https://www.nashnova.com/feed/special/germanys-july-industrial-output-unexpectedly-falls-1-1-percent-dragged-down-by-11660 nashnova en 2026-09-07T06:42:59.842Z Germany's July Industrial Output Unexpectedly Falls 1.1%, Dragged Down by Auto Sector https://www.nashnova.com/feed/special/goldman-sachs-major-banks-second-round-of-capital-injection-nearing-completion-11659 nashnova en 2026-09-07T06:38:18.362Z Goldman Sachs: Major Banks' Second Round of Capital Injection Nearing Completion, Favoring CCB and Bank of China https://www.nashnova.com/feed/special/infineon-coo-this-chip-shortage-recovery-cycle-will-be-longer-than-the-pandemic-11658 nashnova en 2026-09-07T06:12:52.273Z Infineon COO: This Chip Shortage Recovery Cycle Will Be Longer Than the Pandemic Era https://www.nashnova.com/feed/special/institutions-warn-10-year-treasury-yield-breaking-5-percent-could-burst-the-ai-11657 nashnova en 2026-09-07T06:08:25.902Z Institutions Warn: 10-Year Treasury Yield Breaking 5% Could Burst the AI Bubble https://www.nashnova.com/feed/special/multiple-wall-street-firms-turn-bullish-on-gold-year-end-target-points-to-5-000-11656 nashnova en 2026-09-07T06:08:02.769Z Multiple Wall Street Firms Turn Bullish on Gold, Year-End Target Points to $5,000 https://www.nashnova.com/feed/special/reuters-poll-chinas-august-export-growth-expected-to-accelerate-to-25-percent-11655 nashnova en 2026-09-07T05:52:48.469Z Reuters Poll: China's August Export Growth Expected to Accelerate to 25% https://www.nashnova.com/feed/special/huawei-and-xiaomi-launch-premium-foldable-phones-beating-apples-foldable-iphone-11654 nashnova en 2026-09-07T05:48:02.657Z Huawei and Xiaomi Launch Premium Foldable Phones, Beating Apple's Foldable iPhone to Market https://www.nashnova.com/feed/special/historic-foreign-capital-shift-u-s-equities-appeal-surpasses-u-s-treasuries-for-11653 nashnova en 2026-09-07T05:09:03.858Z Historic Foreign Capital Shift: U.S. Equities' Appeal Surpasses U.S. Treasuries for the First Time https://www.nashnova.com/feed/special/china-suspends-approval-of-battery-energy-storage-manufacturing-projects-to-11652 nashnova en 2026-09-07T05:08:03.141Z China Suspends Approval of Battery Energy Storage Manufacturing Projects to Address Overcapacity https://www.nashnova.com/feed/special/eu-plans-buy-european-public-procurement-rules-to-exclude-china-11651 nashnova en 2026-09-07T05:07:50.755Z EU Plans 'Buy European' Public Procurement Rules to Exclude China https://www.nashnova.com/feed/special/nike-removed-from-s-and-p-100-as-four-tech-stocks-take-its-place-11650 nashnova en 2026-09-07T04:43:06.585Z Nike Removed from S&P 100 as Four Tech Stocks Take Its Place https://www.nashnova.com/feed/special/qatars-empty-ships-return-to-port-lng-exports-may-reroute-through-hormuz-11649 nashnova en 2026-09-07T04:43:03.396Z Qatar's Empty Ships Return to Port, LNG Exports May Reroute Through Hormuz https://www.nashnova.com/feed/special/iron-ore-breaks-above-100-for-first-time-in-seven-weeks-as-short-covering-and-11648 nashnova en 2026-09-07T04:38:20.287Z Iron Ore Breaks Above $100 for First Time in Seven Weeks as Short Covering and China Restocking Expectations Converge https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-index-falls-0-97-percent-optical-communication-and-11647 nashnova en 2026-09-07T04:18:10.712Z HK Stocks Midday: Hang Seng Index Falls 0.97%, Optical Communication and PCB Concepts Buck the Trend https://www.nashnova.com/feed/special/goldman-sachs-escalating-middle-east-tensions-could-push-oil-to-120-recommends-11646 nashnova en 2026-09-07T03:48:33.801Z Goldman Sachs: Escalating Middle East Tensions Could Push Oil to $120; Recommends Going Long on Natural Gas and Diesel https://www.nashnova.com/feed/special/liquid-network-hacked-for-320-million-in-bitcoin-11645 nashnova en 2026-09-07T03:48:09.558Z Liquid Network Hacked for $320 Million in Bitcoin https://www.nashnova.com/feed/special/goldman-sachs-china-listed-companies-q2-earnings-growth-hits-five-year-high-ai-11644 nashnova en 2026-09-07T03:28:31.427Z Goldman Sachs: China Listed Companies' Q2 Earnings Growth Hits Five-Year High, AI Profits Concentrating in Semiconductors https://www.nashnova.com/feed/special/taiwanese-chipmakers-accelerate-expansion-into-europe-japan-and-southeast-asia-11643 nashnova en 2026-09-07T03:17:47.667Z Taiwanese Chipmakers Accelerate Expansion into Europe, Japan, and Southeast Asia Amid Tariff Threats https://www.nashnova.com/feed/special/sensetimes-generative-ai-revenue-nears-80-percent-of-total-achieves-first-ever-11642 nashnova en 2026-09-07T02:38:05.274Z SenseTime's Generative AI Revenue Nears 80% of Total, Achieves First-Ever Half-Year Profit https://www.nashnova.com/feed/special/goldman-sachs-chinas-presale-system-reform-to-cut-land-sale-revenue-by-30-11641 nashnova en 2026-09-07T02:32:54.955Z Goldman Sachs: China's Presale System Reform to Cut Land Sale Revenue by 30% https://www.nashnova.com/feed/special/u-s-treasury-yields-approach-4-8-percent-fiscal-risks-spill-over-to-multiple-11640 nashnova en 2026-09-07T02:13:59.451Z U.S. Treasury Yields Approach 4.8%, Fiscal Risks Spill Over to Multiple Asset Classes https://www.nashnova.com/feed/special/india-admits-it-cant-decouple-from-chinas-supply-chain-begins-easing-electronics-11639 nashnova en 2026-09-07T02:13:12.956Z India Admits It Can't Decouple from China's Supply Chain, Begins Easing Electronics Manufacturing Restrictions https://www.nashnova.com/feed/special/anthropic-locks-in-517-billion-in-compute-ahead-of-ipo-still-trails-openai-11638 nashnova en 2026-09-07T02:03:40.308Z Anthropic Locks in $517 Billion in Compute Ahead of IPO, Still Trails OpenAI https://www.nashnova.com/feed/special/goldman-sachs-ai-storage-demand-underestimated-kospi-target-of-12-000-implies-80-11637 nashnova en 2026-09-07T01:33:15.875Z Goldman Sachs: AI Storage Demand Underestimated, KOSPI Target of 12,000 Implies 80% Upside https://www.nashnova.com/feed/special/south-koreas-kospi-surges-3-percent-sk-hynix-jumps-nearly-6-percent-11636 nashnova en 2026-09-07T01:23:49.059Z South Korea's KOSPI Surges 3%, SK Hynix Jumps Nearly 6% https://www.nashnova.com/feed/special/morgan-stanley-four-key-market-uncertainties-behind-the-feds-ambiguous-stance-11635 nashnova en 2026-09-07T00:18:26.093Z Morgan Stanley: Four Key Market Uncertainties Behind the Fed's Ambiguous Stance https://www.nashnova.com/feed/special/japan-sells-88-billion-in-foreign-securities-to-fund-record-yen-intervention-11634 nashnova en 2026-09-07T00:17:48.658Z Japan Sells ~$88 Billion in Foreign Securities to Fund Record Yen Intervention https://www.nashnova.com/feed/special/2026-special-treasury-bond-capital-injection-scale-reduced-to-300-billion-yuan-11633 nashnova en 2026-09-07T00:03:34.979Z 2026 Special Treasury Bond Capital Injection: Scale Reduced to 300 Billion Yuan, Scope Expanded to Insurers and Policy Institutions https://www.nashnova.com/feed/special/iran-declares-exclusion-zone-in-strait-of-hormuz-warns-entering-vessels-will-11632 nashnova en 2026-09-07T00:03:07.404Z Iran Declares Exclusion Zone in Strait of Hormuz, Warns Entering Vessels Will Face Sanctions https://www.nashnova.com/feed/special/foundry-capacity-utilization-nears-90-percent-no-price-cuts-expected-before-2027-11631 nashnova en 2026-09-06T23:58:32.819Z Foundry Capacity Utilization Nears 90%: No Price Cuts Expected Before 2027 https://www.nashnova.com/feed/special/jcet-plans-to-raise-6-5-billion-yuan-to-expand-ai-packaging-capacity-11630 nashnova en 2026-09-06T23:58:03.310Z JCET Plans to Raise 6.5 Billion Yuan to Expand AI Packaging Capacity https://www.nashnova.com/feed/special/2026-china-computing-power-conference-set-to-open-computing-power-leasing-market-11629 nashnova en 2026-09-06T23:13:15.662Z 2026 China Computing Power Conference Set to Open, Computing Power Leasing Market Expected to Exceed 260 Billion Yuan https://www.nashnova.com/feed/special/volatility-intensifies-at-both-ends-of-u-s-treasury-yields-treasury-buybacks-and-11628 nashnova en 2026-09-06T19:43:08.014Z Volatility Intensifies at Both Ends of U.S. Treasury Yields: Treasury Buybacks and CPI Data Emerge as Key Catalysts https://www.nashnova.com/feed/special/openai-chief-scientist-calls-on-ai-labs-to-slow-down-development-11627 nashnova en 2026-09-06T19:33:19.023Z OpenAI Chief Scientist Calls on AI Labs to Slow Down Development https://www.nashnova.com/feed/special/goldman-strategists-stocks-caught-between-iran-midterm-elections-and-bond-market-11626 nashnova en 2026-09-06T16:23:08.704Z Goldman Strategists: Stocks Caught Between Iran, Midterm Elections, and Bond Market Volatility https://www.nashnova.com/feed/special/palantir-leads-u-s-tech-sector-rally-surging-over-51-percent-in-august-11625 nashnova en 2026-09-06T14:18:11.740Z Palantir Leads U.S. Tech Sector Rally, Surging Over 51% in August https://www.nashnova.com/feed/special/trump-u-s-canada-exchange-rate-imbalance-is-unacceptable-11624 nashnova en 2026-09-06T14:07:34.458Z Trump: U.S.-Canada Exchange Rate Imbalance Is Unacceptable https://www.nashnova.com/feed/special/blackrock-jpmorgan-increase-emerging-market-bond-holdings-to-hedge-against-11623 nashnova en 2026-09-06T13:33:16.791Z BlackRock, JPMorgan Increase Emerging Market Bond Holdings to Hedge Against Global Bond Market Turmoil https://www.nashnova.com/feed/special/central-banks-worldwide-pull-gold-from-new-york-raising-questions-about-the-11622 nashnova en 2026-09-06T13:18:25.238Z Central Banks Worldwide Pull Gold from New York, Raising Questions About the Dollar's Safe-Haven Status https://www.nashnova.com/feed/special/moodys-chinese-ai-giants-double-capital-expenditure-computing-power-gap-11621 nashnova en 2026-09-06T13:07:45.555Z Moody's: Chinese AI Giants Double Capital Expenditure, Computing Power Gap Narrowing Rapidly https://www.nashnova.com/feed/special/huawei-paper-claims-kirin-2026-chip-breaks-through-thermal-bottleneck-with-55-11620 nashnova en 2026-09-06T12:13:02.531Z Huawei Paper Claims Kirin 2026 Chip Breaks Through Thermal Bottleneck with 55% Transistor Density Increase https://www.nashnova.com/feed/special/inspur-rebrands-to-circumvent-blacklist-funneling-nvidia-ai-chips-to-china-via-11619 nashnova en 2026-09-06T09:17:57.397Z Inspur Rebrands to Circumvent Blacklist, Funneling Nvidia AI Chips to China via Southeast Asia https://www.nashnova.com/feed/special/chinas-ministry-of-finance-injects-30-billion-yuan-into-export-import-bank-and-11618 nashnova en 2026-09-06T09:17:41.138Z China's Ministry of Finance Injects 30 Billion Yuan into Export-Import Bank and 10 Billion Yuan into Sinosure https://www.nashnova.com/feed/special/chinas-ministry-of-finance-injects-35-billion-yuan-into-china-life-group-11617 nashnova en 2026-09-06T08:22:42.376Z China's Ministry of Finance Injects 35 Billion Yuan into China Life Group https://www.nashnova.com/feed/special/abc-plans-to-raise-160-billion-yuan-icbc-plans-to-raise-100-billion-yuan-to-11616 nashnova en 2026-09-06T08:17:55.237Z ABC Plans to Raise 160 Billion Yuan, ICBC Plans to Raise 100 Billion Yuan to Replenish Core Tier 1 Capital https://www.nashnova.com/feed/special/cta-short-positions-on-g10-rates-hit-historic-extremes-with-german-bund-shorts-11615 nashnova en 2026-09-06T07:02:45.281Z CTA Short Positions on G10 Rates Hit Historic Extremes, with German Bund Shorts Most Concentrated https://www.nashnova.com/feed/special/nvidia-rubin-ultra-specs-cut-in-half-ai-chip-competition-shifts-to-mass-11614 nashnova en 2026-09-06T03:42:55.474Z NVIDIA Rubin Ultra Specs Cut in Half: AI Chip Competition Shifts to Mass Production Execution https://www.nashnova.com/feed/special/morgan-stanley-private-meeting-minimax-and-zhipu-arr-growing-rapidly-model-11613 nashnova en 2026-09-06T01:28:24.825Z Morgan Stanley Private Meeting: MiniMax and Zhipu ARR Growing Rapidly, Model Competition Enters Tiered Elimination Phase https://www.nashnova.com/feed/special/barclays-ubs-and-other-institutions-turn-bullish-on-china-a-share-derivatives-11612 nashnova en 2026-09-06T01:23:27.809Z Barclays, UBS and Other Institutions Turn Bullish on China A-Share Derivatives, Viewing Them as Alternative AI Allocation https://www.nashnova.com/feed/special/morgan-stanley-reiterates-overweight-rating-on-microsoft-with-600-price-target-11611 nashnova en 2026-09-06T00:48:03.171Z Morgan Stanley Reiterates Overweight Rating on Microsoft with $600 Price Target https://www.nashnova.com/feed/special/u-s-military-strikes-three-iranian-oil-tankers-iran-fires-ballistic-missiles-at-11610 nashnova en 2026-09-05T23:38:03.860Z U.S. Military Strikes Three Iranian Oil Tankers; Iran Fires Ballistic Missiles at Aircraft Carrier https://www.nashnova.com/feed/special/vix-hits-trump-era-low-as-u-s-30-year-treasury-yield-surges-to-historic-high-11609 nashnova en 2026-09-05T22:13:30.850Z VIX Hits Trump-Era Low as U.S. 30-Year Treasury Yield Surges to Historic High https://www.nashnova.com/feed/special/trump-administration-pressures-the-fed-from-multiple-fronts-warning-rate-hikes-11608 nashnova en 2026-09-05T18:23:22.193Z Trump Administration Pressures the Fed from Multiple Fronts, Warning Rate Hikes Will Harm the Economy https://www.nashnova.com/feed/special/bofa-and-citi-diverge-on-august-cpi-forecasts-september-rate-hike-path-remains-11607 nashnova en 2026-09-05T12:48:29.343Z BofA and Citi Diverge on August CPI Forecasts, September Rate Hike Path Remains Uncertain https://www.nashnova.com/feed/special/u-s-treasury-selloff-pressure-spreads-to-junk-rated-borrowers-as-defaults-rise-11606 nashnova en 2026-09-05T11:23:12.724Z U.S. Treasury Selloff Pressure Spreads to Junk-Rated Borrowers as Defaults Rise to $40.1 Billion This Year https://www.nashnova.com/feed/special/u-s-envoys-witkoff-and-kushner-arrive-in-moscow-to-push-for-russia-ukraine-11605 nashnova en 2026-09-05T10:53:38.624Z U.S. Envoys Witkoff and Kushner Arrive in Moscow to Push for Russia-Ukraine Ceasefire https://www.nashnova.com/feed/special/trump-threatens-u-s-bond-holding-nations-with-military-force-analysts-say-it-11604 nashnova en 2026-09-05T08:37:55.206Z Trump Threatens U.S. Bond-Holding Nations with Military Force; Analysts Say It Will Accelerate Dollar Decline https://www.nashnova.com/feed/special/explosions-reported-near-irans-kharg-island-oil-tanker-allegedly-hit-by-u-s-11603 nashnova en 2026-09-05T08:37:49.242Z Explosions Reported Near Iran's Kharg Island; Oil Tanker Allegedly Hit by U.S. Missile https://www.nashnova.com/feed/special/gpt-6-astra-fully-rolled-out-to-premium-users-performance-benchmarks-released-11602 nashnova en 2026-09-05T07:53:14.873Z GPT-6 Astra Fully Rolled Out to Premium Users, Performance Benchmarks Released https://www.nashnova.com/feed/special/hon-hai-august-sales-surge-52-percent-yoy-cumulative-growth-of-40-percent-for-11601 nashnova en 2026-09-05T07:52:47.543Z Hon Hai August Sales Surge 52% YoY, Cumulative Growth of 40% for First 8 Months https://www.nashnova.com/feed/special/citi-raises-short-term-gold-target-to-4-800-11600 nashnova en 2026-09-05T07:13:22.977Z Citi Raises Short-Term Gold Target to $4,800 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-hang-seng-index-falls-0-97-percent-optical-communication-and-11647 nashnova zh-cn 2026-09-07T04:18:10.712Z 港股午盘恒指跌0.97%,光通信PCB概念逆市走高 https://www.nashnova.com/zh/feed/special/goldman-sachs-escalating-middle-east-tensions-could-push-oil-to-120-recommends-11646 nashnova zh-cn 2026-09-07T03:48:33.801Z 高盛:中东局势恶化或推油价至120美元,荐做多天然气和柴油 https://www.nashnova.com/zh/feed/special/liquid-network-hacked-for-320-million-in-bitcoin-11645 nashnova zh-cn 2026-09-07T03:48:09.558Z Liquid Network遭黑客盗走3.2亿美元比特币 https://www.nashnova.com/zh/feed/special/goldman-sachs-china-listed-companies-q2-earnings-growth-hits-five-year-high-ai-11644 nashnova zh-cn 2026-09-07T03:28:31.427Z 高盛:中国上市公司Q2盈利增速创五年新高,AI利润向半导体集中 https://www.nashnova.com/zh/feed/special/taiwanese-chipmakers-accelerate-expansion-into-europe-japan-and-southeast-asia-11643 nashnova zh-cn 2026-09-07T03:17:47.667Z 关税威胁下台湾芯片厂加速布局欧洲、日本及东南亚 https://www.nashnova.com/zh/feed/special/sensetimes-generative-ai-revenue-nears-80-percent-of-total-achieves-first-ever-11642 nashnova zh-cn 2026-09-07T02:38:05.274Z 商汤生成式AI营收占比近八成,上半年首度实现盈利 https://www.nashnova.com/zh/feed/special/goldman-sachs-chinas-presale-system-reform-to-cut-land-sale-revenue-by-30-11641 nashnova zh-cn 2026-09-07T02:32:54.955Z 高盛:中国房产预售制改革将致土地出售收入下降30% https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-approach-4-8-percent-fiscal-risks-spill-over-to-multiple-11640 nashnova zh-cn 2026-09-07T02:13:59.451Z 美债收益率逼近4.8%,财政风险向多资产溢出 https://www.nashnova.com/zh/feed/special/india-admits-it-cant-decouple-from-chinas-supply-chain-begins-easing-electronics-11639 nashnova zh-cn 2026-09-07T02:13:12.956Z 印度承认离不开中国供应链,开始放宽电子制造限制 https://www.nashnova.com/zh/feed/special/anthropic-locks-in-517-billion-in-compute-ahead-of-ipo-still-trails-openai-11638 nashnova zh-cn 2026-09-07T02:03:40.308Z Anthropic IPO前锁定5170亿美元算力,仍落后OpenAI https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-storage-demand-underestimated-kospi-target-of-12-000-implies-80-11637 nashnova zh-cn 2026-09-07T01:33:15.875Z 高盛:AI存储需求被低估,KOSPI目标12000点隐含80%涨幅 https://www.nashnova.com/zh/feed/special/south-koreas-kospi-surges-3-percent-sk-hynix-jumps-nearly-6-percent-11636 nashnova zh-cn 2026-09-07T01:23:49.059Z 韩国KOSPI大涨3%,SK海力士涨近6% https://www.nashnova.com/zh/feed/special/morgan-stanley-four-key-market-uncertainties-behind-the-feds-ambiguous-stance-11635 nashnova zh-cn 2026-09-07T00:18:26.093Z 摩根士丹利:美联储模糊表态背后的四大市场不确定性 https://www.nashnova.com/zh/feed/special/japan-sells-88-billion-in-foreign-securities-to-fund-record-yen-intervention-11634 nashnova zh-cn 2026-09-07T00:17:48.658Z 日本抛售外国证券约880亿美元为创纪录日元干预融资 https://www.nashnova.com/zh/feed/special/2026-special-treasury-bond-capital-injection-scale-reduced-to-300-billion-yuan-11633 nashnova zh-cn 2026-09-07T00:03:34.979Z 2026年特别国债注资:规模缩至3000亿元,对象扩至险企与政策性机构 https://www.nashnova.com/zh/feed/special/iran-declares-exclusion-zone-in-strait-of-hormuz-warns-entering-vessels-will-11632 nashnova zh-cn 2026-09-07T00:03:07.404Z 伊朗宣布霍尔木兹海峡禁区,警告进入船只将受制裁 https://www.nashnova.com/zh/feed/special/foundry-capacity-utilization-nears-90-percent-no-price-cuts-expected-before-2027-11631 nashnova zh-cn 2026-09-06T23:58:32.819Z 晶圆代工产能利用率近90%,2027年前降价无望 https://www.nashnova.com/zh/feed/special/jcet-plans-to-raise-6-5-billion-yuan-to-expand-ai-packaging-capacity-11630 nashnova zh-cn 2026-09-06T23:58:03.310Z 长电科技拟融资65亿元人民币扩AI封装产能 https://www.nashnova.com/zh/feed/special/2026-china-computing-power-conference-set-to-open-computing-power-leasing-market-11629 nashnova zh-cn 2026-09-06T23:13:15.662Z 2026中国算力大会将开幕,算力租赁市场规模有望破2600亿元 https://www.nashnova.com/zh/feed/special/volatility-intensifies-at-both-ends-of-u-s-treasury-yields-treasury-buybacks-and-11628 nashnova zh-cn 2026-09-06T19:43:08.014Z 美债两端收益率波动加剧,财政部回购与CPI数据成关键催化 https://www.nashnova.com/zh/feed/special/openai-chief-scientist-calls-on-ai-labs-to-slow-down-development-11627 nashnova zh-cn 2026-09-06T19:33:19.023Z OpenAI首席科学家呼吁AI实验室放缓发展 https://www.nashnova.com/zh/feed/special/goldman-strategists-stocks-caught-between-iran-midterm-elections-and-bond-market-11626 nashnova zh-cn 2026-09-06T16:23:08.704Z 高盛策略师:伊朗、中期选举与债市波动三重压力下股市上下两难 https://www.nashnova.com/zh/feed/special/palantir-leads-u-s-tech-sector-rally-surging-over-51-percent-in-august-11625 nashnova zh-cn 2026-09-06T14:18:11.740Z Palantir领涨美股科技板块,8月涨超51% https://www.nashnova.com/zh/feed/special/trump-u-s-canada-exchange-rate-imbalance-is-unacceptable-11624 nashnova zh-cn 2026-09-06T14:07:34.458Z 特朗普:美加汇率失衡不可接受 https://www.nashnova.com/zh/feed/special/blackrock-jpmorgan-increase-emerging-market-bond-holdings-to-hedge-against-11623 nashnova zh-cn 2026-09-06T13:33:16.791Z 贝莱德、摩根大通增持新兴市场债券对冲全球债市动荡 https://www.nashnova.com/zh/feed/special/central-banks-worldwide-pull-gold-from-new-york-raising-questions-about-the-11622 nashnova zh-cn 2026-09-06T13:18:25.238Z 全球央行从纽约撤回黄金,美元避险地位受质疑 https://www.nashnova.com/zh/feed/special/moodys-chinese-ai-giants-double-capital-expenditure-computing-power-gap-11621 nashnova zh-cn 2026-09-06T13:07:45.555Z 穆迪:中国AI巨头资本开支翻倍,算力差距加速收窄 https://www.nashnova.com/zh/feed/special/huawei-paper-claims-kirin-2026-chip-breaks-through-thermal-bottleneck-with-55-11620 nashnova zh-cn 2026-09-06T12:13:02.531Z 华为论文称麒麟2026芯片突破散热瓶颈,晶体管密度提升55% https://www.nashnova.com/zh/feed/special/inspur-rebrands-to-circumvent-blacklist-funneling-nvidia-ai-chips-to-china-via-11619 nashnova zh-cn 2026-09-06T09:17:57.397Z 浪潮被列黑名单后改头换面,绕道东南亚向中国输送英伟达AI芯片 https://www.nashnova.com/zh/feed/special/chinas-ministry-of-finance-injects-30-billion-yuan-into-export-import-bank-and-11618 nashnova zh-cn 2026-09-06T09:17:41.138Z 中国财政部向进出口银行注资300亿、出口信保注资100亿 https://www.nashnova.com/zh/feed/special/chinas-ministry-of-finance-injects-35-billion-yuan-into-china-life-group-11617 nashnova zh-cn 2026-09-06T08:22:42.376Z 中国财政部向中国人寿集团注资350亿元 https://www.nashnova.com/zh/feed/special/abc-plans-to-raise-160-billion-yuan-icbc-plans-to-raise-100-billion-yuan-to-11616 nashnova zh-cn 2026-09-06T08:17:55.237Z 农行拟募资1600亿、工行拟募资1000亿补充核心一级资本 https://www.nashnova.com/zh/feed/special/cta-short-positions-on-g10-rates-hit-historic-extremes-with-german-bund-shorts-11615 nashnova zh-cn 2026-09-06T07:02:45.281Z CTA做空G10利率仓位创历史极值,德国国债空头最集中 https://www.nashnova.com/zh/feed/special/nvidia-rubin-ultra-specs-cut-in-half-ai-chip-competition-shifts-to-mass-11614 nashnova zh-cn 2026-09-06T03:42:55.474Z 英伟达Rubin Ultra规格减半,AI芯片竞争转向量产执行力 https://www.nashnova.com/zh/feed/special/morgan-stanley-private-meeting-minimax-and-zhipu-arr-growing-rapidly-model-11613 nashnova zh-cn 2026-09-06T01:28:24.825Z 大摩闭门会:MiniMax、智谱ARR高速增长,模型竞争进入分层淘汰 https://www.nashnova.com/zh/feed/special/barclays-ubs-and-other-institutions-turn-bullish-on-china-a-share-derivatives-11612 nashnova zh-cn 2026-09-06T01:23:27.809Z 巴克莱、瑞银等机构看多中国A股衍生品,视其为AI替代配置 https://www.nashnova.com/zh/feed/special/morgan-stanley-reiterates-overweight-rating-on-microsoft-with-600-price-target-11611 nashnova zh-cn 2026-09-06T00:48:03.171Z 摩根士丹利重申微软增持评级 目标价600美元 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-three-iranian-oil-tankers-iran-fires-ballistic-missiles-at-11610 nashnova zh-cn 2026-09-05T23:38:03.860Z 美军打击伊朗三艘油轮 伊朗动用弹道导弹攻击航母 https://www.nashnova.com/zh/feed/special/vix-hits-trump-era-low-as-u-s-30-year-treasury-yield-surges-to-historic-high-11609 nashnova zh-cn 2026-09-05T22:13:30.850Z VIX创特朗普任期新低,美30年期国债收益率升至历史高位 https://www.nashnova.com/zh/feed/special/trump-administration-pressures-the-fed-from-multiple-fronts-warning-rate-hikes-11608 nashnova zh-cn 2026-09-05T18:23:22.193Z 特朗普政府多方施压美联储,警告加息将损害经济 https://www.nashnova.com/zh/feed/special/bofa-and-citi-diverge-on-august-cpi-forecasts-september-rate-hike-path-remains-11607 nashnova zh-cn 2026-09-05T12:48:29.343Z 美银花旗对8月CPI预测分歧,9月加息路径悬而未决 https://www.nashnova.com/zh/feed/special/u-s-treasury-selloff-pressure-spreads-to-junk-rated-borrowers-as-defaults-rise-11606 nashnova zh-cn 2026-09-05T11:23:12.724Z 美债抛售压力传导至垃圾级借款人,违约规模年内升至401亿美元 https://www.nashnova.com/zh/feed/special/u-s-envoys-witkoff-and-kushner-arrive-in-moscow-to-push-for-russia-ukraine-11605 nashnova zh-cn 2026-09-05T10:53:38.624Z 美国特使维特科夫、库什纳抵莫斯科推动俄乌停火 https://www.nashnova.com/zh/feed/special/trump-threatens-u-s-bond-holding-nations-with-military-force-analysts-say-it-11604 nashnova zh-cn 2026-09-05T08:37:55.206Z 特朗普以军事威胁美债持有国,分析称将加速美元下行 https://www.nashnova.com/zh/feed/special/explosions-reported-near-irans-kharg-island-oil-tanker-allegedly-hit-by-u-s-11603 nashnova zh-cn 2026-09-05T08:37:49.242Z 伊朗卡尔格岛附近传爆炸声,报道称油轮疑遭美军导弹击中 https://www.nashnova.com/zh/feed/special/gpt-6-astra-fully-rolled-out-to-premium-users-performance-benchmarks-released-11602 nashnova zh-cn 2026-09-05T07:53:14.873Z GPT-6 Astra高端用户全量开放,性能数据出炉 https://www.nashnova.com/zh/feed/special/hon-hai-august-sales-surge-52-percent-yoy-cumulative-growth-of-40-percent-for-11601 nashnova zh-cn 2026-09-05T07:52:47.543Z 鸿海8月销售同比增长52%,前8个月累计增长40% https://www.nashnova.com/zh/feed/special/citi-raises-short-term-gold-target-to-4-800-11600 nashnova zh-cn 2026-09-05T07:13:22.977Z 花旗上调黄金短期目标价至4800美元 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-hang-seng-index-falls-0-97-percent-optical-communication-and-11647 nashnova zh-tw 2026-09-07T04:18:10.712Z 港股午盤恒指跌0.97%,光通信PCB概念逆市走高 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-escalating-middle-east-tensions-could-push-oil-to-120-recommends-11646 nashnova zh-tw 2026-09-07T03:48:33.801Z 高盛:中東局勢惡化或推油價至120美元,薦做多天然氣和柴油 https://www.nashnova.com/zh-hant/feed/special/liquid-network-hacked-for-320-million-in-bitcoin-11645 nashnova zh-tw 2026-09-07T03:48:09.558Z Liquid Network遭駭客盜走3.2億美元比特幣 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-china-listed-companies-q2-earnings-growth-hits-five-year-high-ai-11644 nashnova zh-tw 2026-09-07T03:28:31.427Z 高盛:中國上市公司Q2盈利增速創五年新高,AI利潤向半導體集中 https://www.nashnova.com/zh-hant/feed/special/taiwanese-chipmakers-accelerate-expansion-into-europe-japan-and-southeast-asia-11643 nashnova zh-tw 2026-09-07T03:17:47.667Z 關稅威脅下台灣晶片廠加速佈局歐洲、日本及東南亞 https://www.nashnova.com/zh-hant/feed/special/sensetimes-generative-ai-revenue-nears-80-percent-of-total-achieves-first-ever-11642 nashnova zh-tw 2026-09-07T02:38:05.274Z 商湯生成式AI營收佔比近八成,上半年首度實現盈利 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-chinas-presale-system-reform-to-cut-land-sale-revenue-by-30-11641 nashnova zh-tw 2026-09-07T02:32:54.955Z 高盛:中國房產預售制改革將致土地出售收入下降30% https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-approach-4-8-percent-fiscal-risks-spill-over-to-multiple-11640 nashnova zh-tw 2026-09-07T02:13:59.451Z 美債殖利率逼近4.8%,財政風險向多資產溢出 https://www.nashnova.com/zh-hant/feed/special/india-admits-it-cant-decouple-from-chinas-supply-chain-begins-easing-electronics-11639 nashnova zh-tw 2026-09-07T02:13:12.956Z 印度承認離不開中國供應鏈,開始放寬電子製造限制 https://www.nashnova.com/zh-hant/feed/special/anthropic-locks-in-517-billion-in-compute-ahead-of-ipo-still-trails-openai-11638 nashnova zh-tw 2026-09-07T02:03:40.308Z Anthropic IPO前鎖定5170億美元算力,仍落後OpenAI https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-storage-demand-underestimated-kospi-target-of-12-000-implies-80-11637 nashnova zh-tw 2026-09-07T01:33:15.875Z 高盛:AI儲存需求被低估,KOSPI目標12000點隱含80%漲幅 https://www.nashnova.com/zh-hant/feed/special/south-koreas-kospi-surges-3-percent-sk-hynix-jumps-nearly-6-percent-11636 nashnova zh-tw 2026-09-07T01:23:49.059Z 韓國KOSPI大漲3%,SK海力士漲近6% https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-four-key-market-uncertainties-behind-the-feds-ambiguous-stance-11635 nashnova zh-tw 2026-09-07T00:18:26.093Z 摩根士丹利:聯準會模糊表態背後的四大市場不確定性 https://www.nashnova.com/zh-hant/feed/special/japan-sells-88-billion-in-foreign-securities-to-fund-record-yen-intervention-11634 nashnova zh-tw 2026-09-07T00:17:48.658Z 日本拋售外國證券約880億美元為創紀錄日圓干預融資 https://www.nashnova.com/zh-hant/feed/special/2026-special-treasury-bond-capital-injection-scale-reduced-to-300-billion-yuan-11633 nashnova zh-tw 2026-09-07T00:03:34.979Z 2026年特別國債注資:規模縮至3000億元,對象擴至險企與政策性機構 https://www.nashnova.com/zh-hant/feed/special/iran-declares-exclusion-zone-in-strait-of-hormuz-warns-entering-vessels-will-11632 nashnova zh-tw 2026-09-07T00:03:07.404Z 伊朗宣布霍爾木茲海峽禁區,警告進入船隻將受制裁 https://www.nashnova.com/zh-hant/feed/special/foundry-capacity-utilization-nears-90-percent-no-price-cuts-expected-before-2027-11631 nashnova zh-tw 2026-09-06T23:58:32.819Z 晶圓代工產能利用率近90%,2027年前降價無望 https://www.nashnova.com/zh-hant/feed/special/jcet-plans-to-raise-6-5-billion-yuan-to-expand-ai-packaging-capacity-11630 nashnova zh-tw 2026-09-06T23:58:03.310Z 長電科技擬融資65億元人民幣擴AI封裝產能 https://www.nashnova.com/zh-hant/feed/special/2026-china-computing-power-conference-set-to-open-computing-power-leasing-market-11629 nashnova zh-tw 2026-09-06T23:13:15.662Z 2026中國算力大會將開幕,算力租賃市場規模有望突破2600億元 https://www.nashnova.com/zh-hant/feed/special/volatility-intensifies-at-both-ends-of-u-s-treasury-yields-treasury-buybacks-and-11628 nashnova zh-tw 2026-09-06T19:43:08.014Z 美債兩端收益率波動加劇,財政部回購與CPI數據成關鍵催化 https://www.nashnova.com/zh-hant/feed/special/openai-chief-scientist-calls-on-ai-labs-to-slow-down-development-11627 nashnova zh-tw 2026-09-06T19:33:19.023Z OpenAI首席科學家呼籲AI實驗室放緩發展 https://www.nashnova.com/zh-hant/feed/special/goldman-strategists-stocks-caught-between-iran-midterm-elections-and-bond-market-11626 nashnova zh-tw 2026-09-06T16:23:08.704Z 高盛策略師:伊朗、中期選舉與債市波動三重壓力下股市上下兩難 https://www.nashnova.com/zh-hant/feed/special/palantir-leads-u-s-tech-sector-rally-surging-over-51-percent-in-august-11625 nashnova zh-tw 2026-09-06T14:18:11.740Z Palantir領漲美股科技板塊,8月漲超51% https://www.nashnova.com/zh-hant/feed/special/trump-u-s-canada-exchange-rate-imbalance-is-unacceptable-11624 nashnova zh-tw 2026-09-06T14:07:34.458Z 特朗普:美加匯率失衡不可接受 https://www.nashnova.com/zh-hant/feed/special/blackrock-jpmorgan-increase-emerging-market-bond-holdings-to-hedge-against-11623 nashnova zh-tw 2026-09-06T13:33:16.791Z 貝萊德、摩根大通增持新興市場債券對沖全球債市動盪 https://www.nashnova.com/zh-hant/feed/special/central-banks-worldwide-pull-gold-from-new-york-raising-questions-about-the-11622 nashnova zh-tw 2026-09-06T13:18:25.238Z 全球央行從紐約撤回黃金,美元避險地位受質疑 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