https://www.nashnova.com/feed/special/burry-dumps-alibaba-calls-valuation-too-high-shifts-to-jd-com-10268 nashnova en 2026-08-23T17:03:52.873Z Burry Dumps Alibaba: Calls Valuation Too High, Shifts to JD.com https://www.nashnova.com/feed/special/fed-holds-over-50-percent-of-10-to-15-year-treasuries-operation-twist-could-10267 nashnova en 2026-08-23T16:59:02.916Z Fed Holds Over 50% of 10-to-15-Year Treasuries; Operation Twist Could Further Monopolize the Market https://www.nashnova.com/feed/special/jpmorgan-record-revenue-at-chinese-wafer-fabs-bodes-well-for-osat-sector-10266 nashnova en 2026-08-23T13:34:00.466Z JPMorgan: Record Revenue at Chinese Wafer Fabs Bodes Well for OSAT Sector https://www.nashnova.com/feed/special/hsbc-nvidias-open-source-models-and-supply-chain-lock-in-create-new-catalysts-10265 nashnova en 2026-08-23T13:05:25.369Z HSBC: NVIDIA's Open-Source Models and Supply Chain Lock-In Create New Catalysts for Valuation Re-Rating https://www.nashnova.com/feed/special/china-restricts-germanium-exports-pressuring-taiwans-semiconductor-supply-chain-10264 nashnova en 2026-08-23T13:03:49.641Z China Restricts Germanium Exports, Pressuring Taiwan's Semiconductor Supply Chain https://www.nashnova.com/feed/special/em-carry-trade-extends-winning-streak-to-seven-quarters-longest-since-2008-10263 nashnova en 2026-08-23T12:59:06.751Z EM Carry Trade Extends Winning Streak to Seven Quarters, Longest Since 2008 https://www.nashnova.com/feed/special/palantir-up-over-65-percent-ytd-rsi-nearing-overbought-as-put-option-prices-sit-10262 nashnova en 2026-08-23T11:48:49.212Z Palantir Up Over 65% YTD, RSI Nearing Overbought as Put Option Prices Sit at Lows https://www.nashnova.com/feed/special/citic-securities-ai-stock-correction-stems-from-forward-pricing-three-key-10261 nashnova en 2026-08-23T11:14:27.230Z CITIC Securities: AI Stock Correction Stems from Forward Pricing, Three Key Narrative Variables Await Clarification https://www.nashnova.com/feed/special/goldman-sachs-chinas-gdp-growth-slows-to-4-percent-in-early-q3-easing-10260 nashnova en 2026-08-23T11:04:06.547Z Goldman Sachs: China's GDP Growth Slows to 4% in Early Q3, Easing Expectations Rise https://www.nashnova.com/feed/special/nomura-warns-bessents-bond-suppression-failing-japan-faces-1997-style-fx-risk-10259 nashnova en 2026-08-23T10:29:31.245Z Nomura Warns: Bessent's Bond Suppression Failing, Japan Faces 1997-Style FX Risk https://www.nashnova.com/feed/special/sinopecs-h1-net-profit-rises-12-percent-as-higher-oil-prices-boost-upstream-10258 nashnova en 2026-08-23T08:38:39.877Z Sinopec's H1 Net Profit Rises 12% as Higher Oil Prices Boost Upstream Earnings https://www.nashnova.com/feed/special/nomura-cpo-commercialization-enters-supply-demand-validation-phase-market-10257 nashnova en 2026-08-23T08:14:47.198Z Nomura: CPO Commercialization Enters Supply-Demand Validation Phase; Market Underestimates Progress 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Smart EV Costs for Chinese Automakers https://www.nashnova.com/feed/special/u-s-canada-trade-talks-collapse-u-s-imposes-50-percent-tariffs-on-canadian-goods-10244 nashnova en 2026-08-22T03:48:50.646Z U.S.-Canada Trade Talks Collapse, U.S. Imposes 50% Tariffs on Canadian Goods https://www.nashnova.com/feed/special/hedge-funds-go-long-on-energy-across-markets-as-diesel-crack-spread-hits-record-10243 nashnova en 2026-08-22T01:49:23.978Z Hedge Funds Go Long on Energy Across Markets as Diesel Crack Spread Hits Record High https://www.nashnova.com/feed/special/all-three-major-u-s-stock-indexes-post-weekly-losses-as-long-end-treasury-yields-10242 nashnova en 2026-08-21T23:49:14.143Z All Three Major U.S. Stock Indexes Post Weekly Losses as Long-End Treasury Yields Continue to Rise https://www.nashnova.com/feed/special/anthropic-ipo-prospectus-to-list-public-ai-backlash-as-key-risk-10241 nashnova en 2026-08-21T23:17:56.451Z Anthropic IPO Prospectus to List Public AI Backlash as Key Risk https://www.nashnova.com/feed/special/nvidia-pays-6-billion-to-license-poolside-ai-models-and-invests-additional-1-10240 nashnova en 2026-08-21T23:08:52.063Z Nvidia Pays $6 Billion to License Poolside AI Models and Invests Additional $1 Billion https://www.nashnova.com/feed/special/asset-managers-increased-long-positions-in-5-year-and-10-year-futures-ahead-of-u-10239 nashnova en 2026-08-21T22:19:37.375Z Asset Managers Increased Long Positions in 5-Year and 10-Year Futures Ahead of U.S. Treasury Expanded Buybacks https://www.nashnova.com/feed/special/boeing-engineers-union-rejects-contract-strike-authorization-vote-passes-10238 nashnova en 2026-08-21T22:18:36.460Z Boeing Engineers' Union Rejects Contract, Strike Authorization Vote Passes https://www.nashnova.com/feed/special/trump-did-not-instruct-bessent-to-intervene-in-treasuries-relies-on-economic-10237 nashnova en 2026-08-21T21:38:54.106Z Trump: Did Not Instruct Bessent to Intervene in Treasuries, Relies on Economic Growth to Resolve Debt https://www.nashnova.com/feed/special/about-12-fannie-mae-executives-fired-as-fhfa-directors-reform-push-continues-to-10236 nashnova en 2026-08-21T21:18:57.595Z About 12 Fannie Mae Executives Fired as FHFA Director's Reform Push Continues to Shake Up Leadership https://www.nashnova.com/zh/feed/special/jpmorgan-record-revenue-at-chinese-wafer-fabs-bodes-well-for-osat-sector-10266 nashnova zh-cn 2026-08-23T13:34:00.466Z 摩根大通：中国晶圆厂收入创纪录，利好封测板块 https://www.nashnova.com/zh/feed/special/hsbc-nvidias-open-source-models-and-supply-chain-lock-in-create-new-catalysts-10265 nashnova zh-cn 2026-08-23T13:05:25.369Z 汇丰：英伟达开源模型与供应链锁定构成估值重估新催化剂 https://www.nashnova.com/zh/feed/special/china-restricts-germanium-exports-pressuring-taiwans-semiconductor-supply-chain-10264 nashnova zh-cn 2026-08-23T13:03:49.641Z 中国限制锗出口，台湾半导体供应链受压 https://www.nashnova.com/zh/feed/special/em-carry-trade-extends-winning-streak-to-seven-quarters-longest-since-2008-10263 nashnova zh-cn 2026-08-23T12:59:06.751Z 新兴市场套息交易连涨七季，创2008年以来最长纪录 https://www.nashnova.com/zh/feed/special/palantir-up-over-65-percent-ytd-rsi-nearing-overbought-as-put-option-prices-sit-10262 nashnova zh-cn 2026-08-23T11:48:49.212Z Palantir年内涨逾65%，RSI逼近超买且看跌期权价格处于低位 https://www.nashnova.com/zh/feed/special/citic-securities-ai-stock-correction-stems-from-forward-pricing-three-key-10261 nashnova zh-cn 2026-08-23T11:14:27.230Z 中信证券：AI股调整源于远期定价，三大叙事变量待厘清 https://www.nashnova.com/zh/feed/special/goldman-sachs-chinas-gdp-growth-slows-to-4-percent-in-early-q3-easing-10260 nashnova zh-cn 2026-08-23T11:04:06.547Z 高盛：中国三季度初GDP增速降至4%，宽松预期升温 https://www.nashnova.com/zh/feed/special/nomura-warns-bessents-bond-suppression-failing-japan-faces-1997-style-fx-risk-10259 nashnova zh-cn 2026-08-23T10:29:31.245Z 野村警告：贝森特压债失效，日本面临1997年式汇率风险 https://www.nashnova.com/zh/feed/special/sinopecs-h1-net-profit-rises-12-percent-as-higher-oil-prices-boost-upstream-10258 nashnova zh-cn 2026-08-23T08:38:39.877Z 中石化上半年净利润增12%，油价上涨推升上游收益 https://www.nashnova.com/zh/feed/special/nomura-cpo-commercialization-enters-supply-demand-validation-phase-market-10257 nashnova zh-cn 2026-08-23T08:14:47.198Z 野村：CPO商业化进入供需验证阶段，市场低估进展 https://www.nashnova.com/zh/feed/special/alibaba-raises-approximately-hk-80-billion-through-hong-kong-share-placement-10256 nashnova zh-cn 2026-08-23T05:03:33.170Z 阿里巴巴港股配股融资约800亿港元 https://www.nashnova.com/zh/feed/special/u-s-discloses-details-of-offer-rejected-by-canada-as-both-sides-trade-blame-10255 nashnova zh-cn 2026-08-22T21:30:17.070Z 美方披露加拿大拒绝的报价细节，双方各执一词 https://www.nashnova.com/zh/feed/special/multiple-chinese-economic-indicators-weaken-as-credit-and-housing-markets-face-10254 nashnova zh-cn 2026-08-22T21:28:57.601Z 中国经济多项数据走弱，信贷与房市双双承压 https://www.nashnova.com/zh/feed/special/ai-data-center-financing-frenzy-high-yield-investors-pile-into-investment-grade-10253 nashnova zh-cn 2026-08-22T19:14:54.947Z AI数据中心融资热：高收益投资者涌入投资级债券 https://www.nashnova.com/zh/feed/special/nvidia-ai-server-prices-to-rise-over-15-percent-effective-early-next-year-10252 nashnova zh-cn 2026-08-22T18:53:52.311Z 英伟达AI服务器涨价逾15%，明年初生效 https://www.nashnova.com/zh/feed/special/goldman-sachs-cracks-emerge-in-ai-momentum-banks-and-hard-assets-become-the-next-10251 nashnova zh-cn 2026-08-22T18:44:19.770Z 高盛：AI动能裂缝显现，银行与硬资产成下一交易主线 https://www.nashnova.com/zh/feed/special/buffett-still-drives-berkshires-stock-picks-while-abel-focuses-on-operations-10250 nashnova zh-cn 2026-08-22T12:19:01.846Z 巴菲特仍主导伯克希尔股票决策，阿贝尔专注运营 https://www.nashnova.com/zh/feed/special/honor-humanoid-robot-runs-100-meters-in-9-32-seconds-surpassing-bolts-record-10249 nashnova zh-cn 2026-08-22T10:18:49.080Z 荣耀人形机器人9.32秒跑完百米，超越博尔特纪录 https://www.nashnova.com/zh/feed/special/goldman-sachs-silicon-valley-survey-ai-agents-enter-the-execution-era-compute-10248 nashnova zh-cn 2026-08-22T10:04:17.351Z 高盛硅谷调研：AI Agent进入执行时代，算力需求五年或增24倍 https://www.nashnova.com/zh/feed/special/east-money-semi-annual-report-tiantian-funds-non-money-market-fund-aum-surpasses-10247 nashnova zh-cn 2026-08-22T06:18:52.325Z 东方财富半年报：天天基金非货规模首破万亿 https://www.nashnova.com/zh/feed/special/catl-launches-online-store-entering-small-scale-energy-storage-direct-sales-10246 nashnova zh-cn 2026-08-22T06:10:10.293Z 宁德时代上线商城，切入储能小单直销市场 https://www.nashnova.com/zh/feed/special/ai-boom-triggers-component-shortages-squeezing-smart-ev-costs-for-chinese-10245 nashnova zh-cn 2026-08-22T06:08:54.368Z AI热潮引爆零部件短缺，中国车企智能化成本承压 https://www.nashnova.com/zh/feed/special/u-s-canada-trade-talks-collapse-u-s-imposes-50-percent-tariffs-on-canadian-goods-10244 nashnova zh-cn 2026-08-22T03:48:50.646Z 美加贸易谈判破裂，美国对加拿大商品加征50%关税 https://www.nashnova.com/zh/feed/special/hedge-funds-go-long-on-energy-across-markets-as-diesel-crack-spread-hits-record-10243 nashnova zh-cn 2026-08-22T01:49:23.978Z 对冲基金跨市场做多能源，柴油裂解价差创历史新高 https://www.nashnova.com/zh/feed/special/all-three-major-u-s-stock-indexes-post-weekly-losses-as-long-end-treasury-yields-10242 nashnova zh-cn 2026-08-21T23:49:14.143Z 美股三大指数本周收跌，美债长端收益率续升 https://www.nashnova.com/zh/feed/special/anthropic-ipo-prospectus-to-list-public-ai-backlash-as-key-risk-10241 nashnova zh-cn 2026-08-21T23:17:56.451Z Anthropic IPO招股书拟将公众AI反弹列为关键风险 https://www.nashnova.com/zh/feed/special/nvidia-pays-6-billion-to-license-poolside-ai-models-and-invests-additional-1-10240 nashnova zh-cn 2026-08-21T23:08:52.063Z 英伟达斥60亿美元获Poolside AI模型授权并追加10亿美元投资 https://www.nashnova.com/zh/feed/special/asset-managers-increased-long-positions-in-5-year-and-10-year-futures-ahead-of-u-10239 nashnova zh-cn 2026-08-21T22:19:37.375Z 美债扩大回购前，资管公司已增持5年和10年期期货多头 https://www.nashnova.com/zh/feed/special/boeing-engineers-union-rejects-contract-strike-authorization-vote-passes-10238 nashnova zh-cn 2026-08-21T22:18:36.460Z 波音工程师工会拒绝合同，罢工授权票通过 https://www.nashnova.com/zh/feed/special/trump-did-not-instruct-bessent-to-intervene-in-treasuries-relies-on-economic-10237 nashnova zh-cn 2026-08-21T21:38:54.106Z 特朗普：未指示贝森特干预美债，靠经济增长化解债务 https://www.nashnova.com/zh/feed/special/about-12-fannie-mae-executives-fired-as-fhfa-directors-reform-push-continues-to-10236 nashnova zh-cn 2026-08-21T21:18:57.595Z 房利美约12名高管遭解雇，FHFA局长改革持续冲击管理层 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-record-revenue-at-chinese-wafer-fabs-bodes-well-for-osat-sector-10266 nashnova zh-tw 2026-08-23T13:34:00.466Z 摩根大通：中國晶圓廠收入創紀錄，利好封測板塊 https://www.nashnova.com/zh-hant/feed/special/hsbc-nvidias-open-source-models-and-supply-chain-lock-in-create-new-catalysts-10265 nashnova zh-tw 2026-08-23T13:05:25.369Z 匯豐：輝達開源模型與供應鏈鎖定構成估值重估新催化劑 https://www.nashnova.com/zh-hant/feed/special/china-restricts-germanium-exports-pressuring-taiwans-semiconductor-supply-chain-10264 nashnova zh-tw 2026-08-23T13:03:49.641Z 中國限制鍺出口，台灣半導體供應鏈承壓 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