https://www.nashnova.com/feed/special/five-us-tech-giants-hidden-ai-liabilities-reach-1-65-trillion-7099 nashnova en 2026-07-20T17:35:46.513Z Five US Tech Giants' Hidden AI Liabilities Reach $1.65 Trillion https://www.nashnova.com/feed/special/healy-becomes-uk-chancellor-gilts-under-pressure-as-yields-rise-to-5-04-percent-7098 nashnova en 2026-07-20T17:31:06.043Z Healy Becomes UK Chancellor, Gilts Under Pressure as Yields Rise to 5.04% https://www.nashnova.com/feed/special/paramounts-acquisition-of-warner-bros-hit-by-temporary-injunction-delay-may-7097 nashnova en 2026-07-20T17:16:11.687Z Paramount's Acquisition of Warner Bros. 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Strait https://www.nashnova.com/feed/special/morgan-stanley-global-macro-cycle-far-from-peaking-7092 nashnova en 2026-07-20T16:30:33.731Z Morgan Stanley: Global Macro Cycle Far from Peaking https://www.nashnova.com/feed/special/netflix-returns-to-bond-market-for-first-time-in-nearly-two-years-7091 nashnova en 2026-07-20T16:25:24.906Z Netflix Returns to Bond Market for First Time in Nearly Two Years https://www.nashnova.com/feed/special/deutsche-bank-predicts-two-fed-rate-hikes-in-2026-7090 nashnova en 2026-07-20T16:25:21.056Z Deutsche Bank Predicts Two Fed Rate Hikes in 2026 https://www.nashnova.com/feed/special/eu-expected-to-meet-1-35-trillion-spending-target-with-the-u-s-7089 nashnova en 2026-07-20T16:16:02.805Z EU Expected to Meet $1.35 Trillion Spending Target with the U.S. https://www.nashnova.com/feed/special/dow-leadership-shifts-toward-healthcare-and-financial-value-stocks-7088 nashnova en 2026-07-20T16:15:24.074Z Dow Leadership Shifts Toward Healthcare and Financial Value Stocks https://www.nashnova.com/feed/special/tencent-eyes-1-1-5-billion-acquisition-of-israeli-game-studio-superplay-7087 nashnova en 2026-07-20T16:05:26.184Z Tencent Eyes $1-1.5 Billion Acquisition of Israeli Game Studio SuperPlay https://www.nashnova.com/feed/special/z-ai-builds-large-scale-ai-training-data-center-using-entirely-domestic-chips-7086 nashnova en 2026-07-20T15:25:53.521Z Z.AI Builds Large-Scale AI Training Data Center Using Entirely Domestic Chips https://www.nashnova.com/feed/special/clsa-ai-disruption-to-saas-is-overestimated-moats-remain-intact-7085 nashnova en 2026-07-20T15:11:52.531Z CLSA: AI Disruption to SaaS Is Overestimated; Moats Remain Intact https://www.nashnova.com/feed/special/blackrock-seeks-over-12-billion-in-debt-financing-for-texas-ai-data-center-7084 nashnova en 2026-07-20T14:57:00.652Z BlackRock Seeks Over $12 Billion in Debt Financing for Texas AI Data Center 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Ship-to-Ship Oil Transfers in Gulf of Oman Plummet as Daily Hormuz Strait Transit Drops to Just Two Vessels https://www.nashnova.com/feed/special/optical-communication-stocks-rally-as-lumentum-surges-8-percent-in-a-single-day-7078 nashnova en 2026-07-20T14:22:53.732Z Optical Communication Stocks Rally as Lumentum Surges 8% in a Single Day https://www.nashnova.com/feed/special/citadel-securities-retail-investors-begin-unwinding-chip-stock-positions-7077 nashnova en 2026-07-20T14:21:51.740Z Citadel Securities: Retail Investors Begin Unwinding Chip Stock Positions https://www.nashnova.com/feed/special/hut-8-signs-9-8b-lease-deal-lifting-computing-power-stocks-7076 nashnova en 2026-07-20T13:57:14.159Z Hut 8 Signs $9.8B Lease Deal, Lifting Computing Power Stocks https://www.nashnova.com/feed/special/bernstein-ai-cost-concerns-overblown-maintains-outperform-on-tencent-7075 nashnova en 2026-07-20T13:52:30.501Z Bernstein: AI Cost Concerns Overblown, Maintains Outperform on Tencent 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2026-07-20T07:46:54.689Z U.S. Leveraged Semiconductor ETFs Shrink by $63 Billion from Peak https://www.nashnova.com/feed/special/jpmorgan-warns-climate-tipping-points-will-hit-bond-markets-7040 nashnova en 2026-07-20T07:43:47.469Z JPMorgan Warns Climate Tipping Points Will Hit Bond Markets https://www.nashnova.com/feed/special/meritz-securities-middle-east-sovereign-ai-capital-inflows-drive-up-memory-7039 nashnova en 2026-07-20T07:42:30.320Z Meritz Securities: Middle East Sovereign AI Capital Inflows Drive Up Memory Prices; Kimi K3 Is a Hardware Tailwind https://www.nashnova.com/feed/special/ymtc-completes-first-phase-of-ipo-coaching-could-file-star-market-application-as-7038 nashnova en 2026-07-20T07:32:13.773Z YMTC Completes First Phase of IPO Coaching, Could File STAR Market Application as Early as August https://www.nashnova.com/feed/special/hkex-proposes-to-abolish-lunch-break-and-extend-trading-hours-7037 nashnova en 2026-07-20T07:27:18.578Z HKEX Proposes to Abolish Lunch Break and Extend Trading Hours https://www.nashnova.com/feed/special/nvidia-10-q-13-4b-unrealized-gains-inflate-profits-true-p-e-may-reach-60x-7036 nashnova en 2026-07-20T07:13:40.657Z NVIDIA 10-Q: $13.4B Unrealized Gains Inflate Profits, True P/E May Reach 60x https://www.nashnova.com/feed/special/us-and-chinese-ai-labs-distill-from-each-other-double-standards-controversy-7035 nashnova en 2026-07-20T07:12:21.353Z US and Chinese AI Labs Distill from Each Other, Double Standards Controversy Emerges https://www.nashnova.com/feed/special/ai-stock-selloff-drags-down-chinese-quant-funds-high-flyers-product-drops-15-7-7034 nashnova en 2026-07-20T07:07:31.350Z AI Stock Selloff Drags Down Chinese Quant Funds, High-Flyer's Product Drops 15.7% in a Single Week https://www.nashnova.com/feed/special/intel-q2-earnings-cpu-demand-and-foundry-execution-await-validation-7033 nashnova en 2026-07-20T06:52:40.646Z Intel Q2 Earnings: CPU Demand and Foundry Execution Await Validation 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https://www.nashnova.com/zh/feed/special/kimi-api-price-hike-3x-ai-moats-shift-toward-product-and-orchestration-7022 nashnova zh-cn 2026-07-20T05:31:55.278Z Kimi API涨价3倍，AI护城河转向产品与调度 https://www.nashnova.com/zh/feed/special/samsung-p5-fab-equipment-procurement-exceeds-70-billion-yuan-ai-memory-expansion-7021 nashnova zh-cn 2026-07-20T05:15:21.315Z 三星P5厂设备采购逾700亿元，AI存储扩产提速 https://www.nashnova.com/zh/feed/special/consumption-tax-implemented-pv-cell-stocks-rally-collectively-7020 nashnova zh-cn 2026-07-20T05:14:01.806Z 消费税落地，光伏电池股集体上涨 https://www.nashnova.com/zh/feed/special/ai-chip-demand-pushes-asml-market-cap-near-700-billion-sparking-debate-over-7019 nashnova zh-cn 2026-07-20T05:12:44.804Z AI芯片需求推升ASML市值逼近7000亿美元，万亿目标引发讨论 https://www.nashnova.com/zh/feed/special/trip-com-antitrust-probe-may-conclude-this-week-fine-could-reach-6-billion-yuan-7018 nashnova zh-cn 2026-07-20T05:11:45.887Z 携程反垄断调查本周或结案，罚款或达60亿元 https://www.nashnova.com/zh/feed/special/kimi-k3-ignites-silicon-valley-debate-over-open-source-ai-7017 nashnova zh-cn 2026-07-20T04:47:45.224Z Kimi K3引爆硅谷开源AI路线之争 https://www.nashnova.com/zh/feed/special/korean-retail-investors-hit-by-leveraged-semiconductor-etf-margin-calls-as-7016 nashnova zh-cn 2026-07-20T04:27:11.089Z 韩国散户杠杆半导体ETF爆仓，监管出手提高门槛 https://www.nashnova.com/zh/feed/special/morgan-stanley-rises-to-top-of-wall-streets-ai-debt-deals-7015 nashnova zh-cn 2026-07-20T04:25:10.638Z 摩根士丹利跃居华尔街AI债务交易首位 https://www.nashnova.com/zh/feed/special/iranian-rial-plunges-to-historic-low-as-inflation-approaches-90-percent-7014 nashnova zh-cn 2026-07-20T04:23:47.631Z 伊朗里亚尔跌至历史低点，通胀逼近90% https://www.nashnova.com/zh/feed/special/tax-crackdown-tightens-scrap-copper-supply-chinas-copper-import-premium-rises-to-7013 nashnova zh-cn 2026-07-20T04:22:26.686Z 税务整顿收紧废铜供应，中国铜进口溢价升至100美元 https://www.nashnova.com/zh/feed/special/china-restricts-helium-exports-pressuring-european-semiconductor-supply-chains-7012 nashnova zh-cn 2026-07-20T04:08:49.411Z 中国限制氦气出口，欧洲半导体供应链承压 https://www.nashnova.com/zh/feed/special/new-fed-chair-warsh-rejects-forward-guidance-heightening-bond-market-volatility-7011 nashnova zh-cn 2026-07-20T04:07:35.852Z 美联储新主席沃什拒绝前瞻指引，债市波动风险上升 https://www.nashnova.com/zh/feed/special/u-s-lifts-hong-kong-related-state-of-emergency-hk-tech-stocks-rally-over-3-7010 nashnova zh-cn 2026-07-20T03:32:11.743Z 美国取消涉港紧急状态，港股科网股普涨逾3% https://www.nashnova.com/zh/feed/special/citi-upgrades-china-to-overweight-bullish-on-capital-rotation-opportunities-7009 nashnova zh-cn 2026-07-20T03:22:04.958Z 花旗上调中国至超配，看好资金轮动机会 https://www.nashnova.com/zh/feed/special/samsungs-ai-chip-substrate-procurement-hits-snag-as-supplier-demands-trillion-7008 nashnova zh-cn 2026-07-20T03:13:06.736Z 三星AI芯片基板采购受阻，供应商索要万亿韩元保证 https://www.nashnova.com/zh/feed/special/a-share-leveraged-positions-see-fastest-single-day-reduction-since-2016-7007 nashnova zh-cn 2026-07-20T02:52:29.343Z A股杠杆仓位单日缩减创2016年来最快 https://www.nashnova.com/zh/feed/special/goldman-sachs-june-inflation-data-rules-out-fed-july-rate-hike-waller-must-7006 nashnova zh-cn 2026-07-20T02:47:48.726Z 高盛：6月通胀消除美联储7月加息可能，沃什须详解反应函数 https://www.nashnova.com/zh/feed/special/rubio-confirms-xi-jinpings-planned-september-visit-to-the-u-s-remains-on-track-7005 nashnova zh-cn 2026-07-20T02:26:52.879Z 鲁比奥确认习近平9月访美计划未变 https://www.nashnova.com/zh/feed/special/kweichow-moutai-raises-feitian-price-by-100-yuan-stock-surges-over-4-percent-in-7004 nashnova zh-cn 2026-07-20T02:13:02.872Z 贵州茅台飞天再提价100元，股价单日涨逾4% https://www.nashnova.com/zh/feed/special/chinese-ai-models-now-account-for-58-percent-of-usage-among-us-companies-7003 nashnova zh-cn 2026-07-20T02:11:49.495Z 中国AI模型在美企使用占比升至58% https://www.nashnova.com/zh/feed/special/korean-stock-etfs-rebound-in-early-trading-samsung-electronics-leveraged-etf-7002 nashnova zh-cn 2026-07-20T02:07:06.758Z 韩股ETF早盘反弹，三星电子杠杆ETF涨逾17% https://www.nashnova.com/zh/feed/special/hong-kong-stocks-open-higher-with-hang-seng-index-up-1-11-percent-semiconductor-7001 nashnova zh-cn 2026-07-20T01:58:16.257Z 港股开盘恒指涨1.11%，半导体板块领涨 https://www.nashnova.com/zh/feed/special/kkr-aew-sell-china-commercial-real-estate-assets-at-steep-discounts-7000 nashnova zh-cn 2026-07-20T01:57:00.901Z KKR、AEW折价出售中国商业地产资产 https://www.nashnova.com/zh/feed/special/hbm-ai-6999 nashnova zh-cn 2026-07-20T01:43:12.103Z 英伟达：HBM短缺不碍AI基础设施扩张 https://www.nashnova.com/zh/feed/special/15-6998 nashnova zh-cn 2026-07-20T01:42:00.324Z 台湾散户杠杆削减速度创15个月新高 https://www.nashnova.com/zh/feed/special/10-6997 nashnova zh-cn 2026-07-20T01:37:37.706Z 美光与环球晶签10年硅片协议，锁定美国供应链 https://www.nashnova.com/zh/feed/special/6996 nashnova zh-cn 2026-07-20T01:32:52.020Z 中金：极致结构市三种结局如何判断 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2026-07-20T16:15:24.074Z 道指領漲轉向醫療與金融價值股 https://www.nashnova.com/zh-hant/feed/special/tencent-eyes-1-1-5-billion-acquisition-of-israeli-game-studio-superplay-7087 nashnova zh-tw 2026-07-20T16:05:26.184Z 騰訊擬10至15億美元收購以色列遊戲商SuperPlay https://www.nashnova.com/zh-hant/feed/special/z-ai-builds-large-scale-ai-training-data-center-using-entirely-domestic-chips-7086 nashnova zh-tw 2026-07-20T15:25:53.521Z Z.AI建成全國產晶片大型AI訓練數據中心 https://www.nashnova.com/zh-hant/feed/special/clsa-ai-disruption-to-saas-is-overestimated-moats-remain-intact-7085 nashnova zh-tw 2026-07-20T15:11:52.531Z CLSA：AI衝擊SaaS被高估，護城河仍存 https://www.nashnova.com/zh-hant/feed/special/blackrock-seeks-over-12-billion-in-debt-financing-for-texas-ai-data-center-7084 nashnova zh-tw 2026-07-20T14:57:00.652Z 貝萊德為德州AI數據中心尋求逾120億美元債務融資 https://www.nashnova.com/zh-hant/feed/special/chip-lead-times-post-largest-single-month-increase-of-the-cycle-in-june-average-7083 nashnova zh-tw 2026-07-20T14:51:50.853Z 晶片交期6月創週期最大單月漲幅，均值升至19.4週 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https://www.nashnova.com/zh-hant/feed/special/hkex-proposes-to-abolish-lunch-break-and-extend-trading-hours-7037 nashnova zh-tw 2026-07-20T07:27:18.578Z 港交所擬取消午休並延長交易時段 https://www.nashnova.com/zh-hant/feed/special/nvidia-10-q-13-4b-unrealized-gains-inflate-profits-true-p-e-may-reach-60x-7036 nashnova zh-tw 2026-07-20T07:13:40.657Z 輝達10-Q：134億浮盈虛增利潤，真實PE或達60倍 https://www.nashnova.com/zh-hant/feed/special/us-and-chinese-ai-labs-distill-from-each-other-double-standards-controversy-7035 nashnova zh-tw 2026-07-20T07:12:21.353Z 中美AI實驗室互相蒸餾，雙標爭議浮出水面 https://www.nashnova.com/zh-hant/feed/special/ai-stock-selloff-drags-down-chinese-quant-funds-high-flyers-product-drops-15-7-7034 nashnova zh-tw 2026-07-20T07:07:31.350Z AI股暴跌拖累中國量化基金，幻方旗下產品單週跌15.7% https://www.nashnova.com/zh-hant/feed/special/intel-q2-earnings-cpu-demand-and-foundry-execution-await-validation-7033 nashnova zh-tw 2026-07-20T06:52:40.646Z 英特爾Q2財報：CPU需求與代工兌現待驗 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https://www.nashnova.com/zh-hant/feed/special/kimi-api-price-hike-3x-ai-moats-shift-toward-product-and-orchestration-7022 nashnova zh-tw 2026-07-20T05:31:55.278Z Kimi API漲價3倍，AI護城河轉向產品與調度 https://www.nashnova.com/zh-hant/feed/special/samsung-p5-fab-equipment-procurement-exceeds-70-billion-yuan-ai-memory-expansion-7021 nashnova zh-tw 2026-07-20T05:15:21.315Z 三星P5廠設備採購逾700億元，AI存儲擴產提速 https://www.nashnova.com/zh-hant/feed/special/consumption-tax-implemented-pv-cell-stocks-rally-collectively-7020 nashnova zh-tw 2026-07-20T05:14:01.806Z 消費稅落地，光伏電池股集體上漲 https://www.nashnova.com/zh-hant/feed/special/ai-chip-demand-pushes-asml-market-cap-near-700-billion-sparking-debate-over-7019 nashnova zh-tw 2026-07-20T05:12:44.804Z AI晶片需求推升ASML市值逼近7000億美元，萬億目標引發討論 https://www.nashnova.com/zh-hant/feed/special/trip-com-antitrust-probe-may-conclude-this-week-fine-could-reach-6-billion-yuan-7018 nashnova zh-tw 2026-07-20T05:11:45.887Z 攜程反壟斷調查本週或結案，罰款或達60億元 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https://www.nashnova.com/zh-hant/feed/special/china-restricts-helium-exports-pressuring-european-semiconductor-supply-chains-7012 nashnova zh-tw 2026-07-20T04:08:49.411Z 中國限制氦氣出口，歐洲半導體供應鏈承壓 https://www.nashnova.com/zh-hant/feed/special/new-fed-chair-warsh-rejects-forward-guidance-heightening-bond-market-volatility-7011 nashnova zh-tw 2026-07-20T04:07:35.852Z 美聯儲新主席沃什拒絕前瞻指引，債市波動風險上升 https://www.nashnova.com/zh-hant/feed/special/u-s-lifts-hong-kong-related-state-of-emergency-hk-tech-stocks-rally-over-3-7010 nashnova zh-tw 2026-07-20T03:32:11.743Z 美國取消涉港緊急狀態，港股科網股普漲逾3% https://www.nashnova.com/zh-hant/feed/special/citi-upgrades-china-to-overweight-bullish-on-capital-rotation-opportunities-7009 nashnova zh-tw 2026-07-20T03:22:04.958Z 花旗上調中國至超配，看好資金輪動機會 https://www.nashnova.com/zh-hant/feed/special/samsungs-ai-chip-substrate-procurement-hits-snag-as-supplier-demands-trillion-7008 nashnova zh-tw 2026-07-20T03:13:06.736Z 三星AI晶片基板採購受阻，供應商索要萬億韓元保證 https://www.nashnova.com/zh-hant/feed/special/a-share-leveraged-positions-see-fastest-single-day-reduction-since-2016-7007 nashnova zh-tw 2026-07-20T02:52:29.343Z A股槓桿倉位單日縮減創2016年來最快 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-june-inflation-data-rules-out-fed-july-rate-hike-waller-must-7006 nashnova zh-tw 2026-07-20T02:47:48.726Z 高盛：6月通膨消除聯準會7月升息可能，沃什須詳解反應函數 https://www.nashnova.com/zh-hant/feed/special/rubio-confirms-xi-jinpings-planned-september-visit-to-the-u-s-remains-on-track-7005 nashnova zh-tw 2026-07-20T02:26:52.879Z 魯比奧確認習近平9月訪美計劃未變 https://www.nashnova.com/zh-hant/feed/special/kweichow-moutai-raises-feitian-price-by-100-yuan-stock-surges-over-4-percent-in-7004 nashnova zh-tw 2026-07-20T02:13:02.872Z 貴州茅台飛天再提價100元，股價單日漲逾4% https://www.nashnova.com/zh-hant/feed/special/chinese-ai-models-now-account-for-58-percent-of-usage-among-us-companies-7003 nashnova zh-tw 2026-07-20T02:11:49.495Z 中國AI模型在美企使用佔比升至58% https://www.nashnova.com/zh-hant/feed/special/korean-stock-etfs-rebound-in-early-trading-samsung-electronics-leveraged-etf-7002 nashnova zh-tw 2026-07-20T02:07:06.758Z 韓股ETF早盤反彈，三星電子槓桿ETF漲逾17% https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-open-higher-with-hang-seng-index-up-1-11-percent-semiconductor-7001 nashnova zh-tw 2026-07-20T01:58:16.257Z 港股開盤恒指漲1.11%，半導體板塊領漲 https://www.nashnova.com/zh-hant/feed/special/kkr-aew-sell-china-commercial-real-estate-assets-at-steep-discounts-7000 nashnova zh-tw 2026-07-20T01:57:00.901Z KKR、AEW折價出售中國商業地產資產 https://www.nashnova.com/zh-hant/feed/special/hbm-ai-6999 nashnova zh-tw 2026-07-20T01:43:12.103Z 輝達：HBM短缺不礙AI基礎設施擴張 https://www.nashnova.com/zh-hant/feed/special/15-6998 nashnova zh-tw 2026-07-20T01:42:00.324Z 台灣散戶槓桿削減速度創15個月新高 https://www.nashnova.com/zh-hant/feed/special/10-6997 nashnova zh-tw 2026-07-20T01:37:37.706Z 美光與環球晶簽10年矽片協議，鎖定美國供應鏈 https://www.nashnova.com/zh-hant/feed/special/6996 nashnova zh-tw 2026-07-20T01:32:52.020Z 中金：極致結構市三種結局如何判斷 https://www.nashnova.com/zh-hant/feed/special/6995 nashnova zh-tw 2026-07-20T00:47:47.692Z 中金：霍爾木茲再停滯，油價短期衝高與需求壓制並存 https://www.nashnova.com/zh-hant/feed/special/3-7-6994 nashnova zh-tw 2026-07-20T00:17:11.880Z 3家券商回購上限合計7億元護盤 https://www.nashnova.com/zh-hant/feed/special/6993 nashnova zh-tw 2026-07-19T23:47:14.160Z 分散交易過度擁擠，對沖基金轉押美股同漲同跌 https://www.nashnova.com/zh-hant/feed/special/2-percent-6992 nashnova zh-tw 2026-07-19T22:43:09.250Z 美伊衝突升級推油價單日漲逾2% https://www.nashnova.com/zh-hant/feed/special/6991 nashnova zh-tw 2026-07-19T22:41:53.194Z 中國國新、中國誠通宣布增持央企股票 https://www.nashnova.com/zh-hant/feed/special/netflix-5-87-ai-6990 nashnova zh-tw 2026-07-19T21:51:49.577Z Netflix斥資5.87億美元收購班·乃佛列克AI影視初創公司