/feed/special/bessent-bond-market-has-already-tightened-significantly-another-fed-rate-hike-16319 nashnova zh-tw 2026-10-28T20:46:00.331Z 貝森特:債市已大量緊縮,美聯儲再加息未必是錯 https://www.nashnova.com/zh-hant/feed/special/alphabet-q3-actual-revenue-127-58b-google-cloud-beats-expectations-16318 nashnova zh-tw 2026-10-28T20:10:48.914Z Alphabet Q3實際營收1275.8億美元,谷歌雲超預期 https://www.nashnova.com/zh-hant/feed/special/microsoft-fy2026-q1-revenue-hits-92-28b-beating-expectations-cloud-revenue-16317 nashnova zh-tw 2026-10-28T20:06:18.347Z 微軟FY2026Q1營收922.8億美元超預期,雲收入639億美元 https://www.nashnova.com/zh-hant/feed/special/oracle-surges-12-percent-intraday-as-free-cash-flow-outlook-eases-market-16316 nashnova zh-tw 2026-10-28T20:01:04.149Z 甲骨文盤中漲12%,自由現金流預期扭轉市場擔憂 https://www.nashnova.com/zh-hant/feed/special/deutsche-telekom-suspends-t-mobile-mega-merger-plan-16315 nashnova zh-tw 2026-10-28T19:35:44.957Z 德國電信暫停T-Mobile巨型合併計劃 https://www.nashnova.com/zh-hant/feed/special/warsh-fomc-members-submit-dot-plot-independently-working-group-report-not-yet-16314 nashnova zh-tw 2026-10-28T19:10:19.720Z 沃什:FOMC成員獨立提交點陣圖,工作組報告尚未定稿 https://www.nashnova.com/zh-hant/feed/special/market-bets-on-fed-december-25bp-rate-hike-probability-rise-to-86-percent-16313 nashnova zh-tw 2026-10-28T19:05:34.544Z 市場押注美聯儲12月加息25bp概率升至86% https://www.nashnova.com/zh-hant/feed/special/u-s-doj-launches-inquiry-into-nvidias-acquisition-of-hugging-face-16312 nashnova zh-tw 2026-10-28T18:50:29.441Z 美國司法部就輝達收購Hugging Face展開質詢 https://www.nashnova.com/zh-hant/feed/special/waller-fomc-to-adjust-meeting-schedule-starting-next-fall-reducing-to-6-meetings-16311 nashnova zh-tw 2026-10-28T18:45:38.473Z 沃什:FOMC明年秋季調整會議安排,2028年起改為每年6次 https://www.nashnova.com/zh-hant/feed/special/japan-plans-corporate-tax-hike-to-fund-defense-expansion-16310 nashnova zh-tw 2026-10-28T18:40:43.769Z 日本擬上調企業稅為國防擴軍融資 https://www.nashnova.com/zh-hant/feed/special/oracle-capital-expenditure-to-decline-in-fy2029-revenue-target-for-subsequent-16309 nashnova zh-tw 2026-10-28T18:35:32.018Z 甲骨文:2029財年資本開支將下降,後續年度收入目標逾2250億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-hhs-temporarily-permits-compounding-of-six-peptide-compounds-hims-stock-16308 nashnova zh-tw 2026-10-28T18:02:04.620Z 美國衛生部臨時允許六種多肽化合物配製,Hims股價漲逾6% https://www.nashnova.com/zh-hant/feed/special/google-launches-gemini-4-carbon-with-enhanced-cybersecurity-capabilities-16307 nashnova zh-tw 2026-10-28T18:00:52.594Z 谷歌發布Gemini 4 Carbon,主打網路安全能力 https://www.nashnova.com/zh-hant/feed/special/apple-launches-first-touchscreen-macbook-pro-ending-jobs-era-taboo-16306 nashnova zh-tw 2026-10-28T17:20:53.777Z 蘋果發布首款觸屏MacBook Pro,終結喬布斯時代禁忌 https://www.nashnova.com/zh-hant/feed/special/ai-accelerates-software-vulnerability-discovery-triggering-a-surge-in-enterprise-16305 nashnova zh-tw 2026-10-28T16:31:58.319Z AI加速發現軟體漏洞,企業網路安全支出潮湧 https://www.nashnova.com/zh-hant/feed/special/trump-renews-push-to-fire-fed-governor-cook-as-warsh-faces-dilemma-16304 nashnova zh-tw 2026-10-28T16:30:43.055Z 特朗普再推解僱美聯儲理事庫克,沃什陷兩難 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-customer-hbm-demand-doubles-available-supply-revenue-and-profits-16303 nashnova zh-tw 2026-10-28T16:21:04.220Z SK海力士:客戶HBM需求超供應兩倍,2027年收入利潤料大幅增長 https://www.nashnova.com/zh-hant/feed/special/umc-q3-capacity-utilization-rises-to-92-percent-q4-guidance-at-91-percent-93-16302 nashnova zh-tw 2026-10-28T16:16:22.996Z 聯華電子第三季產能利用率升至92%,第四季指引91%至93% https://www.nashnova.com/zh-hant/feed/special/ahead-of-google-and-microsoft-earnings-options-market-expectations-diverge-16301 nashnova zh-tw 2026-10-28T15:32:02.564Z 谷歌、微軟財報前:期權市場預期分化 https://www.nashnova.com/zh-hant/feed/special/u-s-crude-inventories-fall-for-four-consecutive-weeks-now-4-percent-below-five-16300 nashnova zh-tw 2026-10-28T15:30:46.557Z 美國原油庫存連降四週,低於五年均值4% https://www.nashnova.com/zh-hant/feed/special/spacex-drops-over-4-percent-as-experts-slam-tesla-merger-as-charity-16299 nashnova zh-tw 2026-10-28T15:06:12.540Z SpaceX跌超4%,專家批合併特斯拉是"扶貧" https://www.nashnova.com/zh-hant/feed/special/pimco-sold-ai-debt-in-time-avoiding-billions-in-paper-losses-16298 nashnova zh-tw 2026-10-28T15:01:31.885Z 品浩及時拋售AI債務,規避數十億美元帳面損失 https://www.nashnova.com/zh-hant/feed/special/jiangxi-copper-reports-9m-net-profit-of-rmb-11-687-billion-up-94-percent-yoy-16297 nashnova zh-tw 2026-10-28T15:00:29.638Z 江西銅業前三季度歸母淨利潤116.87億元,同比增94% https://www.nashnova.com/zh-hant/feed/special/rising-blue-wave-risk-in-u-s-midterms-pressures-drone-sector-valuations-16296 nashnova zh-tw 2026-10-28T14:35:51.876Z 美中期選舉藍潮風險升溫,無人機板塊估值承壓 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-fed-rate-hikes-nearing-end-historical-data-suggests-stocks-may-16295 nashnova zh-tw 2026-10-28T14:20:45.555Z 高盛:聯準會升息接近尾聲,歷史數據顯示股市或受益 https://www.nashnova.com/zh-hant/feed/special/world-bank-forecasts-32-percent-rise-in-global-energy-prices-by-2026-16294 nashnova zh-tw 2026-10-28T14:17:00.755Z 世界銀行預測2026年全球能源價格上漲32% https://www.nashnova.com/zh-hant/feed/special/european-natural-gas-breaks-100-for-first-time-in-nearly-four-years-reviving-16293 nashnova zh-tw 2026-10-28T14:15:53.782Z 歐洲天然氣近四年首破€100,能源危機憂慮再起 https://www.nashnova.com/zh-hant/feed/special/bank-of-canada-raises-rates-to-2-5-percent-for-first-time-in-over-three-years-16292 nashnova zh-tw 2026-10-28T14:11:00.859Z 加拿大央行三年多來首次加息至2.5%,暗示或繼續收緊 https://www.nashnova.com/zh-hant/feed/special/junshi-biosciences-toripalimab-receives-full-approval-for-urothelial-carcinoma-16291 nashnova zh-tw 2026-10-28T14:01:17.555Z 君實生物拓益尿路上皮癌適應症轉常規批准,III期數據OS延長近一倍 https://www.nashnova.com/zh-hant/feed/special/uk-bank-surcharge-officially-raised-to-6-percent-banking-stocks-rally-broadly-16290 nashnova zh-tw 2026-10-28T13:55:56.009Z 英國銀行附加稅正式上調至6%,銀行股普漲 https://www.nashnova.com/zh-hant/feed/special/u-s-bans-imports-from-bgi-and-mgi-over-forced-labor-allegations-16289 nashnova zh-tw 2026-10-28T13:50:51.205Z 美國以強迫勞動為由封禁華大基因及MGI進口 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https://www.nashnova.com/zh-hant/feed/special/amphenol-q3-net-sales-of-10-2b-beat-expectations-q4-guidance-again-tops-16283 nashnova zh-tw 2026-10-28T12:46:20.480Z 安費諾Q3淨銷售額102億美元超預期,Q4指引再超市場 https://www.nashnova.com/zh-hant/feed/special/bofa-bubble-risk-readings-for-u-s-defensive-sectors-now-exceed-those-of-tech-16282 nashnova zh-tw 2026-10-28T12:26:12.348Z 美銀:美股防禦板塊泡沫風險讀數已超越科技股 https://www.nashnova.com/zh-hant/feed/special/petrochinas-net-profit-attributable-to-parent-reaches-155-776-billion-yuan-in-16281 nashnova zh-tw 2026-10-28T12:00:32.348Z 中國石油前三季度歸母淨利潤1557.76億元,同比增21.9% https://www.nashnova.com/zh-hant/feed/special/u-s-military-warns-ships-to-avoid-unnecessary-transit-through-strait-of-hormuz-16280 nashnova zh-tw 2026-10-28T11:50:52.853Z 美軍警告船隻避免不必要的霍爾木茲海峽通行 https://www.nashnova.com/zh-hant/feed/special/huaweis-tau-scaling-law-lands-in-base-stations-circumventing-u-s-chip-export-16279 nashnova zh-tw 2026-10-28T11:10:50.436Z 華為Tau擴展定律落地基站,繞開美國晶片出口管制 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https://www.nashnova.com/zh-hant/feed/special/unitree-robotics-reports-270-percent-yoy-net-profit-growth-to-387-million-yuan-16273 nashnova zh-tw 2026-10-28T10:51:42.848Z 宇樹科技前三季度淨利潤同比增270%至3.87億元 https://www.nashnova.com/zh-hant/feed/special/vertiv-q3-earnings-massively-beat-expectations-stock-surges-14-percent-pre-16272 nashnova zh-tw 2026-10-28T10:50:42.648Z Vertiv三季報大超預期,股價盤前漲14% https://www.nashnova.com/zh-hant/feed/special/cspc-pharmas-mrna-tumor-vaccine-enters-phase-i-clinical-trial-cspc-innovation-16271 nashnova zh-tw 2026-10-28T10:36:11.020Z 石藥集團mRNA腫瘤疫苗啟動I期臨床,石藥創新前三季度淨利12.1億元 https://www.nashnova.com/zh-hant/feed/special/nomura-q2-net-profit-up-13-percent-but-misses-expectations-persistent-overseas-16270 nashnova zh-tw 2026-10-28T10:31:35.405Z 野村Q2淨利潤增13%但低於預期,海外業務連續虧損拖累 https://www.nashnova.com/zh-hant/feed/special/te-connectivity-q4-16269 nashnova zh-tw 2026-10-28T10:17:10.267Z TE Connectivity Q4財報超預期,數據中心業務兩年翻倍 https://www.nashnova.com/zh-hant/feed/special/ai-1-16268 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nashnova zh-tw 2026-10-28T09:05:45.247Z 天孚通信前三季度淨利潤20.83億元,同比增42% https://www.nashnova.com/zh-hant/feed/special/alphabet-16259 nashnova zh-tw 2026-10-28T08:51:21.440Z Alphabet削減回購轉向數據中心,華爾街擔憂資本開支失控 https://www.nashnova.com/zh-hant/feed/special/364-20-3-percent-16258 nashnova zh-tw 2026-10-28T08:45:41.529Z 中國太保前三季度淨利潤364億元,同比降20.3% https://www.nashnova.com/zh-hant/feed/special/coinbase-amplitude-16257 nashnova zh-tw 2026-10-28T07:55:43.762Z Coinbase否認系統被攻破,分析服務商Amplitude致用戶數據外洩 https://www.nashnova.com/zh-hant/feed/special/ai-16256 nashnova zh-tw 2026-10-28T07:47:37.412Z 野村警告:AI資金撤退或令美元三線承壓 https://www.nashnova.com/zh-hant/feed/special/anthropic-ipo-16255 nashnova zh-tw 2026-10-28T07:46:06.713Z Anthropic IPO亞洲受阻,投資者轉向台積電等代理標的 https://www.nashnova.com/zh-hant/feed/special/ipo-660-ipo-16254 nashnova zh-tw 2026-10-28T07:30:58.422Z 先正達赴港IPO估值至少660億美元,有望成明年全球最大IPO https://www.nashnova.com/zh-hant/feed/special/1700-16253 nashnova zh-tw 2026-10-28T07:21:36.345Z 國家隊本月砸1700億元護盤,分析師警告難撐持續反彈 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英國央行或11月啟動短暫預防性緊縮週期 https://www.nashnova.com/zh-hant/feed/special/sk-euv-6f2-4f2-16244 nashnova zh-tw 2026-10-28T05:41:34.580Z SK海力士押注EUV延續6F2架構,長鑫存儲以4F2突圍 https://www.nashnova.com/zh-hant/feed/special/q3-22-5-16243 nashnova zh-tw 2026-10-28T04:23:58.206Z 渣打銀行Q3稅前利潤22.5億美元超預期,上調全年收入指引 https://www.nashnova.com/zh-hant/feed/special/jio-ipo-770-16242 nashnova zh-tw 2026-10-28T04:22:58.092Z Jio孟買上市,印度史上最大IPO吸金770億美元 https://www.nashnova.com/zh-hant/feed/special/ai-6-percent-16241 nashnova zh-tw 2026-10-28T04:21:33.467Z 摩根大通:AI盈利持續則美股可承受美債殖利率升至6% https://www.nashnova.com/zh-hant/feed/special/12-16240 nashnova zh-tw 2026-10-28T04:20:01.220Z 美元升至兩週高位,市場等待美聯儲12月信號 https://www.nashnova.com/zh-hant/feed/special/16239 nashnova zh-tw 2026-10-28T04:18:32.913Z 印度央行行長首度暗示利率或納入盧比防禦工具 https://www.nashnova.com/zh-hant/feed/special/ai-pc-16238 nashnova zh-tw 2026-10-28T04:17:13.140Z AI拉高記憶體成本,PC廠商將部分產線遷回中國 https://www.nashnova.com/zh-hant/feed/special/16237 nashnova zh-tw 2026-10-28T04:16:01.316Z 胡塞武裝稱導彈擊中沙特最大煉油廠,油價反彈 https://www.nashnova.com/zh-hant/feed/special/anthropic-ai-16236 nashnova zh-tw 2026-10-28T04:11:08.409Z Anthropic收購單人藥企並聯手六大機構全面佈局AI製藥