https://www.nashnova.com/feed/special/wall-street-strategists-turn-bullish-on-duration-after-bond-selloff-14771 nashnova en 2026-10-12T18:10:37.353Z Wall Street Strategists Turn Bullish on Duration After Bond Selloff https://www.nashnova.com/feed/special/ubs-lam-research-texas-instruments-and-western-digital-expected-to-deliver-14770 nashnova en 2026-10-12T18:00:13.281Z UBS: Lam Research, Texas Instruments, and Western Digital Expected to Deliver Strong Q3 Earnings https://www.nashnova.com/feed/special/bofa-rise-of-ai-interfaces-threatens-software-vendors-microsoft-salesforce-14769 nashnova en 2026-10-12T17:35:06.113Z BofA: Rise of AI Interfaces Threatens Software Vendors; Microsoft, Salesforce, ServiceNow Each Have Different Responses https://www.nashnova.com/feed/special/cleveland-fed-president-hammack-maintaining-restrictive-rate-stance-to-suppress-14768 nashnova en 2026-10-12T17:05:44.016Z Cleveland Fed President Hammack: Maintaining Restrictive Rate Stance to Suppress Inflation https://www.nashnova.com/feed/special/meta-releases-two-new-models-zuckerberg-says-muse-wonder-is-larger-and-more-14767 nashnova en 2026-10-12T17:04:43.634Z Meta Releases Two New Models; Zuckerberg Says Muse Wonder Is Larger and More Advanced https://www.nashnova.com/feed/special/global-smartphone-q3-shipments-hit-14-year-low-for-the-period-14766 nashnova en 2026-10-12T16:49:56.878Z Global Smartphone Q3 Shipments Hit 14-Year Low for the Period https://www.nashnova.com/feed/special/marvell-launches-second-gen-cxl-memory-expander-supporting-up-to-9tb-per-14765 nashnova en 2026-10-12T16:27:01.139Z Marvell Launches Second-Gen CXL Memory Expander, Supporting Up to 9TB Per Controller https://www.nashnova.com/feed/special/amd-launches-helion-agentic-ai-rack-supporting-up-to-32-000-cpu-cores-14764 nashnova en 2026-10-12T16:25:34.980Z AMD Launches Helion Agentic AI Rack Supporting Up to 32,000 CPU Cores https://www.nashnova.com/feed/special/lvmh-q3-organic-revenue-grows-1-percent-missing-analyst-expectations-14763 nashnova en 2026-10-12T15:54:40.587Z LVMH Q3 Organic Revenue Grows 1%, Missing Analyst Expectations https://www.nashnova.com/feed/special/bofa-treasury-short-positions-stretched-to-extremes-cpi-could-be-the-catalyst-14762 nashnova en 2026-10-12T15:30:10.509Z BofA: Treasury Short Positions Stretched to Extremes, CPI Could Be the Catalyst for Unwinding https://www.nashnova.com/feed/special/iphone-duo-orders-raised-30-percent-to-10-million-units-pro-max-also-revised-up-14761 nashnova en 2026-10-12T15:15:07.939Z iPhone Duo Orders Raised 30% to ~10 Million Units, Pro Max Also Revised Up https://www.nashnova.com/feed/special/u-s-bankruptcy-filings-up-11-percent-yoy-in-first-three-quarters-small-business-14760 nashnova en 2026-10-12T14:50:19.603Z U.S. Bankruptcy Filings Up 11% YoY in First Three Quarters, Small Business Filings Surge 46% https://www.nashnova.com/feed/special/morgan-stanley-800v-power-delay-overblown-ocp-summit-may-catalyze-semiconductor-14759 nashnova en 2026-10-12T14:46:30.670Z Morgan Stanley: 800V Power Delay Overblown, OCP Summit May Catalyze Semiconductor Stocks https://www.nashnova.com/feed/special/u-s-mortgage-bond-funds-hit-by-worst-outflows-since-2021-14758 nashnova en 2026-10-12T14:45:02.351Z U.S. Mortgage Bond Funds Hit by Worst Outflows Since 2021 https://www.nashnova.com/feed/special/wells-fargo-double-downgrades-adobe-to-sell-as-growth-cracks-emerge-14757 nashnova en 2026-10-12T14:24:53.073Z Wells Fargo Double-Downgrades Adobe to Sell as Growth Cracks Emerge https://www.nashnova.com/feed/special/goldman-sachs-acquires-neos-for-2-3-billion-as-tax-optimized-etfs-face-14756 nashnova en 2026-10-12T14:20:26.203Z Goldman Sachs Acquires Neos for $2.3 Billion as Tax-Optimized ETFs Face Regulatory Scrutiny https://www.nashnova.com/feed/special/european-natural-gas-nears-early-2023-highs-as-citi-turns-bearish-with-56-target-14755 nashnova en 2026-10-12T13:36:15.430Z European Natural Gas Nears Early 2023 Highs as Citi Turns Bearish With €56 Target https://www.nashnova.com/feed/special/guosheng-securities-three-marginal-changes-support-post-holiday-bond-market-14754 nashnova en 2026-10-12T13:35:12.901Z Guosheng Securities: Three Marginal Changes Support Post-Holiday Bond Market Strength https://www.nashnova.com/feed/special/u-s-economic-surprise-index-turns-negative-as-consumer-spending-concerns-14753 nashnova en 2026-10-12T13:29:57.936Z U.S. Economic Surprise Index Turns Negative as Consumer Spending Concerns Intensify https://www.nashnova.com/feed/special/u-s-stock-futures-slightly-diverge-as-oil-rebounds-and-memory-stocks-face-14752 nashnova en 2026-10-12T13:21:32.737Z U.S. Stock Futures Slightly Diverge as Oil Rebounds and Memory Stocks Face Selling Pressure https://www.nashnova.com/feed/special/microsoft-accelerates-custom-maia-chip-development-to-reduce-reliance-on-nvidia-14751 nashnova en 2026-10-12T13:20:02.694Z Microsoft Accelerates Custom Maia Chip Development to Reduce Reliance on NVIDIA GPUs https://www.nashnova.com/feed/special/oil-bond-decoupling-strips-macro-investors-of-a-forward-looking-anchor-14750 nashnova en 2026-10-12T12:55:48.791Z Oil-Bond Decoupling Strips Macro Investors of a Forward-Looking Anchor https://www.nashnova.com/feed/special/salesforce-acquires-ai-analytics-platform-loops-integrating-technology-into-14749 nashnova en 2026-10-12T12:49:43.039Z Salesforce Acquires AI Analytics Platform Loops, Integrating Technology into Tableau https://www.nashnova.com/feed/special/french-government-bond-spreads-widen-but-contagion-remains-contained-high-rate-14748 nashnova en 2026-10-12T12:41:14.689Z French Government Bond Spreads Widen but Contagion Remains Contained; High-Rate Pressure May Persist Long Term https://www.nashnova.com/feed/special/brent-spot-price-surges-to-150-spread-with-futures-widens-to-45-14747 nashnova en 2026-10-12T12:39:52.958Z Brent Spot Price Surges to $150, Spread with Futures Widens to $45 https://www.nashnova.com/feed/special/tesla-robotaxi-caught-speeding-in-school-zones-drawing-u-s-regulatory-14746 nashnova en 2026-10-12T12:35:07.114Z Tesla Robotaxi Caught Speeding in School Zones, Drawing U.S. Regulatory Investigation https://www.nashnova.com/feed/special/indias-september-cpi-rises-to-5-54-percent-yoy-multiple-institutions-expect-rbi-14745 nashnova en 2026-10-12T12:25:03.410Z India's September CPI Rises to 5.54% YoY, Multiple Institutions Expect RBI to Continue Raising Rates https://www.nashnova.com/feed/special/wall-street-analyst-ratings-roundup-nvidia-apple-spacex-and-others-reiterated-as-14744 nashnova en 2026-10-12T12:20:27.220Z Wall Street Analyst Ratings Roundup: NVIDIA, Apple, SpaceX and Others Reiterated as Buy https://www.nashnova.com/feed/special/micron-q4-revenue-surges-379-percent-yoy-full-year-revenue-hits-all-time-high-14743 nashnova en 2026-10-12T12:15:54.134Z Micron Q4 Revenue Surges 379% YoY, Full-Year Revenue Hits All-Time High https://www.nashnova.com/feed/special/bofa-upgrades-salesforce-to-buy-raises-price-target-from-160-to-285-14742 nashnova en 2026-10-12T11:29:44.066Z BofA Upgrades Salesforce to Buy, Raises Price Target from $160 to $285 https://www.nashnova.com/feed/special/bristol-myers-squibb-hits-primary-endpoints-in-two-phase-3-trials-shares-up-14741 nashnova en 2026-10-12T11:24:52.468Z Bristol-Myers Squibb Hits Primary Endpoints in Two Phase 3 Trials, Shares Up Nearly 6% Premarket https://www.nashnova.com/feed/special/u-s-earnings-season-kicks-off-year-end-rally-hinges-on-profit-delivery-14740 nashnova en 2026-10-12T11:21:50.738Z U.S. Earnings Season Kicks Off: Year-End Rally Hinges on Profit Delivery https://www.nashnova.com/feed/special/citi-accelerates-lifting-of-consent-orders-internal-audit-to-be-submitted-before-14739 nashnova en 2026-10-12T11:20:24.744Z Citi Accelerates Lifting of Consent Orders, Internal Audit to Be Submitted Before Year-End https://www.nashnova.com/feed/special/shanghai-port-group-in-talks-to-acquire-lme-warehousing-firm-eyeing-metals-flow-14738 nashnova en 2026-10-12T11:15:10.050Z Shanghai Port Group in Talks to Acquire LME Warehousing Firm, Eyeing Metals Flow Data https://www.nashnova.com/feed/special/hong-kong-sfc-amends-listing-rules-introduces-post-listing-conditions-and-14737 nashnova en 2026-10-12T11:04:52.675Z Hong Kong SFC Amends Listing Rules: Introduces Post-Listing Conditions and Independent Review Mechanism https://www.nashnova.com/feed/special/brookings-ai-infrastructure-spending-averages-3-6-percent-of-gdp-annually-1-6x-14736 nashnova en 2026-10-12T10:25:45.593Z Brookings: AI Infrastructure Spending Averages 3.6% of GDP Annually, 1.6x the Railroad Era https://www.nashnova.com/feed/special/africas-largest-phone-maker-transsions-hong-kong-ipo-sees-lukewarm-subscription-14735 nashnova en 2026-10-12T10:10:50.035Z Africa's Largest Phone Maker Transsion's Hong Kong IPO Sees Lukewarm Subscription at Only 3.5x Oversubscribed https://www.nashnova.com/feed/special/sia-report-u-s-chip-supply-chain-dependence-on-china-far-exceeds-surface-level-14734 nashnova en 2026-10-12T10:09:46.581Z SIA Report: U.S. Chip Supply Chain Dependence on China Far Exceeds Surface-Level Data https://www.nashnova.com/feed/special/ubs-next-phase-of-ai-trade-focuses-on-power-and-data-center-supply-14733 nashnova en 2026-10-12T10:04:48.249Z UBS: Next Phase of AI Trade Focuses on Power and Data Center Supply https://www.nashnova.com/feed/special/2026-nobel-prize-in-economics-announced-hall-and-woodford-win-the-award-14732 nashnova en 2026-10-12T09:55:02.477Z 2026 Nobel Prize in Economics Announced: Hall and Woodford Win the Award https://www.nashnova.com/feed/special/new-model-gpt-rosalind-discovery-appears-on-openai-life-sciences-api-14731 nashnova en 2026-10-12T09:30:33.108Z New Model gpt-rosalind-discovery Appears on OpenAI Life Sciences API https://www.nashnova.com/feed/special/hkex-partners-with-s-and-p-dow-jones-to-launch-cross-market-tech-100-index-14730 nashnova en 2026-10-12T09:20:44.856Z HKEX Partners with S&P Dow Jones to Launch Cross-Market Tech 100 Index https://www.nashnova.com/feed/special/chinas-ministry-of-finance-cuts-export-tax-rebate-rate-for-nevs-to-9-percent-14729 nashnova en 2026-10-12T09:19:48.618Z China's Ministry of Finance Cuts Export Tax Rebate Rate for NEVs to 9% https://www.nashnova.com/feed/special/china-regulator-unconditionally-approves-geelys-acquisition-of-fords-spanish-14728 nashnova en 2026-10-12T08:59:40.814Z China Regulator Unconditionally Approves Geely's Acquisition of Ford's Spanish Subsidiary https://www.nashnova.com/feed/special/hk-stock-close-hsi-up-0-25-percent-chinese-banks-hit-new-highs-lithium-and-gold-14727 nashnova en 2026-10-12T08:49:41.806Z HK Stock Close: HSI Up 0.25%, Chinese Banks Hit New Highs, Lithium & Gold Stocks Under Pressure https://www.nashnova.com/feed/special/goldman-sachs-upgrades-global-equities-back-to-overweight-raises-bonds-to-14726 nashnova en 2026-10-12T08:48:14.675Z Goldman Sachs Upgrades Global Equities Back to Overweight, Raises Bonds to Overweight Over Medium-to-Long Term https://www.nashnova.com/feed/special/china-thermal-coal-prices-hit-three-year-high-as-multiple-factors-constrain-14725 nashnova en 2026-10-12T08:46:39.707Z China Thermal Coal Prices Hit Three-Year High as Multiple Factors Constrain Supply https://www.nashnova.com/feed/special/barclays-estimates-s-and-p-500-can-still-achieve-double-digit-growth-even-with-14724 nashnova en 2026-10-12T08:45:20.671Z Barclays Estimates: S&P 500 Can Still Achieve Double-Digit Growth Even with 15% Chip Earnings Downgrade https://www.nashnova.com/feed/special/moonshot-ai-faces-equity-dispute-before-hong-kong-ipo-claims-may-exceed-700-14723 nashnova en 2026-10-12T08:17:54.895Z Moonshot AI Faces Equity Dispute Before Hong Kong IPO, Claims May Exceed $700 Million https://www.nashnova.com/feed/special/biren-technology-br20x-gpu-lights-up-but-u-s-export-controls-constrain-mass-14722 nashnova en 2026-10-12T08:16:37.795Z Biren Technology BR20X GPU Lights Up, but U.S. Export Controls Constrain Mass Production https://www.nashnova.com/feed/special/largan-precision-warns-smartphone-peak-season-tops-out-early-q4-demand-under-14721 nashnova en 2026-10-12T08:15:08.940Z Largan Precision Warns: Smartphone Peak Season Tops Out Early, Q4 Demand Under Pressure https://www.nashnova.com/feed/special/intel-ceo-chinas-adoption-of-frontier-ai-models-is-very-fast-14720 nashnova en 2026-10-12T07:59:39.032Z Intel CEO: China's Adoption of Frontier AI Models Is "Very Fast" https://www.nashnova.com/feed/special/morgan-stanley-muse-costs-up-to-130-user-month-user-growth-plunges-62-percent-14719 nashnova en 2026-10-12T07:45:44.601Z Morgan Stanley: Muse Costs Up to $130/User/Month, User Growth Plunges 62% https://www.nashnova.com/feed/special/ase-q3-revenue-surges-nearly-45-percent-yoy-atm-business-up-51-percent-14718 nashnova en 2026-10-12T07:40:43.922Z ASE Q3 Revenue Surges Nearly 45% YoY, ATM Business Up 51% https://www.nashnova.com/feed/special/huawei-backed-luxury-ev-suffers-brake-failure-chinas-miit-plans-new-vehicle-14717 nashnova en 2026-10-12T07:39:45.561Z Huawei-Backed Luxury EV Suffers Brake Failure; China's MIIT Plans New Vehicle Testing Rules https://www.nashnova.com/feed/special/creditease-founder-criminally-detained-u-s-listed-subsidiary-yiren-digital-14716 nashnova en 2026-10-12T07:34:50.467Z CreditEase Founder Criminally Detained; U.S.-Listed Subsidiary Yiren Digital Caught in the Fallout https://www.nashnova.com/feed/special/forecast-samsungs-hbm-market-share-to-surpass-sk-hynix-by-2027-14715 nashnova en 2026-10-12T07:20:19.864Z Forecast: Samsung's HBM Market Share to Surpass SK Hynix by 2027 https://www.nashnova.com/feed/special/burry-increases-byd-position-calling-it-potentially-the-worlds-lowest-cost-14714 nashnova en 2026-10-12T07:05:56.654Z Burry Increases BYD Position, Calling It Potentially the World's Lowest-Cost Automaker https://www.nashnova.com/feed/special/broadcom-ceo-capital-not-memory-chips-is-the-biggest-bottleneck-for-ai-growth-14713 nashnova en 2026-10-12T07:04:50.016Z Broadcom CEO: Capital, Not Memory Chips, Is the Biggest Bottleneck for AI Growth https://www.nashnova.com/feed/special/volkswagen-q3-global-deliveries-drop-14-3-percent-yoy-china-market-plunges-14712 nashnova en 2026-10-12T06:54:42.597Z Volkswagen Q3 Global Deliveries Drop 14.3% YoY, China Market Plunges Nearly 40% https://www.nashnova.com/feed/special/morgan-stanley-bond-vigilantes-target-french-sovereign-debt-spreads-exceed-14711 nashnova en 2026-10-12T06:51:39.921Z Morgan Stanley: Bond Vigilantes Target French Sovereign Debt, Spreads Exceed Eurozone Crisis Peak https://www.nashnova.com/feed/special/burry-shifts-to-fannie-mae-and-freddie-mac-preferred-shares-warns-of-dilution-14710 nashnova en 2026-10-12T06:50:17.743Z Burry Shifts to Fannie Mae and Freddie Mac Preferred Shares, Warns of Dilution Risk from Treasury Share Conversion https://www.nashnova.com/feed/special/lithium-carbonate-futures-fall-below-110-000-yuan-hitting-a-new-low-for-the-year-14709 nashnova en 2026-10-12T06:25:06.826Z Lithium Carbonate Futures Fall Below 110,000 Yuan, Hitting a New Low for the Year https://www.nashnova.com/feed/special/qualcomm-ceo-smartphones-will-run-100-billion-parameter-ai-models-by-2028-14708 nashnova en 2026-10-12T06:00:13.161Z Qualcomm CEO: Smartphones Will Run 100-Billion-Parameter AI Models by 2028 https://www.nashnova.com/feed/special/taiwans-september-exports-hit-single-month-record-first-nine-months-exports-to-14707 nashnova en 2026-10-12T05:15:06.703Z Taiwan's September Exports Hit Single-Month Record; First Nine Months' Exports to the U.S. Surpass $200 Billion for the First Time https://www.nashnova.com/feed/special/vix-risk-signals-intensify-as-hedge-funds-hold-record-heavy-tech-positions-14706 nashnova en 2026-10-12T04:56:39.895Z VIX Risk Signals Intensify as Hedge Funds Hold Record-Heavy Tech Positions https://www.nashnova.com/feed/special/eu-and-china-agree-to-launch-consultations-on-inverter-market-access-14705 nashnova en 2026-10-12T04:49:57.340Z EU and China Agree to Launch Consultations on Inverter Market Access https://www.nashnova.com/feed/special/morgan-stanley-ccc-spreads-hit-record-bank-stocks-most-oversold-since-1993-14704 nashnova en 2026-10-12T04:41:09.749Z Morgan Stanley: CCC Spreads Hit Record, Bank Stocks Most Oversold Since 1993 https://www.nashnova.com/feed/special/tsmc-and-asml-advance-12-inch-photomask-development-plan-pilot-production-line-14703 nashnova en 2026-10-12T04:26:18.474Z TSMC and ASML Advance 12-Inch Photomask Development, Plan Pilot Production Line by 2031 to Unlock High-NA EUV Full-Field Exposure https://www.nashnova.com/feed/special/copper-prices-rise-0-5-percent-shifting-rate-cut-expectations-combined-with-14702 nashnova en 2026-10-12T04:25:01.569Z Copper Prices Rise 0.5%: Shifting Rate Cut Expectations Combined with Chilean Mine Avalanche Disrupting Supply https://www.nashnova.com/feed/special/traders-bet-70-percent-probability-of-bank-of-korea-hiking-rates-by-50-basis-14701 nashnova en 2026-10-12T04:15:00.242Z Traders Bet 70% Probability of Bank of Korea Hiking Rates by 50 Basis Points Over Next Six Months https://www.nashnova.com/feed/special/imf-ai-investment-underpins-3-percent-global-growth-asia-benefits-significantly-14700 nashnova en 2026-10-12T04:04:55.976Z IMF: AI Investment Underpins ~3% Global Growth, Asia Benefits Significantly https://www.nashnova.com/feed/special/goldman-sachs-maintains-bullish-stance-on-pjm-power-ipp-sector-top-picks-tln-nrg-14699 nashnova en 2026-10-12T03:25:23.239Z Goldman Sachs Maintains Bullish Stance on PJM Power IPP Sector, Top Picks: TLN, NRG, VST https://www.nashnova.com/feed/special/goldman-sachs-china-ai-stocks-near-5-trillion-market-cap-two-investment-themes-14698 nashnova en 2026-10-12T03:20:38.254Z Goldman Sachs: China AI Stocks Near $5 Trillion Market Cap, Two Investment Themes Identified — Exports vs. Domestic Demand https://www.nashnova.com/feed/special/u-s-65-percent-domestic-content-rule-may-reshape-value-distribution-in-chinas-14697 nashnova en 2026-10-12T03:11:22.034Z U.S. 65% Domestic Content Rule May Reshape Value Distribution in China's Optical Supply Chain https://www.nashnova.com/feed/special/suzhou-dongshan-precision-plans-hong-kong-ipo-seeking-up-to-3-billion-14696 nashnova en 2026-10-12T03:10:06.592Z Suzhou Dongshan Precision Plans Hong Kong IPO, Seeking Up to $3 Billion https://www.nashnova.com/feed/special/chinext-index-falls-below-3-000-points-banks-hit-record-highs-copper-clad-14695 nashnova en 2026-10-12T02:45:40.608Z ChiNext Index Falls Below 3,000 Points, Banks Hit Record Highs, Copper-Clad Laminates Lead Declines https://www.nashnova.com/feed/special/jpmorgan-alibaba-cloud-profits-to-cover-ai-losses-for-the-first-time-in-q4-2026-14694 nashnova en 2026-10-12T02:40:15.284Z JPMorgan: Alibaba Cloud Profits to Cover AI Losses for the First Time in Q4 2026 https://www.nashnova.com/feed/special/mediateks-flagship-ap-market-share-set-to-surpass-samsung-tsmcs-2nm-capacity-is-14693 nashnova en 2026-10-12T02:16:09.642Z MediaTek's Flagship AP Market Share Set to Surpass Samsung; TSMC's 2nm Capacity Is Key https://www.nashnova.com/feed/special/dbs-bank-ceo-markets-are-repricing-ai-financing-risks-14692 nashnova en 2026-10-12T02:15:00.916Z DBS Bank CEO: Markets Are Repricing AI Financing Risks https://www.nashnova.com/feed/special/ubs-hawkish-expectations-largely-priced-in-falling-treasury-yields-to-drive-gold-14691 nashnova en 2026-10-12T01:59:46.997Z UBS: Hawkish Expectations Largely Priced In, Falling Treasury Yields to Drive Gold Rebound https://www.nashnova.com/feed/special/citic-securities-hong-kong-stocks-have-foundation-to-resume-uptrend-recommends-14690 nashnova en 2026-10-12T00:35:25.405Z CITIC Securities: Hong Kong Stocks Have Foundation to Resume Uptrend; Recommends Dividend, AI Hardware and Other Sectors https://www.nashnova.com/feed/special/ai-halo-fades-korean-stocks-swing-from-global-best-to-global-worst-14689 nashnova en 2026-10-12T00:25:23.542Z AI Halo Fades: Korean Stocks Swing from Global Best to Global Worst https://www.nashnova.com/feed/special/global-bond-selloff-does-central-banks-job-yields-break-4-percent-hitting-25-14688 nashnova en 2026-10-11T23:10:25.832Z Global Bond Selloff Does Central Banks' Job: Yields Break 4%, Hitting 25-Year Highs https://www.nashnova.com/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova en 2026-10-11T20:39:58.395Z Amazon Plans ~$7 Billion Acquisition of AI Chip Adaptation Startup Decart https://www.nashnova.com/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova en 2026-10-11T15:40:11.918Z Riyadh Airport Hit Again, Physical Brent Crude Reaches Highest Since 1991 https://www.nashnova.com/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova en 2026-10-11T15:20:19.956Z Goldman Sachs Forecasts U.S. Equity Issuance to Reach $600 Billion by 2027 https://www.nashnova.com/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova en 2026-10-11T15:15:27.701Z Anthropic Data Center Expansion: Potential Monthly Revenue Exceeding $1.3 Billion https://www.nashnova.com/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova en 2026-10-11T14:56:24.962Z China and EU Reach 16-Point Consensus: Hybrid Vehicle Export Restrictions in Exchange for Trade War Buffer https://www.nashnova.com/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova en 2026-10-11T14:55:09.083Z Trump Announces Russia-Ukraine Energy Ceasefire; Diesel Market Watches for Implementation https://www.nashnova.com/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova en 2026-10-11T13:14:45.788Z IMF: Tokenized Stocks Suffer Low Liquidity and High Volatility, but Real Demand Exists https://www.nashnova.com/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova en 2026-10-11T12:18:24.898Z CITIC Securities: Navigating High Interest Rates Through Sector Momentum and Supply-Side Clearing, Tracking the AI Investment Cycle Inflection Point https://www.nashnova.com/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova en 2026-10-11T12:16:42.726Z Palladium Down 30% YTD as 40% of Global Refining Capacity Concentrated in One Plant Raises Supply Concerns https://www.nashnova.com/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova en 2026-10-11T12:15:11.093Z Morgan Stanley: Market Underestimates CATL's Resilience, Maintains A-Share Overweight with Target Price of RMB 500 https://www.nashnova.com/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova en 2026-10-11T11:58:23.705Z Trump Says Considering Joining Saudi Arabia in Striking Houthis; Saudi Arabia Requests Emergency U.S. Defense Support https://www.nashnova.com/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova en 2026-10-11T11:57:01.509Z CXMT Receives Dual "Outperform" Ratings from CLSA and Bernstein as Global Market Share Expansion Thesis Faces Scrutiny https://www.nashnova.com/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova en 2026-10-11T11:55:45.132Z Top Six U.S. Banks Report Q3 Earnings This Week: Net Interest Margin and Investment Banking Fees Are Key Focus https://www.nashnova.com/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova en 2026-10-11T11:15:19.162Z CSC: Post-Holiday A-Shares Underperform Expectations, Prioritize Defense While Awaiting Catalysts https://www.nashnova.com/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova en 2026-10-11T11:04:57.416Z NVIDIA's Off-Balance-Sheet Commitments Surge to $530 Billion in a Single Quarter https://www.nashnova.com/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova en 2026-10-11T08:05:07.670Z Saudi Stocks Drop 1% Day After Riyadh Airport Attack https://www.nashnova.com/zh/feed/special/bofa-rise-of-ai-interfaces-threatens-software-vendors-microsoft-salesforce-14769 nashnova zh-cn 2026-10-12T17:35:06.113Z 美银:AI界面崛起威胁软件商,微软、Salesforce、ServiceNow各有应对 https://www.nashnova.com/zh/feed/special/cleveland-fed-president-hammack-maintaining-restrictive-rate-stance-to-suppress-14768 nashnova zh-cn 2026-10-12T17:05:44.016Z 克利夫兰联储主席哈马克:维持限制性利率立场以压制通胀 https://www.nashnova.com/zh/feed/special/meta-releases-two-new-models-zuckerberg-says-muse-wonder-is-larger-and-more-14767 nashnova zh-cn 2026-10-12T17:04:43.634Z Meta发布两款新模型,扎克伯格称Muse Wonder更大更先进 https://www.nashnova.com/zh/feed/special/global-smartphone-q3-shipments-hit-14-year-low-for-the-period-14766 nashnova zh-cn 2026-10-12T16:49:56.878Z 全球智能手机Q3出货量创14年同期最低 https://www.nashnova.com/zh/feed/special/marvell-launches-second-gen-cxl-memory-expander-supporting-up-to-9tb-per-14765 nashnova zh-cn 2026-10-12T16:27:01.139Z Marvell发布第二代CXL内存扩展器,单控最高支持9TB https://www.nashnova.com/zh/feed/special/amd-launches-helion-agentic-ai-rack-supporting-up-to-32-000-cpu-cores-14764 nashnova zh-cn 2026-10-12T16:25:34.980Z AMD推出Helion智能体AI机架,最高支持3.2万CPU核心 https://www.nashnova.com/zh/feed/special/lvmh-q3-organic-revenue-grows-1-percent-missing-analyst-expectations-14763 nashnova zh-cn 2026-10-12T15:54:40.587Z LVMH三季度有机营收增长1%,低于分析师预期 https://www.nashnova.com/zh/feed/special/bofa-treasury-short-positions-stretched-to-extremes-cpi-could-be-the-catalyst-14762 nashnova zh-cn 2026-10-12T15:30:10.509Z 美银:美债空头仓位持续拉伸,CPI或成触发平仓催化剂 https://www.nashnova.com/zh/feed/special/iphone-duo-orders-raised-30-percent-to-10-million-units-pro-max-also-revised-up-14761 nashnova zh-cn 2026-10-12T15:15:07.939Z iPhone Duo订单上调30%至约千万部,Pro Max同步上调 https://www.nashnova.com/zh/feed/special/u-s-bankruptcy-filings-up-11-percent-yoy-in-first-three-quarters-small-business-14760 nashnova zh-cn 2026-10-12T14:50:19.603Z 美国前三季度破产申请同比增11%,小企业激增46% https://www.nashnova.com/zh/feed/special/morgan-stanley-800v-power-delay-overblown-ocp-summit-may-catalyze-semiconductor-14759 nashnova zh-cn 2026-10-12T14:46:30.670Z 大摩:800V供电延迟被过度解读,OCP峰会或催化半导体股 https://www.nashnova.com/zh/feed/special/u-s-mortgage-bond-funds-hit-by-worst-outflows-since-2021-14758 nashnova zh-cn 2026-10-12T14:45:02.351Z 美国抵押贷款债券基金遭遇2021年来最严重资金外流 https://www.nashnova.com/zh/feed/special/wells-fargo-double-downgrades-adobe-to-sell-as-growth-cracks-emerge-14757 nashnova zh-cn 2026-10-12T14:24:53.073Z 富国银行双级下调Adobe至卖出,增长裂缝显现 https://www.nashnova.com/zh/feed/special/goldman-sachs-acquires-neos-for-2-3-billion-as-tax-optimized-etfs-face-14756 nashnova zh-cn 2026-10-12T14:20:26.203Z 高盛23亿美元收购Neos,税务优化ETF迎监管审视 https://www.nashnova.com/zh/feed/special/european-natural-gas-nears-early-2023-highs-as-citi-turns-bearish-with-56-target-14755 nashnova zh-cn 2026-10-12T13:36:15.430Z 欧洲天然气逼近2023年初高位,花旗看空至56欧元 https://www.nashnova.com/zh/feed/special/guosheng-securities-three-marginal-changes-support-post-holiday-bond-market-14754 nashnova zh-cn 2026-10-12T13:35:12.901Z 国盛证券:节后债市三项边际变化支撑走强 https://www.nashnova.com/zh/feed/special/u-s-economic-surprise-index-turns-negative-as-consumer-spending-concerns-14753 nashnova zh-cn 2026-10-12T13:29:57.936Z 美国经济意外指数转负,消费者支出隐忧加剧 https://www.nashnova.com/zh/feed/special/u-s-stock-futures-slightly-diverge-as-oil-rebounds-and-memory-stocks-face-14752 nashnova zh-cn 2026-10-12T13:21:32.737Z 美股期货小幅分化,油价反弹存储股承压 https://www.nashnova.com/zh/feed/special/microsoft-accelerates-custom-maia-chip-development-to-reduce-reliance-on-nvidia-14751 nashnova zh-cn 2026-10-12T13:20:02.694Z 微软加速自研Maia芯片,降低对英伟达GPU依赖 https://www.nashnova.com/zh/feed/special/oil-bond-decoupling-strips-macro-investors-of-a-forward-looking-anchor-14750 nashnova zh-cn 2026-10-12T12:55:48.791Z 石油与债券脱钩,宏观投资者失去前瞻锚点 https://www.nashnova.com/zh/feed/special/salesforce-acquires-ai-analytics-platform-loops-integrating-technology-into-14749 nashnova zh-cn 2026-10-12T12:49:43.039Z Salesforce收购AI分析平台Loops,技术并入Tableau https://www.nashnova.com/zh/feed/special/french-government-bond-spreads-widen-but-contagion-remains-contained-high-rate-14748 nashnova zh-cn 2026-10-12T12:41:14.689Z 法国国债利差扩大但传导受控,高利率压力或长期持续 https://www.nashnova.com/zh/feed/special/brent-spot-price-surges-to-150-spread-with-futures-widens-to-45-14747 nashnova zh-cn 2026-10-12T12:39:52.958Z 布伦特现货价飙至150美元,与期货价差扩至45美元 https://www.nashnova.com/zh/feed/special/tesla-robotaxi-caught-speeding-in-school-zones-drawing-u-s-regulatory-14746 nashnova zh-cn 2026-10-12T12:35:07.114Z 特斯拉Robotaxi学区超速遭美国监管调查 https://www.nashnova.com/zh/feed/special/indias-september-cpi-rises-to-5-54-percent-yoy-multiple-institutions-expect-rbi-14745 nashnova zh-cn 2026-10-12T12:25:03.410Z 印度9月CPI同比升至5.54%,多家机构预计印度央行将继续加息 https://www.nashnova.com/zh/feed/special/wall-street-analyst-ratings-roundup-nvidia-apple-spacex-and-others-reiterated-as-14744 nashnova zh-cn 2026-10-12T12:20:27.220Z 华尔街分析师评级汇总:英伟达、苹果、SpaceX等获重申买入 https://www.nashnova.com/zh/feed/special/micron-q4-revenue-surges-379-percent-yoy-full-year-revenue-hits-all-time-high-14743 nashnova zh-cn 2026-10-12T12:15:54.134Z 美光Q4营收同比增379%,全年创历史纪录 https://www.nashnova.com/zh/feed/special/bofa-upgrades-salesforce-to-buy-raises-price-target-from-160-to-285-14742 nashnova zh-cn 2026-10-12T11:29:44.066Z 美银上调Salesforce至买入,目标价从160升至285美元 https://www.nashnova.com/zh/feed/special/bristol-myers-squibb-hits-primary-endpoints-in-two-phase-3-trials-shares-up-14741 nashnova zh-cn 2026-10-12T11:24:52.468Z 百时美施贵宝两项三期试验达主要终点,盘前股价涨近6% https://www.nashnova.com/zh/feed/special/u-s-earnings-season-kicks-off-year-end-rally-hinges-on-profit-delivery-14740 nashnova zh-cn 2026-10-12T11:21:50.738Z 美股财报季开幕,年末反弹能否延续取决于盈利兑现 https://www.nashnova.com/zh/feed/special/citi-accelerates-lifting-of-consent-orders-internal-audit-to-be-submitted-before-14739 nashnova zh-cn 2026-10-12T11:20:24.744Z 花旗加速解除监管令,内审年底前提交 https://www.nashnova.com/zh/feed/special/shanghai-port-group-in-talks-to-acquire-lme-warehousing-firm-eyeing-metals-flow-14738 nashnova zh-cn 2026-10-12T11:15:10.050Z 上海港集团洽购LME仓储公司,意在金属流向数据 https://www.nashnova.com/zh/feed/special/hong-kong-sfc-amends-listing-rules-introduces-post-listing-conditions-and-14737 nashnova zh-cn 2026-10-12T11:04:52.675Z 香港证监会修订上市规则 新增上市后条件及独立覆核机制 https://www.nashnova.com/zh/feed/special/brookings-ai-infrastructure-spending-averages-3-6-percent-of-gdp-annually-1-6x-14736 nashnova zh-cn 2026-10-12T10:25:45.593Z 布鲁金斯:AI基建年均占GDP 3.6%,超铁路时代1.6倍 https://www.nashnova.com/zh/feed/special/africas-largest-phone-maker-transsions-hong-kong-ipo-sees-lukewarm-subscription-14735 nashnova zh-cn 2026-10-12T10:10:50.035Z 非洲最大手机商传音港股IPO认购冷淡,仅超购3.5倍 https://www.nashnova.com/zh/feed/special/sia-report-u-s-chip-supply-chain-dependence-on-china-far-exceeds-surface-level-14734 nashnova zh-cn 2026-10-12T10:09:46.581Z SIA报告:美国芯片供应链对华依赖远超表面数据 https://www.nashnova.com/zh/feed/special/ubs-next-phase-of-ai-trade-focuses-on-power-and-data-center-supply-14733 nashnova zh-cn 2026-10-12T10:04:48.249Z 瑞银:AI交易下一阶段聚焦电力与数据中心供给 https://www.nashnova.com/zh/feed/special/2026-nobel-prize-in-economics-announced-hall-and-woodford-win-the-award-14732 nashnova zh-cn 2026-10-12T09:55:02.477Z 2026年诺贝尔经济学奖揭晓,霍尔与伍德福德获奖 https://www.nashnova.com/zh/feed/special/new-model-gpt-rosalind-discovery-appears-on-openai-life-sciences-api-14731 nashnova zh-cn 2026-10-12T09:30:33.108Z OpenAI生命科学API现新型号gpt-rosalind-discovery https://www.nashnova.com/zh/feed/special/hkex-partners-with-s-and-p-dow-jones-to-launch-cross-market-tech-100-index-14730 nashnova zh-cn 2026-10-12T09:20:44.856Z 港交所联合标普道琼斯推出跨市场科技100指数 https://www.nashnova.com/zh/feed/special/chinas-ministry-of-finance-cuts-export-tax-rebate-rate-for-nevs-to-9-percent-14729 nashnova zh-cn 2026-10-12T09:19:48.618Z 中国财政部下调新能源汽车出口退税率至9% https://www.nashnova.com/zh/feed/special/china-regulator-unconditionally-approves-geelys-acquisition-of-fords-spanish-14728 nashnova zh-cn 2026-10-12T08:59:40.814Z 中国监管无条件批准吉利收购福特西班牙子公司 https://www.nashnova.com/zh/feed/special/hk-stock-close-hsi-up-0-25-percent-chinese-banks-hit-new-highs-lithium-and-gold-14727 nashnova zh-cn 2026-10-12T08:49:41.806Z 港股收盘:恒指涨0.25% 内银创新高 锂矿黄金股承压 https://www.nashnova.com/zh/feed/special/goldman-sachs-upgrades-global-equities-back-to-overweight-raises-bonds-to-14726 nashnova zh-cn 2026-10-12T08:48:14.675Z 高盛重新超配全球股票,中长期上调债券至超配 https://www.nashnova.com/zh/feed/special/china-thermal-coal-prices-hit-three-year-high-as-multiple-factors-constrain-14725 nashnova zh-cn 2026-10-12T08:46:39.707Z 中国动力煤价格创三年新高,多重因素压制供应 https://www.nashnova.com/zh/feed/special/barclays-estimates-s-and-p-500-can-still-achieve-double-digit-growth-even-with-14724 nashnova zh-cn 2026-10-12T08:45:20.671Z 巴克莱测算:芯片盈利下修15%标普500仍可两位数增长 https://www.nashnova.com/zh/feed/special/moonshot-ai-faces-equity-dispute-before-hong-kong-ipo-claims-may-exceed-700-14723 nashnova zh-cn 2026-10-12T08:17:54.895Z 月之暗面港股IPO前遭股权争议,索赔或超7亿美元 https://www.nashnova.com/zh/feed/special/biren-technology-br20x-gpu-lights-up-but-u-s-export-controls-constrain-mass-14722 nashnova zh-cn 2026-10-12T08:16:37.795Z 壁仞科技BR20X GPU点亮,美国出口管制制约量产 https://www.nashnova.com/zh/feed/special/largan-precision-warns-smartphone-peak-season-tops-out-early-q4-demand-under-14721 nashnova zh-cn 2026-10-12T08:15:08.940Z 大立光示警:智能手机旺季提前见顶,四季度需求承压 https://www.nashnova.com/zh/feed/special/intel-ceo-chinas-adoption-of-frontier-ai-models-is-very-fast-14720 nashnova zh-cn 2026-10-12T07:59:39.032Z 英特尔CEO:中国前沿AI模型采用速度"非常快" https://www.nashnova.com/zh/feed/special/morgan-stanley-muse-costs-up-to-130-user-month-user-growth-plunges-62-percent-14719 nashnova zh-cn 2026-10-12T07:45:44.601Z 摩根士丹利:Muse每用户月成本最高130美元,用户增速骤降62% https://www.nashnova.com/zh/feed/special/ase-q3-revenue-surges-nearly-45-percent-yoy-atm-business-up-51-percent-14718 nashnova zh-cn 2026-10-12T07:40:43.922Z 日月光Q3营收同比增近45%,ATM业务增51% https://www.nashnova.com/zh/feed/special/huawei-backed-luxury-ev-suffers-brake-failure-chinas-miit-plans-new-vehicle-14717 nashnova zh-cn 2026-10-12T07:39:45.561Z 华为系豪华电动车刹车断裂,中国工信部拟出台新车型测试规则 https://www.nashnova.com/zh/feed/special/creditease-founder-criminally-detained-u-s-listed-subsidiary-yiren-digital-14716 nashnova zh-cn 2026-10-12T07:34:50.467Z 宜信实控人遭刑事拘留,旗下美股平台宜人数科波及 https://www.nashnova.com/zh/feed/special/forecast-samsungs-hbm-market-share-to-surpass-sk-hynix-by-2027-14715 nashnova zh-cn 2026-10-12T07:20:19.864Z 预测:三星2027年HBM市占率将超越SK海力士 https://www.nashnova.com/zh/feed/special/burry-increases-byd-position-calling-it-potentially-the-worlds-lowest-cost-14714 nashnova zh-cn 2026-10-12T07:05:56.654Z 伯里增持比亚迪,称其或为全球最低成本车企 https://www.nashnova.com/zh/feed/special/broadcom-ceo-capital-not-memory-chips-is-the-biggest-bottleneck-for-ai-growth-14713 nashnova zh-cn 2026-10-12T07:04:50.016Z 博通CEO:AI增长最大瓶颈是资本而非存储芯片 https://www.nashnova.com/zh/feed/special/volkswagen-q3-global-deliveries-drop-14-3-percent-yoy-china-market-plunges-14712 nashnova zh-cn 2026-10-12T06:54:42.597Z 大众汽车Q3全球交付量同比降14.3%,中国市场跌幅近四成 https://www.nashnova.com/zh/feed/special/morgan-stanley-bond-vigilantes-target-french-sovereign-debt-spreads-exceed-14711 nashnova zh-cn 2026-10-12T06:51:39.921Z 大摩:债券义警锁定法国主权债,利差超欧债危机峰值 https://www.nashnova.com/zh/feed/special/burry-shifts-to-fannie-mae-and-freddie-mac-preferred-shares-warns-of-dilution-14710 nashnova zh-cn 2026-10-12T06:50:17.743Z 伯里转持房利美房地美优先股,警示国债转股稀释风险 https://www.nashnova.com/zh/feed/special/lithium-carbonate-futures-fall-below-110-000-yuan-hitting-a-new-low-for-the-year-14709 nashnova zh-cn 2026-10-12T06:25:06.826Z 碳酸锂期货跌破11万元,创年内新低 https://www.nashnova.com/zh/feed/special/qualcomm-ceo-smartphones-will-run-100-billion-parameter-ai-models-by-2028-14708 nashnova zh-cn 2026-10-12T06:00:13.161Z 高通CEO:2028年手机将运行千亿参数AI模型 https://www.nashnova.com/zh/feed/special/taiwans-september-exports-hit-single-month-record-first-nine-months-exports-to-14707 nashnova zh-cn 2026-10-12T05:15:06.703Z 台湾9月出口创单月纪录,前九月对美出口首破2000亿美元 https://www.nashnova.com/zh/feed/special/vix-risk-signals-intensify-as-hedge-funds-hold-record-heavy-tech-positions-14706 nashnova zh-cn 2026-10-12T04:56:39.895Z 对冲基金史上最重科技仓位下VIX风险信号升温 https://www.nashnova.com/zh/feed/special/eu-and-china-agree-to-launch-consultations-on-inverter-market-access-14705 nashnova zh-cn 2026-10-12T04:49:57.340Z 欧中同意就逆变器市场准入问题展开磋商 https://www.nashnova.com/zh/feed/special/morgan-stanley-ccc-spreads-hit-record-bank-stocks-most-oversold-since-1993-14704 nashnova zh-cn 2026-10-12T04:41:09.749Z 大摩:CCC级利差创纪录,银行股超卖程度为1993年来最高 https://www.nashnova.com/zh/feed/special/tsmc-and-asml-advance-12-inch-photomask-development-plan-pilot-production-line-14703 nashnova zh-cn 2026-10-12T04:26:18.474Z 台积电与ASML推进12英寸光掩模 拟2031年建试产线解锁High-NA EUV全场曝光 https://www.nashnova.com/zh/feed/special/copper-prices-rise-0-5-percent-shifting-rate-cut-expectations-combined-with-14702 nashnova zh-cn 2026-10-12T04:25:01.569Z 铜价涨0.5%:降息预期松动叠加智利矿山雪崩冲击供应 https://www.nashnova.com/zh/feed/special/traders-bet-70-percent-probability-of-bank-of-korea-hiking-rates-by-50-basis-14701 nashnova zh-cn 2026-10-12T04:15:00.242Z 交易员押注韩国央行未来六个月加息50基点概率达70% https://www.nashnova.com/zh/feed/special/imf-ai-investment-underpins-3-percent-global-growth-asia-benefits-significantly-14700 nashnova zh-cn 2026-10-12T04:04:55.976Z IMF:AI投资支撑全球增长约3%,亚洲受益显著 https://www.nashnova.com/zh/feed/special/goldman-sachs-maintains-bullish-stance-on-pjm-power-ipp-sector-top-picks-tln-nrg-14699 nashnova zh-cn 2026-10-12T03:25:23.239Z 高盛维持PJM电力IPP板块看多,首选TLN、NRG、VST https://www.nashnova.com/zh/feed/special/goldman-sachs-china-ai-stocks-near-5-trillion-market-cap-two-investment-themes-14698 nashnova zh-cn 2026-10-12T03:20:38.254Z 高盛:中国AI股市值近5万亿美元,划定出口与内需两条投资主线 https://www.nashnova.com/zh/feed/special/u-s-65-percent-domestic-content-rule-may-reshape-value-distribution-in-chinas-14697 nashnova zh-cn 2026-10-12T03:11:22.034Z 美国65%本地内容规则或重塑中国光学供应链价值分配 https://www.nashnova.com/zh/feed/special/suzhou-dongshan-precision-plans-hong-kong-ipo-seeking-up-to-3-billion-14696 nashnova zh-cn 2026-10-12T03:10:06.592Z 苏州东山精密拟赴港IPO,募资最高30亿美元 https://www.nashnova.com/zh/feed/special/chinext-index-falls-below-3-000-points-banks-hit-record-highs-copper-clad-14695 nashnova zh-cn 2026-10-12T02:45:40.608Z 创业板指跌破3000点 银行创历史新高 覆铜板领跌 https://www.nashnova.com/zh/feed/special/jpmorgan-alibaba-cloud-profits-to-cover-ai-losses-for-the-first-time-in-q4-2026-14694 nashnova zh-cn 2026-10-12T02:40:15.284Z 摩根大通:阿里云利润将于2026年四季度首次覆盖AI亏损 https://www.nashnova.com/zh/feed/special/mediateks-flagship-ap-market-share-set-to-surpass-samsung-tsmcs-2nm-capacity-is-14693 nashnova zh-cn 2026-10-12T02:16:09.642Z 联发科旗舰AP市占率将超三星,台积电2纳米产能是关键 https://www.nashnova.com/zh/feed/special/dbs-bank-ceo-markets-are-repricing-ai-financing-risks-14692 nashnova zh-cn 2026-10-12T02:15:00.916Z 星展银行CEO:市场正重新为AI融资风险定价 https://www.nashnova.com/zh/feed/special/ubs-hawkish-expectations-largely-priced-in-falling-treasury-yields-to-drive-gold-14691 nashnova zh-cn 2026-10-12T01:59:46.997Z 瑞银:鹰派预期已大部分定价,美债收益率回落将推动黄金反弹 https://www.nashnova.com/zh/feed/special/citic-securities-hong-kong-stocks-have-foundation-to-resume-uptrend-recommends-14690 nashnova zh-cn 2026-10-12T00:35:25.405Z 中信证券:港股具备重拾上行基础,荐红利、AI硬件等方向 https://www.nashnova.com/zh/feed/special/ai-halo-fades-korean-stocks-swing-from-global-best-to-global-worst-14689 nashnova zh-cn 2026-10-12T00:25:23.542Z AI光环褪色,韩股从全球最强跌至全球最弱 https://www.nashnova.com/zh/feed/special/global-bond-selloff-does-central-banks-job-yields-break-4-percent-hitting-25-14688 nashnova zh-cn 2026-10-11T23:10:25.832Z 全球债市抛售替央行加息,收益率破4%创25年新高 https://www.nashnova.com/zh/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova zh-cn 2026-10-11T20:39:58.395Z 亚马逊拟约70亿美元收购AI芯片适配初创Decart https://www.nashnova.com/zh/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova zh-cn 2026-10-11T15:40:11.918Z 利雅得机场再遭袭击,实物布伦特油价创1991年来新高 https://www.nashnova.com/zh/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova zh-cn 2026-10-11T15:20:19.956Z 高盛预测2027年美股股权发行规模达6000亿美元 https://www.nashnova.com/zh/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova zh-cn 2026-10-11T15:15:27.701Z Anthropic数据中心扩张:每月潜在营收逾13亿美元 https://www.nashnova.com/zh/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova zh-cn 2026-10-11T14:56:24.962Z 中欧达成16点共识,混合车出口限制换取贸易战缓冲 https://www.nashnova.com/zh/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova zh-cn 2026-10-11T14:55:09.083Z 特朗普宣布俄乌能源停火,柴油市场关注落实 https://www.nashnova.com/zh/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova zh-cn 2026-10-11T13:14:45.788Z IMF:代币化股票流动性低、波动大,但需求真实存在 https://www.nashnova.com/zh/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova zh-cn 2026-10-11T12:18:24.898Z 中信证券:景气与供给出清应对高利率,跟踪AI投资周期拐点 https://www.nashnova.com/zh/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova zh-cn 2026-10-11T12:16:42.726Z 钯金年内跌30%,全球40%精炼产能集中一厂引发供应隐忧 https://www.nashnova.com/zh/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova zh-cn 2026-10-11T12:15:11.093Z 大摩:市场低估宁德时代韧性,维持A股增持目标价500元 https://www.nashnova.com/zh/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova zh-cn 2026-10-11T11:58:23.705Z 特朗普称考虑加入沙特打击胡塞武装,沙特请求美国紧急防务支援 https://www.nashnova.com/zh/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova zh-cn 2026-10-11T11:57:01.509Z 长鑫存储获里昂、伯恩斯坦双重"跑赢"评级,全球市占率扩张逻辑受考验 https://www.nashnova.com/zh/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova zh-cn 2026-10-11T11:55:45.132Z 美国六大银行本周密集披露三季报,净息差与投行费用是核心看点 https://www.nashnova.com/zh/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova zh-cn 2026-10-11T11:15:19.162Z 中信建投:节后A股低于预期,防御优先等待转机 https://www.nashnova.com/zh/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova zh-cn 2026-10-11T11:04:57.416Z 英伟达表外承诺单季飙升至5300亿美元 https://www.nashnova.com/zh/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova zh-cn 2026-10-11T08:05:07.670Z 利雅得机场遭袭次日,沙特股市下跌1% https://www.nashnova.com/zh/feed/special/ai-14671 nashnova zh-cn 2026-10-11T06:00:08.925Z 高盛:AI交易叙事从硬件转向应用层 https://www.nashnova.com/zh/feed/special/80-percent-14670 nashnova zh-cn 2026-10-11T05:20:19.680Z 三星明年存储产能80%已被长协锁定,科技巨头争抢剩余份额 https://www.nashnova.com/zh-hant/feed/special/bofa-rise-of-ai-interfaces-threatens-software-vendors-microsoft-salesforce-14769 nashnova zh-tw 2026-10-12T17:35:06.113Z 美銀:AI介面崛起威脅軟體商,微軟、Salesforce、ServiceNow各有應對 https://www.nashnova.com/zh-hant/feed/special/cleveland-fed-president-hammack-maintaining-restrictive-rate-stance-to-suppress-14768 nashnova zh-tw 2026-10-12T17:05:44.016Z 克利夫蘭聯儲主席哈馬克:維持限制性利率立場以壓制通脹 https://www.nashnova.com/zh-hant/feed/special/meta-releases-two-new-models-zuckerberg-says-muse-wonder-is-larger-and-more-14767 nashnova zh-tw 2026-10-12T17:04:43.634Z Meta發布兩款新模型,扎克伯格稱Muse Wonder更大更先進 https://www.nashnova.com/zh-hant/feed/special/global-smartphone-q3-shipments-hit-14-year-low-for-the-period-14766 nashnova zh-tw 2026-10-12T16:49:56.878Z 全球智慧型手機Q3出貨量創14年同期最低 https://www.nashnova.com/zh-hant/feed/special/marvell-launches-second-gen-cxl-memory-expander-supporting-up-to-9tb-per-14765 nashnova zh-tw 2026-10-12T16:27:01.139Z Marvell發布第二代CXL記憶體擴展器,單控最高支援9TB https://www.nashnova.com/zh-hant/feed/special/amd-launches-helion-agentic-ai-rack-supporting-up-to-32-000-cpu-cores-14764 nashnova zh-tw 2026-10-12T16:25:34.980Z AMD推出Helion智能體AI機架,最高支持3.2萬CPU核心 https://www.nashnova.com/zh-hant/feed/special/lvmh-q3-organic-revenue-grows-1-percent-missing-analyst-expectations-14763 nashnova zh-tw 2026-10-12T15:54:40.587Z LVMH三季度有機營收增長1%,低於分析師預期 https://www.nashnova.com/zh-hant/feed/special/bofa-treasury-short-positions-stretched-to-extremes-cpi-could-be-the-catalyst-14762 nashnova zh-tw 2026-10-12T15:30:10.509Z 美銀:美債空頭倉位持續拉伸,CPI或成觸發平倉催化劑 https://www.nashnova.com/zh-hant/feed/special/iphone-duo-orders-raised-30-percent-to-10-million-units-pro-max-also-revised-up-14761 nashnova zh-tw 2026-10-12T15:15:07.939Z iPhone Duo訂單上調30%至約千萬部,Pro Max同步上調 https://www.nashnova.com/zh-hant/feed/special/u-s-bankruptcy-filings-up-11-percent-yoy-in-first-three-quarters-small-business-14760 nashnova zh-tw 2026-10-12T14:50:19.603Z 美國前三季度破產申請同比增11%,小企業激增46% https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-800v-power-delay-overblown-ocp-summit-may-catalyze-semiconductor-14759 nashnova zh-tw 2026-10-12T14:46:30.670Z 大摩:800V供電延遲被過度解讀,OCP峰會或催化半導體股 https://www.nashnova.com/zh-hant/feed/special/u-s-mortgage-bond-funds-hit-by-worst-outflows-since-2021-14758 nashnova zh-tw 2026-10-12T14:45:02.351Z 美國抵押貸款債券基金遭遇2021年來最嚴重資金外流 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-double-downgrades-adobe-to-sell-as-growth-cracks-emerge-14757 nashnova zh-tw 2026-10-12T14:24:53.073Z 富國銀行雙級下調Adobe至賣出,增長裂縫顯現 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-acquires-neos-for-2-3-billion-as-tax-optimized-etfs-face-14756 nashnova zh-tw 2026-10-12T14:20:26.203Z 高盛23億美元收購Neos,稅務優化ETF迎監管審視 https://www.nashnova.com/zh-hant/feed/special/european-natural-gas-nears-early-2023-highs-as-citi-turns-bearish-with-56-target-14755 nashnova zh-tw 2026-10-12T13:36:15.430Z 歐洲天然氣逼近2023年初高位,花旗看空至56歐元 https://www.nashnova.com/zh-hant/feed/special/guosheng-securities-three-marginal-changes-support-post-holiday-bond-market-14754 nashnova zh-tw 2026-10-12T13:35:12.901Z 國盛證券:節後債市三項邊際變化支撐走強 https://www.nashnova.com/zh-hant/feed/special/u-s-economic-surprise-index-turns-negative-as-consumer-spending-concerns-14753 nashnova zh-tw 2026-10-12T13:29:57.936Z 美國經濟意外指數轉負,消費者支出隱憂加劇 https://www.nashnova.com/zh-hant/feed/special/u-s-stock-futures-slightly-diverge-as-oil-rebounds-and-memory-stocks-face-14752 nashnova zh-tw 2026-10-12T13:21:32.737Z 美股期貨小幅分化,油價反彈存儲股承壓 https://www.nashnova.com/zh-hant/feed/special/microsoft-accelerates-custom-maia-chip-development-to-reduce-reliance-on-nvidia-14751 nashnova zh-tw 2026-10-12T13:20:02.694Z 微軟加速自研Maia晶片,降低對輝達GPU依賴 https://www.nashnova.com/zh-hant/feed/special/oil-bond-decoupling-strips-macro-investors-of-a-forward-looking-anchor-14750 nashnova zh-tw 2026-10-12T12:55:48.791Z 石油與債券脫鉤,宏觀投資者失去前瞻錨點 https://www.nashnova.com/zh-hant/feed/special/salesforce-acquires-ai-analytics-platform-loops-integrating-technology-into-14749 nashnova zh-tw 2026-10-12T12:49:43.039Z Salesforce收購AI分析平台Loops,技術併入Tableau https://www.nashnova.com/zh-hant/feed/special/french-government-bond-spreads-widen-but-contagion-remains-contained-high-rate-14748 nashnova zh-tw 2026-10-12T12:41:14.689Z 法國國債利差擴大但傳導受控,高利率壓力或長期持續 https://www.nashnova.com/zh-hant/feed/special/brent-spot-price-surges-to-150-spread-with-futures-widens-to-45-14747 nashnova zh-tw 2026-10-12T12:39:52.958Z 布倫特現貨價飆至150美元,與期貨價差擴至45美元 https://www.nashnova.com/zh-hant/feed/special/tesla-robotaxi-caught-speeding-in-school-zones-drawing-u-s-regulatory-14746 nashnova zh-tw 2026-10-12T12:35:07.114Z 特斯拉Robotaxi學區超速遭美國監管調查 https://www.nashnova.com/zh-hant/feed/special/indias-september-cpi-rises-to-5-54-percent-yoy-multiple-institutions-expect-rbi-14745 nashnova zh-tw 2026-10-12T12:25:03.410Z 印度9月CPI同比升至5.54%,多家機構預計印度央行將繼續加息 https://www.nashnova.com/zh-hant/feed/special/wall-street-analyst-ratings-roundup-nvidia-apple-spacex-and-others-reiterated-as-14744 nashnova zh-tw 2026-10-12T12:20:27.220Z 華爾街分析師評級匯總:輝達、蘋果、SpaceX等獲重申買入 https://www.nashnova.com/zh-hant/feed/special/micron-q4-revenue-surges-379-percent-yoy-full-year-revenue-hits-all-time-high-14743 nashnova zh-tw 2026-10-12T12:15:54.134Z 美光Q4營收年增379%,全年創歷史紀錄 https://www.nashnova.com/zh-hant/feed/special/bofa-upgrades-salesforce-to-buy-raises-price-target-from-160-to-285-14742 nashnova zh-tw 2026-10-12T11:29:44.066Z 美銀上調Salesforce至買入,目標價從160升至285美元 https://www.nashnova.com/zh-hant/feed/special/bristol-myers-squibb-hits-primary-endpoints-in-two-phase-3-trials-shares-up-14741 nashnova zh-tw 2026-10-12T11:24:52.468Z 百時美施貴寶兩項三期試驗達主要終點,盤前股價漲近6% https://www.nashnova.com/zh-hant/feed/special/u-s-earnings-season-kicks-off-year-end-rally-hinges-on-profit-delivery-14740 nashnova zh-tw 2026-10-12T11:21:50.738Z 美股財報季開幕,年末反彈能否延續取決於盈利兌現 https://www.nashnova.com/zh-hant/feed/special/citi-accelerates-lifting-of-consent-orders-internal-audit-to-be-submitted-before-14739 nashnova zh-tw 2026-10-12T11:20:24.744Z 花旗加速解除監管令,內審年底前提交 https://www.nashnova.com/zh-hant/feed/special/shanghai-port-group-in-talks-to-acquire-lme-warehousing-firm-eyeing-metals-flow-14738 nashnova zh-tw 2026-10-12T11:15:10.050Z 上海港集團洽購LME倉儲公司,意在金屬流向數據 https://www.nashnova.com/zh-hant/feed/special/hong-kong-sfc-amends-listing-rules-introduces-post-listing-conditions-and-14737 nashnova zh-tw 2026-10-12T11:04:52.675Z 香港證監會修訂上市規則 新增上市後條件及獨立覆核機制 https://www.nashnova.com/zh-hant/feed/special/brookings-ai-infrastructure-spending-averages-3-6-percent-of-gdp-annually-1-6x-14736 nashnova zh-tw 2026-10-12T10:25:45.593Z 布魯金斯:AI基建年均佔GDP 3.6%,超鐵路時代1.6倍 https://www.nashnova.com/zh-hant/feed/special/africas-largest-phone-maker-transsions-hong-kong-ipo-sees-lukewarm-subscription-14735 nashnova zh-tw 2026-10-12T10:10:50.035Z 非洲最大手機商傳音港股IPO認購冷淡,僅超購3.5倍 https://www.nashnova.com/zh-hant/feed/special/sia-report-u-s-chip-supply-chain-dependence-on-china-far-exceeds-surface-level-14734 nashnova zh-tw 2026-10-12T10:09:46.581Z SIA報告:美國晶片供應鏈對華依賴遠超表面數據 https://www.nashnova.com/zh-hant/feed/special/ubs-next-phase-of-ai-trade-focuses-on-power-and-data-center-supply-14733 nashnova zh-tw 2026-10-12T10:04:48.249Z 瑞銀:AI交易下一階段聚焦電力與數據中心供給 https://www.nashnova.com/zh-hant/feed/special/2026-nobel-prize-in-economics-announced-hall-and-woodford-win-the-award-14732 nashnova zh-tw 2026-10-12T09:55:02.477Z 2026年諾貝爾經濟學獎揭曉,霍爾與伍德福德獲獎 https://www.nashnova.com/zh-hant/feed/special/new-model-gpt-rosalind-discovery-appears-on-openai-life-sciences-api-14731 nashnova zh-tw 2026-10-12T09:30:33.108Z OpenAI生命科學API現新型號gpt-rosalind-discovery https://www.nashnova.com/zh-hant/feed/special/hkex-partners-with-s-and-p-dow-jones-to-launch-cross-market-tech-100-index-14730 nashnova zh-tw 2026-10-12T09:20:44.856Z 港交所聯合標普道瓊斯推出跨市場科技100指數 https://www.nashnova.com/zh-hant/feed/special/chinas-ministry-of-finance-cuts-export-tax-rebate-rate-for-nevs-to-9-percent-14729 nashnova zh-tw 2026-10-12T09:19:48.618Z 中國財政部下調新能源汽車出口退稅率至9% https://www.nashnova.com/zh-hant/feed/special/china-regulator-unconditionally-approves-geelys-acquisition-of-fords-spanish-14728 nashnova zh-tw 2026-10-12T08:59:40.814Z 中國監管無條件批准吉利收購福特西班牙子公司 https://www.nashnova.com/zh-hant/feed/special/hk-stock-close-hsi-up-0-25-percent-chinese-banks-hit-new-highs-lithium-and-gold-14727 nashnova zh-tw 2026-10-12T08:49:41.806Z 港股收盤:恒指漲0.25% 內銀創新高 鋰礦黃金股承壓 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-upgrades-global-equities-back-to-overweight-raises-bonds-to-14726 nashnova zh-tw 2026-10-12T08:48:14.675Z 高盛重新超配全球股票,中長期上調債券至超配 https://www.nashnova.com/zh-hant/feed/special/china-thermal-coal-prices-hit-three-year-high-as-multiple-factors-constrain-14725 nashnova zh-tw 2026-10-12T08:46:39.707Z 中國動力煤價格創三年新高,多重因素壓制供應 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https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-muse-costs-up-to-130-user-month-user-growth-plunges-62-percent-14719 nashnova zh-tw 2026-10-12T07:45:44.601Z 摩根士丹利:Muse每用戶月成本最高130美元,用戶增速驟降62% https://www.nashnova.com/zh-hant/feed/special/ase-q3-revenue-surges-nearly-45-percent-yoy-atm-business-up-51-percent-14718 nashnova zh-tw 2026-10-12T07:40:43.922Z 日月光Q3營收同比增近45%,ATM業務增51% https://www.nashnova.com/zh-hant/feed/special/huawei-backed-luxury-ev-suffers-brake-failure-chinas-miit-plans-new-vehicle-14717 nashnova zh-tw 2026-10-12T07:39:45.561Z 華為系豪華電動車剎車斷裂,中國工信部擬出台新車型測試規則 https://www.nashnova.com/zh-hant/feed/special/creditease-founder-criminally-detained-u-s-listed-subsidiary-yiren-digital-14716 nashnova zh-tw 2026-10-12T07:34:50.467Z 宜信實控人遭刑事拘留,旗下美股平台宜人數科波及 https://www.nashnova.com/zh-hant/feed/special/forecast-samsungs-hbm-market-share-to-surpass-sk-hynix-by-2027-14715 nashnova zh-tw 2026-10-12T07:20:19.864Z 預測:三星2027年HBM市佔率將超越SK海力士 https://www.nashnova.com/zh-hant/feed/special/burry-increases-byd-position-calling-it-potentially-the-worlds-lowest-cost-14714 nashnova zh-tw 2026-10-12T07:05:56.654Z 伯里增持比亞迪,稱其或為全球最低成本車企 https://www.nashnova.com/zh-hant/feed/special/broadcom-ceo-capital-not-memory-chips-is-the-biggest-bottleneck-for-ai-growth-14713 nashnova zh-tw 2026-10-12T07:04:50.016Z 博通CEO:AI增長最大瓶頸是資本而非存儲晶片 https://www.nashnova.com/zh-hant/feed/special/volkswagen-q3-global-deliveries-drop-14-3-percent-yoy-china-market-plunges-14712 nashnova zh-tw 2026-10-12T06:54:42.597Z 大眾汽車Q3全球交付量同比降14.3%,中國市場跌幅近四成 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-bond-vigilantes-target-french-sovereign-debt-spreads-exceed-14711 nashnova zh-tw 2026-10-12T06:51:39.921Z 大摩:債券義警鎖定法國主權債,利差超歐債危機峰值 https://www.nashnova.com/zh-hant/feed/special/burry-shifts-to-fannie-mae-and-freddie-mac-preferred-shares-warns-of-dilution-14710 nashnova zh-tw 2026-10-12T06:50:17.743Z 伯里轉持房利美房地美優先股,警示國債轉股稀釋風險 https://www.nashnova.com/zh-hant/feed/special/lithium-carbonate-futures-fall-below-110-000-yuan-hitting-a-new-low-for-the-year-14709 nashnova zh-tw 2026-10-12T06:25:06.826Z 碳酸鋰期貨跌破11萬元,創年內新低 https://www.nashnova.com/zh-hant/feed/special/qualcomm-ceo-smartphones-will-run-100-billion-parameter-ai-models-by-2028-14708 nashnova zh-tw 2026-10-12T06:00:13.161Z 高通CEO:2028年手機將運行千億參數AI模型 https://www.nashnova.com/zh-hant/feed/special/taiwans-september-exports-hit-single-month-record-first-nine-months-exports-to-14707 nashnova zh-tw 2026-10-12T05:15:06.703Z 台灣9月出口創單月紀錄,前九月對美出口首破2000億美元 https://www.nashnova.com/zh-hant/feed/special/vix-risk-signals-intensify-as-hedge-funds-hold-record-heavy-tech-positions-14706 nashnova zh-tw 2026-10-12T04:56:39.895Z 對沖基金史上最重科技倉位下VIX風險信號升溫 https://www.nashnova.com/zh-hant/feed/special/eu-and-china-agree-to-launch-consultations-on-inverter-market-access-14705 nashnova zh-tw 2026-10-12T04:49:57.340Z 歐中同意就逆變器市場準入問題展開磋商 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ccc-spreads-hit-record-bank-stocks-most-oversold-since-1993-14704 nashnova zh-tw 2026-10-12T04:41:09.749Z 大摩:CCC級利差創紀錄,銀行股超賣程度為1993年來最高 https://www.nashnova.com/zh-hant/feed/special/tsmc-and-asml-advance-12-inch-photomask-development-plan-pilot-production-line-14703 nashnova zh-tw 2026-10-12T04:26:18.474Z 台積電與ASML推進12英寸光掩模 擬2031年建試產線解鎖High-NA EUV全場曝光 https://www.nashnova.com/zh-hant/feed/special/copper-prices-rise-0-5-percent-shifting-rate-cut-expectations-combined-with-14702 nashnova zh-tw 2026-10-12T04:25:01.569Z 銅價漲0.5%:降息預期鬆動疊加智利礦山雪崩衝擊供應 https://www.nashnova.com/zh-hant/feed/special/traders-bet-70-percent-probability-of-bank-of-korea-hiking-rates-by-50-basis-14701 nashnova zh-tw 2026-10-12T04:15:00.242Z 交易員押注韓國央行未來六個月加息50基點概率達70% https://www.nashnova.com/zh-hant/feed/special/imf-ai-investment-underpins-3-percent-global-growth-asia-benefits-significantly-14700 nashnova zh-tw 2026-10-12T04:04:55.976Z IMF:AI投資支撐全球增長約3%,亞洲受益顯著 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-maintains-bullish-stance-on-pjm-power-ipp-sector-top-picks-tln-nrg-14699 nashnova zh-tw 2026-10-12T03:25:23.239Z 高盛維持PJM電力IPP板塊看多,首選TLN、NRG、VST https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-china-ai-stocks-near-5-trillion-market-cap-two-investment-themes-14698 nashnova zh-tw 2026-10-12T03:20:38.254Z 高盛:中國AI股市值近5萬億美元,劃定出口與內需兩條投資主線 https://www.nashnova.com/zh-hant/feed/special/u-s-65-percent-domestic-content-rule-may-reshape-value-distribution-in-chinas-14697 nashnova zh-tw 2026-10-12T03:11:22.034Z 美國65%本地內容規則或重塑中國光學供應鏈價值分配 https://www.nashnova.com/zh-hant/feed/special/suzhou-dongshan-precision-plans-hong-kong-ipo-seeking-up-to-3-billion-14696 nashnova zh-tw 2026-10-12T03:10:06.592Z 蘇州東山精密擬赴港IPO,募資最高30億美元 https://www.nashnova.com/zh-hant/feed/special/chinext-index-falls-below-3-000-points-banks-hit-record-highs-copper-clad-14695 nashnova zh-tw 2026-10-12T02:45:40.608Z 創業板指跌破3000點 銀行創歷史新高 覆銅板領跌 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-alibaba-cloud-profits-to-cover-ai-losses-for-the-first-time-in-q4-2026-14694 nashnova zh-tw 2026-10-12T02:40:15.284Z 摩根大通:阿里雲利潤將於2026年四季度首次覆蓋AI虧損 https://www.nashnova.com/zh-hant/feed/special/mediateks-flagship-ap-market-share-set-to-surpass-samsung-tsmcs-2nm-capacity-is-14693 nashnova zh-tw 2026-10-12T02:16:09.642Z 聯發科旗艦AP市佔率將超三星,台積電2奈米產能是關鍵 https://www.nashnova.com/zh-hant/feed/special/dbs-bank-ceo-markets-are-repricing-ai-financing-risks-14692 nashnova zh-tw 2026-10-12T02:15:00.916Z 星展銀行CEO:市場正重新為AI融資風險定價 https://www.nashnova.com/zh-hant/feed/special/ubs-hawkish-expectations-largely-priced-in-falling-treasury-yields-to-drive-gold-14691 nashnova zh-tw 2026-10-12T01:59:46.997Z 瑞銀:鷹派預期已大部分定價,美債收益率回落將推動黃金反彈 https://www.nashnova.com/zh-hant/feed/special/citic-securities-hong-kong-stocks-have-foundation-to-resume-uptrend-recommends-14690 nashnova zh-tw 2026-10-12T00:35:25.405Z 中信證券:港股具備重拾上行基礎,薦紅利、AI硬體等方向 https://www.nashnova.com/zh-hant/feed/special/ai-halo-fades-korean-stocks-swing-from-global-best-to-global-worst-14689 nashnova zh-tw 2026-10-12T00:25:23.542Z AI光環褪色,韓股從全球最強跌至全球最弱 https://www.nashnova.com/zh-hant/feed/special/global-bond-selloff-does-central-banks-job-yields-break-4-percent-hitting-25-14688 nashnova zh-tw 2026-10-11T23:10:25.832Z 全球債市拋售替央行加息,收益率破4%創25年新高 https://www.nashnova.com/zh-hant/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova zh-tw 2026-10-11T20:39:58.395Z 亞馬遜擬約70億美元收購AI晶片適配初創Decart https://www.nashnova.com/zh-hant/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova zh-tw 2026-10-11T15:40:11.918Z 利雅得機場再遭襲擊,實物布倫特油價創1991年來新高 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova zh-tw 2026-10-11T15:20:19.956Z 高盛預測2027年美股股權發行規模達6000億美元 https://www.nashnova.com/zh-hant/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova zh-tw 2026-10-11T15:15:27.701Z Anthropic數據中心擴張:每月潛在營收逾13億美元 https://www.nashnova.com/zh-hant/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova zh-tw 2026-10-11T14:56:24.962Z 中歐達成16點共識,混合車出口限制換取貿易戰緩衝 https://www.nashnova.com/zh-hant/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova zh-tw 2026-10-11T14:55:09.083Z 特朗普宣佈俄烏能源停火,柴油市場關注落實 https://www.nashnova.com/zh-hant/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova zh-tw 2026-10-11T13:14:45.788Z IMF:代幣化股票流動性低、波動大,但需求真實存在 https://www.nashnova.com/zh-hant/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova zh-tw 2026-10-11T12:18:24.898Z 中信證券:景氣與供給出清應對高利率,追蹤AI投資週期拐點 https://www.nashnova.com/zh-hant/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova zh-tw 2026-10-11T12:16:42.726Z 鈀金年內跌30%,全球40%精煉產能集中一廠引發供應隱憂 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova zh-tw 2026-10-11T12:15:11.093Z 大摩:市場低估寧德時代韌性,維持A股增持目標價500元 https://www.nashnova.com/zh-hant/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova zh-tw 2026-10-11T11:58:23.705Z 特朗普稱考慮加入沙特打擊胡塞武裝,沙特請求美國緊急防務支援 https://www.nashnova.com/zh-hant/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova zh-tw 2026-10-11T11:57:01.509Z 長鑫存儲獲里昂、伯恩斯坦雙重「跑贏」評級,全球市佔率擴張邏輯受考驗 https://www.nashnova.com/zh-hant/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova zh-tw 2026-10-11T11:55:45.132Z 美國六大銀行本週密集披露三季報,淨息差與投行費用是核心看點 https://www.nashnova.com/zh-hant/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova zh-tw 2026-10-11T11:15:19.162Z 中信建投:節後A股低於預期,防禦優先等待轉機 https://www.nashnova.com/zh-hant/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova zh-tw 2026-10-11T11:04:57.416Z 輝達表外承諾單季飆升至5300億美元 https://www.nashnova.com/zh-hant/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova zh-tw 2026-10-11T08:05:07.670Z 利雅得機場遇襲次日,沙特股市下跌1% https://www.nashnova.com/zh-hant/feed/special/ai-14671 nashnova zh-tw 2026-10-11T06:00:08.925Z 高盛:AI交易敘事從硬體轉向應用層 https://www.nashnova.com/zh-hant/feed/special/80-percent-14670 nashnova zh-tw 2026-10-11T05:20:19.680Z 三星明年存儲產能80%已被長協鎖定,科技巨頭爭搶剩餘份額