https://www.nashnova.com/feed/special/yen-rises-to-six-month-high-putting-pressure-on-japanese-automakers-profit-11731 nashnova en 2026-09-08T04:29:14.657Z Yen Rises to Six-Month High, Putting Pressure on Japanese Automakers' Profit Forecasts https://www.nashnova.com/feed/special/hsbc-three-key-risks-could-end-global-markets-teflon-resilience-11730 nashnova en 2026-09-08T04:28:05.248Z HSBC: Three Key Risks Could End Global Markets' "Teflon" Resilience https://www.nashnova.com/feed/special/eu-eases-merger-review-rules-encouraging-companies-to-scale-up-against-us-and-11729 nashnova en 2026-09-08T04:25:27.994Z EU Eases Merger Review Rules, Encouraging Companies to Scale Up Against US and China https://www.nashnova.com/feed/special/japans-health-minister-gpif-still-evaluating-whether-asset-allocation-11728 nashnova en 2026-09-08T04:23:54.184Z Japan's Health Minister: GPIF Still Evaluating Whether Asset Allocation Adjustments Are Needed https://www.nashnova.com/feed/special/jensen-huang-nvidia-chips-are-durable-with-high-rental-rates-11727 nashnova en 2026-09-08T04:22:50.483Z Jensen Huang: NVIDIA Chips Are Durable with High Rental Rates https://www.nashnova.com/feed/special/offshore-renminbi-bond-issuance-hits-record-high-11726 nashnova en 2026-09-08T04:20:26.620Z Offshore Renminbi Bond Issuance Hits Record High https://www.nashnova.com/feed/special/anthropic-and-openai-seek-investment-grade-credit-ratings-after-ipos-11725 nashnova en 2026-09-08T04:19:01.680Z Anthropic and OpenAI Seek Investment-Grade Credit Ratings After IPOs https://www.nashnova.com/feed/special/samsung-shifts-over-half-of-4nm-capacity-to-hbm4-base-die-11724 nashnova en 2026-09-08T04:17:50.785Z Samsung Shifts Over Half of 4nm Capacity to HBM4 Base Die https://www.nashnova.com/feed/special/korean-stocks-surge-past-7-000-to-15-day-high-as-yen-climbs-to-february-peak-11723 nashnova en 2026-09-08T04:09:03.407Z Korean Stocks Surge Past 7,000 to 15-Day High as Yen Climbs to February Peak https://www.nashnova.com/feed/special/chip-stock-pullback-triggers-asia-pacific-value-rotation-outperformance-hits-11722 nashnova en 2026-09-08T03:44:06.589Z Chip Stock Pullback Triggers Asia-Pacific Value Rotation, Outperformance Hits Widest Since 2022 https://www.nashnova.com/feed/special/hkex-ipo-fundraising-exceeds-hk-340-billion-in-first-8-months-already-surpassing-11721 nashnova en 2026-09-08T03:42:51.509Z HKEX: IPO Fundraising Exceeds HK$340 Billion in First 8 Months, Already Surpassing Full-Year 2024 https://www.nashnova.com/feed/special/currie-u-s-treasury-engaging-in-financial-repression-10-000-gold-has-logical-11720 nashnova en 2026-09-08T03:38:07.509Z Currie: U.S. Treasury Engaging in 'Financial Repression,' $10,000 Gold Has Logical Support https://www.nashnova.com/feed/special/goldman-sachs-triple-risk-overlay-plus-trade-barriers-significantly-fatten-11719 nashnova en 2026-09-08T03:24:46.894Z Goldman Sachs: Triple Risk Overlay Plus Trade Barriers Significantly Fatten Upside Tail Risk for Agricultural Commodity Prices https://www.nashnova.com/feed/special/huawei-leads-chinas-homegrown-duv-lithography-push-targeting-12-units-by-year-11718 nashnova en 2026-09-08T03:23:15.635Z Huawei Leads China's Homegrown DUV Lithography Push, Targeting 12 Units by Year-End https://www.nashnova.com/feed/special/wistron-raises-1-5-billion-via-discounted-share-placement-to-expand-ai-capacity-11717 nashnova en 2026-09-08T02:52:51.983Z Wistron Raises $1.5 Billion via Discounted Share Placement to Expand AI Capacity; Stock Drops Over 6% in Single Day https://www.nashnova.com/feed/special/china-mineral-resources-group-asks-steel-mills-to-suspend-purchases-of-rio-tinto-11716 nashnova en 2026-09-08T02:38:35.252Z China Mineral Resources Group Asks Steel Mills to Suspend Purchases of Rio Tinto Iron Ore https://www.nashnova.com/feed/special/chinas-foreign-trade-grows-17-6-percent-in-first-8-months-import-growth-outpaces-11715 nashnova en 2026-09-08T02:37:37.233Z China's Foreign Trade Grows 17.6% in First 8 Months, Import Growth Outpaces Exports for 6 Consecutive Months https://www.nashnova.com/feed/special/deepseek-opens-150-backend-engineering-positions-at-once-accelerating-11714 nashnova en 2026-09-08T02:18:18.126Z DeepSeek Opens 150 Backend Engineering Positions at Once, Accelerating Infrastructure Expansion https://www.nashnova.com/feed/special/anthropic-walks-away-from-acquiring-ai-chip-efficiency-startup-decart-rumored-11713 nashnova en 2026-09-08T01:57:46.873Z Anthropic Walks Away from Acquiring AI Chip Efficiency Startup Decart, Rumored Deal Valued at ~$6 Billion https://www.nashnova.com/feed/special/ai-data-center-bargaining-power-shifts-toward-supply-side-as-firmus-signs-deal-11712 nashnova en 2026-09-08T01:53:34.505Z AI Data Center Bargaining Power Shifts Toward Supply Side as Firmus Signs Deal with OpenAI https://www.nashnova.com/feed/special/tencent-prepaid-over-50-billion-yuan-in-q2-to-secure-memory-chips-harness-paying-11711 nashnova en 2026-09-08T01:38:19.368Z Tencent Prepaid Over 50 Billion Yuan in Q2 to Secure Memory Chips; Harness Paying-User Gross Margin Catches Up with MaaS https://www.nashnova.com/feed/special/u-s-stock-summer-rally-fades-as-fed-rate-hike-expectations-and-bond-market-11710 nashnova en 2026-09-08T01:14:02.225Z U.S. Stock Summer Rally Fades as Fed Rate Hike Expectations and Bond Market Turmoil Cloud Autumn Outlook https://www.nashnova.com/feed/special/trump-threatens-to-ban-bombardier-sales-in-the-u-s-11709 nashnova en 2026-09-08T00:44:15.842Z Trump Threatens to Ban Bombardier Sales in the U.S. https://www.nashnova.com/feed/special/samsung-buyback-expectations-drive-narrowing-of-korean-preferred-share-discounts-11708 nashnova en 2026-09-08T00:43:04.886Z Samsung Buyback Expectations Drive Narrowing of Korean Preferred Share Discounts https://www.nashnova.com/feed/special/longsys-hong-kong-ipo-raises-903-million-shares-listed-today-11707 nashnova en 2026-09-08T00:23:38.522Z Longsys Hong Kong IPO Raises $903 Million, Shares Listed Today https://www.nashnova.com/feed/special/intel-raises-cpu-prices-by-10-percent-in-third-round-simultaneously-phasing-out-11706 nashnova en 2026-09-08T00:18:30.758Z Intel Raises CPU Prices by 10% in Third Round, Simultaneously Phasing Out Low-Margin Product Lines https://www.nashnova.com/feed/special/sk-hynix-considers-accelerating-investment-in-gwangju-semiconductor-park-11705 nashnova en 2026-09-08T00:07:40.065Z SK Hynix Considers Accelerating Investment in Gwangju Semiconductor Park https://www.nashnova.com/feed/special/japans-july-real-wages-rise-2-4-percent-marking-largest-increase-since-2021-11704 nashnova en 2026-09-07T23:52:53.289Z Japan's July Real Wages Rise 2.4%, Marking Largest Increase Since 2021 https://www.nashnova.com/feed/special/yen-depreciation-inflates-equity-japanese-listed-companies-roe-edges-down-to-9-5-11703 nashnova en 2026-09-07T18:18:36.851Z Yen Depreciation Inflates Equity, Japanese Listed Companies' ROE Edges Down to 9.5% https://www.nashnova.com/feed/special/u-s-august-cpi-due-friday-year-over-year-rate-expected-to-hold-steady-at-3-4-11702 nashnova en 2026-09-07T17:03:06.409Z U.S. August CPI Due Friday, Year-over-Year Rate Expected to Hold Steady at 3.4% https://www.nashnova.com/feed/special/jio-platforms-launches-global-roadshow-for-indias-largest-ever-ipo-11701 nashnova en 2026-09-07T16:13:46.862Z Jio Platforms Launches Global Roadshow for India's Largest-Ever IPO https://www.nashnova.com/feed/special/deutsche-bank-fundamental-contradiction-between-rate-pricing-and-inflation-11700 nashnova en 2026-09-07T16:12:54.387Z Deutsche Bank: Fundamental Contradiction Between Rate Pricing and Inflation Pressures https://www.nashnova.com/feed/special/copper-hits-all-time-high-on-lme-as-tariff-expectations-and-supply-tightening-11699 nashnova en 2026-09-07T16:03:29.897Z Copper Hits All-Time High on LME as Tariff Expectations and Supply Tightening Converge https://www.nashnova.com/feed/special/belgium-arrests-suspect-in-gan-chip-trade-secret-theft-escalating-european-tech-11698 nashnova en 2026-09-07T15:53:35.706Z Belgium Arrests Suspect in GaN Chip Trade Secret Theft, Escalating European Tech Control Pressure on China https://www.nashnova.com/feed/special/nvidia-plans-3-billion-investment-in-mira-muratis-ai-company-at-40-billion-11697 nashnova en 2026-09-07T15:18:29.593Z Nvidia Plans ~$3 Billion Investment in Mira Murati's AI Company at $40 Billion Valuation https://www.nashnova.com/feed/special/huawei-goes-to-trial-over-u-s-sanctions-and-trade-secret-charges-facing-up-to-12-11696 nashnova en 2026-09-07T15:08:07.889Z Huawei Goes to Trial Over U.S. Sanctions and Trade Secret Charges, Facing Up to 12 Counts https://www.nashnova.com/feed/special/zhang-yiming-takes-the-helm-bytedance-to-launch-spatial-video-world-model-as-11695 nashnova en 2026-09-07T12:48:14.766Z Zhang Yiming Takes the Helm: ByteDance to Launch Spatial Video World Model as Early as Next Month https://www.nashnova.com/feed/special/yellen-admits-pandemic-stimulus-plans-triggered-unexpected-inflation-11694 nashnova en 2026-09-07T12:17:42.203Z Yellen Admits Pandemic Stimulus Plans Triggered Unexpected Inflation https://www.nashnova.com/feed/special/wechat-tests-ai-social-feature-two-xiaowei-agents-can-communicate-on-behalf-of-11693 nashnova en 2026-09-07T12:13:02.859Z WeChat Tests AI Social Feature: Two "Xiaowei" Agents Can Communicate on Behalf of Users https://www.nashnova.com/feed/special/astra-launch-boosts-memory-chip-sector-samsung-up-over-5-percent-sk-hynix-up-11692 nashnova en 2026-09-07T11:49:24.507Z Astra Launch Boosts Memory Chip Sector: Samsung Up Over 5%, SK Hynix Up Over 8% https://www.nashnova.com/feed/special/saudi-ai-company-launches-frontier-arabic-model-based-on-minimax-m3-11691 nashnova en 2026-09-07T11:48:11.305Z Saudi AI Company Launches Frontier Arabic Model Based on MiniMax M3 https://www.nashnova.com/feed/special/china-imposes-up-to-99-2-percent-provisional-anti-dumping-deposits-on-japanese-11690 nashnova en 2026-09-07T11:38:18.595Z China Imposes Up to 99.2% Provisional Anti-Dumping Deposits on Japanese Dichlorosilane https://www.nashnova.com/feed/special/novo-nordisks-wegovy-pediatric-trial-obesity-reversed-in-40-percent-of-11689 nashnova en 2026-09-07T11:10:36.130Z Novo Nordisk's Wegovy Pediatric Trial: Obesity Reversed in 40% of Participants https://www.nashnova.com/feed/special/ny-fed-global-reserve-de-dollarization-exaggerated-by-actions-of-a-few-countries-11688 nashnova en 2026-09-07T11:09:14.515Z NY Fed: Global Reserve De-Dollarization Exaggerated by Actions of a Few Countries https://www.nashnova.com/feed/special/socgen-u-s-treasury-yields-rising-to-5-5-percent-would-hit-equity-valuations-11687 nashnova en 2026-09-07T11:08:10.008Z SocGen: U.S. Treasury Yields Rising to 5.5% Would Hit Equity Valuations https://www.nashnova.com/feed/special/saudi-aramcos-jazan-refinery-hit-again-international-oil-prices-spike-11686 nashnova en 2026-09-07T11:02:52.779Z Saudi Aramco's Jazan Refinery Hit Again, International Oil Prices Spike https://www.nashnova.com/feed/special/tesla-china-relaunches-price-cuts-model-y-reduced-by-up-to-10-000-yuan-11685 nashnova en 2026-09-07T10:27:43.431Z Tesla China Relaunches Price Cuts, Model Y Reduced by Up to 10,000 Yuan https://www.nashnova.com/feed/special/iran-says-hormuz-agreement-with-oman-could-be-reached-within-days-11684 nashnova en 2026-09-07T10:23:10.741Z Iran Says Hormuz Agreement with Oman Could Be Reached Within Days https://www.nashnova.com/feed/special/jpmorgans-matejka-earnings-upgrades-support-buying-the-dip-11683 nashnova en 2026-09-07T10:18:55.858Z JPMorgan's Matejka: Earnings Upgrades Support Buying the Dip https://www.nashnova.com/feed/special/uber-launches-inaugural-five-tranche-euro-bond-offering-with-size-tbd-11682 nashnova en 2026-09-07T10:17:56.094Z Uber Launches Inaugural Five-Tranche Euro Bond Offering with Size TBD https://www.nashnova.com/feed/special/semicon-2026-advanced-packaging-evolves-toward-3d-integration-cpo-testing-11681 nashnova en 2026-09-07T10:17:05.968Z SEMICON 2026: Advanced Packaging Evolves Toward 3D Integration, CPO Testing Becomes Mass Production Bottleneck https://www.nashnova.com/feed/special/iren-ceo-nvidia-partner-ai-computing-supply-struggles-to-keep-up-with-demand-11680 nashnova en 2026-09-07T10:15:39.375Z Iren CEO, NVIDIA Partner: AI Computing Supply Struggles to Keep Up with Demand https://www.nashnova.com/feed/special/novo-nordisk-terminates-two-heart-disease-drug-trials-stock-drops-over-10-11679 nashnova en 2026-09-07T10:14:10.987Z Novo Nordisk Terminates Two Heart Disease Drug Trials, Stock Drops Over 10% Cumulatively https://www.nashnova.com/feed/special/cxmts-global-dram-market-share-rises-to-10-percent-xiaomi-flagship-first-to-11678 nashnova en 2026-09-07T10:13:11.745Z CXMT's Global DRAM Market Share Rises to 10%; Xiaomi Flagship First to Adopt Its New-Gen Mobile Memory https://www.nashnova.com/feed/special/s-and-p-500-defensive-sector-weighting-falls-to-historic-low-of-15-percent-11677 nashnova en 2026-09-07T10:02:49.933Z S&P 500 Defensive Sector Weighting Falls to Historic Low of 15% https://www.nashnova.com/feed/special/yen-surges-to-154-range-hitting-highest-level-since-february-11676 nashnova en 2026-09-07T09:28:32.712Z Yen Surges to 154 Range, Hitting Highest Level Since February https://www.nashnova.com/feed/special/eurozone-q2-gdp-grows-0-6-percent-qoq-accelerating-beyond-expectations-11675 nashnova en 2026-09-07T09:27:41.434Z Eurozone Q2 GDP Grows 0.6% QoQ, Accelerating Beyond Expectations https://www.nashnova.com/feed/special/morgan-stanley-closed-door-meeting-deflationary-cycle-unbroken-limited-11674 nashnova en 2026-09-07T09:23:23.795Z Morgan Stanley Closed-Door Meeting: Deflationary Cycle Unbroken, Limited Probability of 9/24-Style Stimulus https://www.nashnova.com/feed/special/ubs-forecasts-fed-to-raise-rates-by-25bps-each-in-september-and-december-2026-11673 nashnova en 2026-09-07T09:18:02.160Z UBS Forecasts Fed to Raise Rates by 25bps Each in September and December 2026 https://www.nashnova.com/feed/special/canadas-retaliatory-tariffs-on-u-s-take-effect-as-trump-threatens-to-cut-off-all-11672 nashnova en 2026-09-07T09:14:02.657Z Canada's Retaliatory Tariffs on U.S. Take Effect as Trump Threatens to Cut Off All Trade https://www.nashnova.com/feed/special/hbm4-squeezes-dram-supply-as-samsung-and-sk-hynix-inventories-drop-below-10-days-11671 nashnova en 2026-09-07T09:12:50.257Z HBM4 Squeezes DRAM Supply as Samsung and SK Hynix Inventories Drop Below 10 Days https://www.nashnova.com/feed/special/chinas-august-forex-reserves-rise-to-3-438-trillion-beating-expectations-11670 nashnova en 2026-09-07T08:27:34.806Z China's August Forex Reserves Rise to $3.438 Trillion, Beating Expectations https://www.nashnova.com/feed/special/goldman-sachs-raises-earnings-forecast-for-zhongji-innolight-as-1-6t-optical-11669 nashnova en 2026-09-07T08:13:39.813Z Goldman Sachs Raises Earnings Forecast for Zhongji Innolight as 1.6T Optical Modules Ramp Up https://www.nashnova.com/feed/special/chinas-central-bank-increases-gold-reserves-for-22-consecutive-months-11668 nashnova en 2026-09-07T08:12:41.936Z China's Central Bank Increases Gold Reserves for 22 Consecutive Months https://www.nashnova.com/feed/special/chinese-brokerages-post-23-5-percent-average-h1-net-profit-growth-major-ipos-11667 nashnova en 2026-09-07T08:07:59.902Z Chinese Brokerages Post 23.5% Average H1 Net Profit Growth; Major IPOs Expected to Drive H2 Momentum https://www.nashnova.com/feed/special/miit-15th-five-year-plan-launch-6g-commercialization-in-due-course-pilot-10-11666 nashnova en 2026-09-07T07:37:57.565Z MIIT "15th Five-Year" Plan: Launch 6G Commercialization in Due Course, Pilot 10-Gigabit Optical Networks https://www.nashnova.com/feed/special/chinas-oil-demand-rebounds-crude-prices-rise-broadly-from-congo-to-brazil-11665 nashnova en 2026-09-07T07:28:19.338Z China's Oil Demand Rebounds, Crude Prices Rise Broadly from Congo to Brazil https://www.nashnova.com/feed/special/malaysia-plans-to-use-huawei-ascend-chips-to-power-sovereign-ai-project-11664 nashnova en 2026-09-07T07:27:57.737Z Malaysia Plans to Use Huawei Ascend Chips to Power Sovereign AI Project https://www.nashnova.com/feed/special/novartis-heart-disease-drug-fails-phase-3-trial-amgens-similar-drug-drops-7-11663 nashnova en 2026-09-07T07:18:19.430Z Novartis Heart Disease Drug Fails Phase 3 Trial, Amgen's Similar Drug Drops 7% https://www.nashnova.com/feed/special/huawei-launches-new-kirin-chip-after-six-year-hiatus-featuring-logic-folding-11662 nashnova en 2026-09-07T07:17:52.884Z Huawei Launches New Kirin Chip After Six-Year Hiatus, Featuring Logic Folding Technology https://www.nashnova.com/feed/special/moore-threads-hits-limit-down-on-lock-up-expiry-day-as-chinas-gpu-challenger-11661 nashnova en 2026-09-07T07:08:10.553Z Moore Threads Hits Limit Down on Lock-Up Expiry Day as China's GPU Challenger Faces Reality Check 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 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2026-09-08T04:19:01.680Z Anthropic与OpenAI谋求IPO后获投资级信用评级 https://www.nashnova.com/zh/feed/special/samsung-shifts-over-half-of-4nm-capacity-to-hbm4-base-die-11724 nashnova zh-cn 2026-09-08T04:17:50.785Z 三星逾半4nm产能转向HBM4基础芯片 https://www.nashnova.com/zh/feed/special/korean-stocks-surge-past-7-000-to-15-day-high-as-yen-climbs-to-february-peak-11723 nashnova zh-cn 2026-09-08T04:09:03.407Z 韩股涨破7000点创15日新高,日元升至2月高位 https://www.nashnova.com/zh/feed/special/chip-stock-pullback-triggers-asia-pacific-value-rotation-outperformance-hits-11722 nashnova zh-cn 2026-09-08T03:44:06.589Z 芯片股回调引发亚太价值股轮动,跑赢幅度创2022年来最大 https://www.nashnova.com/zh/feed/special/hkex-ipo-fundraising-exceeds-hk-340-billion-in-first-8-months-already-surpassing-11721 nashnova zh-cn 2026-09-08T03:42:51.509Z 港交所:前8个月IPO融资逾3400亿港元,已超去年全年 https://www.nashnova.com/zh/feed/special/currie-u-s-treasury-engaging-in-financial-repression-10-000-gold-has-logical-11720 nashnova zh-cn 2026-09-08T03:38:07.509Z 柯里:美财政部搞"金融压制",黄金1万美元有逻辑支撑 https://www.nashnova.com/zh/feed/special/goldman-sachs-triple-risk-overlay-plus-trade-barriers-significantly-fatten-11719 nashnova zh-cn 2026-09-08T03:24:46.894Z 高盛:三重风险叠加贸易壁垒,农产品价格上行尾部风险显著加厚 https://www.nashnova.com/zh/feed/special/huawei-leads-chinas-homegrown-duv-lithography-push-targeting-12-units-by-year-11718 nashnova zh-cn 2026-09-08T03:23:15.635Z 华为主导中国DUV光刻机自研,年内目标产出12台 https://www.nashnova.com/zh/feed/special/wistron-raises-1-5-billion-via-discounted-share-placement-to-expand-ai-capacity-11717 nashnova zh-cn 2026-09-08T02:52:51.983Z 纬创配股融资15亿美元扩AI产能,股价单日跌逾6% https://www.nashnova.com/zh/feed/special/china-mineral-resources-group-asks-steel-mills-to-suspend-purchases-of-rio-tinto-11716 nashnova zh-cn 2026-09-08T02:38:35.252Z 中国矿产资源集团要求钢厂暂停购买力拓铁矿石 https://www.nashnova.com/zh/feed/special/chinas-foreign-trade-grows-17-6-percent-in-first-8-months-import-growth-outpaces-11715 nashnova zh-cn 2026-09-08T02:37:37.233Z 前8个月中国外贸增长17.6%,进口连续6个月增速超出口 https://www.nashnova.com/zh/feed/special/deepseek-opens-150-backend-engineering-positions-at-once-accelerating-11714 nashnova zh-cn 2026-09-08T02:18:18.126Z DeepSeek一次性开放150个后端岗位,工程化扩张提速 https://www.nashnova.com/zh/feed/special/anthropic-walks-away-from-acquiring-ai-chip-efficiency-startup-decart-rumored-11713 nashnova zh-cn 2026-09-08T01:57:46.873Z Anthropic放弃收购AI芯片效率初创Decart,传闻交易价约60亿美元 https://www.nashnova.com/zh/feed/special/ai-data-center-bargaining-power-shifts-toward-supply-side-as-firmus-signs-deal-11712 nashnova zh-cn 2026-09-08T01:53:34.505Z AI数据中心议价权向供给侧倾斜,Firmus签约OpenAI https://www.nashnova.com/zh/feed/special/tencent-prepaid-over-50-billion-yuan-in-q2-to-secure-memory-chips-harness-paying-11711 nashnova zh-cn 2026-09-08T01:38:19.368Z 腾讯Q2预付逾500亿锁定内存芯片,Harness付费用户毛利率追平MaaS https://www.nashnova.com/zh/feed/special/u-s-stock-summer-rally-fades-as-fed-rate-hike-expectations-and-bond-market-11710 nashnova zh-cn 2026-09-08T01:14:02.225Z 美股夏季行情结束,美联储加息预期与债市动荡令秋季前景趋复杂 https://www.nashnova.com/zh/feed/special/trump-threatens-to-ban-bombardier-sales-in-the-u-s-11709 nashnova zh-cn 2026-09-08T00:44:15.842Z 特朗普威胁禁止庞巴迪在美销售 https://www.nashnova.com/zh/feed/special/samsung-buyback-expectations-drive-narrowing-of-korean-preferred-share-discounts-11708 nashnova zh-cn 2026-09-08T00:43:04.886Z 三星回购预期推动韩国优先股折价收窄 https://www.nashnova.com/zh/feed/special/longsys-hong-kong-ipo-raises-903-million-shares-listed-today-11707 nashnova zh-cn 2026-09-08T00:23:38.522Z 江波龙港股IPO融资9.03亿美元,今日挂牌上市 https://www.nashnova.com/zh/feed/special/intel-raises-cpu-prices-by-10-percent-in-third-round-simultaneously-phasing-out-11706 nashnova zh-cn 2026-09-08T00:18:30.758Z 英特尔CPU第三轮提价10%,同步淘汰低毛利产品线 https://www.nashnova.com/zh/feed/special/sk-hynix-considers-accelerating-investment-in-gwangju-semiconductor-park-11705 nashnova zh-cn 2026-09-08T00:07:40.065Z SK海力士考虑提前推进光州半导体园区投资 https://www.nashnova.com/zh/feed/special/japans-july-real-wages-rise-2-4-percent-marking-largest-increase-since-2021-11704 nashnova zh-cn 2026-09-07T23:52:53.289Z 日本7月实际工资涨2.4%,创2021年以来最大涨幅 https://www.nashnova.com/zh/feed/special/yen-depreciation-inflates-equity-japanese-listed-companies-roe-edges-down-to-9-5-11703 nashnova zh-cn 2026-09-07T18:18:36.851Z 日元贬值推高股本,日本上市企业ROE小幅回落至9.5% https://www.nashnova.com/zh/feed/special/u-s-august-cpi-due-friday-year-over-year-rate-expected-to-hold-steady-at-3-4-11702 nashnova zh-cn 2026-09-07T17:03:06.409Z 美国8月CPI周五出炉,预计同比持平于3.4% https://www.nashnova.com/zh/feed/special/jio-platforms-launches-global-roadshow-for-indias-largest-ever-ipo-11701 nashnova zh-cn 2026-09-07T16:13:46.862Z Jio Platforms启动印度史上最大IPO全球路演 https://www.nashnova.com/zh/feed/special/deutsche-bank-fundamental-contradiction-between-rate-pricing-and-inflation-11700 nashnova zh-cn 2026-09-07T16:12:54.387Z 德意志银行:利率定价与通胀压力存在根本矛盾 https://www.nashnova.com/zh/feed/special/copper-hits-all-time-high-on-lme-as-tariff-expectations-and-supply-tightening-11699 nashnova zh-cn 2026-09-07T16:03:29.897Z 铜价创LME历史新高,关税预期与供应收缩共振 https://www.nashnova.com/zh/feed/special/belgium-arrests-suspect-in-gan-chip-trade-secret-theft-escalating-european-tech-11698 nashnova zh-cn 2026-09-07T15:53:35.706Z 比利时逮捕氮化镓芯片窃密嫌疑人,欧洲对华科技管控压力升温 https://www.nashnova.com/zh/feed/special/nvidia-plans-3-billion-investment-in-mira-muratis-ai-company-at-40-billion-11697 nashnova zh-cn 2026-09-07T15:18:29.593Z 英伟达拟向穆拉蒂旗下AI公司投资约30亿美元,估值达400亿 https://www.nashnova.com/zh/feed/special/huawei-goes-to-trial-over-u-s-sanctions-and-trade-secret-charges-facing-up-to-12-11696 nashnova zh-cn 2026-09-07T15:08:07.889Z 华为美国制裁与商业秘密案开庭,面临最多12项指控 https://www.nashnova.com/zh/feed/special/zhang-yiming-takes-the-helm-bytedance-to-launch-spatial-video-world-model-as-11695 nashnova zh-cn 2026-09-07T12:48:14.766Z 张一鸣亲自挂帅,字节跳动最快下月发布空间视频世界模型 https://www.nashnova.com/zh/feed/special/yellen-admits-pandemic-stimulus-plans-triggered-unexpected-inflation-11694 nashnova zh-cn 2026-09-07T12:17:42.203Z 耶伦承认疫情刺激计划引发意外通胀 https://www.nashnova.com/zh/feed/special/wechat-tests-ai-social-feature-two-xiaowei-agents-can-communicate-on-behalf-of-11693 nashnova zh-cn 2026-09-07T12:13:02.859Z 微信内测AI社交:两个"小微"可代用户先行沟通 https://www.nashnova.com/zh/feed/special/astra-launch-boosts-memory-chip-sector-samsung-up-over-5-percent-sk-hynix-up-11692 nashnova zh-cn 2026-09-07T11:49:24.507Z Astra发布提振存储芯片板块,三星涨逾5%、SK海力士涨逾8% https://www.nashnova.com/zh/feed/special/saudi-ai-company-launches-frontier-arabic-model-based-on-minimax-m3-11691 nashnova zh-cn 2026-09-07T11:48:11.305Z 沙特AI公司基于MiniMax M3发布阿拉伯语前沿模型 https://www.nashnova.com/zh/feed/special/china-imposes-up-to-99-2-percent-provisional-anti-dumping-deposits-on-japanese-11690 nashnova zh-cn 2026-09-07T11:38:18.595Z 中国对日本二氯二氢硅征最高99.2%临时反倾销保证金 https://www.nashnova.com/zh/feed/special/novo-nordisks-wegovy-pediatric-trial-obesity-reversed-in-40-percent-of-11689 nashnova zh-cn 2026-09-07T11:10:36.130Z 诺和诺德Wegovy儿童试验:40%受试者肥胖逆转 https://www.nashnova.com/zh/feed/special/ny-fed-global-reserve-de-dollarization-exaggerated-by-actions-of-a-few-countries-11688 nashnova zh-cn 2026-09-07T11:09:14.515Z 纽约联储:全球储备去美元化被少数国家行为夸大 https://www.nashnova.com/zh/feed/special/socgen-u-s-treasury-yields-rising-to-5-5-percent-would-hit-equity-valuations-11687 nashnova zh-cn 2026-09-07T11:08:10.008Z 法兴:美债收益率升至5.5%将冲击股市估值 https://www.nashnova.com/zh/feed/special/saudi-aramcos-jazan-refinery-hit-again-international-oil-prices-spike-11686 nashnova zh-cn 2026-09-07T11:02:52.779Z 沙特阿美吉赞炼油厂再遭袭击,国际油价短线拉升 https://www.nashnova.com/zh/feed/special/tesla-china-relaunches-price-cuts-model-y-reduced-by-up-to-10-000-yuan-11685 nashnova zh-cn 2026-09-07T10:27:43.431Z 特斯拉中国重启降价,Model Y最高降1万元 https://www.nashnova.com/zh/feed/special/iran-says-hormuz-agreement-with-oman-could-be-reached-within-days-11684 nashnova zh-cn 2026-09-07T10:23:10.741Z 伊朗称与阿曼霍尔木兹协议数日内可达成 https://www.nashnova.com/zh/feed/special/jpmorgans-matejka-earnings-upgrades-support-buying-the-dip-11683 nashnova zh-cn 2026-09-07T10:18:55.858Z 摩根大通马特伊卡:盈利上修支撑逢低买入 https://www.nashnova.com/zh/feed/special/uber-launches-inaugural-five-tranche-euro-bond-offering-with-size-tbd-11682 nashnova zh-cn 2026-09-07T10:17:56.094Z Uber首发五档欧元债券,募资规模待定 https://www.nashnova.com/zh/feed/special/semicon-2026-advanced-packaging-evolves-toward-3d-integration-cpo-testing-11681 nashnova zh-cn 2026-09-07T10:17:05.968Z SEMICON 2026:先进封装向3D集成演进,CPO测试成量产瓶颈 https://www.nashnova.com/zh/feed/special/iren-ceo-nvidia-partner-ai-computing-supply-struggles-to-keep-up-with-demand-11680 nashnova zh-cn 2026-09-07T10:15:39.375Z 英伟达合作方Iren CEO:AI算力供给难以追上需求 https://www.nashnova.com/zh/feed/special/novo-nordisk-terminates-two-heart-disease-drug-trials-stock-drops-over-10-11679 nashnova zh-cn 2026-09-07T10:14:10.987Z 诺和诺德终止两项心脏病药物试验,股价累跌逾10% https://www.nashnova.com/zh/feed/special/cxmts-global-dram-market-share-rises-to-10-percent-xiaomi-flagship-first-to-11678 nashnova zh-cn 2026-09-07T10:13:11.745Z 长鑫存储全球DRAM份额升至10%,小米旗舰首发其新代手机内存 https://www.nashnova.com/zh/feed/special/s-and-p-500-defensive-sector-weighting-falls-to-historic-low-of-15-percent-11677 nashnova zh-cn 2026-09-07T10:02:49.933Z 标普500防御性板块权重跌至历史低位15% https://www.nashnova.com/zh/feed/special/yen-surges-to-154-range-hitting-highest-level-since-february-11676 nashnova zh-cn 2026-09-07T09:28:32.712Z 日元升至154区间,创2月来新高 https://www.nashnova.com/zh/feed/special/eurozone-q2-gdp-grows-0-6-percent-qoq-accelerating-beyond-expectations-11675 nashnova zh-cn 2026-09-07T09:27:41.434Z 欧元区Q2 GDP环比增0.6%,超预期加速 https://www.nashnova.com/zh/feed/special/morgan-stanley-closed-door-meeting-deflationary-cycle-unbroken-limited-11674 nashnova zh-cn 2026-09-07T09:23:23.795Z 大摩闭门会:通缩循环未破,924式刺激概率有限 https://www.nashnova.com/zh/feed/special/ubs-forecasts-fed-to-raise-rates-by-25bps-each-in-september-and-december-2026-11673 nashnova zh-cn 2026-09-07T09:18:02.160Z 瑞银预测美联储2026年9月和12月各加息25基点 https://www.nashnova.com/zh/feed/special/canadas-retaliatory-tariffs-on-u-s-take-effect-as-trump-threatens-to-cut-off-all-11672 nashnova zh-cn 2026-09-07T09:14:02.657Z 加拿大对美报复性关税生效,特朗普威胁断绝全部贸易 https://www.nashnova.com/zh/feed/special/hbm4-squeezes-dram-supply-as-samsung-and-sk-hynix-inventories-drop-below-10-days-11671 nashnova zh-cn 2026-09-07T09:12:50.257Z HBM4挤压DRAM供应,三星与SK海力士库存降至10天以下 https://www.nashnova.com/zh/feed/special/chinas-august-forex-reserves-rise-to-3-438-trillion-beating-expectations-11670 nashnova zh-cn 2026-09-07T08:27:34.806Z 中国8月外汇储备升至3.438万亿美元,超预期 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-earnings-forecast-for-zhongji-innolight-as-1-6t-optical-11669 nashnova zh-cn 2026-09-07T08:13:39.813Z 高盛上调中际旭创盈利预期,1.6T光模块加速放量 https://www.nashnova.com/zh/feed/special/chinas-central-bank-increases-gold-reserves-for-22-consecutive-months-11668 nashnova zh-cn 2026-09-07T08:12:41.936Z 中国央行连续22个月增持黄金储备 https://www.nashnova.com/zh/feed/special/chinese-brokerages-post-23-5-percent-average-h1-net-profit-growth-major-ipos-11667 nashnova zh-cn 2026-09-07T08:07:59.902Z 中国券商上半年净利润均增23.5%,大型IPO料成下半年增长引擎 https://www.nashnova.com/zh/feed/special/miit-15th-five-year-plan-launch-6g-commercialization-in-due-course-pilot-10-11666 nashnova zh-cn 2026-09-07T07:37:57.565Z 工信部"十五五"规划:适时启动6G商用,开展万兆光网试点 https://www.nashnova.com/zh/feed/special/chinas-oil-demand-rebounds-crude-prices-rise-broadly-from-congo-to-brazil-11665 nashnova zh-cn 2026-09-07T07:28:19.338Z 中国石油需求回升,刚果至巴西原油价格普涨 https://www.nashnova.com/zh/feed/special/malaysia-plans-to-use-huawei-ascend-chips-to-power-sovereign-ai-project-11664 nashnova zh-cn 2026-09-07T07:27:57.737Z 马来西亚拟用华为昇腾芯片驱动主权AI项目 https://www.nashnova.com/zh/feed/special/novartis-heart-disease-drug-fails-phase-3-trial-amgens-similar-drug-drops-7-11663 nashnova zh-cn 2026-09-07T07:18:19.430Z 诺华心脏病药物三期临床失败,安进同类药跟跌7% https://www.nashnova.com/zh/feed/special/huawei-launches-new-kirin-chip-after-six-year-hiatus-featuring-logic-folding-11662 nashnova zh-cn 2026-09-07T07:17:52.884Z 华为时隔六年推出全新麒麟芯片,搭载逻辑折叠技术 https://www.nashnova.com/zh/feed/special/moore-threads-hits-limit-down-on-lock-up-expiry-day-as-chinas-gpu-challenger-11661 nashnova zh-cn 2026-09-07T07:08:10.553Z 摩尔线程解禁日触跌停,中国GPU挑战者遭现实检验 https://www.nashnova.com/zh/feed/special/germanys-july-industrial-output-unexpectedly-falls-1-1-percent-dragged-down-by-11660 nashnova zh-cn 2026-09-07T06:42:59.842Z 德国7月工业产出意外下滑1.1%,汽车业拖累 https://www.nashnova.com/zh/feed/special/goldman-sachs-major-banks-second-round-of-capital-injection-nearing-completion-11659 nashnova zh-cn 2026-09-07T06:38:18.362Z 高盛:大行第二轮注资收尾,偏好建设银行和中国银行 https://www.nashnova.com/zh/feed/special/infineon-coo-this-chip-shortage-recovery-cycle-will-be-longer-than-the-pandemic-11658 nashnova zh-cn 2026-09-07T06:12:52.273Z 英飞凌COO:本轮芯片短缺复苏周期将长于疫情期 https://www.nashnova.com/zh/feed/special/institutions-warn-10-year-treasury-yield-breaking-5-percent-could-burst-the-ai-11657 nashnova zh-cn 2026-09-07T06:08:25.902Z 机构警告:美债10年期收益率破5%或引爆AI泡沫 https://www.nashnova.com/zh/feed/special/multiple-wall-street-firms-turn-bullish-on-gold-year-end-target-points-to-5-000-11656 nashnova zh-cn 2026-09-07T06:08:02.769Z 华尔街多家机构看多黄金,年底目标价指向5000美元 https://www.nashnova.com/zh/feed/special/reuters-poll-chinas-august-export-growth-expected-to-accelerate-to-25-percent-11655 nashnova zh-cn 2026-09-07T05:52:48.469Z 路透调查:中国8月出口增速料升至25% https://www.nashnova.com/zh/feed/special/huawei-and-xiaomi-launch-premium-foldable-phones-beating-apples-foldable-iphone-11654 nashnova zh-cn 2026-09-07T05:48:02.657Z 华为小米高端新机发布,抢先苹果折叠屏iPhone https://www.nashnova.com/zh/feed/special/historic-foreign-capital-shift-u-s-equities-appeal-surpasses-u-s-treasuries-for-11653 nashnova zh-cn 2026-09-07T05:09:03.858Z 外资历史性转向:美股吸引力首超美债 https://www.nashnova.com/zh/feed/special/china-suspends-approval-of-battery-energy-storage-manufacturing-projects-to-11652 nashnova zh-cn 2026-09-07T05:08:03.141Z 中国暂停电池储能制造项目审批以应对产能过剩 https://www.nashnova.com/zh/feed/special/eu-plans-buy-european-public-procurement-rules-to-exclude-china-11651 nashnova zh-cn 2026-09-07T05:07:50.755Z 欧盟拟推'买欧洲'公共采购规则排除中国 https://www.nashnova.com/zh/feed/special/nike-removed-from-s-and-p-100-as-four-tech-stocks-take-its-place-11650 nashnova zh-cn 2026-09-07T04:43:06.585Z 耐克被移出标普100,四科技股接替 https://www.nashnova.com/zh/feed/special/qatars-empty-ships-return-to-port-lng-exports-may-reroute-through-hormuz-11649 nashnova zh-cn 2026-09-07T04:43:03.396Z 卡塔尔空船回港,LNG出口或转向霍尔木兹 https://www.nashnova.com/zh/feed/special/iron-ore-breaks-above-100-for-first-time-in-seven-weeks-as-short-covering-and-11648 nashnova zh-cn 2026-09-07T04:38:20.287Z 铁矿石七周来首破100美元,空头平仓与中国补库预期共振 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 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https://www.nashnova.com/zh-hant/feed/special/eu-eases-merger-review-rules-encouraging-companies-to-scale-up-against-us-and-11729 nashnova zh-tw 2026-09-08T04:25:27.994Z 歐盟放寬併購審查,鼓勵企業做大以抗衡美中 https://www.nashnova.com/zh-hant/feed/special/japans-health-minister-gpif-still-evaluating-whether-asset-allocation-11728 nashnova zh-tw 2026-09-08T04:23:54.184Z 日本厚生勞動大臣:GPIF仍在評估是否需要調整資產配置 https://www.nashnova.com/zh-hant/feed/special/jensen-huang-nvidia-chips-are-durable-with-high-rental-rates-11727 nashnova zh-tw 2026-09-08T04:22:50.483Z 黃仁勳:輝達晶片耐久且具高出租率 https://www.nashnova.com/zh-hant/feed/special/offshore-renminbi-bond-issuance-hits-record-high-11726 nashnova zh-tw 2026-09-08T04:20:26.620Z 離岸人民幣債券發行規模創歷史新高 https://www.nashnova.com/zh-hant/feed/special/anthropic-and-openai-seek-investment-grade-credit-ratings-after-ipos-11725 nashnova zh-tw 2026-09-08T04:19:01.680Z Anthropic與OpenAI謀求IPO後獲投資級信用評級 https://www.nashnova.com/zh-hant/feed/special/samsung-shifts-over-half-of-4nm-capacity-to-hbm4-base-die-11724 nashnova zh-tw 2026-09-08T04:17:50.785Z 三星逾半4nm產能轉向HBM4基礎晶片 https://www.nashnova.com/zh-hant/feed/special/korean-stocks-surge-past-7-000-to-15-day-high-as-yen-climbs-to-february-peak-11723 nashnova zh-tw 2026-09-08T04:09:03.407Z 韓股漲破7000點創15日新高,日圓升至2月高位 https://www.nashnova.com/zh-hant/feed/special/chip-stock-pullback-triggers-asia-pacific-value-rotation-outperformance-hits-11722 nashnova zh-tw 2026-09-08T03:44:06.589Z 晶片股回調引發亞太價值股輪動,跑贏幅度創2022年來最大 https://www.nashnova.com/zh-hant/feed/special/hkex-ipo-fundraising-exceeds-hk-340-billion-in-first-8-months-already-surpassing-11721 nashnova zh-tw 2026-09-08T03:42:51.509Z 港交所:前8個月IPO融資逾3400億港元,已超去年全年 https://www.nashnova.com/zh-hant/feed/special/currie-u-s-treasury-engaging-in-financial-repression-10-000-gold-has-logical-11720 nashnova zh-tw 2026-09-08T03:38:07.509Z 柯里:美財政部搞「金融壓制」,黃金1萬美元有邏輯支撐 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-triple-risk-overlay-plus-trade-barriers-significantly-fatten-11719 nashnova zh-tw 2026-09-08T03:24:46.894Z 高盛:三重風險疊加貿易壁壘,農產品價格上行尾部風險顯著加厚 https://www.nashnova.com/zh-hant/feed/special/huawei-leads-chinas-homegrown-duv-lithography-push-targeting-12-units-by-year-11718 nashnova zh-tw 2026-09-08T03:23:15.635Z 華為主導中國DUV光刻機自研,年內目標產出12台 https://www.nashnova.com/zh-hant/feed/special/wistron-raises-1-5-billion-via-discounted-share-placement-to-expand-ai-capacity-11717 nashnova zh-tw 2026-09-08T02:52:51.983Z 緯創配股融資15億美元擴AI產能,股價單日跌逾6% https://www.nashnova.com/zh-hant/feed/special/china-mineral-resources-group-asks-steel-mills-to-suspend-purchases-of-rio-tinto-11716 nashnova zh-tw 2026-09-08T02:38:35.252Z 中國礦產資源集團要求鋼廠暫停購買力拓鐵礦石 https://www.nashnova.com/zh-hant/feed/special/chinas-foreign-trade-grows-17-6-percent-in-first-8-months-import-growth-outpaces-11715 nashnova zh-tw 2026-09-08T02:37:37.233Z 前8個月中國外貿增長17.6%,進口連續6個月增速超出口 https://www.nashnova.com/zh-hant/feed/special/deepseek-opens-150-backend-engineering-positions-at-once-accelerating-11714 nashnova zh-tw 2026-09-08T02:18:18.126Z DeepSeek一次性開放150個後端職位,工程化擴張提速 https://www.nashnova.com/zh-hant/feed/special/anthropic-walks-away-from-acquiring-ai-chip-efficiency-startup-decart-rumored-11713 nashnova zh-tw 2026-09-08T01:57:46.873Z Anthropic放棄收購AI晶片效率新創Decart,傳聞交易價約60億美元 https://www.nashnova.com/zh-hant/feed/special/ai-data-center-bargaining-power-shifts-toward-supply-side-as-firmus-signs-deal-11712 nashnova zh-tw 2026-09-08T01:53:34.505Z AI數據中心議價權向供給側傾斜,Firmus簽約OpenAI https://www.nashnova.com/zh-hant/feed/special/tencent-prepaid-over-50-billion-yuan-in-q2-to-secure-memory-chips-harness-paying-11711 nashnova zh-tw 2026-09-08T01:38:19.368Z 騰訊Q2預付逾500億鎖定記憶體晶片,Harness付費用戶毛利率追平MaaS https://www.nashnova.com/zh-hant/feed/special/u-s-stock-summer-rally-fades-as-fed-rate-hike-expectations-and-bond-market-11710 nashnova zh-tw 2026-09-08T01:14:02.225Z 美股夏季行情結束,美聯儲加息預期與債市動盪令秋季前景趨複雜 https://www.nashnova.com/zh-hant/feed/special/trump-threatens-to-ban-bombardier-sales-in-the-u-s-11709 nashnova zh-tw 2026-09-08T00:44:15.842Z 特朗普威脅禁止龐巴迪在美銷售 https://www.nashnova.com/zh-hant/feed/special/samsung-buyback-expectations-drive-narrowing-of-korean-preferred-share-discounts-11708 nashnova zh-tw 2026-09-08T00:43:04.886Z 三星回購預期推動韓國優先股折價收窄 https://www.nashnova.com/zh-hant/feed/special/longsys-hong-kong-ipo-raises-903-million-shares-listed-today-11707 nashnova zh-tw 2026-09-08T00:23:38.522Z 江波龍港股IPO融資9.03億美元,今日掛牌上市 https://www.nashnova.com/zh-hant/feed/special/intel-raises-cpu-prices-by-10-percent-in-third-round-simultaneously-phasing-out-11706 nashnova zh-tw 2026-09-08T00:18:30.758Z 英特爾CPU第三輪提價10%,同步淘汰低毛利產品線 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-considers-accelerating-investment-in-gwangju-semiconductor-park-11705 nashnova zh-tw 2026-09-08T00:07:40.065Z SK海力士考慮提前推進光州半導體園區投資 https://www.nashnova.com/zh-hant/feed/special/japans-july-real-wages-rise-2-4-percent-marking-largest-increase-since-2021-11704 nashnova zh-tw 2026-09-07T23:52:53.289Z 日本7月實際工資漲2.4%,創2021年以來最大漲幅 https://www.nashnova.com/zh-hant/feed/special/yen-depreciation-inflates-equity-japanese-listed-companies-roe-edges-down-to-9-5-11703 nashnova zh-tw 2026-09-07T18:18:36.851Z 日圓貶值推高股本,日本上市企業ROE小幅回落至9.5% https://www.nashnova.com/zh-hant/feed/special/u-s-august-cpi-due-friday-year-over-year-rate-expected-to-hold-steady-at-3-4-11702 nashnova zh-tw 2026-09-07T17:03:06.409Z 美國8月CPI週五出爐,預計同比持平於3.4% https://www.nashnova.com/zh-hant/feed/special/jio-platforms-launches-global-roadshow-for-indias-largest-ever-ipo-11701 nashnova zh-tw 2026-09-07T16:13:46.862Z Jio Platforms啟動印度史上最大IPO全球路演 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-fundamental-contradiction-between-rate-pricing-and-inflation-11700 nashnova zh-tw 2026-09-07T16:12:54.387Z 德意志銀行:利率定價與通膨壓力存在根本矛盾 https://www.nashnova.com/zh-hant/feed/special/copper-hits-all-time-high-on-lme-as-tariff-expectations-and-supply-tightening-11699 nashnova zh-tw 2026-09-07T16:03:29.897Z 銅價創LME歷史新高,關稅預期與供應收縮共振 https://www.nashnova.com/zh-hant/feed/special/belgium-arrests-suspect-in-gan-chip-trade-secret-theft-escalating-european-tech-11698 nashnova zh-tw 2026-09-07T15:53:35.706Z 比利時逮捕氮化鎵晶片竊密嫌疑人,歐洲對華科技管控壓力升溫 https://www.nashnova.com/zh-hant/feed/special/nvidia-plans-3-billion-investment-in-mira-muratis-ai-company-at-40-billion-11697 nashnova zh-tw 2026-09-07T15:18:29.593Z 輝達擬向穆拉蒂旗下AI公司投資約30億美元,估值達400億 https://www.nashnova.com/zh-hant/feed/special/huawei-goes-to-trial-over-u-s-sanctions-and-trade-secret-charges-facing-up-to-12-11696 nashnova zh-tw 2026-09-07T15:08:07.889Z 華為美國制裁與商業秘密案開庭,面臨最多12項指控 https://www.nashnova.com/zh-hant/feed/special/zhang-yiming-takes-the-helm-bytedance-to-launch-spatial-video-world-model-as-11695 nashnova zh-tw 2026-09-07T12:48:14.766Z 張一鳴親自掛帥,字節跳動最快下月發布空間視頻世界模型 https://www.nashnova.com/zh-hant/feed/special/yellen-admits-pandemic-stimulus-plans-triggered-unexpected-inflation-11694 nashnova zh-tw 2026-09-07T12:17:42.203Z 葉倫承認疫情刺激計劃引發意外通膨 https://www.nashnova.com/zh-hant/feed/special/wechat-tests-ai-social-feature-two-xiaowei-agents-can-communicate-on-behalf-of-11693 nashnova zh-tw 2026-09-07T12:13:02.859Z 微信內測AI社交:兩個「小微」可代用戶先行溝通 https://www.nashnova.com/zh-hant/feed/special/astra-launch-boosts-memory-chip-sector-samsung-up-over-5-percent-sk-hynix-up-11692 nashnova zh-tw 2026-09-07T11:49:24.507Z Astra發布提振存儲晶片板塊,三星漲逾5%、SK海力士漲逾8% https://www.nashnova.com/zh-hant/feed/special/saudi-ai-company-launches-frontier-arabic-model-based-on-minimax-m3-11691 nashnova zh-tw 2026-09-07T11:48:11.305Z 沙特AI公司基於MiniMax M3發布阿拉伯語前沿模型 https://www.nashnova.com/zh-hant/feed/special/china-imposes-up-to-99-2-percent-provisional-anti-dumping-deposits-on-japanese-11690 nashnova zh-tw 2026-09-07T11:38:18.595Z 中國對日本二氯二氫矽徵最高99.2%臨時反傾銷保證金 https://www.nashnova.com/zh-hant/feed/special/novo-nordisks-wegovy-pediatric-trial-obesity-reversed-in-40-percent-of-11689 nashnova zh-tw 2026-09-07T11:10:36.130Z 諾和諾德Wegovy兒童試驗:40%受試者肥胖逆轉 https://www.nashnova.com/zh-hant/feed/special/ny-fed-global-reserve-de-dollarization-exaggerated-by-actions-of-a-few-countries-11688 nashnova zh-tw 2026-09-07T11:09:14.515Z 紐約聯儲:全球儲備去美元化被少數國家行為誇大 https://www.nashnova.com/zh-hant/feed/special/socgen-u-s-treasury-yields-rising-to-5-5-percent-would-hit-equity-valuations-11687 nashnova zh-tw 2026-09-07T11:08:10.008Z 法興:美債收益率升至5.5%將衝擊股市估值 https://www.nashnova.com/zh-hant/feed/special/saudi-aramcos-jazan-refinery-hit-again-international-oil-prices-spike-11686 nashnova zh-tw 2026-09-07T11:02:52.779Z 沙特阿美吉贊煉油廠再遭襲擊,國際油價短線拉升 https://www.nashnova.com/zh-hant/feed/special/tesla-china-relaunches-price-cuts-model-y-reduced-by-up-to-10-000-yuan-11685 nashnova zh-tw 2026-09-07T10:27:43.431Z 特斯拉中國重啟降價,Model Y最高降1萬元 https://www.nashnova.com/zh-hant/feed/special/iran-says-hormuz-agreement-with-oman-could-be-reached-within-days-11684 nashnova zh-tw 2026-09-07T10:23:10.741Z 伊朗稱與阿曼霍爾木茲協議數日內可達成 https://www.nashnova.com/zh-hant/feed/special/jpmorgans-matejka-earnings-upgrades-support-buying-the-dip-11683 nashnova zh-tw 2026-09-07T10:18:55.858Z 摩根大通馬特伊卡:盈利上修支撐逢低買入 https://www.nashnova.com/zh-hant/feed/special/uber-launches-inaugural-five-tranche-euro-bond-offering-with-size-tbd-11682 nashnova zh-tw 2026-09-07T10:17:56.094Z Uber首發五檔歐元債券,募資規模待定 https://www.nashnova.com/zh-hant/feed/special/semicon-2026-advanced-packaging-evolves-toward-3d-integration-cpo-testing-11681 nashnova zh-tw 2026-09-07T10:17:05.968Z SEMICON 2026:先進封裝向3D整合演進,CPO測試成量產瓶頸 https://www.nashnova.com/zh-hant/feed/special/iren-ceo-nvidia-partner-ai-computing-supply-struggles-to-keep-up-with-demand-11680 nashnova zh-tw 2026-09-07T10:15:39.375Z 英偉達合作方Iren CEO:AI算力供給難以追上需求 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https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-closed-door-meeting-deflationary-cycle-unbroken-limited-11674 nashnova zh-tw 2026-09-07T09:23:23.795Z 大摩閉門會:通縮循環未破,924式刺激概率有限 https://www.nashnova.com/zh-hant/feed/special/ubs-forecasts-fed-to-raise-rates-by-25bps-each-in-september-and-december-2026-11673 nashnova zh-tw 2026-09-07T09:18:02.160Z 瑞銀預測美聯儲2026年9月和12月各加息25基點 https://www.nashnova.com/zh-hant/feed/special/canadas-retaliatory-tariffs-on-u-s-take-effect-as-trump-threatens-to-cut-off-all-11672 nashnova zh-tw 2026-09-07T09:14:02.657Z 加拿大對美報復性關稅生效,特朗普威脅斷絕全部貿易 https://www.nashnova.com/zh-hant/feed/special/hbm4-squeezes-dram-supply-as-samsung-and-sk-hynix-inventories-drop-below-10-days-11671 nashnova zh-tw 2026-09-07T09:12:50.257Z HBM4擠壓DRAM供應,三星與SK海力士庫存降至10天以下 https://www.nashnova.com/zh-hant/feed/special/chinas-august-forex-reserves-rise-to-3-438-trillion-beating-expectations-11670 nashnova zh-tw 2026-09-07T08:27:34.806Z 中國8月外匯儲備升至3.438萬億美元,超預期 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-earnings-forecast-for-zhongji-innolight-as-1-6t-optical-11669 nashnova zh-tw 2026-09-07T08:13:39.813Z 高盛上調中際旭創盈利預期,1.6T光模組加速放量 https://www.nashnova.com/zh-hant/feed/special/chinas-central-bank-increases-gold-reserves-for-22-consecutive-months-11668 nashnova zh-tw 2026-09-07T08:12:41.936Z 中國央行連續22個月增持黃金儲備 https://www.nashnova.com/zh-hant/feed/special/chinese-brokerages-post-23-5-percent-average-h1-net-profit-growth-major-ipos-11667 nashnova zh-tw 2026-09-07T08:07:59.902Z 中國券商上半年淨利潤均增23.5%,大型IPO料成下半年增長引擎 https://www.nashnova.com/zh-hant/feed/special/miit-15th-five-year-plan-launch-6g-commercialization-in-due-course-pilot-10-11666 nashnova zh-tw 2026-09-07T07:37:57.565Z 工信部「十五五」規劃:適時啟動6G商用,開展萬兆光網試點 https://www.nashnova.com/zh-hant/feed/special/chinas-oil-demand-rebounds-crude-prices-rise-broadly-from-congo-to-brazil-11665 nashnova zh-tw 2026-09-07T07:28:19.338Z 中國石油需求回升,剛果至巴西原油價格普漲 https://www.nashnova.com/zh-hant/feed/special/malaysia-plans-to-use-huawei-ascend-chips-to-power-sovereign-ai-project-11664 nashnova zh-tw 2026-09-07T07:27:57.737Z 馬來西亞擬用華為昇騰晶片驅動主權AI項目 https://www.nashnova.com/zh-hant/feed/special/novartis-heart-disease-drug-fails-phase-3-trial-amgens-similar-drug-drops-7-11663 nashnova zh-tw 2026-09-07T07:18:19.430Z 諾華心臟病藥物三期臨床失敗,安進同類藥跟跌7% https://www.nashnova.com/zh-hant/feed/special/huawei-launches-new-kirin-chip-after-six-year-hiatus-featuring-logic-folding-11662 nashnova zh-tw 2026-09-07T07:17:52.884Z 華為時隔六年推出全新麒麟晶片,搭載邏輯折疊技術 https://www.nashnova.com/zh-hant/feed/special/moore-threads-hits-limit-down-on-lock-up-expiry-day-as-chinas-gpu-challenger-11661 nashnova zh-tw 2026-09-07T07:08:10.553Z 摩爾線程解禁日觸跌停,中國GPU挑戰者遭現實檢驗 https://www.nashnova.com/zh-hant/feed/special/germanys-july-industrial-output-unexpectedly-falls-1-1-percent-dragged-down-by-11660 nashnova zh-tw 2026-09-07T06:42:59.842Z 德國7月工業產出意外下滑1.1%,汽車業拖累 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