https://www.nashnova.com/feed/special/italys-largest-bank-intesa-sanpaolos-35-billion-bid-for-mps-gains-support-from-14229 nashnova en 2026-10-05T06:46:16.802Z Italy's Largest Bank Intesa Sanpaolo's €35 Billion Bid for MPS Gains Support from Largest Shareholder https://www.nashnova.com/feed/special/hong-kong-plans-preferential-tax-regime-to-attract-high-value-industries-with-14228 nashnova en 2026-10-05T06:22:31.067Z Hong Kong Plans Preferential Tax Regime to Attract High-Value Industries, With Concessionary Rate as Low as 8.25% https://www.nashnova.com/feed/special/new-world-development-terminates-11-skies-contract-airport-authority-granted-30-14227 nashnova en 2026-10-05T06:21:24.504Z New World Development Terminates 11 SKIES Contract; Airport Authority Granted 30% Equity Subscription Right https://www.nashnova.com/feed/special/qualcomm-pays-huawei-for-the-first-time-as-both-sign-multi-year-5g-ai-patent-14226 nashnova en 2026-10-05T06:11:38.560Z Qualcomm Pays Huawei for the First Time as Both Sign Multi-Year 5G/AI Patent Cross-Licensing Agreement https://www.nashnova.com/feed/special/ai-server-production-lines-move-nearshore-taiwans-direct-export-growth-to-the-u-14225 nashnova en 2026-10-05T05:18:18.658Z AI Server Production Lines Move Nearshore: Taiwan's Direct Export Growth to the U.S. Halved https://www.nashnova.com/feed/special/ai-token-price-deflation-three-way-structural-divergence-beneath-the-surface-14224 nashnova en 2026-10-05T05:16:44.367Z AI Token Price Deflation: Three-Way Structural Divergence Beneath the Surface https://www.nashnova.com/feed/special/bessent-u-s-and-china-may-establish-ai-incident-notification-mechanism-14223 nashnova en 2026-10-05T05:12:45.323Z Bessent: U.S. and China May Establish AI Incident Notification Mechanism https://www.nashnova.com/feed/special/icc-hormuz-blockade-could-cause-fertilizer-shortage-food-prices-may-surge-80-14222 nashnova en 2026-10-05T04:46:39.160Z ICC: Hormuz Blockade Could Cause Fertilizer Shortage, Food Prices May Surge 80% https://www.nashnova.com/feed/special/european-equity-financing-down-20-percent-yoy-in-q3-ipo-pipeline-thinning-14221 nashnova en 2026-10-05T04:32:55.823Z European Equity Financing Down 20% YoY in Q3, IPO Pipeline Thinning https://www.nashnova.com/feed/special/global-pension-funds-trim-u-s-stock-holdings-as-ai-concentration-risk-becomes-14220 nashnova en 2026-10-05T04:17:12.560Z Global Pension Funds Trim U.S. Stock Holdings as AI Concentration Risk Becomes Core Concern https://www.nashnova.com/feed/special/chinas-bulk-commodity-price-index-rose-4-1-percent-mom-in-september-led-by-14219 nashnova en 2026-10-05T04:11:33.517Z China's Bulk Commodity Price Index Rose 4.1% MoM in September, Led by Energy and Chemicals https://www.nashnova.com/feed/special/goldman-sachs-derivatives-strategist-s-and-p-500-has-lost-its-cross-asset-risk-14218 nashnova en 2026-10-05T03:36:55.866Z Goldman Sachs Derivatives Strategist: S&P 500 Has Lost Its Cross-Asset Risk Pricing Function https://www.nashnova.com/feed/special/quanta-halts-shipments-to-hp-for-a-week-to-force-price-hikes-leveraging-server-14217 nashnova en 2026-10-05T03:01:28.691Z Quanta Halts Shipments to HP for a Week to Force Price Hikes, Leveraging Server Business as Bargaining Chip https://www.nashnova.com/feed/special/asean-3-research-body-warns-asias-ai-sector-faces-risk-of-disorderly-correction-14216 nashnova en 2026-10-05T02:51:19.403Z ASEAN+3 Research Body Warns: Asia's AI Sector Faces Risk of Disorderly Correction https://www.nashnova.com/feed/special/u-s-iran-enters-critical-week-as-oil-holds-above-103-14215 nashnova en 2026-10-05T02:37:33.711Z U.S.-Iran Enters Critical Week as Oil Holds Above $103 https://www.nashnova.com/feed/special/goldman-sachs-upgrades-zhipu-rating-to-buy-with-target-price-of-hk-1-560-14214 nashnova en 2026-10-05T02:32:00.956Z Goldman Sachs Upgrades Zhipu Rating to Buy with Target Price of HK$1,560 https://www.nashnova.com/feed/special/ai-servers-seize-lpddr5x-supply-smartphone-and-pc-shortages-to-persist-through-14213 nashnova en 2026-10-05T02:12:43.548Z AI Servers Seize LPDDR5X Supply, Smartphone and PC Shortages to Persist Through 2027 https://www.nashnova.com/feed/special/anthropic-zhipu-glm-5-3s-cyberattack-capabilities-approach-claude-but-safety-14212 nashnova en 2026-10-05T02:11:36.392Z Anthropic: Zhipu GLM-5.3's Cyberattack Capabilities Approach Claude, but Safety Guardrails Remain Weak https://www.nashnova.com/feed/special/okx-and-ice-joint-venture-files-with-sec-for-tokenized-u-s-stock-trading-14211 nashnova en 2026-10-05T02:03:25.820Z OKX and ICE Joint Venture Files with SEC for Tokenized U.S. Stock Trading Platform https://www.nashnova.com/feed/special/boj-deputy-governor-ai-may-push-up-neutral-interest-rate-14210 nashnova en 2026-10-05T02:02:16.409Z BOJ Deputy Governor: AI May Push Up Neutral Interest Rate https://www.nashnova.com/feed/special/ai-optimism-reignites-as-nikkei-reclaims-70-000-14209 nashnova en 2026-10-05T02:01:21.571Z AI Optimism Reignites as Nikkei Reclaims 70,000 https://www.nashnova.com/feed/special/saudi-arabia-cuts-crude-oil-prices-for-asia-to-six-year-low-14208 nashnova en 2026-10-05T01:31:18.378Z Saudi Arabia Cuts Crude Oil Prices for Asia to Six-Year Low https://www.nashnova.com/feed/special/nvidia-bets-800-million-as-ai-startup-reflection-set-to-release-open-source-14207 nashnova en 2026-10-05T01:22:02.984Z Nvidia Bets $800 Million as AI Startup Reflection Set to Release Open-Source Model https://www.nashnova.com/feed/special/schneider-electric-eyes-20-billion-acquisition-of-ptc-potentially-the-largest-m-14206 nashnova en 2026-10-05T01:17:53.174Z Schneider Electric Eyes $20 Billion Acquisition of PTC, Potentially the Largest M&A Deal in History https://www.nashnova.com/feed/special/mitsubishi-corp-ceo-warns-japan-bull-market-faces-bond-competition-pressure-14205 nashnova en 2026-10-05T01:16:41.186Z Mitsubishi Corp CEO Warns Japan Bull Market Faces Bond Competition Pressure https://www.nashnova.com/feed/special/global-m-and-a-falls-below-1-trillion-in-q3-annual-record-at-risk-14204 nashnova en 2026-10-05T01:06:57.545Z Global M&A Falls Below $1 Trillion in Q3, Annual Record at Risk https://www.nashnova.com/feed/special/hedge-fund-net-leverage-drops-to-liberation-day-lows-as-market-sentiment-14203 nashnova en 2026-10-05T01:01:44.455Z Hedge Fund Net Leverage Drops to "Liberation Day" Lows as Market Sentiment Indicators Flash Red Across the Board https://www.nashnova.com/feed/special/uk-considers-following-eu-in-imposing-tariffs-on-chinese-evs-14202 nashnova en 2026-10-04T21:46:14.328Z UK Considers Following EU in Imposing Tariffs on Chinese EVs https://www.nashnova.com/feed/special/bi-report-deepseeks-rise-narrows-us-china-ai-gap-to-just-3-percent-14201 nashnova en 2026-10-04T21:16:41.920Z BI Report: DeepSeek's Rise Narrows US-China AI Gap to Just 3% https://www.nashnova.com/feed/special/asian-gold-producing-nations-hoard-domestic-supply-as-resource-nationalism-adds-14200 nashnova en 2026-10-04T21:06:50.335Z Asian Gold-Producing Nations Hoard Domestic Supply as Resource Nationalism Adds Medium- to Long-Term Upward Pressure on Gold Prices https://www.nashnova.com/feed/special/morgan-stanleys-wilson-bond-volatility-will-determine-market-breadth-direction-14199 nashnova en 2026-10-04T20:46:45.349Z Morgan Stanley's Wilson: Bond Volatility Will Determine Market Breadth Direction https://www.nashnova.com/feed/special/iran-insists-on-seven-conditions-as-strait-of-hormuz-blockade-standoff-continues-14198 nashnova en 2026-10-04T17:41:33.632Z Iran Insists on Seven Conditions as Strait of Hormuz Blockade Standoff Continues https://www.nashnova.com/feed/special/iranian-oil-minister-paknejad-resigns-bovard-takes-over-as-acting-minister-14197 nashnova en 2026-10-04T17:30:57.121Z Iranian Oil Minister Paknejad Resigns, Bovard Takes Over as Acting Minister https://www.nashnova.com/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova en 2026-10-04T15:26:30.790Z S&P 500 Earnings Revision Optimism Hits 20-Year High https://www.nashnova.com/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova en 2026-10-04T14:41:42.213Z Wall Street Strategists Push Cross-Asset Hedging as Dual Digital Options Gain Popularity https://www.nashnova.com/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova en 2026-10-04T13:31:39.829Z U.S. Treasury Yields Break 5%, Emerging Market Carry Traders Hold Their Ground https://www.nashnova.com/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova en 2026-10-04T13:06:29.810Z Seven OPEC+ Nations Keep November Production Targets Unchanged; Actual Output Remains Well Below Quotas https://www.nashnova.com/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova en 2026-10-04T12:56:32.833Z Nvidia-Backed Reflection to Release Powerful Open-Source AI Model https://www.nashnova.com/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova en 2026-10-04T12:11:21.566Z U.S. IRS Targets AQR Tax Strategies, Warns of Potential Retroactive Penalties https://www.nashnova.com/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova en 2026-10-04T09:16:49.800Z Morgan Stanley: China's Global Export Share Expected to Rise to 16.5% by 2030 https://www.nashnova.com/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova en 2026-10-04T07:16:47.906Z White House Super AI Task Force Officially Launched; Clayton to Lead 120-Day AI Regulatory Proposal https://www.nashnova.com/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova en 2026-10-04T04:26:40.258Z SoftBank's DigitalBridge Acquisition: Son's AI Expansion Seeks Off-Balance-Sheet Financing https://www.nashnova.com/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova en 2026-10-04T03:06:43.190Z Bessent: Rising Treasury Yields a Global Phenomenon, Dismisses AI Bubble Claims https://www.nashnova.com/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova en 2026-10-04T02:06:41.375Z China Closes Over 670 Banks in Four Years as Regulatory Consolidation Hits Record https://www.nashnova.com/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova en 2026-10-03T23:26:30.820Z CITIC Securities: Mortgage-to-Rent Parity Signal Emerges, Bullish on Developers and Leading Brokerage Firms https://www.nashnova.com/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova en 2026-10-03T20:31:55.783Z Fed and ECB Meeting Minutes Due for Release as Rate Hike Expectations Cool on Both Sides https://www.nashnova.com/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova en 2026-10-03T16:36:52.076Z OpenAI Safety Staff Resign: Claim Company Culture Is Broken https://www.nashnova.com/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova en 2026-10-03T16:31:59.451Z BofA: AI Narrative Becomes Last Line of Defense for U.S. Bond Market — A Collapse in the Narrative Would Amplify All Macro Risks https://www.nashnova.com/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova en 2026-10-03T16:27:20.385Z Musk Confirms Talks with TSMC on Texas Chip Fab Collaboration https://www.nashnova.com/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova en 2026-10-03T16:26:21.321Z UBS: 90% of Foreign Capital Flowing into the U.S. Is M&A, Manufacturing Reshoring Data Questioned https://www.nashnova.com/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova en 2026-10-03T16:13:50.324Z Thick Smoke Reportedly Seen at Saudi Aramco's Riyadh Refinery as Saudi Arabia Plans Major Military Operation Against Houthis https://www.nashnova.com/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova en 2026-10-03T16:12:39.903Z UBS Warning: European Natural Gas Storage at Only 71.5%, Winter Buffer Hits Historic Low https://www.nashnova.com/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova en 2026-10-03T16:11:33.872Z Cheaper AI Won't Cut Power Bills: McKinsey Forecasts 24% Annual Growth in Data Center Electricity Consumption https://www.nashnova.com/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova en 2026-10-03T16:01:58.305Z JPMorgan Breaks Down Investment Strategies for Three U.S. Midterm Election Scenarios https://www.nashnova.com/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova en 2026-10-03T11:46:34.203Z Goldman Sachs Real-Time Model Points to China Q3 GDP Growth of 4.1% https://www.nashnova.com/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova en 2026-10-03T09:06:49.955Z CTA Positioning Plunges Over 3 Standard Deviations as $1.3 Trillion Buyback Window Reopens in October https://www.nashnova.com/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova en 2026-10-03T08:16:37.873Z HKEX Prepares RMB-Denominated Gold Futures with Supporting Clearing System Set to Launch in 2027 https://www.nashnova.com/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova en 2026-10-03T08:11:53.244Z Morgan Stanley: September AI Bond Issuance Drop Is a Pause, Q4 Rebound Expected https://www.nashnova.com/zh/feed/special/ai-server-production-lines-move-nearshore-taiwans-direct-export-growth-to-the-u-14225 nashnova zh-cn 2026-10-05T05:18:18.658Z AI服务器产线近岸化,台湾对美直接出口增速减半 https://www.nashnova.com/zh/feed/special/ai-token-price-deflation-three-way-structural-divergence-beneath-the-surface-14224 nashnova zh-cn 2026-10-05T05:16:44.367Z AI token价格通缩:表象之下是三重结构分化 https://www.nashnova.com/zh/feed/special/bessent-u-s-and-china-may-establish-ai-incident-notification-mechanism-14223 nashnova zh-cn 2026-10-05T05:12:45.323Z 贝森特:中美有望建立AI事故通报机制 https://www.nashnova.com/zh/feed/special/icc-hormuz-blockade-could-cause-fertilizer-shortage-food-prices-may-surge-80-14222 nashnova zh-cn 2026-10-05T04:46:39.160Z 国际商会:霍尔木兹封锁致化肥短缺,粮价或涨80% https://www.nashnova.com/zh/feed/special/european-equity-financing-down-20-percent-yoy-in-q3-ipo-pipeline-thinning-14221 nashnova zh-cn 2026-10-05T04:32:55.823Z 欧洲股权融资三季度同比降20%,IPO管道趋薄 https://www.nashnova.com/zh/feed/special/global-pension-funds-trim-u-s-stock-holdings-as-ai-concentration-risk-becomes-14220 nashnova zh-cn 2026-10-05T04:17:12.560Z 全球养老金减持美股,AI集中度风险成核心顾虑 https://www.nashnova.com/zh/feed/special/chinas-bulk-commodity-price-index-rose-4-1-percent-mom-in-september-led-by-14219 nashnova zh-cn 2026-10-05T04:11:33.517Z 9月中国大宗商品价格指数环比涨4.1%,能源化工领涨 https://www.nashnova.com/zh/feed/special/goldman-sachs-derivatives-strategist-s-and-p-500-has-lost-its-cross-asset-risk-14218 nashnova zh-cn 2026-10-05T03:36:55.866Z 高盛衍生品策略师:标普500已失去跨资产风险定价功能 https://www.nashnova.com/zh/feed/special/quanta-halts-shipments-to-hp-for-a-week-to-force-price-hikes-leveraging-server-14217 nashnova zh-cn 2026-10-05T03:01:28.691Z 广达停供惠普一周逼涨价,服务器业务成筹码 https://www.nashnova.com/zh/feed/special/asean-3-research-body-warns-asias-ai-sector-faces-risk-of-disorderly-correction-14216 nashnova zh-cn 2026-10-05T02:51:19.403Z 东盟+3研究机构警告:亚洲AI板块面临无序回调风险 https://www.nashnova.com/zh/feed/special/u-s-iran-enters-critical-week-as-oil-holds-above-103-14215 nashnova zh-cn 2026-10-05T02:37:33.711Z 美伊进入关键一周,油价维持103美元上方 https://www.nashnova.com/zh/feed/special/goldman-sachs-upgrades-zhipu-rating-to-buy-with-target-price-of-hk-1-560-14214 nashnova zh-cn 2026-10-05T02:32:00.956Z 高盛上调智谱评级至买入,目标价1560港元 https://www.nashnova.com/zh/feed/special/ai-servers-seize-lpddr5x-supply-smartphone-and-pc-shortages-to-persist-through-14213 nashnova zh-cn 2026-10-05T02:12:43.548Z AI服务器抢占LPDDR5X,手机PC供应紧张延续至2027年 https://www.nashnova.com/zh/feed/special/anthropic-zhipu-glm-5-3s-cyberattack-capabilities-approach-claude-but-safety-14212 nashnova zh-cn 2026-10-05T02:11:36.392Z Anthropic:智谱GLM-5.3网络攻击能力接近Claude,但安全防护薄弱 https://www.nashnova.com/zh/feed/special/okx-and-ice-joint-venture-files-with-sec-for-tokenized-u-s-stock-trading-14211 nashnova zh-cn 2026-10-05T02:03:25.820Z OKX与洲际交易所合资公司向美国证监会申请代币化美股交易平台 https://www.nashnova.com/zh/feed/special/boj-deputy-governor-ai-may-push-up-neutral-interest-rate-14210 nashnova zh-cn 2026-10-05T02:02:16.409Z 日本央行副行长:AI或推高中性利率 https://www.nashnova.com/zh/feed/special/ai-optimism-reignites-as-nikkei-reclaims-70-000-14209 nashnova zh-cn 2026-10-05T02:01:21.571Z AI乐观情绪重燃,日经指数重返70000点 https://www.nashnova.com/zh/feed/special/saudi-arabia-cuts-crude-oil-prices-for-asia-to-six-year-low-14208 nashnova zh-cn 2026-10-05T01:31:18.378Z 沙特下调亚洲原油售价至六年低点 https://www.nashnova.com/zh/feed/special/nvidia-bets-800-million-as-ai-startup-reflection-set-to-release-open-source-14207 nashnova zh-cn 2026-10-05T01:22:02.984Z 英伟达押注8亿美元,AI初创Reflection将发布开源模型 https://www.nashnova.com/zh/feed/special/schneider-electric-eyes-20-billion-acquisition-of-ptc-potentially-the-largest-m-14206 nashnova zh-cn 2026-10-05T01:17:53.174Z 施耐德电气拟200亿美元收购PTC 或创史上最大并购 https://www.nashnova.com/zh/feed/special/mitsubishi-corp-ceo-warns-japan-bull-market-faces-bond-competition-pressure-14205 nashnova zh-cn 2026-10-05T01:16:41.186Z 三菱商事CEO警告日股牛市面临债券竞争压力 https://www.nashnova.com/zh/feed/special/global-m-and-a-falls-below-1-trillion-in-q3-annual-record-at-risk-14204 nashnova zh-cn 2026-10-05T01:06:57.545Z 全球并购三季度跌破1万亿美元,年度纪录恐落空 https://www.nashnova.com/zh/feed/special/hedge-fund-net-leverage-drops-to-liberation-day-lows-as-market-sentiment-14203 nashnova zh-cn 2026-10-05T01:01:44.455Z 对冲基金净杠杆跌至"解放日"低点,市场情绪指标全面告警 https://www.nashnova.com/zh/feed/special/uk-considers-following-eu-in-imposing-tariffs-on-chinese-evs-14202 nashnova zh-cn 2026-10-04T21:46:14.328Z 英国拟跟进欧盟对中国电动车加征关税 https://www.nashnova.com/zh/feed/special/bi-report-deepseeks-rise-narrows-us-china-ai-gap-to-just-3-percent-14201 nashnova zh-cn 2026-10-04T21:16:41.920Z BI报告:DeepSeek崛起致美中AI差距收窄至3% https://www.nashnova.com/zh/feed/special/asian-gold-producing-nations-hoard-domestic-supply-as-resource-nationalism-adds-14200 nashnova zh-cn 2026-10-04T21:06:50.335Z 亚洲产金国囤积本国供应,资源民族主义推升金价中长期压力 https://www.nashnova.com/zh/feed/special/morgan-stanleys-wilson-bond-volatility-will-determine-market-breadth-direction-14199 nashnova zh-cn 2026-10-04T20:46:45.349Z 大摩威尔逊:债券波动率决定市场广度走向 https://www.nashnova.com/zh/feed/special/iran-insists-on-seven-conditions-as-strait-of-hormuz-blockade-standoff-continues-14198 nashnova zh-cn 2026-10-04T17:41:33.632Z 伊朗坚持七项条件,霍尔木兹海峡封锁僵局持续 https://www.nashnova.com/zh/feed/special/iranian-oil-minister-paknejad-resigns-bovard-takes-over-as-acting-minister-14197 nashnova zh-cn 2026-10-04T17:30:57.121Z 伊朗石油部长帕克内贾德辞职,博瓦尔德代理部长职务 https://www.nashnova.com/zh/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova zh-cn 2026-10-04T15:26:30.790Z 标普500企业盈利预期乐观度创20年新高 https://www.nashnova.com/zh/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova zh-cn 2026-10-04T14:41:42.213Z 华尔街策略师力推跨资产对冲,双元期权受追捧 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-break-5-percent-emerging-market-carry-traders-hold-their-14194 nashnova zh-cn 2026-10-04T13:31:39.829Z 美债收益率破5%,新兴市场套息交易者选择坚守 https://www.nashnova.com/zh/feed/special/seven-opec-nations-keep-november-production-targets-unchanged-actual-output-14193 nashnova zh-cn 2026-10-04T13:06:29.810Z OPEC+七国维持11月产量目标不变,实际产量仍远低于配额 https://www.nashnova.com/zh/feed/special/nvidia-backed-reflection-to-release-powerful-open-source-ai-model-14192 nashnova zh-cn 2026-10-04T12:56:32.833Z 英伟达支持的Reflection将发布强力开源AI模型 https://www.nashnova.com/zh/feed/special/u-s-irs-targets-aqr-tax-strategies-warns-of-potential-retroactive-penalties-14191 nashnova zh-cn 2026-10-04T12:11:21.566Z 美国IRS瞄准AQR税务策略,警告或追溯处罚 https://www.nashnova.com/zh/feed/special/morgan-stanley-chinas-global-export-share-expected-to-rise-to-16-5-percent-by-14190 nashnova zh-cn 2026-10-04T09:16:49.800Z 大摩:中国全球出口份额料升至2030年16.5% https://www.nashnova.com/zh/feed/special/white-house-super-ai-task-force-officially-launched-clayton-to-lead-120-day-ai-14189 nashnova zh-cn 2026-10-04T07:16:47.906Z 白宫超级智能工作组正式成立,克莱顿领衔120天内提交AI监管方案 https://www.nashnova.com/zh/feed/special/softbanks-digitalbridge-acquisition-sons-ai-expansion-seeks-off-balance-sheet-14188 nashnova zh-cn 2026-10-04T04:26:40.258Z 软银收购DigitalBridge:孙正义AI扩张寻求表外融资 https://www.nashnova.com/zh/feed/special/bessent-rising-treasury-yields-a-global-phenomenon-dismisses-ai-bubble-claims-14187 nashnova zh-cn 2026-10-04T03:06:43.190Z 贝森特:美债收益率上升属全球现象,驳斥AI泡沫论 https://www.nashnova.com/zh/feed/special/china-closes-over-670-banks-in-four-years-as-regulatory-consolidation-hits-14186 nashnova zh-cn 2026-10-04T02:06:41.375Z 中国四年关闭逾670家银行,监管整合创纪录 https://www.nashnova.com/zh/feed/special/citic-securities-mortgage-to-rent-parity-signal-emerges-bullish-on-developers-14185 nashnova zh-cn 2026-10-03T23:26:30.820Z 中信证券:供平过租信号显现,看好开发类及龙头经纪企业 https://www.nashnova.com/zh/feed/special/fed-and-ecb-meeting-minutes-due-for-release-as-rate-hike-expectations-cool-on-14184 nashnova zh-cn 2026-10-03T20:31:55.783Z 美联储与欧洲央行会议纪要将发布,加息预期双双降温 https://www.nashnova.com/zh/feed/special/openai-safety-staff-resign-claim-company-culture-is-broken-14183 nashnova zh-cn 2026-10-03T16:36:52.076Z OpenAI安全员工辞职:称公司文化已破碎 https://www.nashnova.com/zh/feed/special/bofa-ai-narrative-becomes-last-line-of-defense-for-u-s-bond-market-a-collapse-in-14182 nashnova zh-cn 2026-10-03T16:31:59.451Z 美银:AI叙事成美债市场最后防线,叙事破裂将放大所有宏观风险 https://www.nashnova.com/zh/feed/special/musk-confirms-talks-with-tsmc-on-texas-chip-fab-collaboration-14181 nashnova zh-cn 2026-10-03T16:27:20.385Z 马斯克确认与台积电洽谈德州芯片厂合作 https://www.nashnova.com/zh/feed/special/ubs-90-percent-of-foreign-capital-flowing-into-the-u-s-is-m-and-a-manufacturing-14180 nashnova zh-cn 2026-10-03T16:26:21.321Z 瑞银:外资涌入美国九成是并购,制造业回流数据存疑 https://www.nashnova.com/zh/feed/special/thick-smoke-reportedly-seen-at-saudi-aramcos-riyadh-refinery-as-saudi-arabia-14179 nashnova zh-cn 2026-10-03T16:13:50.324Z 沙特阿美利雅得炼厂疑现浓烟,沙特拟对胡塞武装发动大规模军事行动 https://www.nashnova.com/zh/feed/special/ubs-warning-european-natural-gas-storage-at-only-71-5-percent-winter-buffer-hits-14178 nashnova zh-cn 2026-10-03T16:12:39.903Z 瑞银预警:欧洲天然气库存仅71.5%,冬季缓冲创历史低位 https://www.nashnova.com/zh/feed/special/cheaper-ai-wont-cut-power-bills-mckinsey-forecasts-24-percent-annual-growth-in-14177 nashnova zh-cn 2026-10-03T16:11:33.872Z AI降价未必省电:麦肯锡预测数据中心用电年增24% https://www.nashnova.com/zh/feed/special/jpmorgan-breaks-down-investment-strategies-for-three-u-s-midterm-election-14176 nashnova zh-cn 2026-10-03T16:01:58.305Z 摩根大通拆解美国中期选举三情景投资策略 https://www.nashnova.com/zh/feed/special/goldman-sachs-real-time-model-points-to-china-q3-gdp-growth-of-4-1-percent-14175 nashnova zh-cn 2026-10-03T11:46:34.203Z 高盛实时模型指向中国Q3 GDP增速4.1% https://www.nashnova.com/zh/feed/special/cta-positioning-plunges-over-3-standard-deviations-as-1-3-trillion-buyback-14174 nashnova zh-cn 2026-10-03T09:06:49.955Z CTA仓位骤降逾3个标准差,1.3万亿美元回购窗口10月重开 https://www.nashnova.com/zh/feed/special/hkex-prepares-rmb-denominated-gold-futures-with-supporting-clearing-system-set-14173 nashnova zh-cn 2026-10-03T08:16:37.873Z 港交所筹备人民币计价黄金期货,配套清算系统2027年启用 https://www.nashnova.com/zh/feed/special/morgan-stanley-september-ai-bond-issuance-drop-is-a-pause-q4-rebound-expected-14172 nashnova zh-cn 2026-10-03T08:11:53.244Z 大摩:9月AI债发行骤降属暂停,四季度将回升 https://www.nashnova.com/zh-hant/feed/special/ai-server-production-lines-move-nearshore-taiwans-direct-export-growth-to-the-u-14225 nashnova zh-tw 2026-10-05T05:18:18.658Z AI伺服器產線近岸化,台灣對美直接出口增速減半 https://www.nashnova.com/zh-hant/feed/special/ai-token-price-deflation-three-way-structural-divergence-beneath-the-surface-14224 nashnova zh-tw 2026-10-05T05:16:44.367Z AI token價格通縮:表象之下是三重結構分化 https://www.nashnova.com/zh-hant/feed/special/bessent-u-s-and-china-may-establish-ai-incident-notification-mechanism-14223 nashnova zh-tw 2026-10-05T05:12:45.323Z 貝森特:中美有望建立AI事故通報機制 https://www.nashnova.com/zh-hant/feed/special/icc-hormuz-blockade-could-cause-fertilizer-shortage-food-prices-may-surge-80-14222 nashnova zh-tw 2026-10-05T04:46:39.160Z 國際商會:霍爾木茲封鎖致化肥短缺,糧價或漲80% https://www.nashnova.com/zh-hant/feed/special/european-equity-financing-down-20-percent-yoy-in-q3-ipo-pipeline-thinning-14221 nashnova zh-tw 2026-10-05T04:32:55.823Z 歐洲股權融資三季度同比降20%,IPO管道趨薄 https://www.nashnova.com/zh-hant/feed/special/global-pension-funds-trim-u-s-stock-holdings-as-ai-concentration-risk-becomes-14220 nashnova zh-tw 2026-10-05T04:17:12.560Z 全球養老金減持美股,AI集中度風險成核心顧慮 https://www.nashnova.com/zh-hant/feed/special/chinas-bulk-commodity-price-index-rose-4-1-percent-mom-in-september-led-by-14219 nashnova zh-tw 2026-10-05T04:11:33.517Z 9月中國大宗商品價格指數環比漲4.1%,能源化工領漲 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-derivatives-strategist-s-and-p-500-has-lost-its-cross-asset-risk-14218 nashnova zh-tw 2026-10-05T03:36:55.866Z 高盛衍生品策略師:標普500已失去跨資產風險定價功能 https://www.nashnova.com/zh-hant/feed/special/quanta-halts-shipments-to-hp-for-a-week-to-force-price-hikes-leveraging-server-14217 nashnova zh-tw 2026-10-05T03:01:28.691Z 廣達停供惠普一週逼漲價,伺服器業務成籌碼 https://www.nashnova.com/zh-hant/feed/special/asean-3-research-body-warns-asias-ai-sector-faces-risk-of-disorderly-correction-14216 nashnova zh-tw 2026-10-05T02:51:19.403Z 東盟+3研究機構警告:亞洲AI板塊面臨無序回調風險 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-enters-critical-week-as-oil-holds-above-103-14215 nashnova zh-tw 2026-10-05T02:37:33.711Z 美伊進入關鍵一週,油價維持103美元上方 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-upgrades-zhipu-rating-to-buy-with-target-price-of-hk-1-560-14214 nashnova zh-tw 2026-10-05T02:32:00.956Z 高盛上調智譜評級至買入,目標價1560港元 https://www.nashnova.com/zh-hant/feed/special/ai-servers-seize-lpddr5x-supply-smartphone-and-pc-shortages-to-persist-through-14213 nashnova zh-tw 2026-10-05T02:12:43.548Z AI伺服器搶佔LPDDR5X,手機PC供應緊張延續至2027年 https://www.nashnova.com/zh-hant/feed/special/anthropic-zhipu-glm-5-3s-cyberattack-capabilities-approach-claude-but-safety-14212 nashnova zh-tw 2026-10-05T02:11:36.392Z Anthropic:智譜GLM-5.3網路攻擊能力接近Claude,但安全防護薄弱 https://www.nashnova.com/zh-hant/feed/special/okx-and-ice-joint-venture-files-with-sec-for-tokenized-u-s-stock-trading-14211 nashnova zh-tw 2026-10-05T02:03:25.820Z OKX與洲際交易所合資公司向美國證監會申請代幣化美股交易平台 https://www.nashnova.com/zh-hant/feed/special/boj-deputy-governor-ai-may-push-up-neutral-interest-rate-14210 nashnova zh-tw 2026-10-05T02:02:16.409Z 日本央行副行長:AI或推高中性利率 https://www.nashnova.com/zh-hant/feed/special/ai-optimism-reignites-as-nikkei-reclaims-70-000-14209 nashnova zh-tw 2026-10-05T02:01:21.571Z AI樂觀情緒重燃,日經指數重返70000點 https://www.nashnova.com/zh-hant/feed/special/saudi-arabia-cuts-crude-oil-prices-for-asia-to-six-year-low-14208 nashnova zh-tw 2026-10-05T01:31:18.378Z 沙特下調亞洲原油售價至六年低點 https://www.nashnova.com/zh-hant/feed/special/nvidia-bets-800-million-as-ai-startup-reflection-set-to-release-open-source-14207 nashnova zh-tw 2026-10-05T01:22:02.984Z 輝達押注8億美元,AI初創Reflection將發布開源模型 https://www.nashnova.com/zh-hant/feed/special/schneider-electric-eyes-20-billion-acquisition-of-ptc-potentially-the-largest-m-14206 nashnova zh-tw 2026-10-05T01:17:53.174Z 施耐德電氣擬200億美元收購PTC 或創史上最大併購 https://www.nashnova.com/zh-hant/feed/special/mitsubishi-corp-ceo-warns-japan-bull-market-faces-bond-competition-pressure-14205 nashnova zh-tw 2026-10-05T01:16:41.186Z 三菱商事CEO警告日股牛市面臨債券競爭壓力 https://www.nashnova.com/zh-hant/feed/special/global-m-and-a-falls-below-1-trillion-in-q3-annual-record-at-risk-14204 nashnova zh-tw 2026-10-05T01:06:57.545Z 全球併購三季度跌破1萬億美元,年度紀錄恐落空 https://www.nashnova.com/zh-hant/feed/special/hedge-fund-net-leverage-drops-to-liberation-day-lows-as-market-sentiment-14203 nashnova zh-tw 2026-10-05T01:01:44.455Z 對沖基金淨槓桿跌至「解放日」低點,市場情緒指標全面告警 https://www.nashnova.com/zh-hant/feed/special/uk-considers-following-eu-in-imposing-tariffs-on-chinese-evs-14202 nashnova zh-tw 2026-10-04T21:46:14.328Z 英國擬跟進歐盟對中國電動車加徵關稅 https://www.nashnova.com/zh-hant/feed/special/bi-report-deepseeks-rise-narrows-us-china-ai-gap-to-just-3-percent-14201 nashnova zh-tw 2026-10-04T21:16:41.920Z BI報告:DeepSeek崛起致美中AI差距收窄至3% https://www.nashnova.com/zh-hant/feed/special/asian-gold-producing-nations-hoard-domestic-supply-as-resource-nationalism-adds-14200 nashnova zh-tw 2026-10-04T21:06:50.335Z 亞洲產金國囤積本國供應,資源民族主義推升金價中長期壓力 https://www.nashnova.com/zh-hant/feed/special/morgan-stanleys-wilson-bond-volatility-will-determine-market-breadth-direction-14199 nashnova zh-tw 2026-10-04T20:46:45.349Z 大摩威爾遜:債券波動率決定市場廣度走向 https://www.nashnova.com/zh-hant/feed/special/iran-insists-on-seven-conditions-as-strait-of-hormuz-blockade-standoff-continues-14198 nashnova zh-tw 2026-10-04T17:41:33.632Z 伊朗堅持七項條件,霍爾木茲海峽封鎖僵局持續 https://www.nashnova.com/zh-hant/feed/special/iranian-oil-minister-paknejad-resigns-bovard-takes-over-as-acting-minister-14197 nashnova zh-tw 2026-10-04T17:30:57.121Z 伊朗石油部長帕克內賈德辭職,博瓦爾德代理部長職務 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-earnings-revision-optimism-hits-20-year-high-14196 nashnova zh-tw 2026-10-04T15:26:30.790Z 標普500企業盈利預期樂觀度創20年新高 https://www.nashnova.com/zh-hant/feed/special/wall-street-strategists-push-cross-asset-hedging-as-dual-digital-options-gain-14195 nashnova zh-tw 2026-10-04T14:41:42.213Z 華爾街策略師力推跨資產對沖,雙元期權受追捧 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