https://www.nashnova.com/feed/special/lithium-carbonate-futures-fall-below-110-000-yuan-hitting-a-new-low-for-the-year-14709 nashnova en 2026-10-12T06:25:06.826Z Lithium Carbonate Futures Fall Below 110,000 Yuan, Hitting a New Low for the Year https://www.nashnova.com/feed/special/qualcomm-ceo-smartphones-will-run-100-billion-parameter-ai-models-by-2028-14708 nashnova en 2026-10-12T06:00:13.161Z Qualcomm CEO: Smartphones Will Run 100-Billion-Parameter AI Models by 2028 https://www.nashnova.com/feed/special/taiwans-september-exports-hit-single-month-record-first-nine-months-exports-to-14707 nashnova en 2026-10-12T05:15:06.703Z Taiwan's September Exports Hit Single-Month Record; First Nine Months' Exports to the U.S. Surpass $200 Billion for the First Time https://www.nashnova.com/feed/special/vix-risk-signals-intensify-as-hedge-funds-hold-record-heavy-tech-positions-14706 nashnova en 2026-10-12T04:56:39.895Z VIX Risk Signals Intensify as Hedge Funds Hold Record-Heavy Tech Positions https://www.nashnova.com/feed/special/eu-and-china-agree-to-launch-consultations-on-inverter-market-access-14705 nashnova en 2026-10-12T04:49:57.340Z EU and China Agree to Launch Consultations on Inverter Market Access https://www.nashnova.com/feed/special/morgan-stanley-ccc-spreads-hit-record-bank-stocks-most-oversold-since-1993-14704 nashnova en 2026-10-12T04:41:09.749Z Morgan Stanley: CCC Spreads Hit Record, Bank Stocks Most Oversold Since 1993 https://www.nashnova.com/feed/special/tsmc-and-asml-advance-12-inch-photomask-development-plan-pilot-production-line-14703 nashnova en 2026-10-12T04:26:18.474Z TSMC and ASML Advance 12-Inch Photomask Development, Plan Pilot Production Line by 2031 to Unlock High-NA EUV Full-Field Exposure https://www.nashnova.com/feed/special/copper-prices-rise-0-5-percent-shifting-rate-cut-expectations-combined-with-14702 nashnova en 2026-10-12T04:25:01.569Z Copper Prices Rise 0.5%: Shifting Rate Cut Expectations Combined with Chilean Mine Avalanche Disrupting Supply https://www.nashnova.com/feed/special/traders-bet-70-percent-probability-of-bank-of-korea-hiking-rates-by-50-basis-14701 nashnova en 2026-10-12T04:15:00.242Z Traders Bet 70% Probability of Bank of Korea Hiking Rates by 50 Basis Points Over Next Six Months https://www.nashnova.com/feed/special/imf-ai-investment-underpins-3-percent-global-growth-asia-benefits-significantly-14700 nashnova en 2026-10-12T04:04:55.976Z IMF: AI Investment Underpins ~3% Global Growth, Asia Benefits Significantly https://www.nashnova.com/feed/special/goldman-sachs-maintains-bullish-stance-on-pjm-power-ipp-sector-top-picks-tln-nrg-14699 nashnova en 2026-10-12T03:25:23.239Z Goldman Sachs Maintains Bullish Stance on PJM Power IPP Sector, Top Picks: TLN, NRG, VST https://www.nashnova.com/feed/special/goldman-sachs-china-ai-stocks-near-5-trillion-market-cap-two-investment-themes-14698 nashnova en 2026-10-12T03:20:38.254Z Goldman Sachs: China AI Stocks Near $5 Trillion Market Cap, Two Investment Themes Identified — Exports vs. Domestic Demand https://www.nashnova.com/feed/special/u-s-65-percent-domestic-content-rule-may-reshape-value-distribution-in-chinas-14697 nashnova en 2026-10-12T03:11:22.034Z U.S. 65% Domestic Content Rule May Reshape Value Distribution in China's Optical Supply Chain https://www.nashnova.com/feed/special/suzhou-dongshan-precision-plans-hong-kong-ipo-seeking-up-to-3-billion-14696 nashnova en 2026-10-12T03:10:06.592Z Suzhou Dongshan Precision Plans Hong Kong IPO, Seeking Up to $3 Billion https://www.nashnova.com/feed/special/chinext-index-falls-below-3-000-points-banks-hit-record-highs-copper-clad-14695 nashnova en 2026-10-12T02:45:40.608Z ChiNext Index Falls Below 3,000 Points, Banks Hit Record Highs, Copper-Clad Laminates Lead Declines https://www.nashnova.com/feed/special/jpmorgan-alibaba-cloud-profits-to-cover-ai-losses-for-the-first-time-in-q4-2026-14694 nashnova en 2026-10-12T02:40:15.284Z JPMorgan: Alibaba Cloud Profits to Cover AI Losses for the First Time in Q4 2026 https://www.nashnova.com/feed/special/mediateks-flagship-ap-market-share-set-to-surpass-samsung-tsmcs-2nm-capacity-is-14693 nashnova en 2026-10-12T02:16:09.642Z MediaTek's Flagship AP Market Share Set to Surpass Samsung; TSMC's 2nm Capacity Is Key https://www.nashnova.com/feed/special/dbs-bank-ceo-markets-are-repricing-ai-financing-risks-14692 nashnova en 2026-10-12T02:15:00.916Z DBS Bank CEO: Markets Are Repricing AI Financing Risks https://www.nashnova.com/feed/special/ubs-hawkish-expectations-largely-priced-in-falling-treasury-yields-to-drive-gold-14691 nashnova en 2026-10-12T01:59:46.997Z UBS: Hawkish Expectations Largely Priced In, Falling Treasury Yields to Drive Gold Rebound https://www.nashnova.com/feed/special/citic-securities-hong-kong-stocks-have-foundation-to-resume-uptrend-recommends-14690 nashnova en 2026-10-12T00:35:25.405Z CITIC Securities: Hong Kong Stocks Have Foundation to Resume Uptrend; Recommends Dividend, AI Hardware and Other Sectors https://www.nashnova.com/feed/special/ai-halo-fades-korean-stocks-swing-from-global-best-to-global-worst-14689 nashnova en 2026-10-12T00:25:23.542Z AI Halo Fades: Korean Stocks Swing from Global Best to Global Worst https://www.nashnova.com/feed/special/global-bond-selloff-does-central-banks-job-yields-break-4-percent-hitting-25-14688 nashnova en 2026-10-11T23:10:25.832Z Global Bond Selloff Does Central Banks' Job: Yields Break 4%, Hitting 25-Year Highs https://www.nashnova.com/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova en 2026-10-11T20:39:58.395Z Amazon Plans ~$7 Billion Acquisition of AI Chip Adaptation Startup Decart https://www.nashnova.com/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova en 2026-10-11T15:40:11.918Z Riyadh Airport Hit Again, Physical Brent Crude Reaches Highest Since 1991 https://www.nashnova.com/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova en 2026-10-11T15:20:19.956Z Goldman Sachs Forecasts U.S. Equity Issuance to Reach $600 Billion by 2027 https://www.nashnova.com/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova en 2026-10-11T15:15:27.701Z Anthropic Data Center Expansion: Potential Monthly Revenue Exceeding $1.3 Billion https://www.nashnova.com/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova en 2026-10-11T14:56:24.962Z China and EU Reach 16-Point Consensus: Hybrid Vehicle Export Restrictions in Exchange for Trade War Buffer https://www.nashnova.com/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova en 2026-10-11T14:55:09.083Z Trump Announces Russia-Ukraine Energy Ceasefire; Diesel Market Watches for Implementation https://www.nashnova.com/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova en 2026-10-11T13:14:45.788Z IMF: Tokenized Stocks Suffer Low Liquidity and High Volatility, but Real Demand Exists https://www.nashnova.com/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova en 2026-10-11T12:18:24.898Z CITIC Securities: Navigating High Interest Rates Through Sector Momentum and Supply-Side Clearing, Tracking the AI Investment Cycle Inflection Point https://www.nashnova.com/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova en 2026-10-11T12:16:42.726Z Palladium Down 30% YTD as 40% of Global Refining Capacity Concentrated in One Plant Raises Supply Concerns https://www.nashnova.com/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova en 2026-10-11T12:15:11.093Z Morgan Stanley: Market Underestimates CATL's Resilience, Maintains A-Share Overweight with Target Price of RMB 500 https://www.nashnova.com/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova en 2026-10-11T11:58:23.705Z Trump Says Considering Joining Saudi Arabia in Striking Houthis; Saudi Arabia Requests Emergency U.S. Defense Support https://www.nashnova.com/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova en 2026-10-11T11:57:01.509Z CXMT Receives Dual "Outperform" Ratings from CLSA and Bernstein as Global Market Share Expansion Thesis Faces Scrutiny https://www.nashnova.com/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova en 2026-10-11T11:55:45.132Z Top Six U.S. Banks Report Q3 Earnings This Week: Net Interest Margin and Investment Banking Fees Are Key Focus https://www.nashnova.com/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova en 2026-10-11T11:15:19.162Z CSC: Post-Holiday A-Shares Underperform Expectations, Prioritize Defense While Awaiting Catalysts https://www.nashnova.com/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova en 2026-10-11T11:04:57.416Z NVIDIA's Off-Balance-Sheet Commitments Surge to $530 Billion in a Single Quarter https://www.nashnova.com/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova en 2026-10-11T08:05:07.670Z Saudi Stocks Drop 1% Day After Riyadh Airport Attack https://www.nashnova.com/feed/special/goldman-sachs-ai-trade-narrative-shifts-from-hardware-to-application-layer-14671 nashnova en 2026-10-11T06:00:08.925Z Goldman Sachs: AI Trade Narrative Shifts from Hardware to Application Layer https://www.nashnova.com/feed/special/80-percent-of-samsungs-memory-capacity-for-next-year-already-locked-in-by-long-14670 nashnova en 2026-10-11T05:20:19.680Z 80% of Samsung's Memory Capacity for Next Year Already Locked in by Long-Term Agreements as Tech Giants Scramble for Remaining Share https://www.nashnova.com/feed/special/goldman-sachs-warns-of-italian-government-bond-risks-as-widening-deficit-could-14669 nashnova en 2026-10-11T05:05:11.662Z Goldman Sachs Warns of Italian Government Bond Risks as Widening Deficit Could Push Debt to Europe's Highest https://www.nashnova.com/feed/special/imf-world-bank-bangkok-annual-meetings-middle-east-war-and-high-debt-dominate-14668 nashnova en 2026-10-11T04:30:19.044Z IMF-World Bank Bangkok Annual Meetings: Middle East War and High Debt Dominate the Agenda https://www.nashnova.com/feed/special/deutsche-bank-downgrades-u-s-tech-stocks-warns-of-inverted-v-reversal-risk-14667 nashnova en 2026-10-11T04:00:13.769Z Deutsche Bank Downgrades U.S. Tech Stocks, Warns of "Inverted-V Reversal" Risk https://www.nashnova.com/feed/special/luxshare-precision-faces-itc-patent-investigation-in-the-u-s-says-impact-is-14666 nashnova en 2026-10-11T03:29:55.510Z Luxshare Precision Faces ITC Patent Investigation in the U.S., Says Impact Is Limited https://www.nashnova.com/feed/special/u-s-military-strikes-commercial-oil-tanker-in-gulf-of-oman-claiming-it-attempted-14665 nashnova en 2026-10-11T03:15:18.752Z U.S. Military Strikes Commercial Oil Tanker in Gulf of Oman, Claiming It Attempted to Breach Iran Blockade https://www.nashnova.com/feed/special/ubs-copper-supply-gap-extends-into-the-2030s-most-bullish-commodity-14664 nashnova en 2026-10-11T02:00:02.209Z UBS: Copper Supply Gap Extends Into the 2030s, Most Bullish Commodity https://www.nashnova.com/feed/special/american-express-hit-with-350-million-anti-money-laundering-fine-for-failing-to-14662 nashnova en 2026-10-10T22:49:56.279Z American Express Hit with $350 Million Anti-Money Laundering Fine for Failing to Report ~$13 Billion in Suspicious Transactions https://www.nashnova.com/feed/special/microsoft-ceo-nadella-calls-for-emergency-brake-mechanism-for-advanced-ai-14661 nashnova en 2026-10-10T18:55:08.639Z Microsoft CEO Nadella Calls for "Emergency Brake" Mechanism for Advanced AI https://www.nashnova.com/feed/special/nvidia-in-talks-to-acquire-ai-startup-reflection-ai-at-25-billion-valuation-14660 nashnova en 2026-10-10T18:25:14.075Z Nvidia in Talks to Acquire AI Startup Reflection AI at $25 Billion Valuation https://www.nashnova.com/feed/special/houthi-attack-on-riyadh-airport-forces-saudi-arabia-to-suspend-operations-over-14659 nashnova en 2026-10-10T17:04:56.013Z Houthi Attack on Riyadh Airport Forces Saudi Arabia to Suspend Operations, Over 260 Flights Canceled https://www.nashnova.com/feed/special/goldman-sachs-10-stocks-drive-68-percent-of-q3-earnings-growth-dont-fight-the-14658 nashnova en 2026-10-10T16:39:57.319Z Goldman Sachs: 10 Stocks Drive 68% of Q3 Earnings Growth — Don't Fight the Concentration https://www.nashnova.com/feed/special/white-house-mandates-ai-companies-to-report-safety-incidents-anthropic-violation-14657 nashnova en 2026-10-10T13:24:58.888Z White House Mandates AI Companies to Report Safety Incidents; Anthropic Violation Triggers Regulatory Order https://www.nashnova.com/feed/special/chinas-september-passenger-car-retail-sales-drop-24-percent-yoy-nev-share-rises-14656 nashnova en 2026-10-10T10:39:51.228Z China's September Passenger Car Retail Sales Drop 24% YoY, NEV Share Rises to 67% https://www.nashnova.com/feed/special/citi-french-fiscal-risks-may-force-ecb-to-pause-rate-hikes-after-december-euro-14655 nashnova en 2026-10-10T07:45:02.035Z Citi: French Fiscal Risks May Force ECB to Pause Rate Hikes After December, Euro Could Fall Below 1.10 https://www.nashnova.com/zh/feed/special/goldman-sachs-maintains-bullish-stance-on-pjm-power-ipp-sector-top-picks-tln-nrg-14699 nashnova zh-cn 2026-10-12T03:25:23.239Z 高盛维持PJM电力IPP板块看多,首选TLN、NRG、VST https://www.nashnova.com/zh/feed/special/goldman-sachs-china-ai-stocks-near-5-trillion-market-cap-two-investment-themes-14698 nashnova zh-cn 2026-10-12T03:20:38.254Z 高盛:中国AI股市值近5万亿美元,划定出口与内需两条投资主线 https://www.nashnova.com/zh/feed/special/u-s-65-percent-domestic-content-rule-may-reshape-value-distribution-in-chinas-14697 nashnova zh-cn 2026-10-12T03:11:22.034Z 美国65%本地内容规则或重塑中国光学供应链价值分配 https://www.nashnova.com/zh/feed/special/suzhou-dongshan-precision-plans-hong-kong-ipo-seeking-up-to-3-billion-14696 nashnova zh-cn 2026-10-12T03:10:06.592Z 苏州东山精密拟赴港IPO,募资最高30亿美元 https://www.nashnova.com/zh/feed/special/chinext-index-falls-below-3-000-points-banks-hit-record-highs-copper-clad-14695 nashnova zh-cn 2026-10-12T02:45:40.608Z 创业板指跌破3000点 银行创历史新高 覆铜板领跌 https://www.nashnova.com/zh/feed/special/jpmorgan-alibaba-cloud-profits-to-cover-ai-losses-for-the-first-time-in-q4-2026-14694 nashnova zh-cn 2026-10-12T02:40:15.284Z 摩根大通:阿里云利润将于2026年四季度首次覆盖AI亏损 https://www.nashnova.com/zh/feed/special/mediateks-flagship-ap-market-share-set-to-surpass-samsung-tsmcs-2nm-capacity-is-14693 nashnova zh-cn 2026-10-12T02:16:09.642Z 联发科旗舰AP市占率将超三星,台积电2纳米产能是关键 https://www.nashnova.com/zh/feed/special/dbs-bank-ceo-markets-are-repricing-ai-financing-risks-14692 nashnova zh-cn 2026-10-12T02:15:00.916Z 星展银行CEO:市场正重新为AI融资风险定价 https://www.nashnova.com/zh/feed/special/ubs-hawkish-expectations-largely-priced-in-falling-treasury-yields-to-drive-gold-14691 nashnova zh-cn 2026-10-12T01:59:46.997Z 瑞银:鹰派预期已大部分定价,美债收益率回落将推动黄金反弹 https://www.nashnova.com/zh/feed/special/citic-securities-hong-kong-stocks-have-foundation-to-resume-uptrend-recommends-14690 nashnova zh-cn 2026-10-12T00:35:25.405Z 中信证券:港股具备重拾上行基础,荐红利、AI硬件等方向 https://www.nashnova.com/zh/feed/special/ai-halo-fades-korean-stocks-swing-from-global-best-to-global-worst-14689 nashnova zh-cn 2026-10-12T00:25:23.542Z AI光环褪色,韩股从全球最强跌至全球最弱 https://www.nashnova.com/zh/feed/special/global-bond-selloff-does-central-banks-job-yields-break-4-percent-hitting-25-14688 nashnova zh-cn 2026-10-11T23:10:25.832Z 全球债市抛售替央行加息,收益率破4%创25年新高 https://www.nashnova.com/zh/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova zh-cn 2026-10-11T20:39:58.395Z 亚马逊拟约70亿美元收购AI芯片适配初创Decart https://www.nashnova.com/zh/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova zh-cn 2026-10-11T15:40:11.918Z 利雅得机场再遭袭击,实物布伦特油价创1991年来新高 https://www.nashnova.com/zh/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova zh-cn 2026-10-11T15:20:19.956Z 高盛预测2027年美股股权发行规模达6000亿美元 https://www.nashnova.com/zh/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova zh-cn 2026-10-11T15:15:27.701Z Anthropic数据中心扩张:每月潜在营收逾13亿美元 https://www.nashnova.com/zh/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova zh-cn 2026-10-11T14:56:24.962Z 中欧达成16点共识,混合车出口限制换取贸易战缓冲 https://www.nashnova.com/zh/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova zh-cn 2026-10-11T14:55:09.083Z 特朗普宣布俄乌能源停火,柴油市场关注落实 https://www.nashnova.com/zh/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova zh-cn 2026-10-11T13:14:45.788Z IMF:代币化股票流动性低、波动大,但需求真实存在 https://www.nashnova.com/zh/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova zh-cn 2026-10-11T12:18:24.898Z 中信证券:景气与供给出清应对高利率,跟踪AI投资周期拐点 https://www.nashnova.com/zh/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova zh-cn 2026-10-11T12:16:42.726Z 钯金年内跌30%,全球40%精炼产能集中一厂引发供应隐忧 https://www.nashnova.com/zh/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova zh-cn 2026-10-11T12:15:11.093Z 大摩:市场低估宁德时代韧性,维持A股增持目标价500元 https://www.nashnova.com/zh/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova zh-cn 2026-10-11T11:58:23.705Z 特朗普称考虑加入沙特打击胡塞武装,沙特请求美国紧急防务支援 https://www.nashnova.com/zh/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova zh-cn 2026-10-11T11:57:01.509Z 长鑫存储获里昂、伯恩斯坦双重"跑赢"评级,全球市占率扩张逻辑受考验 https://www.nashnova.com/zh/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova zh-cn 2026-10-11T11:55:45.132Z 美国六大银行本周密集披露三季报,净息差与投行费用是核心看点 https://www.nashnova.com/zh/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova zh-cn 2026-10-11T11:15:19.162Z 中信建投:节后A股低于预期,防御优先等待转机 https://www.nashnova.com/zh/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova zh-cn 2026-10-11T11:04:57.416Z 英伟达表外承诺单季飙升至5300亿美元 https://www.nashnova.com/zh/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova zh-cn 2026-10-11T08:05:07.670Z 利雅得机场遭袭次日,沙特股市下跌1% https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-trade-narrative-shifts-from-hardware-to-application-layer-14671 nashnova zh-cn 2026-10-11T06:00:08.925Z 高盛:AI交易叙事从硬件转向应用层 https://www.nashnova.com/zh/feed/special/80-percent-of-samsungs-memory-capacity-for-next-year-already-locked-in-by-long-14670 nashnova zh-cn 2026-10-11T05:20:19.680Z 三星明年存储产能80%已被长协锁定,科技巨头争抢剩余份额 https://www.nashnova.com/zh/feed/special/goldman-sachs-warns-of-italian-government-bond-risks-as-widening-deficit-could-14669 nashnova zh-cn 2026-10-11T05:05:11.662Z 高盛警示意大利国债风险 赤字扩大或推高债务至欧洲最高 https://www.nashnova.com/zh/feed/special/imf-world-bank-bangkok-annual-meetings-middle-east-war-and-high-debt-dominate-14668 nashnova zh-cn 2026-10-11T04:30:19.044Z IMF世界银行曼谷年会:中东战争与高债务主导议程 https://www.nashnova.com/zh/feed/special/deutsche-bank-downgrades-u-s-tech-stocks-warns-of-inverted-v-reversal-risk-14667 nashnova zh-cn 2026-10-11T04:00:13.769Z 德银下调美股科技股评级,警示"倒V反转"风险 https://www.nashnova.com/zh/feed/special/luxshare-precision-faces-itc-patent-investigation-in-the-u-s-says-impact-is-14666 nashnova zh-cn 2026-10-11T03:29:55.510Z 立讯精密遭美国国际贸易委员会专利调查,称影响有限 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-commercial-oil-tanker-in-gulf-of-oman-claiming-it-attempted-14665 nashnova zh-cn 2026-10-11T03:15:18.752Z 美军击中阿曼湾商业油轮,称其试图突破对伊封锁 https://www.nashnova.com/zh/feed/special/ubs-copper-supply-gap-extends-into-the-2030s-most-bullish-commodity-14664 nashnova zh-cn 2026-10-11T02:00:02.209Z 瑞银:铜供给缺口延续至2030年代,最看涨大宗商品 https://www.nashnova.com/zh/feed/special/4f2-ddr5-14663 nashnova zh-cn 2026-10-11T01:00:10.169Z 长鑫科技4F2架构取得突破,年底推DDR5服务器内存 https://www.nashnova.com/zh/feed/special/american-express-hit-with-350-million-anti-money-laundering-fine-for-failing-to-14662 nashnova zh-cn 2026-10-10T22:49:56.279Z 美国运通遭3.5亿美元反洗钱罚款,漏报约130亿美元可疑交易 https://www.nashnova.com/zh/feed/special/microsoft-ceo-nadella-calls-for-emergency-brake-mechanism-for-advanced-ai-14661 nashnova zh-cn 2026-10-10T18:55:08.639Z 微软CEO纳德拉呼吁为高级AI设置"紧急制动"机制 https://www.nashnova.com/zh/feed/special/nvidia-in-talks-to-acquire-ai-startup-reflection-ai-at-25-billion-valuation-14660 nashnova zh-cn 2026-10-10T18:25:14.075Z 英伟达洽购AI初创公司Reflection AI,后者估值250亿美元 https://www.nashnova.com/zh/feed/special/houthi-attack-on-riyadh-airport-forces-saudi-arabia-to-suspend-operations-over-14659 nashnova zh-cn 2026-10-10T17:04:56.013Z 胡塞武装袭击利雅得机场,沙特暂停运营逾260航班取消 https://www.nashnova.com/zh/feed/special/goldman-sachs-10-stocks-drive-68-percent-of-q3-earnings-growth-dont-fight-the-14658 nashnova zh-cn 2026-10-10T16:39:57.319Z 高盛:10只股票贡献Q3盈利增长68%,集中度不宜对抗 https://www.nashnova.com/zh/feed/special/white-house-mandates-ai-companies-to-report-safety-incidents-anthropic-violation-14657 nashnova zh-cn 2026-10-10T13:24:58.888Z 美国白宫强制AI公司报告安全事件,Anthropic违规触发监管令 https://www.nashnova.com/zh/feed/special/chinas-september-passenger-car-retail-sales-drop-24-percent-yoy-nev-share-rises-14656 nashnova zh-cn 2026-10-10T10:39:51.228Z 中国9月乘用车零售销量同比降24%,新能源占比升至67% https://www.nashnova.com/zh/feed/special/citi-french-fiscal-risks-may-force-ecb-to-pause-rate-hikes-after-december-euro-14655 nashnova zh-cn 2026-10-10T07:45:02.035Z 花旗:法国财政风险或迫使欧洲央行12月后暂停加息,欧元或跌破1.10 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-maintains-bullish-stance-on-pjm-power-ipp-sector-top-picks-tln-nrg-14699 nashnova zh-tw 2026-10-12T03:25:23.239Z 高盛維持PJM電力IPP板塊看多,首選TLN、NRG、VST https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-china-ai-stocks-near-5-trillion-market-cap-two-investment-themes-14698 nashnova zh-tw 2026-10-12T03:20:38.254Z 高盛:中國AI股市值近5萬億美元,劃定出口與內需兩條投資主線 https://www.nashnova.com/zh-hant/feed/special/u-s-65-percent-domestic-content-rule-may-reshape-value-distribution-in-chinas-14697 nashnova zh-tw 2026-10-12T03:11:22.034Z 美國65%本地內容規則或重塑中國光學供應鏈價值分配 https://www.nashnova.com/zh-hant/feed/special/suzhou-dongshan-precision-plans-hong-kong-ipo-seeking-up-to-3-billion-14696 nashnova zh-tw 2026-10-12T03:10:06.592Z 蘇州東山精密擬赴港IPO,募資最高30億美元 https://www.nashnova.com/zh-hant/feed/special/chinext-index-falls-below-3-000-points-banks-hit-record-highs-copper-clad-14695 nashnova zh-tw 2026-10-12T02:45:40.608Z 創業板指跌破3000點 銀行創歷史新高 覆銅板領跌 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-alibaba-cloud-profits-to-cover-ai-losses-for-the-first-time-in-q4-2026-14694 nashnova zh-tw 2026-10-12T02:40:15.284Z 摩根大通:阿里雲利潤將於2026年四季度首次覆蓋AI虧損 https://www.nashnova.com/zh-hant/feed/special/mediateks-flagship-ap-market-share-set-to-surpass-samsung-tsmcs-2nm-capacity-is-14693 nashnova zh-tw 2026-10-12T02:16:09.642Z 聯發科旗艦AP市佔率將超三星,台積電2奈米產能是關鍵 https://www.nashnova.com/zh-hant/feed/special/dbs-bank-ceo-markets-are-repricing-ai-financing-risks-14692 nashnova zh-tw 2026-10-12T02:15:00.916Z 星展銀行CEO:市場正重新為AI融資風險定價 https://www.nashnova.com/zh-hant/feed/special/ubs-hawkish-expectations-largely-priced-in-falling-treasury-yields-to-drive-gold-14691 nashnova zh-tw 2026-10-12T01:59:46.997Z 瑞銀:鷹派預期已大部分定價,美債收益率回落將推動黃金反彈 https://www.nashnova.com/zh-hant/feed/special/citic-securities-hong-kong-stocks-have-foundation-to-resume-uptrend-recommends-14690 nashnova zh-tw 2026-10-12T00:35:25.405Z 中信證券:港股具備重拾上行基礎,薦紅利、AI硬體等方向 https://www.nashnova.com/zh-hant/feed/special/ai-halo-fades-korean-stocks-swing-from-global-best-to-global-worst-14689 nashnova zh-tw 2026-10-12T00:25:23.542Z AI光環褪色,韓股從全球最強跌至全球最弱 https://www.nashnova.com/zh-hant/feed/special/global-bond-selloff-does-central-banks-job-yields-break-4-percent-hitting-25-14688 nashnova zh-tw 2026-10-11T23:10:25.832Z 全球債市拋售替央行加息,收益率破4%創25年新高 https://www.nashnova.com/zh-hant/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova zh-tw 2026-10-11T20:39:58.395Z 亞馬遜擬約70億美元收購AI晶片適配初創Decart https://www.nashnova.com/zh-hant/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova zh-tw 2026-10-11T15:40:11.918Z 利雅得機場再遭襲擊,實物布倫特油價創1991年來新高 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova zh-tw 2026-10-11T15:20:19.956Z 高盛預測2027年美股股權發行規模達6000億美元 https://www.nashnova.com/zh-hant/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova zh-tw 2026-10-11T15:15:27.701Z Anthropic數據中心擴張:每月潛在營收逾13億美元 https://www.nashnova.com/zh-hant/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova zh-tw 2026-10-11T14:56:24.962Z 中歐達成16點共識,混合車出口限制換取貿易戰緩衝 https://www.nashnova.com/zh-hant/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova zh-tw 2026-10-11T14:55:09.083Z 特朗普宣佈俄烏能源停火,柴油市場關注落實 https://www.nashnova.com/zh-hant/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova zh-tw 2026-10-11T13:14:45.788Z IMF:代幣化股票流動性低、波動大,但需求真實存在 https://www.nashnova.com/zh-hant/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova zh-tw 2026-10-11T12:18:24.898Z 中信證券:景氣與供給出清應對高利率,追蹤AI投資週期拐點 https://www.nashnova.com/zh-hant/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova zh-tw 2026-10-11T12:16:42.726Z 鈀金年內跌30%,全球40%精煉產能集中一廠引發供應隱憂 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova zh-tw 2026-10-11T12:15:11.093Z 大摩:市場低估寧德時代韌性,維持A股增持目標價500元 https://www.nashnova.com/zh-hant/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova zh-tw 2026-10-11T11:58:23.705Z 特朗普稱考慮加入沙特打擊胡塞武裝,沙特請求美國緊急防務支援 https://www.nashnova.com/zh-hant/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova zh-tw 2026-10-11T11:57:01.509Z 長鑫存儲獲里昂、伯恩斯坦雙重「跑贏」評級,全球市佔率擴張邏輯受考驗 https://www.nashnova.com/zh-hant/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova zh-tw 2026-10-11T11:55:45.132Z 美國六大銀行本週密集披露三季報,淨息差與投行費用是核心看點 https://www.nashnova.com/zh-hant/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova zh-tw 2026-10-11T11:15:19.162Z 中信建投:節後A股低於預期,防禦優先等待轉機 https://www.nashnova.com/zh-hant/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova zh-tw 2026-10-11T11:04:57.416Z 輝達表外承諾單季飆升至5300億美元 https://www.nashnova.com/zh-hant/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova zh-tw 2026-10-11T08:05:07.670Z 利雅得機場遇襲次日,沙特股市下跌1% https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-trade-narrative-shifts-from-hardware-to-application-layer-14671 nashnova zh-tw 2026-10-11T06:00:08.925Z 高盛:AI交易敘事從硬體轉向應用層 https://www.nashnova.com/zh-hant/feed/special/80-percent-of-samsungs-memory-capacity-for-next-year-already-locked-in-by-long-14670 nashnova zh-tw 2026-10-11T05:20:19.680Z 三星明年存儲產能80%已被長協鎖定,科技巨頭爭搶剩餘份額 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-warns-of-italian-government-bond-risks-as-widening-deficit-could-14669 nashnova zh-tw 2026-10-11T05:05:11.662Z 高盛警示意大利國債風險 赤字擴大或推高債務至歐洲最高 https://www.nashnova.com/zh-hant/feed/special/imf-world-bank-bangkok-annual-meetings-middle-east-war-and-high-debt-dominate-14668 nashnova zh-tw 2026-10-11T04:30:19.044Z IMF世界銀行曼谷年會:中東戰爭與高債務主導議程 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-downgrades-u-s-tech-stocks-warns-of-inverted-v-reversal-risk-14667 nashnova zh-tw 2026-10-11T04:00:13.769Z 德銀下調美股科技股評級,警示「倒V反轉」風險 https://www.nashnova.com/zh-hant/feed/special/luxshare-precision-faces-itc-patent-investigation-in-the-u-s-says-impact-is-14666 nashnova zh-tw 2026-10-11T03:29:55.510Z 立訊精密遭美國國際貿易委員會專利調查,稱影響有限 https://www.nashnova.com/zh-hant/feed/special/u-s-military-strikes-commercial-oil-tanker-in-gulf-of-oman-claiming-it-attempted-14665 nashnova zh-tw 2026-10-11T03:15:18.752Z 美軍擊中阿曼灣商業油輪,稱其試圖突破對伊封鎖 https://www.nashnova.com/zh-hant/feed/special/ubs-copper-supply-gap-extends-into-the-2030s-most-bullish-commodity-14664 nashnova zh-tw 2026-10-11T02:00:02.209Z 瑞銀:銅供給缺口延續至2030年代,最看漲大宗商品 https://www.nashnova.com/zh-hant/feed/special/4f2-ddr5-14663 nashnova zh-tw 2026-10-11T01:00:10.169Z 長鑫科技4F2架構取得突破,年底推DDR5伺服器記憶體 https://www.nashnova.com/zh-hant/feed/special/american-express-hit-with-350-million-anti-money-laundering-fine-for-failing-to-14662 nashnova zh-tw 2026-10-10T22:49:56.279Z 美國運通遭3.5億美元反洗錢罰款,漏報約130億美元可疑交易 https://www.nashnova.com/zh-hant/feed/special/microsoft-ceo-nadella-calls-for-emergency-brake-mechanism-for-advanced-ai-14661 nashnova zh-tw 2026-10-10T18:55:08.639Z 微軟CEO納德拉呼籲為高級AI設置「緊急制動」機制 https://www.nashnova.com/zh-hant/feed/special/nvidia-in-talks-to-acquire-ai-startup-reflection-ai-at-25-billion-valuation-14660 nashnova zh-tw 2026-10-10T18:25:14.075Z 輝達洽購AI初創公司Reflection AI,後者估值250億美元 https://www.nashnova.com/zh-hant/feed/special/houthi-attack-on-riyadh-airport-forces-saudi-arabia-to-suspend-operations-over-14659 nashnova zh-tw 2026-10-10T17:04:56.013Z 胡塞武裝襲擊利雅得機場,沙特暫停運營逾260航班取消 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-10-stocks-drive-68-percent-of-q3-earnings-growth-dont-fight-the-14658 nashnova zh-tw 2026-10-10T16:39:57.319Z 高盛:10檔股票貢獻Q3盈利增長68%,集中度不宜對抗 https://www.nashnova.com/zh-hant/feed/special/white-house-mandates-ai-companies-to-report-safety-incidents-anthropic-violation-14657 nashnova zh-tw 2026-10-10T13:24:58.888Z 美國白宮強制AI公司報告安全事件,Anthropic違規觸發監管令 https://www.nashnova.com/zh-hant/feed/special/chinas-september-passenger-car-retail-sales-drop-24-percent-yoy-nev-share-rises-14656 nashnova zh-tw 2026-10-10T10:39:51.228Z 中國9月乘用車零售銷量同比降24%,新能源佔比升至67% https://www.nashnova.com/zh-hant/feed/special/citi-french-fiscal-risks-may-force-ecb-to-pause-rate-hikes-after-december-euro-14655 nashnova zh-tw 2026-10-10T07:45:02.035Z 花旗:法國財政風險或迫使歐洲央行12月後暫停加息,歐元或跌破1.10