https://www.nashnova.com/feed/special/california-and-11-other-states-sue-to-block-paramounts-110-billion-acquisition-6381 NashNova en 2026-07-13T16:02:03.834Z California and 11 Other States Sue to Block Paramount's $110 Billion Acquisition of Warner Bros. https://www.nashnova.com/feed/special/bofa-amd-server-chip-demand-robust-quarterly-results-expected-to-beat-estimates-6380 NashNova en 2026-07-13T15:56:51.761Z BofA: AMD Server Chip Demand Robust, Quarterly Results Expected to Beat Estimates with Raised Guidance https://www.nashnova.com/feed/special/citadel-securities-market-leadership-rotates-into-communication-services-and-6379 NashNova en 2026-07-13T15:21:48.548Z Citadel Securities: Market Leadership Rotates into Communication Services & Financials https://www.nashnova.com/feed/special/bernstein-memory-correction-unlikely-to-drag-down-semiconductor-equipment-sector-6378 NashNova en 2026-07-13T14:39:24.715Z Bernstein: Memory Correction Unlikely to Drag Down Semiconductor Equipment Sector https://www.nashnova.com/feed/special/jpmorgan-survey-chinas-pcb-industry-ai-upcycle-remains-intact-6377 NashNova en 2026-07-13T14:38:14.871Z JPMorgan Survey: China's PCB Industry AI Upcycle Remains Intact https://www.nashnova.com/feed/special/u-s-ipo-market-set-to-break-historic-fundraising-record-this-week-6376 NashNova en 2026-07-13T14:37:05.510Z U.S. IPO Market Set to Break Historic Fundraising Record This Week https://www.nashnova.com/feed/special/wall-streets-big-five-banks-expected-to-post-39b-in-q2-trading-revenue-6375 NashNova en 2026-07-13T14:34:24.881Z Wall Street's Big Five Banks Expected to Post ~$39B in Q2 Trading Revenue https://www.nashnova.com/feed/special/goldman-sachs-warns-ai-ecosystem-narrative-shifts-from-two-horse-race-to-6374 NashNova en 2026-07-13T14:33:08.751Z Goldman Sachs Warns: AI Ecosystem Narrative Shifts from Two-Horse Race to Multipolar Competition https://www.nashnova.com/feed/special/el-erian-ai-financing-demands-push-bond-yields-higher-6373 NashNova en 2026-07-13T14:32:02.260Z El-Erian: AI Financing Demands Push Bond Yields Higher https://www.nashnova.com/feed/special/ai-investment-boom-drives-record-foreign-inflows-into-u-s-stocks-potentially-6372 NashNova en 2026-07-13T13:51:49.468Z AI Investment Boom Drives Record Foreign Inflows into U.S. Stocks, Potentially Pressuring the Dollar https://www.nashnova.com/feed/special/opec-cuts-2026-oil-demand-forecast-for-third-consecutive-time-raises-2027-6371 NashNova en 2026-07-13T13:49:51.794Z OPEC Cuts 2026 Oil Demand Forecast for Third Consecutive Time, Raises 2027 Outlook https://www.nashnova.com/feed/special/trump-claims-u-s-will-take-control-of-strait-of-hormuz-and-demands-compensation-6370 NashNova en 2026-07-13T13:48:37.316Z Trump Claims U.S. Will Take Control of Strait of Hormuz and Demands Compensation https://www.nashnova.com/feed/special/merz-calls-for-exchange-rate-political-dialogue-with-china-6369 NashNova en 2026-07-13T13:47:10.120Z Merz Calls for Exchange Rate Political Dialogue with China https://www.nashnova.com/feed/special/morgan-stanley-raises-global-ai-capex-forecasts-to-1-2t-1-4t-for-2027-2028-6368 NashNova en 2026-07-13T13:43:41.356Z Morgan Stanley Raises Global AI Capex Forecasts to $1.2T/$1.4T for 2027/2028 https://www.nashnova.com/feed/special/oppenheimer-warns-u-s-stocks-face-seasonal-pullback-risk-6367 NashNova en 2026-07-13T13:42:17.388Z Oppenheimer Warns U.S. Stocks Face Seasonal Pullback Risk https://www.nashnova.com/feed/special/morgan-stanley-raises-ai-scale-up-network-market-to-73-billion-6366 NashNova en 2026-07-13T13:30:40.800Z Morgan Stanley Raises AI Scale-Up Network Market to $73 Billion https://www.nashnova.com/feed/special/goldman-sachs-and-bofa-both-flash-sell-signals-as-hedge-funds-contrarily-load-up-6365 NashNova en 2026-07-13T13:28:56.322Z Goldman Sachs and BofA Both Flash Sell Signals as Hedge Funds Contrarily Load Up on Tech Stocks https://www.nashnova.com/feed/special/five-major-firms-unanimously-rate-spacex-as-buy-with-average-price-target-of-250-6364 NashNova en 2026-07-13T13:27:35.647Z Five Major Firms Unanimously Rate SpaceX as Buy with Average Price Target of $250 https://www.nashnova.com/feed/special/global-smartphone-shipments-hit-13-year-low-in-q2-6363 NashNova en 2026-07-13T13:12:19.444Z Global Smartphone Shipments Hit 13-Year Low in Q2 https://www.nashnova.com/feed/special/on-the-eve-of-cpi-release-the-widening-gap-between-official-inflation-data-and-6362 NashNova en 2026-07-13T13:04:45.307Z On the Eve of CPI Release: The Widening Gap Between Official Inflation Data and Consumer Reality https://www.nashnova.com/feed/special/robinhood-chain-dex-trading-volume-ranks-top-five-across-all-chains-within-two-6361 NashNova en 2026-07-13T13:03:19.183Z Robinhood Chain DEX Trading Volume Ranks Top Five Across All Chains Within Two Weeks of Launch https://www.nashnova.com/feed/special/strategy-raises-467m-through-stock-offering-cash-reserves-rise-to-3b-6360 NashNova en 2026-07-13T13:02:07.235Z Strategy Raises $467M Through Stock Offering, Cash Reserves Rise to $3B https://www.nashnova.com/feed/special/u-s-iran-conflict-escalates-again-u-s-stock-futures-fall-oil-prices-rise-6359 NashNova en 2026-07-13T12:32:41.283Z U.S.-Iran Conflict Escalates Again: U.S. Stock Futures Fall, Oil Prices Rise https://www.nashnova.com/feed/special/citi-raises-apple-price-target-to-365-6358 NashNova en 2026-07-13T12:31:40.966Z Citi Raises Apple Price Target to $365 https://www.nashnova.com/feed/special/wall-street-banks-join-forces-to-counter-stablecoin-expansion-6357 NashNova en 2026-07-13T12:27:40.642Z Wall Street Banks Join Forces to Counter Stablecoin Expansion https://www.nashnova.com/feed/special/intel-invests-5-billion-to-expand-ai-chip-capacity-in-ireland-6356 NashNova en 2026-07-13T12:22:57.974Z Intel Invests €5 Billion to Expand AI Chip Capacity in Ireland https://www.nashnova.com/feed/special/goldman-sachs-chip-designer-shortage-benefits-eda-software-firms-raises-cadence-6355 NashNova en 2026-07-13T12:21:53.961Z Goldman Sachs: Chip Designer Shortage Benefits EDA Software Firms, Raises Cadence Target Price https://www.nashnova.com/feed/special/forced-liquidations-in-south-korean-stock-market-margin-accounts-hit-krw-344-2-6354 NashNova en 2026-07-13T12:12:29.676Z Forced Liquidations in South Korean Stock Market Margin Accounts Hit KRW 344.2 Billion in July https://www.nashnova.com/feed/special/top-quant-firms-deny-korea-factor-rumors-report-widespread-heavy-losses-today-6353 NashNova en 2026-07-13T11:32:01.018Z Top Quant Firms Deny 'Korea Factor' Rumors, Report Widespread Heavy Losses Today https://www.nashnova.com/feed/special/fed-advances-regulatory-and-institutional-reform-on-three-fronts-6352 NashNova en 2026-07-13T11:23:09.560Z Fed Advances Regulatory and Institutional Reform on Three Fronts https://www.nashnova.com/feed/special/cathie-woods-q2-portfolio-reshuffle-buying-spacex-eli-lilly-meta-while-trimming-6351 NashNova en 2026-07-13T11:21:59.463Z Cathie Wood's Q2 Portfolio Reshuffle: Buying SpaceX, Eli Lilly, Meta While Trimming AMD https://www.nashnova.com/feed/special/futu-securities-mainland-china-business-to-gradually-scale-back-hong-kong-6350 NashNova en 2026-07-13T11:06:50.086Z Futu Securities: Mainland China Business to Gradually Scale Back, Hong Kong Outlets to Remain https://www.nashnova.com/feed/special/wus-printed-circuits-h1-net-profit-expected-to-surge-up-to-78-percent-thailand-6349 NashNova en 2026-07-13T11:02:33.508Z WUS Printed Circuit's H1 Net Profit Expected to Surge Up to 78%; Thailand Factory Turns Profitable in Q2 https://www.nashnova.com/feed/special/jefferies-upgrades-shopify-positioning-it-as-ai-merchant-infrastructure-6348 NashNova en 2026-07-13T10:46:56.522Z Jefferies Upgrades Shopify, Positioning It as AI Merchant Infrastructure https://www.nashnova.com/feed/special/middle-east-escalation-drags-down-crypto-market-bitcoin-falls-to-63-100-6347 NashNova en 2026-07-13T10:42:29.857Z Middle East Escalation Drags Down Crypto Market, Bitcoin Falls to $63,100 https://www.nashnova.com/feed/special/tesla-robotaxi-commercialization-enters-final-sprint-6346 NashNova en 2026-07-13T10:26:47.587Z Tesla Robotaxi Commercialization Enters Final Sprint https://www.nashnova.com/feed/special/seres-group-drops-over-50-percent-year-to-date-q2-loss-exceeds-2-2-billion-yuan-6345 NashNova en 2026-07-13T10:22:23.380Z Seres Group Drops Over 50% Year-to-Date, Q2 Loss Exceeds 2.2 Billion Yuan https://www.nashnova.com/feed/special/u-s-chip-stocks-volatile-in-july-as-valuation-and-ai-capex-outlook-face-scrutiny-6344 NashNova en 2026-07-13T10:19:52.611Z U.S. Chip Stocks Volatile in July as Valuation and AI Capex Outlook Face Scrutiny https://www.nashnova.com/feed/special/u-s-major-banks-kick-off-q2-earnings-season-with-five-giants-reporting-6343 NashNova en 2026-07-13T10:18:34.154Z U.S. Major Banks Kick Off Q2 Earnings Season with Five Giants Reporting https://www.nashnova.com/feed/special/white-house-plans-to-unite-utilities-and-data-centers-to-prevent-ai-power-cost-6342 NashNova en 2026-07-13T10:17:08.396Z White House Plans to Unite Utilities and Data Centers to Prevent AI Power Cost Pass-Through https://www.nashnova.com/feed/special/samsung-develops-glass-interposer-as-tsmc-expands-chiayi-packaging-facility-to-6341 NashNova en 2026-07-13T10:13:07.745Z Samsung Develops Glass Interposer as TSMC Expands Chiayi Packaging Facility to Four Fabs https://www.nashnova.com/feed/special/southbound-net-buying-reaches-hk-9b-zhipu-receives-hk-4-7b-in-added-positions-6340 NashNova en 2026-07-13T10:02:39.819Z Southbound Net Buying Reaches HK$9B; Zhipu Receives HK$4.7B in Added Positions https://www.nashnova.com/feed/special/meta-adds-40-billion-investment-in-louisiana-data-center-6339 NashNova en 2026-07-13T09:41:47.079Z Meta Adds $40 Billion Investment in Louisiana Data Center https://www.nashnova.com/feed/special/state-council-approves-consumer-15th-five-year-plan-targeting-60-trillion-yuan-6338 NashNova en 2026-07-13T09:37:29.776Z State Council Approves Consumer "15th Five-Year" Plan, Targeting 60 Trillion Yuan in Total Retail Sales by 2030 https://www.nashnova.com/feed/special/after-sk-hynixs-u-s-listing-foreign-investors-grow-selective-on-asian-tech-stock-6337 NashNova en 2026-07-13T09:17:14.991Z After SK Hynix's U.S. Listing, Foreign Investors Grow Selective on Asian Tech Stock Fundraising https://www.nashnova.com/feed/special/sk-hynix-ships-hbm4-to-nvidia-ahead-of-schedule-6336 NashNova en 2026-07-13T09:14:24.228Z SK Hynix Ships HBM4 to Nvidia Ahead of Schedule https://www.nashnova.com/feed/special/treasury-yields-hold-steady-as-core-inflation-data-and-warsh-hearing-take-center-6335 NashNova en 2026-07-13T09:13:08.503Z Treasury Yields Hold Steady as Core Inflation Data and Warsh Hearing Take Center Stage This Week https://www.nashnova.com/feed/special/vw-ceo-internal-memo-potential-additional-50-000-job-cuts-6334 NashNova en 2026-07-13T09:11:59.211Z VW CEO Internal Memo: Potential Additional 50,000 Job Cuts https://www.nashnova.com/feed/special/eu-plans-legislation-to-restrict-childrens-access-to-social-media-6333 NashNova en 2026-07-13T09:03:08.039Z EU Plans Legislation to Restrict Children's Access to Social Media https://www.nashnova.com/feed/special/morgan-stanley-private-meeting-ai-trade-overcrowded-hk-internet-stocks-enter-6332 NashNova en 2026-07-13T08:57:26.647Z Morgan Stanley Private Meeting: AI Trade Overcrowded, HK Internet Stocks Enter Recovery Window https://www.nashnova.com/feed/special/hk-stock-close-hang-seng-index-up-0-16-percent-memory-stocks-plunge-oil-and-gas-6331 NashNova en 2026-07-13T08:53:09.799Z HK Stock Close: Hang Seng Index Up 0.16%, Memory Stocks Plunge, Oil & Gas Stocks Active https://www.nashnova.com/feed/special/xi-jinping-attends-world-artificial-intelligence-conference-for-the-first-time-6330 NashNova en 2026-07-13T08:46:55.946Z Xi Jinping Attends World Artificial Intelligence Conference for the First Time https://www.nashnova.com/feed/special/middle-east-tensions-push-oil-prices-higher-european-stocks-slightly-diverge-on-6329 NashNova en 2026-07-13T08:42:13.566Z Middle East Tensions Push Oil Prices Higher; European Stocks Slightly Diverge on July 13 https://www.nashnova.com/feed/special/bofa-ai-and-tech-to-dominate-chinas-stock-market-in-q3-6328 NashNova en 2026-07-13T08:36:47.052Z BofA: AI and Tech to Dominate China's Stock Market in Q3 https://www.nashnova.com/feed/special/bofa-sharply-raises-tencent-capex-forecast-ai-agent-strategy-underestimated-6327 NashNova en 2026-07-13T08:27:21.362Z BofA Sharply Raises Tencent Capex Forecast, AI Agent Strategy Underestimated https://www.nashnova.com/feed/special/mastercard-plans-to-sell-majority-stake-in-vocalink-deliveryco-may-take-over-6326 NashNova en 2026-07-13T08:16:56.015Z Mastercard Plans to Sell Majority Stake in Vocalink, DeliveryCo May Take Over https://www.nashnova.com/feed/special/chinas-q2-gdp-growth-expected-to-slow-to-4-5-percent-stimulus-policy-6325 NashNova en 2026-07-13T08:07:09.276Z China's Q2 GDP Growth Expected to Slow to 4.5%, Stimulus Policy Expectations Heat Up https://www.nashnova.com/feed/special/morgan-stanleys-wilson-earnings-growth-accelerating-beyond-tech-us-stock-rally-6324 NashNova en 2026-07-13T07:43:25.155Z Morgan Stanley's Wilson: Earnings Growth Accelerating Beyond Tech, US Stock Rally Expected to Broaden https://www.nashnova.com/feed/special/tsmc-notifies-clients-mature-process-node-prices-to-rise-starting-2027-6323 NashNova en 2026-07-13T07:42:08.842Z TSMC Notifies Clients: Mature Process Node Prices to Rise Starting 2027 https://www.nashnova.com/feed/special/goldman-sachs-raises-applied-materials-price-target-to-645-bullish-on-dram-and-6322 NashNova en 2026-07-13T07:17:48.200Z Goldman Sachs Raises Applied Materials Price Target to $645, Bullish on DRAM and HBM Growth https://www.nashnova.com/feed/special/intel-cpus-in-short-supply-company-wide-price-hikes-restore-pricing-power-6321 NashNova en 2026-07-13T07:16:27.982Z Intel CPUs in Short Supply, Company-Wide Price Hikes Restore Pricing Power https://www.nashnova.com/feed/special/goldman-sachs-raises-sandisk-price-target-to-2-200-bullish-on-august-earnings-6320 NashNova en 2026-07-13T07:15:07.401Z Goldman Sachs Raises SanDisk Price Target to $2,200, Bullish on August Earnings https://www.nashnova.com/feed/special/yen-drops-0-4-percent-on-reports-gpif-will-keep-allocation-unchanged-6319 NashNova en 2026-07-13T07:13:39.055Z Yen Drops 0.4% on Reports GPIF Will Keep Allocation Unchanged https://www.nashnova.com/feed/special/mitsubishi-ufj-surpasses-toyota-to-become-japans-most-valuable-company-6318 NashNova en 2026-07-13T07:12:41.950Z Mitsubishi UFJ Surpasses Toyota to Become Japan's Most Valuable Company https://www.nashnova.com/feed/special/sk-hynix-q1-u-s-revenue-share-exceeds-64-percent-as-domestic-market-cools-6317 NashNova en 2026-07-13T07:11:57.517Z SK Hynix Q1 U.S. Revenue Share Exceeds 64% as Domestic Market Cools https://www.nashnova.com/feed/special/european-healthcare-stocks-at-valuation-lows-as-multiple-institutions-favor-6316 NashNova en 2026-07-13T06:47:31.182Z European Healthcare Stocks at Valuation Lows as Multiple Institutions Favor Defensive Rotation https://www.nashnova.com/feed/special/intel-evaluates-14a2-backside-power-delivery-to-catch-up-with-tsmc-6315 NashNova en 2026-07-13T06:42:06.411Z Intel Evaluates 14A2 Backside Power Delivery to Catch Up with TSMC https://www.nashnova.com/feed/special/goldman-sachs-us-iran-conflict-inflation-shock-fading-fed-expected-to-hold-6314 NashNova en 2026-07-13T06:27:24.293Z Goldman Sachs: US-Iran Conflict Inflation Shock Fading, Fed Expected to Hold Steady in 2026 https://www.nashnova.com/feed/special/south-koreas-top-five-banks-have-exhausted-85-percent-of-lending-quotas-stock-6313 NashNova en 2026-07-13T06:08:08.813Z South Korea's Top Five Banks Have Exhausted 85% of Lending Quotas, Stock Market Leverage Faces Contraction https://www.nashnova.com/feed/special/samsung-completes-tesla-ai5-chip-tape-out-taylor-fab-set-for-mass-production-6312 NashNova en 2026-07-13T06:07:01.997Z Samsung Completes Tesla AI5 Chip Tape-Out, Taylor Fab Set for Mass Production Next Year https://www.nashnova.com/feed/special/ai-giants-bond-issuance-hits-244b-doubling-year-over-year-pressuring-credit-6311 NashNova en 2026-07-13T06:03:35.694Z AI Giants' Bond Issuance Hits $244B, Doubling Year-Over-Year, Pressuring Credit Markets https://www.nashnova.com/feed/special/chinas-crude-oil-imports-rebound-in-july-restocking-may-resume-in-q4-6310 NashNova en 2026-07-13T05:39:04.965Z China's Crude Oil Imports Rebound in July, Restocking May Resume in Q4 https://www.nashnova.com/feed/special/global-funds-net-bought-1-3-billion-in-indian-stocks-in-a-single-week-6309 NashNova en 2026-07-13T05:37:46.782Z Global Funds Net Bought $1.3 Billion in Indian Stocks in a Single Week https://www.nashnova.com/feed/special/tsmc-june-revenue-surges-67-9-percent-year-over-year-6308 NashNova en 2026-07-13T05:36:51.436Z TSMC June Revenue Surges 67.9% Year-over-Year https://www.nashnova.com/feed/special/south-korea-establishes-future-response-fund-betting-on-chips-ai-data-centers-6307 NashNova en 2026-07-13T05:21:53.410Z South Korea Establishes "Future Response Fund" Betting on Chips, AI Data Centers, and Physical AI https://www.nashnova.com/feed/special/european-jet-fuel-stocks-below-30-days-as-strait-of-hormuz-disruption-risks-6306 NashNova en 2026-07-13T05:18:00.723Z European Jet Fuel Stocks Below 30 Days as Strait of Hormuz Disruption Risks Resurface https://www.nashnova.com/feed/special/shein-receives-csrc-approval-for-hong-kong-ipo-6305 NashNova en 2026-07-13T05:01:45.840Z Shein Receives CSRC Approval for Hong Kong IPO https://www.nashnova.com/feed/special/huawei-reportedly-partnering-with-shenzhen-manufacturer-to-build-12-inch-dram-6304 NashNova en 2026-07-13T04:22:19.765Z Huawei Reportedly Partnering with Shenzhen Manufacturer to Build 12-Inch DRAM Wafer Fab https://www.nashnova.com/feed/special/western-companies-turn-to-chinese-ai-models-to-cut-costs-6303 NashNova en 2026-07-13T04:21:10.675Z Western Companies Turn to Chinese AI Models to Cut Costs https://www.nashnova.com/feed/special/four-years-into-citis-overhaul-fraser-cuts-roles-and-jobs-but-profitability-6302 NashNova en 2026-07-13T04:19:43.973Z Four Years Into Citi's Overhaul: Fraser Cuts Roles and Jobs, but Profitability Still Trails JPMorgan https://www.nashnova.com/feed/special/chinas-notebook-odms-accelerate-order-grab-taiwans-manufacturing-dominance-at-6301 NashNova en 2026-07-13T04:18:23.937Z China's Notebook ODMs Accelerate Order Grab, Taiwan's Manufacturing Dominance at Inflection Point https://www.nashnova.com/feed/special/u-s-chip-factory-labor-shortfall-could-reach-157-000-by-2030-6300 NashNova en 2026-07-13T04:17:07.289Z U.S. Chip Factory Labor Shortfall Could Reach 157,000 by 2030 https://www.nashnova.com/feed/special/infineon-urges-tsmc-to-build-second-fab-in-dresden-6299 NashNova en 2026-07-13T04:12:46.386Z Infineon Urges TSMC to Build Second Fab in Dresden https://www.nashnova.com/feed/special/the-cost-of-western-de-sinicization-an-estimated-23-6-trillion-6298 NashNova en 2026-07-13T04:11:28.566Z The Cost of Western De-Sinicization: An Estimated $23.6 Trillion https://www.nashnova.com/feed/special/tsmc-adds-two-advanced-packaging-fabs-at-chiayi-science-park-6297 NashNova en 2026-07-13T03:56:57.929Z TSMC Adds Two Advanced Packaging Fabs at Chiayi Science Park https://www.nashnova.com/feed/special/jpmorgan-cuts-minimax-price-target-by-another-20-percent-stock-drops-over-18-6296 NashNova en 2026-07-13T03:47:22.229Z JPMorgan Cuts MiniMax Price Target by Another 20%, Stock Drops Over 18% https://www.nashnova.com/feed/special/chinas-june-exports-expected-to-rise-18-2-percent-supported-by-ai-demand-6295 NashNova en 2026-07-13T03:42:12.994Z China's June Exports Expected to Rise 18.2%, Supported by AI Demand https://www.nashnova.com/feed/special/beijing-establishes-guangyan-international-investment-company-to-strengthen-6294 NashNova en 2026-07-13T03:32:18.461Z Beijing Establishes Guangyan International Investment Company to Strengthen Mineral Supply Chain Control https://www.nashnova.com/feed/special/institutions-trim-ai-chip-stocks-as-foreign-holdings-in-china-hard-tech-hit-6293 NashNova en 2026-07-13T03:22:28.779Z Institutions Trim AI Chip Stocks as Foreign Holdings in China Hard-Tech Hit Record Highs https://www.nashnova.com/feed/special/multiple-ai-executives-push-back-on-computing-power-glut-theory-demand-is-6292 NashNova en 2026-07-13T03:17:37.196Z Multiple AI Executives Push Back on Computing Power Glut Theory: Demand Is Limitless, Energy Is the Bottleneck https://www.nashnova.com/feed/special/apple-accelerates-ai-chip-roadmap-m7-skips-generations-to-focus-on-neural-6291 NashNova en 2026-07-13T03:12:24.936Z Apple Accelerates AI Chip Roadmap: M7 Skips Generations to Focus on Neural Processing https://www.nashnova.com/feed/special/standard-chartered-hk-stock-rally-may-be-sustainable-balanced-allocation-6290 NashNova en 2026-07-13T02:52:19.751Z Standard Chartered: HK Stock Rally May Be Sustainable; Balanced Allocation Recommended for Tech Stocks https://www.nashnova.com/feed/special/socgen-recommends-long-taiwan-short-korea-earnings-sustainability-takes-priority-6289 NashNova en 2026-07-13T02:22:10.064Z SocGen Recommends Long Taiwan, Short Korea: Earnings Sustainability Takes Priority https://www.nashnova.com/feed/special/wallers-first-fomc-as-chair-will-2025-rate-cuts-be-walked-back-6288 NashNova en 2026-07-13T02:12:05.986Z Waller's First FOMC as Chair: Will 2025 Rate Cuts Be Walked Back? https://www.nashnova.com/feed/special/korea-exchange-activates-sidecar-mechanism-to-halt-kospi-program-selling-6287 NashNova en 2026-07-13T01:41:49.193Z Korea Exchange Activates SIDECAR Mechanism to Halt KOSPI Program Selling https://www.nashnova.com/feed/special/goldman-sachs-reaffirms-a-share-hard-tech-leadership-h-share-internet-enters-6286 NashNova en 2026-07-13T01:13:36.230Z Goldman Sachs Reaffirms A-Share Hard Tech Leadership, H-Share Internet Enters Watch Zone https://www.nashnova.com/feed/special/mediatek-q2-revenue-exceeds-guidance-upper-end-seasonal-demand-expected-in-h2-6285 NashNova en 2026-07-13T01:12:03.017Z MediaTek Q2 Revenue Exceeds Guidance Upper End; Seasonal Demand Expected in H2 https://www.nashnova.com/feed/special/s-and-p-downgrades-oracle-rating-citing-openai-as-key-credit-risk-6284 NashNova en 2026-07-13T01:07:19.035Z S&P Downgrades Oracle Rating, Citing OpenAI as Key Credit Risk https://www.nashnova.com/feed/special/sk-hynix-seoul-shares-drop-4-4-percent-after-nasdaq-debut-surge-6283 NashNova en 2026-07-13T00:41:57.926Z SK Hynix Seoul Shares Drop 4.4% After Nasdaq Debut Surge https://www.nashnova.com/feed/special/long-march-10b-maiden-flight-succeeds-commercial-aerospace-stocks-in-focus-6282 NashNova en 2026-07-13T00:38:14.687Z Long March 10B Maiden Flight Succeeds, Commercial Aerospace Stocks in Focus https://www.nashnova.com/zh/feed/special/california-and-11-other-states-sue-to-block-paramounts-110-billion-acquisition-6381 NashNova zh-cn 2026-07-13T16:02:03.834Z 加州等12州起诉阻止派拉蒙1100亿美元收购华纳兄弟 https://www.nashnova.com/zh/feed/special/bofa-amd-server-chip-demand-robust-quarterly-results-expected-to-beat-estimates-6380 NashNova zh-cn 2026-07-13T15:56:51.761Z 美银：AMD服务器芯片需求强劲，料季报超预期并上调指引 https://www.nashnova.com/zh/feed/special/citadel-securities-market-leadership-rotates-into-communication-services-and-6379 NashNova zh-cn 2026-07-13T15:21:48.548Z Citadel Securities：市场领涨板块轮动至通信与金融 https://www.nashnova.com/zh/feed/special/bernstein-memory-correction-unlikely-to-drag-down-semiconductor-equipment-sector-6378 NashNova zh-cn 2026-07-13T14:39:24.715Z 伯恩斯坦：存储调整难拖累半导体设备板块 https://www.nashnova.com/zh/feed/special/jpmorgan-survey-chinas-pcb-industry-ai-upcycle-remains-intact-6377 NashNova zh-cn 2026-07-13T14:38:14.871Z 摩根大通调研：中国PCB产业AI上行周期完好 https://www.nashnova.com/zh/feed/special/u-s-ipo-market-set-to-break-historic-fundraising-record-this-week-6376 NashNova zh-cn 2026-07-13T14:37:05.510Z 美国IPO市场本周将创历史融资纪录 https://www.nashnova.com/zh/feed/special/wall-streets-big-five-banks-expected-to-post-39b-in-q2-trading-revenue-6375 NashNova zh-cn 2026-07-13T14:34:24.881Z 华尔街五大行Q2交易收入料近390亿美元 https://www.nashnova.com/zh/feed/special/goldman-sachs-warns-ai-ecosystem-narrative-shifts-from-two-horse-race-to-6374 NashNova zh-cn 2026-07-13T14:33:08.751Z 高盛警示：AI生态叙事从双雄竞速转向多极竞争 https://www.nashnova.com/zh/feed/special/el-erian-ai-financing-demands-push-bond-yields-higher-6373 NashNova zh-cn 2026-07-13T14:32:02.260Z 埃尔-埃里安：AI融资需求推升债券收益率 https://www.nashnova.com/zh/feed/special/ai-investment-boom-drives-record-foreign-inflows-into-u-s-stocks-potentially-6372 NashNova zh-cn 2026-07-13T13:51:49.468Z AI投资热潮推高美股外资流入，或对美元构成压力 https://www.nashnova.com/zh/feed/special/opec-cuts-2026-oil-demand-forecast-for-third-consecutive-time-raises-2027-6371 NashNova zh-cn 2026-07-13T13:49:51.794Z OPEC三连降2026油需预期，上调2027展望 https://www.nashnova.com/zh/feed/special/trump-claims-u-s-will-take-control-of-strait-of-hormuz-and-demands-compensation-6370 NashNova zh-cn 2026-07-13T13:48:37.316Z 特朗普宣称美国将掌控霍尔木兹海峡并要求补偿 https://www.nashnova.com/zh/feed/special/merz-calls-for-exchange-rate-political-dialogue-with-china-6369 NashNova zh-cn 2026-07-13T13:47:10.120Z 默茨呼吁与中国展开汇率政治对话 https://www.nashnova.com/zh/feed/special/morgan-stanley-raises-global-ai-capex-forecasts-to-1-2t-1-4t-for-2027-2028-6368 NashNova zh-cn 2026-07-13T13:43:41.356Z 大摩上调2027/28年全球AI资本开支至1.2/1.4万亿美元 https://www.nashnova.com/zh/feed/special/oppenheimer-warns-u-s-stocks-face-seasonal-pullback-risk-6367 NashNova zh-cn 2026-07-13T13:42:17.388Z Oppenheimer警告美股面临季节性回调风险 https://www.nashnova.com/zh/feed/special/morgan-stanley-raises-ai-scale-up-network-market-to-73-billion-6366 NashNova zh-cn 2026-07-13T13:30:40.800Z 大摩上调AI纵向扩展网络市场至730亿美元 https://www.nashnova.com/zh/feed/special/goldman-sachs-and-bofa-both-flash-sell-signals-as-hedge-funds-contrarily-load-up-6365 NashNova zh-cn 2026-07-13T13:28:56.322Z 高盛美银齐发卖出信号，对冲基金逆势加仓科技股 https://www.nashnova.com/zh/feed/special/five-major-firms-unanimously-rate-spacex-as-buy-with-average-price-target-of-250-6364 NashNova zh-cn 2026-07-13T13:27:35.647Z 五大机构齐评SpaceX买入，均价目标250美元 https://www.nashnova.com/zh/feed/special/global-smartphone-shipments-hit-13-year-low-in-q2-6363 NashNova zh-cn 2026-07-13T13:12:19.444Z 全球智能手机出货量Q2创13年新低 https://www.nashnova.com/zh/feed/special/on-the-eve-of-cpi-release-the-widening-gap-between-official-inflation-data-and-6362 NashNova zh-cn 2026-07-13T13:04:45.307Z CPI发布前夕：官方通胀数据与消费者感受裂痕加深 https://www.nashnova.com/zh/feed/special/robinhood-chain-dex-trading-volume-ranks-top-five-across-all-chains-within-two-6361 NashNova zh-cn 2026-07-13T13:03:19.183Z Robinhood Chain上线两周DEX交易量跻身全链前五 https://www.nashnova.com/zh/feed/special/strategy-raises-467m-through-stock-offering-cash-reserves-rise-to-3b-6360 NashNova zh-cn 2026-07-13T13:02:07.235Z Strategy股票融资4.67亿美元，现金储备升至30亿 https://www.nashnova.com/zh/feed/special/u-s-iran-conflict-escalates-again-u-s-stock-futures-fall-oil-prices-rise-6359 NashNova zh-cn 2026-07-13T12:32:41.283Z 美伊冲突再升级，美股期货跌、油价涨 https://www.nashnova.com/zh/feed/special/citi-raises-apple-price-target-to-365-6358 NashNova zh-cn 2026-07-13T12:31:40.966Z 花旗上调苹果目标价至365美元 https://www.nashnova.com/zh/feed/special/wall-street-banks-join-forces-to-counter-stablecoin-expansion-6357 NashNova zh-cn 2026-07-13T12:27:40.642Z 华尔街银行联手抗衡稳定币扩张 https://www.nashnova.com/zh/feed/special/intel-invests-5-billion-to-expand-ai-chip-capacity-in-ireland-6356 NashNova zh-cn 2026-07-13T12:22:57.974Z 英特尔50亿欧元扩建爱尔兰AI芯片产能 https://www.nashnova.com/zh/feed/special/goldman-sachs-chip-designer-shortage-benefits-eda-software-firms-raises-cadence-6355 NashNova zh-cn 2026-07-13T12:21:53.961Z 高盛：芯片设计师短缺利好EDA软件商，上调铿腾目标价 https://www.nashnova.com/zh/feed/special/forced-liquidations-in-south-korean-stock-market-margin-accounts-hit-krw-344-2-6354 NashNova zh-cn 2026-07-13T12:12:29.676Z 韩国股市信用盘7月强制平仓达3442亿韩元 https://www.nashnova.com/zh/feed/special/top-quant-firms-deny-korea-factor-rumors-report-widespread-heavy-losses-today-6353 NashNova zh-cn 2026-07-13T11:32:01.018Z 头部量化机构否认"韩国因子"传言，称今日普遍大亏 https://www.nashnova.com/zh/feed/special/fed-advances-regulatory-and-institutional-reform-on-three-fronts-6352 NashNova zh-cn 2026-07-13T11:23:09.560Z 美联储三线并进推进监管与制度改革 https://www.nashnova.com/zh/feed/special/cathie-woods-q2-portfolio-reshuffle-buying-spacex-eli-lilly-meta-while-trimming-6351 NashNova zh-cn 2026-07-13T11:21:59.463Z 木头姐Q2调仓：买入SpaceX、礼来、Meta，减持AMD https://www.nashnova.com/zh/feed/special/futu-securities-mainland-china-business-to-gradually-scale-back-hong-kong-6350 NashNova zh-cn 2026-07-13T11:06:50.086Z 富途证券：中国内地业务将逐步收缩，香港网点不裁撤 https://www.nashnova.com/zh/feed/special/wus-printed-circuits-h1-net-profit-expected-to-surge-up-to-78-percent-thailand-6349 NashNova zh-cn 2026-07-13T11:02:33.508Z 沪电股份上半年净利预增最高78%，泰国工厂Q2扭亏 https://www.nashnova.com/zh/feed/special/jefferies-upgrades-shopify-positioning-it-as-ai-merchant-infrastructure-6348 NashNova zh-cn 2026-07-13T10:46:56.522Z Jefferies上调Shopify评级，定位AI商户基础设施 https://www.nashnova.com/zh/feed/special/middle-east-escalation-drags-down-crypto-market-bitcoin-falls-to-63-100-6347 NashNova zh-cn 2026-07-13T10:42:29.857Z 中东局势升级拖累加密市场，比特币跌至63100美元 https://www.nashnova.com/zh/feed/special/tesla-robotaxi-commercialization-enters-final-sprint-6346 NashNova zh-cn 2026-07-13T10:26:47.587Z 特斯拉Robotaxi商业化部署进入冲刺阶段 https://www.nashnova.com/zh/feed/special/seres-group-drops-over-50-percent-year-to-date-q2-loss-exceeds-2-2-billion-yuan-6345 NashNova zh-cn 2026-07-13T10:22:23.380Z 赛力斯年内跌逾五成，二季度亏损超22亿 https://www.nashnova.com/zh/feed/special/u-s-chip-stocks-volatile-in-july-as-valuation-and-ai-capex-outlook-face-scrutiny-6344 NashNova zh-cn 2026-07-13T10:19:52.611Z 美股芯片板块7月震荡，估值与AI资本开支前景存疑 https://www.nashnova.com/zh/feed/special/u-s-major-banks-kick-off-q2-earnings-season-with-five-giants-reporting-6343 NashNova zh-cn 2026-07-13T10:18:34.154Z 美国大型银行Q2财报季启动，五大行集中披露 https://www.nashnova.com/zh/feed/special/white-house-plans-to-unite-utilities-and-data-centers-to-prevent-ai-power-cost-6342 NashNova zh-cn 2026-07-13T10:17:08.396Z 白宫拟联合电力公司与数据中心防AI电费转嫁 https://www.nashnova.com/zh/feed/special/samsung-develops-glass-interposer-as-tsmc-expands-chiayi-packaging-facility-to-6341 NashNova zh-cn 2026-07-13T10:13:07.745Z 三星研发玻璃中介层，台积电嘉义封装厂扩至四座 https://www.nashnova.com/zh/feed/special/southbound-net-buying-reaches-hk-9b-zhipu-receives-hk-4-7b-in-added-positions-6340 NashNova zh-cn 2026-07-13T10:02:39.819Z 北水净买入90亿，智谱获加仓47亿港元 https://www.nashnova.com/zh/feed/special/meta-adds-40-billion-investment-in-louisiana-data-center-6339 NashNova zh-cn 2026-07-13T09:41:47.079Z Meta追加400亿美元投资路易斯安那州数据中心 https://www.nashnova.com/zh/feed/special/state-council-approves-consumer-15th-five-year-plan-targeting-60-trillion-yuan-6338 NashNova zh-cn 2026-07-13T09:37:29.776Z 国务院批复消费"十五五"规划，2030年社零目标60万亿 https://www.nashnova.com/zh/feed/special/after-sk-hynixs-u-s-listing-foreign-investors-grow-selective-on-asian-tech-stock-6337 NashNova zh-cn 2026-07-13T09:17:14.991Z SK海力士赴美上市后，外资对亚洲科技股融资趋于挑剔 https://www.nashnova.com/zh/feed/special/sk-hynix-ships-hbm4-to-nvidia-ahead-of-schedule-6336 NashNova zh-cn 2026-07-13T09:14:24.228Z SK海力士提前向英伟达发货HBM4 https://www.nashnova.com/zh/feed/special/treasury-yields-hold-steady-as-core-inflation-data-and-warsh-hearing-take-center-6335 NashNova zh-cn 2026-07-13T09:13:08.503Z 美债收益率平稳，核心通胀数据与沃什听证本周登场 https://www.nashnova.com/zh/feed/special/vw-ceo-internal-memo-potential-additional-50-000-job-cuts-6334 NashNova zh-cn 2026-07-13T09:11:59.211Z 大众CEO内部备忘录：或再裁员5万人 https://www.nashnova.com/zh/feed/special/eu-plans-legislation-to-restrict-childrens-access-to-social-media-6333 NashNova zh-cn 2026-07-13T09:03:08.039Z 欧盟拟立法限制儿童访问社交媒体 https://www.nashnova.com/zh/feed/special/morgan-stanley-private-meeting-ai-trade-overcrowded-hk-internet-stocks-enter-6332 NashNova zh-cn 2026-07-13T08:57:26.647Z 大摩闭门会：AI交易拥挤，港股互联网迎修复窗口 https://www.nashnova.com/zh/feed/special/hk-stock-close-hang-seng-index-up-0-16-percent-memory-stocks-plunge-oil-and-gas-6331 NashNova zh-cn 2026-07-13T08:53:09.799Z 港股收盘：恒指涨0.16%，存储股重挫，油气股活跃 https://www.nashnova.com/zh/feed/special/xi-jinping-attends-world-artificial-intelligence-conference-for-the-first-time-6330 NashNova zh-cn 2026-07-13T08:46:55.946Z 习近平首次出席世界人工智能大会 https://www.nashnova.com/zh/feed/special/middle-east-tensions-push-oil-prices-higher-european-stocks-slightly-diverge-on-6329 NashNova zh-cn 2026-07-13T08:42:13.566Z 中东局势推升油价，欧洲股市7月13日小幅分化 https://www.nashnova.com/zh/feed/special/bofa-ai-and-tech-to-dominate-chinas-stock-market-in-q3-6328 NashNova zh-cn 2026-07-13T08:36:47.052Z 美银：AI与科技将主导中国股市三季度走势 https://www.nashnova.com/zh/feed/special/bofa-sharply-raises-tencent-capex-forecast-ai-agent-strategy-underestimated-6327 NashNova zh-cn 2026-07-13T08:27:21.362Z 美银大幅上调腾讯资本开支预期，AI智能体布局被低估 https://www.nashnova.com/zh/feed/special/mastercard-plans-to-sell-majority-stake-in-vocalink-deliveryco-may-take-over-6326 NashNova zh-cn 2026-07-13T08:16:56.015Z 万事达卡拟出售Vocalink逾半股权，DeliveryCo或接盘 https://www.nashnova.com/zh/feed/special/chinas-q2-gdp-growth-expected-to-slow-to-4-5-percent-stimulus-policy-6325 NashNova zh-cn 2026-07-13T08:07:09.276Z 中国二季度GDP增速预计降至4.5%，刺激政策预期升温 https://www.nashnova.com/zh/feed/special/morgan-stanleys-wilson-earnings-growth-accelerating-beyond-tech-us-stock-rally-6324 NashNova zh-cn 2026-07-13T07:43:25.155Z 大摩威尔逊：科技股以外盈利提速，美股涨势料扩散 https://www.nashnova.com/zh/feed/special/tsmc-notifies-clients-mature-process-node-prices-to-rise-starting-2027-6323 NashNova zh-cn 2026-07-13T07:42:08.842Z 台积电通知客户：成熟制程2027年起涨价 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-applied-materials-price-target-to-645-bullish-on-dram-and-6322 NashNova zh-cn 2026-07-13T07:17:48.200Z 高盛上调应用材料目标价至645美元，看好DRAM与HBM增长 https://www.nashnova.com/zh/feed/special/intel-cpus-in-short-supply-company-wide-price-hikes-restore-pricing-power-6321 NashNova zh-cn 2026-07-13T07:16:27.982Z 英特尔CPU供不应求，全线提价重获定价权 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-sandisk-price-target-to-2-200-bullish-on-august-earnings-6320 NashNova zh-cn 2026-07-13T07:15:07.401Z 高盛上调闪迪目标价至2200美元，看好8月财报 https://www.nashnova.com/zh/feed/special/yen-drops-0-4-percent-on-reports-gpif-will-keep-allocation-unchanged-6319 NashNova zh-cn 2026-07-13T07:13:39.055Z GPIF配置不变传闻致日元跌0.4% https://www.nashnova.com/zh/feed/special/mitsubishi-ufj-surpasses-toyota-to-become-japans-most-valuable-company-6318 NashNova zh-cn 2026-07-13T07:12:41.950Z 三菱日联超越丰田，成日本市值最高公司 https://www.nashnova.com/zh/feed/special/sk-hynix-q1-u-s-revenue-share-exceeds-64-percent-as-domestic-market-cools-6317 NashNova zh-cn 2026-07-13T07:11:57.517Z SK海力士Q1美国营收占比超64%，本土市场降温 https://www.nashnova.com/zh/feed/special/european-healthcare-stocks-at-valuation-lows-as-multiple-institutions-favor-6316 NashNova zh-cn 2026-07-13T06:47:31.182Z 欧洲医疗保健股估值低位，多机构看好防御轮动 https://www.nashnova.com/zh/feed/special/intel-evaluates-14a2-backside-power-delivery-to-catch-up-with-tsmc-6315 NashNova zh-cn 2026-07-13T06:42:06.411Z 英特尔评估14A2双面供电，追赶台积电 https://www.nashnova.com/zh/feed/special/goldman-sachs-us-iran-conflict-inflation-shock-fading-fed-expected-to-hold-6314 NashNova zh-cn 2026-07-13T06:27:24.293Z 高盛：美伊冲突通胀冲击消退，美联储2026年料按兵不动 https://www.nashnova.com/zh/feed/special/south-koreas-top-five-banks-have-exhausted-85-percent-of-lending-quotas-stock-6313 NashNova zh-cn 2026-07-13T06:08:08.813Z 韩国五大银行贷款额度耗尽85%，股市杠杆资金面临收缩 https://www.nashnova.com/zh/feed/special/samsung-completes-tesla-ai5-chip-tape-out-taylor-fab-set-for-mass-production-6312 NashNova zh-cn 2026-07-13T06:07:01.997Z 三星完成特斯拉AI5芯片流片，泰勒厂明年量产 https://www.nashnova.com/zh/feed/special/ai-giants-bond-issuance-hits-244b-doubling-year-over-year-pressuring-credit-6311 NashNova zh-cn 2026-07-13T06:03:35.694Z AI巨头发债2440亿美元较去年翻倍，债市承压 https://www.nashnova.com/zh/feed/special/chinas-crude-oil-imports-rebound-in-july-restocking-may-resume-in-q4-6310 NashNova zh-cn 2026-07-13T05:39:04.965Z 中国原油进口7月回升，四季度或重启囤货 https://www.nashnova.com/zh/feed/special/global-funds-net-bought-1-3-billion-in-indian-stocks-in-a-single-week-6309 NashNova zh-cn 2026-07-13T05:37:46.782Z 全球基金单周净买入印度股票13亿美元 https://www.nashnova.com/zh/feed/special/tsmc-june-revenue-surges-67-9-percent-year-over-year-6308 NashNova zh-cn 2026-07-13T05:36:51.436Z 台积电6月营收同比增67.9% https://www.nashnova.com/zh/feed/special/south-korea-establishes-future-response-fund-betting-on-chips-ai-data-centers-6307 NashNova zh-cn 2026-07-13T05:21:53.410Z 韩国设"未来应对基金"押注芯片、AI数据中心和物理AI https://www.nashnova.com/zh/feed/special/european-jet-fuel-stocks-below-30-days-as-strait-of-hormuz-disruption-risks-6306 NashNova zh-cn 2026-07-13T05:18:00.723Z 欧洲航油库存不足30天，霍尔木兹暗渡频现 https://www.nashnova.com/zh/feed/special/shein-receives-csrc-approval-for-hong-kong-ipo-6305 NashNova zh-cn 2026-07-13T05:01:45.840Z Shein获中国证监会批准赴港上市 https://www.nashnova.com/zh/feed/special/huawei-reportedly-partnering-with-shenzhen-manufacturer-to-build-12-inch-dram-6304 NashNova zh-cn 2026-07-13T04:22:19.765Z 传华为联手深圳厂商筹建12英寸DRAM晶圆厂 https://www.nashnova.com/zh/feed/special/western-companies-turn-to-chinese-ai-models-to-cut-costs-6303 NashNova zh-cn 2026-07-13T04:21:10.675Z 欧美企业转向中国AI模型降本 https://www.nashnova.com/zh/feed/special/four-years-into-citis-overhaul-fraser-cuts-roles-and-jobs-but-profitability-6302 NashNova zh-cn 2026-07-13T04:19:43.973Z 花旗重组四年：弗雷泽削职裁员，盈利仍落后摩根大通 https://www.nashnova.com/zh/feed/special/chinas-notebook-odms-accelerate-order-grab-taiwans-manufacturing-dominance-at-6301 NashNova zh-cn 2026-07-13T04:18:23.937Z 中国笔记本ODM加速抢单，台湾制造地位临拐点 https://www.nashnova.com/zh/feed/special/u-s-chip-factory-labor-shortfall-could-reach-157-000-by-2030-6300 NashNova zh-cn 2026-07-13T04:17:07.289Z 美国芯片厂劳动力缺口2030年或达15.7万人 https://www.nashnova.com/zh/feed/special/infineon-urges-tsmc-to-build-second-fab-in-dresden-6299 NashNova zh-cn 2026-07-13T04:12:46.386Z 英飞凌敦促台积电在德累斯顿建第二座晶圆厂 https://www.nashnova.com/zh/feed/special/the-cost-of-western-de-sinicization-an-estimated-23-6-trillion-6298 NashNova zh-cn 2026-07-13T04:11:28.566Z 西方去中国化代价：23.6万亿美元估算 https://www.nashnova.com/zh/feed/special/tsmc-adds-two-advanced-packaging-fabs-at-chiayi-science-park-6297 NashNova zh-cn 2026-07-13T03:56:57.929Z 台积电嘉义科学园区新增两座先进封装厂 https://www.nashnova.com/zh/feed/special/jpmorgan-cuts-minimax-price-target-by-another-20-percent-stock-drops-over-18-6296 NashNova zh-cn 2026-07-13T03:47:22.229Z 摩根大通再削MiniMax目标价20%，股价跌逾18% https://www.nashnova.com/zh/feed/special/chinas-june-exports-expected-to-rise-18-2-percent-supported-by-ai-demand-6295 NashNova zh-cn 2026-07-13T03:42:12.994Z 中国6月出口预计增18.2%，AI需求支撑整体韧性 https://www.nashnova.com/zh/feed/special/beijing-establishes-guangyan-international-investment-company-to-strengthen-6294 NashNova zh-cn 2026-07-13T03:32:18.461Z 北京设立广岩国际投资公司强化矿产供应链管控 https://www.nashnova.com/zh/feed/special/institutions-trim-ai-chip-stocks-as-foreign-holdings-in-china-hard-tech-hit-6293 NashNova zh-cn 2026-07-13T03:22:28.779Z 机构减持AI芯片股，中国硬科技股外资持仓创新高 https://www.nashnova.com/zh/feed/special/multiple-ai-executives-push-back-on-computing-power-glut-theory-demand-is-6292 NashNova zh-cn 2026-07-13T03:17:37.196Z 多位AI高管驳算力过剩论：需求无限，能源是瓶颈 https://www.nashnova.com/zh/feed/special/apple-accelerates-ai-chip-roadmap-m7-skips-generations-to-focus-on-neural-6291 NashNova zh-cn 2026-07-13T03:12:24.936Z 苹果加速AI芯片路线图 M7跳代直攻神经处理 https://www.nashnova.com/zh/feed/special/standard-chartered-hk-stock-rally-may-be-sustainable-balanced-allocation-6290 NashNova zh-cn 2026-07-13T02:52:19.751Z 渣打：港股反弹或具持续性，科技股宜均衡配置 https://www.nashnova.com/zh/feed/special/socgen-recommends-long-taiwan-short-korea-earnings-sustainability-takes-priority-6289 NashNova zh-cn 2026-07-13T02:22:10.064Z 法兴推荐做多台股做空韩股：盈利持续性更受重视 https://www.nashnova.com/zh/feed/special/wallers-first-fomc-as-chair-will-2025-rate-cuts-be-walked-back-6288 NashNova zh-cn 2026-07-13T02:12:05.986Z 沃什首次主持FOMC：是否撤回2025年降息 https://www.nashnova.com/zh/feed/special/korea-exchange-activates-sidecar-mechanism-to-halt-kospi-program-selling-6287 NashNova zh-cn 2026-07-13T01:41:49.193Z 韩国交易所启动SIDECAR机制暂停KOSPI程序化抛盘 https://www.nashnova.com/zh/feed/special/goldman-sachs-reaffirms-a-share-hard-tech-leadership-h-share-internet-enters-6286 NashNova zh-cn 2026-07-13T01:13:36.230Z 高盛重申A股硬科技占优，H股互联网进入观察区 https://www.nashnova.com/zh/feed/special/mediatek-q2-revenue-exceeds-guidance-upper-end-seasonal-demand-expected-in-h2-6285 NashNova zh-cn 2026-07-13T01:12:03.017Z 联发科Q2营收超指引上限，下半年季节性需求可期 https://www.nashnova.com/zh/feed/special/s-and-p-downgrades-oracle-rating-citing-openai-as-key-credit-risk-6284 NashNova zh-cn 2026-07-13T01:07:19.035Z 标普下调甲骨文评级，指OpenAI为关键信用风险 https://www.nashnova.com/zh/feed/special/sk-hynix-seoul-shares-drop-4-4-percent-after-nasdaq-debut-surge-6283 NashNova zh-cn 2026-07-13T00:41:57.926Z SK海力士纳斯达克首秀大涨后，首尔股价回落4.4% https://www.nashnova.com/zh/feed/special/long-march-10b-maiden-flight-succeeds-commercial-aerospace-stocks-in-focus-6282 NashNova zh-cn 2026-07-13T00:38:14.687Z 长征十号乙首飞成功，商业航天概念股受关注 https://www.nashnova.com/zh-hant/feed/special/california-and-11-other-states-sue-to-block-paramounts-110-billion-acquisition-6381 NashNova zh-tw 2026-07-13T16:02:03.834Z 加州等12州起訴阻止派拉蒙1100億美元收購華納兄弟 https://www.nashnova.com/zh-hant/feed/special/bofa-amd-server-chip-demand-robust-quarterly-results-expected-to-beat-estimates-6380 NashNova zh-tw 2026-07-13T15:56:51.761Z 美銀：AMD伺服器晶片需求強勁，料季報超預期並上調指引 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-market-leadership-rotates-into-communication-services-and-6379 NashNova zh-tw 2026-07-13T15:21:48.548Z Citadel Securities：市場領漲板塊輪動至通訊與金融 https://www.nashnova.com/zh-hant/feed/special/bernstein-memory-correction-unlikely-to-drag-down-semiconductor-equipment-sector-6378 NashNova zh-tw 2026-07-13T14:39:24.715Z 伯恩斯坦：存儲調整難拖累半導體設備板塊 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-survey-chinas-pcb-industry-ai-upcycle-remains-intact-6377 NashNova zh-tw 2026-07-13T14:38:14.871Z 摩根大通調研：中國PCB產業AI上行週期完好 https://www.nashnova.com/zh-hant/feed/special/u-s-ipo-market-set-to-break-historic-fundraising-record-this-week-6376 NashNova zh-tw 2026-07-13T14:37:05.510Z 美國IPO市場本週將創歷史融資紀錄 https://www.nashnova.com/zh-hant/feed/special/wall-streets-big-five-banks-expected-to-post-39b-in-q2-trading-revenue-6375 NashNova zh-tw 2026-07-13T14:34:24.881Z 華爾街五大行Q2交易收入料近390億美元 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-warns-ai-ecosystem-narrative-shifts-from-two-horse-race-to-6374 NashNova zh-tw 2026-07-13T14:33:08.751Z 高盛警示：AI生態敘事從雙雄競速轉向多極競爭 https://www.nashnova.com/zh-hant/feed/special/el-erian-ai-financing-demands-push-bond-yields-higher-6373 NashNova zh-tw 2026-07-13T14:32:02.260Z 埃爾-埃里安：AI融資需求推升債券收益率 https://www.nashnova.com/zh-hant/feed/special/ai-investment-boom-drives-record-foreign-inflows-into-u-s-stocks-potentially-6372 NashNova zh-tw 2026-07-13T13:51:49.468Z AI投資熱潮推高美股外資流入，或對美元構成壓力 https://www.nashnova.com/zh-hant/feed/special/opec-cuts-2026-oil-demand-forecast-for-third-consecutive-time-raises-2027-6371 NashNova zh-tw 2026-07-13T13:49:51.794Z OPEC三連降2026油需預期，上調2027展望 https://www.nashnova.com/zh-hant/feed/special/trump-claims-u-s-will-take-control-of-strait-of-hormuz-and-demands-compensation-6370 NashNova zh-tw 2026-07-13T13:48:37.316Z 特朗普宣稱美國將掌控霍爾木茲海峽並要求補償 https://www.nashnova.com/zh-hant/feed/special/merz-calls-for-exchange-rate-political-dialogue-with-china-6369 NashNova zh-tw 2026-07-13T13:47:10.120Z 梅爾茨呼籲與中國展開匯率政治對話 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-raises-global-ai-capex-forecasts-to-1-2t-1-4t-for-2027-2028-6368 NashNova zh-tw 2026-07-13T13:43:41.356Z 大摩上調2027/28年全球AI資本開支至1.2/1.4兆美元 https://www.nashnova.com/zh-hant/feed/special/oppenheimer-warns-u-s-stocks-face-seasonal-pullback-risk-6367 NashNova zh-tw 2026-07-13T13:42:17.388Z Oppenheimer警告美股面臨季節性回調風險 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-raises-ai-scale-up-network-market-to-73-billion-6366 NashNova zh-tw 2026-07-13T13:30:40.800Z 大摩上調AI縱向擴展網路市場至730億美元 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-and-bofa-both-flash-sell-signals-as-hedge-funds-contrarily-load-up-6365 NashNova zh-tw 2026-07-13T13:28:56.322Z 高盛美銀齊發賣出信號，對沖基金逆勢加倉科技股 https://www.nashnova.com/zh-hant/feed/special/five-major-firms-unanimously-rate-spacex-as-buy-with-average-price-target-of-250-6364 NashNova zh-tw 2026-07-13T13:27:35.647Z 五大機構齊評SpaceX買入，均價目標250美元 https://www.nashnova.com/zh-hant/feed/special/global-smartphone-shipments-hit-13-year-low-in-q2-6363 NashNova zh-tw 2026-07-13T13:12:19.444Z 全球智慧型手機出貨量Q2創13年新低 https://www.nashnova.com/zh-hant/feed/special/on-the-eve-of-cpi-release-the-widening-gap-between-official-inflation-data-and-6362 NashNova zh-tw 2026-07-13T13:04:45.307Z CPI發布前夕：官方通膨數據與消費者感受裂痕加深 https://www.nashnova.com/zh-hant/feed/special/robinhood-chain-dex-trading-volume-ranks-top-five-across-all-chains-within-two-6361 NashNova zh-tw 2026-07-13T13:03:19.183Z Robinhood Chain上線兩週DEX交易量躋身全鏈前五 https://www.nashnova.com/zh-hant/feed/special/strategy-raises-467m-through-stock-offering-cash-reserves-rise-to-3b-6360 NashNova zh-tw 2026-07-13T13:02:07.235Z Strategy股票融資4.67億美元，現金儲備升至30億 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-conflict-escalates-again-u-s-stock-futures-fall-oil-prices-rise-6359 NashNova zh-tw 2026-07-13T12:32:41.283Z 美伊衝突再升級，美股期貨跌、油價漲 https://www.nashnova.com/zh-hant/feed/special/citi-raises-apple-price-target-to-365-6358 NashNova zh-tw 2026-07-13T12:31:40.966Z 花旗上調蘋果目標價至365美元 https://www.nashnova.com/zh-hant/feed/special/wall-street-banks-join-forces-to-counter-stablecoin-expansion-6357 NashNova zh-tw 2026-07-13T12:27:40.642Z 華爾街銀行聯手抗衡穩定幣擴張 https://www.nashnova.com/zh-hant/feed/special/intel-invests-5-billion-to-expand-ai-chip-capacity-in-ireland-6356 NashNova zh-tw 2026-07-13T12:22:57.974Z 英特爾50億歐元擴建愛爾蘭AI晶片產能 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-chip-designer-shortage-benefits-eda-software-firms-raises-cadence-6355 NashNova zh-tw 2026-07-13T12:21:53.961Z 高盛：晶片設計師短缺利好EDA軟體商，上調鏗騰目標價 https://www.nashnova.com/zh-hant/feed/special/forced-liquidations-in-south-korean-stock-market-margin-accounts-hit-krw-344-2-6354 NashNova zh-tw 2026-07-13T12:12:29.676Z 韓國股市信用盤7月強制平倉達3442億韓元 https://www.nashnova.com/zh-hant/feed/special/top-quant-firms-deny-korea-factor-rumors-report-widespread-heavy-losses-today-6353 NashNova zh-tw 2026-07-13T11:32:01.018Z 頭部量化機構否認「韓國因子」傳言，稱今日普遍大虧 https://www.nashnova.com/zh-hant/feed/special/fed-advances-regulatory-and-institutional-reform-on-three-fronts-6352 NashNova zh-tw 2026-07-13T11:23:09.560Z 美聯儲三線並進推進監管與制度改革 https://www.nashnova.com/zh-hant/feed/special/cathie-woods-q2-portfolio-reshuffle-buying-spacex-eli-lilly-meta-while-trimming-6351 NashNova zh-tw 2026-07-13T11:21:59.463Z 木頭姐Q2調倉：買入SpaceX、禮來、Meta，減持AMD https://www.nashnova.com/zh-hant/feed/special/futu-securities-mainland-china-business-to-gradually-scale-back-hong-kong-6350 NashNova zh-tw 2026-07-13T11:06:50.086Z 富途證券：中國內地業務將逐步收縮，香港網點不裁撤 https://www.nashnova.com/zh-hant/feed/special/wus-printed-circuits-h1-net-profit-expected-to-surge-up-to-78-percent-thailand-6349 NashNova zh-tw 2026-07-13T11:02:33.508Z 滬電股份上半年淨利預增最高78%，泰國工廠Q2扭虧 https://www.nashnova.com/zh-hant/feed/special/jefferies-upgrades-shopify-positioning-it-as-ai-merchant-infrastructure-6348 NashNova zh-tw 2026-07-13T10:46:56.522Z Jefferies上調Shopify評級，定位AI商戶基礎設施 https://www.nashnova.com/zh-hant/feed/special/middle-east-escalation-drags-down-crypto-market-bitcoin-falls-to-63-100-6347 NashNova zh-tw 2026-07-13T10:42:29.857Z 中東局勢升級拖累加密市場，比特幣跌至63100美元 https://www.nashnova.com/zh-hant/feed/special/tesla-robotaxi-commercialization-enters-final-sprint-6346 NashNova zh-tw 2026-07-13T10:26:47.587Z 特斯拉Robotaxi商業化部署進入衝刺階段 https://www.nashnova.com/zh-hant/feed/special/seres-group-drops-over-50-percent-year-to-date-q2-loss-exceeds-2-2-billion-yuan-6345 NashNova zh-tw 2026-07-13T10:22:23.380Z 賽力斯年內跌逾五成，二季度虧損超22億 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-stocks-volatile-in-july-as-valuation-and-ai-capex-outlook-face-scrutiny-6344 NashNova zh-tw 2026-07-13T10:19:52.611Z 美股晶片板塊7月震盪，估值與AI資本開支前景存疑 https://www.nashnova.com/zh-hant/feed/special/u-s-major-banks-kick-off-q2-earnings-season-with-five-giants-reporting-6343 NashNova zh-tw 2026-07-13T10:18:34.154Z 美國大型銀行Q2財報季啟動，五大行集中披露 https://www.nashnova.com/zh-hant/feed/special/white-house-plans-to-unite-utilities-and-data-centers-to-prevent-ai-power-cost-6342 NashNova zh-tw 2026-07-13T10:17:08.396Z 白宮擬聯合電力公司與數據中心防AI電費轉嫁 https://www.nashnova.com/zh-hant/feed/special/samsung-develops-glass-interposer-as-tsmc-expands-chiayi-packaging-facility-to-6341 NashNova zh-tw 2026-07-13T10:13:07.745Z 三星研發玻璃中介層，台積電嘉義封裝廠擴至四座 https://www.nashnova.com/zh-hant/feed/special/southbound-net-buying-reaches-hk-9b-zhipu-receives-hk-4-7b-in-added-positions-6340 NashNova zh-tw 2026-07-13T10:02:39.819Z 北水淨買入90億，智譜獲加倉47億港元 https://www.nashnova.com/zh-hant/feed/special/meta-adds-40-billion-investment-in-louisiana-data-center-6339 NashNova zh-tw 2026-07-13T09:41:47.079Z Meta追加400億美元投資路易斯安那州數據中心 https://www.nashnova.com/zh-hant/feed/special/state-council-approves-consumer-15th-five-year-plan-targeting-60-trillion-yuan-6338 NashNova zh-tw 2026-07-13T09:37:29.776Z 國務院批覆消費「十五五」規劃，2030年社零目標60萬億 https://www.nashnova.com/zh-hant/feed/special/after-sk-hynixs-u-s-listing-foreign-investors-grow-selective-on-asian-tech-stock-6337 NashNova zh-tw 2026-07-13T09:17:14.991Z SK海力士赴美上市後，外資對亞洲科技股融資趨於挑剔 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-ships-hbm4-to-nvidia-ahead-of-schedule-6336 NashNova zh-tw 2026-07-13T09:14:24.228Z SK海力士提前向輝達發貨HBM4 https://www.nashnova.com/zh-hant/feed/special/treasury-yields-hold-steady-as-core-inflation-data-and-warsh-hearing-take-center-6335 NashNova zh-tw 2026-07-13T09:13:08.503Z 美債收益率平穩，核心通脹數據與沃什聽證本週登場 https://www.nashnova.com/zh-hant/feed/special/vw-ceo-internal-memo-potential-additional-50-000-job-cuts-6334 NashNova zh-tw 2026-07-13T09:11:59.211Z 大眾CEO內部備忘錄：或再裁員5萬人 https://www.nashnova.com/zh-hant/feed/special/eu-plans-legislation-to-restrict-childrens-access-to-social-media-6333 NashNova zh-tw 2026-07-13T09:03:08.039Z 歐盟擬立法限制兒童訪問社交媒體 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-private-meeting-ai-trade-overcrowded-hk-internet-stocks-enter-6332 NashNova zh-tw 2026-07-13T08:57:26.647Z 大摩閉門會：AI交易擁擠，港股互聯網迎修復窗口 https://www.nashnova.com/zh-hant/feed/special/hk-stock-close-hang-seng-index-up-0-16-percent-memory-stocks-plunge-oil-and-gas-6331 NashNova zh-tw 2026-07-13T08:53:09.799Z 港股收盤：恒指漲0.16%，存儲股重挫，油氣股活躍 https://www.nashnova.com/zh-hant/feed/special/xi-jinping-attends-world-artificial-intelligence-conference-for-the-first-time-6330 NashNova zh-tw 2026-07-13T08:46:55.946Z 習近平首次出席世界人工智慧大會 https://www.nashnova.com/zh-hant/feed/special/middle-east-tensions-push-oil-prices-higher-european-stocks-slightly-diverge-on-6329 NashNova zh-tw 2026-07-13T08:42:13.566Z 中東局勢推升油價，歐洲股市7月13日小幅分化 https://www.nashnova.com/zh-hant/feed/special/bofa-ai-and-tech-to-dominate-chinas-stock-market-in-q3-6328 NashNova zh-tw 2026-07-13T08:36:47.052Z 美銀：AI與科技將主導中國股市第三季走勢 https://www.nashnova.com/zh-hant/feed/special/bofa-sharply-raises-tencent-capex-forecast-ai-agent-strategy-underestimated-6327 NashNova zh-tw 2026-07-13T08:27:21.362Z 美銀大幅上調騰訊資本開支預期，AI智能體佈局被低估 https://www.nashnova.com/zh-hant/feed/special/mastercard-plans-to-sell-majority-stake-in-vocalink-deliveryco-may-take-over-6326 NashNova zh-tw 2026-07-13T08:16:56.015Z 萬事達卡擬出售Vocalink逾半股權，DeliveryCo或接盤 https://www.nashnova.com/zh-hant/feed/special/chinas-q2-gdp-growth-expected-to-slow-to-4-5-percent-stimulus-policy-6325 NashNova zh-tw 2026-07-13T08:07:09.276Z 中國第二季GDP增速預計降至4.5%，刺激政策預期升溫 https://www.nashnova.com/zh-hant/feed/special/morgan-stanleys-wilson-earnings-growth-accelerating-beyond-tech-us-stock-rally-6324 NashNova zh-tw 2026-07-13T07:43:25.155Z 大摩威爾遜：科技股以外盈利提速，美股漲勢料擴散 https://www.nashnova.com/zh-hant/feed/special/tsmc-notifies-clients-mature-process-node-prices-to-rise-starting-2027-6323 NashNova zh-tw 2026-07-13T07:42:08.842Z 台積電通知客戶：成熟製程2027年起漲價 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-applied-materials-price-target-to-645-bullish-on-dram-and-6322 NashNova zh-tw 2026-07-13T07:17:48.200Z 高盛上調應用材料目標價至645美元，看好DRAM與HBM增長 https://www.nashnova.com/zh-hant/feed/special/intel-cpus-in-short-supply-company-wide-price-hikes-restore-pricing-power-6321 NashNova zh-tw 2026-07-13T07:16:27.982Z 英特爾CPU供不應求，全線提價重獲定價權 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-sandisk-price-target-to-2-200-bullish-on-august-earnings-6320 NashNova zh-tw 2026-07-13T07:15:07.401Z 高盛上調閃迪目標價至2200美元，看好8月財報 https://www.nashnova.com/zh-hant/feed/special/yen-drops-0-4-percent-on-reports-gpif-will-keep-allocation-unchanged-6319 NashNova zh-tw 2026-07-13T07:13:39.055Z GPIF配置不變傳聞致日圓跌0.4% https://www.nashnova.com/zh-hant/feed/special/mitsubishi-ufj-surpasses-toyota-to-become-japans-most-valuable-company-6318 NashNova zh-tw 2026-07-13T07:12:41.950Z 三菱日聯超越豐田，成日本市值最高公司 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-q1-u-s-revenue-share-exceeds-64-percent-as-domestic-market-cools-6317 NashNova zh-tw 2026-07-13T07:11:57.517Z SK海力士Q1美國營收佔比超64%，本土市場降溫 https://www.nashnova.com/zh-hant/feed/special/european-healthcare-stocks-at-valuation-lows-as-multiple-institutions-favor-6316 NashNova zh-tw 2026-07-13T06:47:31.182Z 歐洲醫療保健股估值低位，多機構看好防禦輪動 https://www.nashnova.com/zh-hant/feed/special/intel-evaluates-14a2-backside-power-delivery-to-catch-up-with-tsmc-6315 NashNova zh-tw 2026-07-13T06:42:06.411Z 英特爾評估14A2雙面供電，追趕台積電 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-us-iran-conflict-inflation-shock-fading-fed-expected-to-hold-6314 NashNova zh-tw 2026-07-13T06:27:24.293Z 高盛：美伊衝突通膨衝擊消退，聯準會2026年料按兵不動 https://www.nashnova.com/zh-hant/feed/special/south-koreas-top-five-banks-have-exhausted-85-percent-of-lending-quotas-stock-6313 NashNova zh-tw 2026-07-13T06:08:08.813Z 韓國五大銀行貸款額度耗盡85%，股市槓桿資金面臨收縮 https://www.nashnova.com/zh-hant/feed/special/samsung-completes-tesla-ai5-chip-tape-out-taylor-fab-set-for-mass-production-6312 NashNova zh-tw 2026-07-13T06:07:01.997Z 三星完成特斯拉AI5晶片流片，泰勒廠明年量產 https://www.nashnova.com/zh-hant/feed/special/ai-giants-bond-issuance-hits-244b-doubling-year-over-year-pressuring-credit-6311 NashNova zh-tw 2026-07-13T06:03:35.694Z AI巨頭發債2440億美元較去年翻倍，債市承壓 https://www.nashnova.com/zh-hant/feed/special/chinas-crude-oil-imports-rebound-in-july-restocking-may-resume-in-q4-6310 NashNova zh-tw 2026-07-13T05:39:04.965Z 中國原油進口7月回升，四季度或重啟囤貨 https://www.nashnova.com/zh-hant/feed/special/global-funds-net-bought-1-3-billion-in-indian-stocks-in-a-single-week-6309 NashNova zh-tw 2026-07-13T05:37:46.782Z 全球基金單週淨買入印度股票13億美元 https://www.nashnova.com/zh-hant/feed/special/tsmc-june-revenue-surges-67-9-percent-year-over-year-6308 NashNova zh-tw 2026-07-13T05:36:51.436Z 台積電6月營收同比增67.9% https://www.nashnova.com/zh-hant/feed/special/south-korea-establishes-future-response-fund-betting-on-chips-ai-data-centers-6307 NashNova zh-tw 2026-07-13T05:21:53.410Z 韓國設「未來應對基金」押注晶片、AI數據中心和物理AI https://www.nashnova.com/zh-hant/feed/special/european-jet-fuel-stocks-below-30-days-as-strait-of-hormuz-disruption-risks-6306 NashNova zh-tw 2026-07-13T05:18:00.723Z 歐洲航油庫存不足30天，霍爾木茲暗渡頻現 https://www.nashnova.com/zh-hant/feed/special/shein-receives-csrc-approval-for-hong-kong-ipo-6305 NashNova zh-tw 2026-07-13T05:01:45.840Z Shein獲中國證監會批准赴港上市 https://www.nashnova.com/zh-hant/feed/special/huawei-reportedly-partnering-with-shenzhen-manufacturer-to-build-12-inch-dram-6304 NashNova zh-tw 2026-07-13T04:22:19.765Z 傳華為聯手深圳廠商籌建12英寸DRAM晶圓廠 https://www.nashnova.com/zh-hant/feed/special/western-companies-turn-to-chinese-ai-models-to-cut-costs-6303 NashNova zh-tw 2026-07-13T04:21:10.675Z 歐美企業轉向中國AI模型降本 https://www.nashnova.com/zh-hant/feed/special/four-years-into-citis-overhaul-fraser-cuts-roles-and-jobs-but-profitability-6302 NashNova zh-tw 2026-07-13T04:19:43.973Z 花旗重組四年：弗雷澤削職裁員，盈利仍落後摩根大通 https://www.nashnova.com/zh-hant/feed/special/chinas-notebook-odms-accelerate-order-grab-taiwans-manufacturing-dominance-at-6301 NashNova zh-tw 2026-07-13T04:18:23.937Z 中國筆電ODM加速搶單，台灣製造地位臨拐點 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-factory-labor-shortfall-could-reach-157-000-by-2030-6300 NashNova zh-tw 2026-07-13T04:17:07.289Z 美國晶片廠勞動力缺口2030年或達15.7萬人 https://www.nashnova.com/zh-hant/feed/special/infineon-urges-tsmc-to-build-second-fab-in-dresden-6299 NashNova zh-tw 2026-07-13T04:12:46.386Z 英飛凌敦促台積電在德累斯頓建第二座晶圓廠 https://www.nashnova.com/zh-hant/feed/special/the-cost-of-western-de-sinicization-an-estimated-23-6-trillion-6298 NashNova zh-tw 2026-07-13T04:11:28.566Z 西方去中國化代價：23.6兆美元估算 https://www.nashnova.com/zh-hant/feed/special/tsmc-adds-two-advanced-packaging-fabs-at-chiayi-science-park-6297 NashNova zh-tw 2026-07-13T03:56:57.929Z 台積電嘉義科學園區新增兩座先進封裝廠 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-cuts-minimax-price-target-by-another-20-percent-stock-drops-over-18-6296 NashNova zh-tw 2026-07-13T03:47:22.229Z 摩根大通再削MiniMax目標價20%，股價跌逾18% https://www.nashnova.com/zh-hant/feed/special/chinas-june-exports-expected-to-rise-18-2-percent-supported-by-ai-demand-6295 NashNova zh-tw 2026-07-13T03:42:12.994Z 中國6月出口預計增18.2%，AI需求支撐整體韌性 https://www.nashnova.com/zh-hant/feed/special/beijing-establishes-guangyan-international-investment-company-to-strengthen-6294 NashNova zh-tw 2026-07-13T03:32:18.461Z 北京設立廣岩國際投資公司強化礦產供應鏈管控 https://www.nashnova.com/zh-hant/feed/special/institutions-trim-ai-chip-stocks-as-foreign-holdings-in-china-hard-tech-hit-6293 NashNova zh-tw 2026-07-13T03:22:28.779Z 機構減持AI晶片股，中國硬科技股外資持倉創新高 https://www.nashnova.com/zh-hant/feed/special/multiple-ai-executives-push-back-on-computing-power-glut-theory-demand-is-6292 NashNova zh-tw 2026-07-13T03:17:37.196Z 多位AI高管駁算力過剩論：需求無限，能源是瓶頸 https://www.nashnova.com/zh-hant/feed/special/apple-accelerates-ai-chip-roadmap-m7-skips-generations-to-focus-on-neural-6291 NashNova zh-tw 2026-07-13T03:12:24.936Z 蘋果加速AI晶片路線圖 M7跳代直攻神經處理 https://www.nashnova.com/zh-hant/feed/special/standard-chartered-hk-stock-rally-may-be-sustainable-balanced-allocation-6290 NashNova zh-tw 2026-07-13T02:52:19.751Z 渣打：港股反彈或具持續性，科技股宜均衡配置 https://www.nashnova.com/zh-hant/feed/special/socgen-recommends-long-taiwan-short-korea-earnings-sustainability-takes-priority-6289 NashNova zh-tw 2026-07-13T02:22:10.064Z 法興推薦做多台股做空韓股：盈利持續性更受重視 https://www.nashnova.com/zh-hant/feed/special/wallers-first-fomc-as-chair-will-2025-rate-cuts-be-walked-back-6288 NashNova zh-tw 2026-07-13T02:12:05.986Z 沃什首次主持FOMC：是否撤回2025年降息 https://www.nashnova.com/zh-hant/feed/special/korea-exchange-activates-sidecar-mechanism-to-halt-kospi-program-selling-6287 NashNova zh-tw 2026-07-13T01:41:49.193Z 韓國交易所啟動SIDECAR機制暫停KOSPI程式化拋盤 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-reaffirms-a-share-hard-tech-leadership-h-share-internet-enters-6286 NashNova zh-tw 2026-07-13T01:13:36.230Z 高盛重申A股硬科技佔優，H股互聯網進入觀察區 https://www.nashnova.com/zh-hant/feed/special/mediatek-q2-revenue-exceeds-guidance-upper-end-seasonal-demand-expected-in-h2-6285 NashNova zh-tw 2026-07-13T01:12:03.017Z 聯發科Q2營收超指引上限，下半年季節性需求可期 https://www.nashnova.com/zh-hant/feed/special/s-and-p-downgrades-oracle-rating-citing-openai-as-key-credit-risk-6284 NashNova zh-tw 2026-07-13T01:07:19.035Z 標普下調甲骨文評級，指OpenAI為關鍵信用風險 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-seoul-shares-drop-4-4-percent-after-nasdaq-debut-surge-6283 NashNova zh-tw 2026-07-13T00:41:57.926Z SK海力士納斯達克首秀大漲後，首爾股價回落4.4% 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