https://www.nashnova.com/feed/special/intel-files-shelf-registration-for-potential-common-stock-offering-with-sec-9054 nashnova en 2026-08-10T11:24:27.664Z Intel Files Shelf Registration for Potential Common Stock Offering with SEC https://www.nashnova.com/feed/special/southbound-capital-drives-hong-kong-stock-accumulation-as-foreign-funds-stage-9053 nashnova en 2026-08-10T11:14:17.805Z Southbound Capital Drives Hong Kong Stock Accumulation as Foreign Funds Stage Major Comeback from Mid-July https://www.nashnova.com/feed/special/s-and-p-500-futures-rise-0-14-percent-as-hormuz-negotiation-progress-boosts-9052 nashnova en 2026-08-10T10:36:41.765Z S&P 500 Futures Rise 0.14% as Hormuz Negotiation Progress Boosts Sentiment https://www.nashnova.com/feed/special/hedge-funds-slash-mag-7-positions-before-rebound-hits-as-valuations-compress-to-9051 nashnova en 2026-08-10T10:35:19.459Z Hedge Funds Slash Mag-7 Positions Before Rebound Hits as Valuations Compress to Decade Lows https://www.nashnova.com/feed/special/cyrusone-eyes-2027-ipo-with-potential-raise-of-up-to-5-billion-9050 nashnova en 2026-08-10T10:20:48.280Z CyrusOne Eyes 2027 IPO with Potential Raise of Up to $5 Billion https://www.nashnova.com/feed/special/republican-lawmakers-urge-u-s-commerce-department-to-close-loopholes-allowing-9049 nashnova en 2026-08-10T10:19:46.390Z Republican Lawmakers Urge U.S. Commerce Department to Close Loopholes Allowing Advanced Chips to Flow to Sanctioned Chinese Companies https://www.nashnova.com/feed/special/meta-releases-lightweight-ai-model-as-zuckerberg-urges-u-s-to-ease-open-source-9048 nashnova en 2026-08-10T10:11:31.934Z Meta Releases Lightweight AI Model as Zuckerberg Urges U.S. to Ease Open-Source Restrictions https://www.nashnova.com/feed/special/southbound-funds-net-bought-over-hkd-1-billion-in-minimax-in-a-single-day-ai-9047 nashnova en 2026-08-10T10:10:03.258Z Southbound Funds Net Bought Over HKD 1 Billion in MINIMAX in a Single Day, AI Large Model Commercialization Thesis Validated by Capital Flows https://www.nashnova.com/feed/special/blackrock-goes-all-in-on-ai-compute-chain-in-q2-total-aum-rises-to-6-73-trillion-9046 nashnova en 2026-08-10T09:37:15.646Z BlackRock Goes All-In on AI Compute Chain in Q2, Total AUM Rises to $6.73 Trillion https://www.nashnova.com/feed/special/iphone-18-pro-bill-of-materials-expected-to-rise-nearly-40-percent-9045 nashnova en 2026-08-10T09:34:41.668Z iPhone 18 Pro Bill of Materials Expected to Rise Nearly 40% https://www.nashnova.com/feed/special/alibaba-cloud-plans-to-more-than-double-global-modular-data-center-capacity-this-9043 nashnova en 2026-08-10T09:26:55.424Z Alibaba Cloud Plans to More Than Double Global Modular Data Center Capacity This Year https://www.nashnova.com/feed/special/ubs-capital-reform-legislative-progress-parliamentary-committee-reviews-9044 nashnova en 2026-08-10T09:25:42.656Z UBS Capital Reform Legislative Progress: Parliamentary Committee Reviews Relaxation Plan This Week https://www.nashnova.com/feed/special/cme-hedge-fund-bitcoin-futures-rarely-turn-net-long-9042 nashnova en 2026-08-10T09:20:27.095Z CME Hedge Fund Bitcoin Futures Rarely Turn Net Long https://www.nashnova.com/feed/special/burry-abel-eager-to-deploy-capital-berkshire-has-lost-its-investment-appeal-9041 nashnova en 2026-08-10T09:19:27.454Z Burry: Abel Eager to Deploy Capital, Berkshire Has Lost Its Investment Appeal https://www.nashnova.com/feed/special/south-korea-plans-krw-5-trillion-fund-to-invest-in-semiconductor-materials-parts-9040 nashnova en 2026-08-10T09:09:25.495Z South Korea Plans KRW 5 Trillion Fund to Invest in Semiconductor Materials, Parts, and Equipment https://www.nashnova.com/feed/special/goldman-sachs-ai-agent-wave-reshapes-saas-landscape-widening-gap-between-winners-9039 nashnova en 2026-08-10T09:00:36.428Z Goldman Sachs: AI Agent Wave Reshapes SaaS Landscape, Widening Gap Between Winners and Losers https://www.nashnova.com/feed/special/hk-stocks-close-hsi-up-1-05-percent-gold-pharma-and-property-lead-gains-guotai-9038 nashnova en 2026-08-10T08:47:35.263Z HK Stocks Close: HSI Up 1.05%, Gold, Pharma & Property Lead Gains, Guotai Junan International Surges 37% on Trading Resumption https://www.nashnova.com/feed/special/research-warns-memory-chip-price-rally-is-losing-steam-cycle-may-peak-in-2026-9037 nashnova en 2026-08-10T08:45:04.536Z Research Warns Memory Chip Price Rally Is Losing Steam, Cycle May Peak in 2026 https://www.nashnova.com/feed/special/memory-chip-company-beijing-ingenic-passes-hong-kong-stock-exchange-listing-9036 nashnova en 2026-08-10T08:30:52.490Z Memory Chip Company Beijing Ingenic Passes Hong Kong Stock Exchange Listing Hearing https://www.nashnova.com/feed/special/public-comment-on-new-lof-delisting-rules-25-billion-yuan-worth-of-products-may-9035 nashnova en 2026-08-10T08:09:56.901Z Public Comment on New LOF Delisting Rules: ~25 Billion Yuan Worth of Products May Be Terminated from Listing https://www.nashnova.com/feed/special/ase-technologys-july-revenue-surges-43-percent-yoy-to-nt-73-78-billion-9034 nashnova en 2026-08-10T07:39:27.071Z ASE Technology's July Revenue Surges 43% YoY to NT$73.78 Billion https://www.nashnova.com/feed/special/bloomberg-survey-south-koreas-2026-gdp-growth-forecast-raised-to-3-3-percent-9033 nashnova en 2026-08-10T07:34:40.895Z Bloomberg Survey: South Korea's 2026 GDP Growth Forecast Raised to 3.3%, Chip Exports Drive Current Account to Record High https://www.nashnova.com/feed/special/panda-bond-issuance-surges-over-60-percent-yoy-in-h1-goldman-sachs-warns-low-9032 nashnova en 2026-08-10T07:09:43.621Z Panda Bond Issuance Surges Over 60% YoY in H1; Goldman Sachs Warns Low Financing Costs Alone Cannot Sustain RMB Internationalization https://www.nashnova.com/feed/special/big-five-oil-majors-post-48b-q2-profits-as-trump-ramps-up-windfall-tax-pressure-9031 nashnova en 2026-08-10T07:04:57.548Z Big Five Oil Majors Post $48B Q2 Profits as Trump Ramps Up Windfall Tax Pressure https://www.nashnova.com/feed/special/germanys-trade-deficit-with-china-widens-to-55-billion-as-exports-drop-china-9030 nashnova en 2026-08-10T06:54:30.188Z Germany's Trade Deficit with China Widens to €55 Billion as Exports Drop, China Falls to 9th Largest Market https://www.nashnova.com/feed/special/morgan-stanley-fed-balance-sheet-runoff-does-not-equal-tightening-1-5-trillion-9029 nashnova en 2026-08-10T06:32:17.302Z Morgan Stanley: Fed Balance Sheet Runoff Does Not Equal Tightening — $1.5 Trillion Can Be Unwound with Low Market Impact https://www.nashnova.com/feed/special/7-days-after-innolights-h-share-listing-korean-capital-net-bought-us-43-39-9028 nashnova en 2026-08-10T06:30:50.902Z 7 Days After Innolight's H-Share Listing, Korean Capital Net Bought US$43.39 Million, Ranking First Among Hong Kong Stocks https://www.nashnova.com/feed/special/jpmorgan-raises-s-and-p-500-year-end-target-to-8-000-9027 nashnova en 2026-08-10T06:29:36.084Z JPMorgan Raises S&P 500 Year-End Target to 8,000 https://www.nashnova.com/feed/special/super-micro-q4-earnings-preview-gross-margin-nearly-doubles-revenue-may-land-at-9026 nashnova en 2026-08-10T06:26:13.798Z Super Micro Q4 Earnings Preview: Gross Margin Nearly Doubles, Revenue May Land at Low End of Guidance https://www.nashnova.com/feed/special/goldman-sachs-china-internet-q2-preview-cloud-growth-and-ai-capex-are-key-themes-9025 nashnova en 2026-08-10T06:24:52.634Z Goldman Sachs' China Internet Q2 Preview: Cloud Growth and AI Capex Are Key Themes https://www.nashnova.com/feed/special/yen-depreciation-drives-japanese-multinationals-to-collectively-raise-earnings-9024 nashnova en 2026-08-10T05:41:33.603Z Yen Depreciation Drives Japanese Multinationals to Collectively Raise Earnings Forecasts https://www.nashnova.com/feed/special/chinese-manufacturers-account-for-97-percent-of-global-humanoid-robot-shipments-9023 nashnova en 2026-08-10T05:40:14.035Z Chinese Manufacturers Account for 97% of Global Humanoid Robot Shipments, with Agibot Surpassing Unitree to Rank First https://www.nashnova.com/feed/special/tsmc-july-revenue-reaches-nt-467-58-billion-up-44-7-percent-year-over-year-9022 nashnova en 2026-08-10T05:39:15.016Z TSMC July Revenue Reaches NT$467.58 Billion, Up 44.7% Year-over-Year https://www.nashnova.com/feed/special/dimon-u-s-dollars-reserve-currency-status-at-risk-if-america-loses-military-and-9021 nashnova en 2026-08-10T05:24:31.962Z Dimon: U.S. Dollar's Reserve Currency Status at Risk If America Loses Military and Economic Edge https://www.nashnova.com/feed/special/samsung-hbm4-yield-rises-to-nearly-80-percent-intensifying-capacity-competition-9020 nashnova en 2026-08-10T05:11:00.591Z Samsung HBM4 Yield Rises to Nearly 80%, Intensifying Capacity Competition with SK Hynix https://www.nashnova.com/feed/special/chinas-ai-large-models-still-rely-on-nvidia-chips-as-domestic-alternatives-face-9019 nashnova en 2026-08-10T05:09:43.674Z China's AI Large Models Still Rely on Nvidia Chips as Domestic Alternatives Face Software Ecosystem Constraints https://www.nashnova.com/feed/special/eurozone-q2-gdp-grows-0-4-percent-full-year-2026-forecast-revised-up-to-0-8-9018 nashnova en 2026-08-10T04:51:03.988Z Eurozone Q2 GDP Grows 0.4%, Full-Year 2026 Forecast Revised Up to 0.8% https://www.nashnova.com/feed/special/u-s-department-of-defense-issues-400-million-loan-to-australian-scandium-miner-9017 nashnova en 2026-08-10T04:49:58.403Z U.S. Department of Defense Issues $400 Million Loan to Australian Scandium Miner, Bypassing China's Rare Earth Supply Chain https://www.nashnova.com/feed/special/sk-hynix-faces-dual-u-s-patent-lawsuits-over-hbm-and-3d-nand-9016 nashnova en 2026-08-10T04:30:51.747Z SK Hynix Faces Dual U.S. Patent Lawsuits Over HBM and 3D NAND https://www.nashnova.com/feed/special/cisco-q4-earnings-preview-ai-orders-may-beat-expectations-again-security-9015 nashnova en 2026-08-10T04:29:38.126Z Cisco Q4 Earnings Preview: AI Orders May Beat Expectations Again, Security Business Becomes Key Validation Point https://www.nashnova.com/feed/special/semiconductor-materials-see-broad-based-price-hikes-silicon-wafers-specialty-9014 nashnova en 2026-08-10T04:28:02.310Z Semiconductor Materials See Broad-Based Price Hikes: Silicon Wafers, Specialty Gases, and Advanced Packaging All Under Pressure https://www.nashnova.com/feed/special/palantirs-uk-nhs-data-platform-costs-rise-to-1-1-billion-as-expected-benefits-9013 nashnova en 2026-08-10T04:26:38.838Z Palantir's UK NHS Data Platform Costs Rise to £1.1 Billion as Expected Benefits Are Revised Down https://www.nashnova.com/feed/special/german-economy-minister-warns-rise-of-far-right-afd-could-deter-foreign-9012 nashnova en 2026-08-10T04:25:30.814Z German Economy Minister Warns: Rise of Far-Right AfD Could Deter Foreign Investment https://www.nashnova.com/feed/special/uk-fca-plans-regulatory-framework-for-tokenized-gold-9011 nashnova en 2026-08-10T04:24:31.177Z UK FCA Plans Regulatory Framework for Tokenized Gold https://www.nashnova.com/feed/special/us-fcc-extends-tech-regulations-to-chip-and-optical-module-supply-chains-9010 nashnova en 2026-08-10T04:15:28.141Z US FCC Extends Tech Regulations to Chip and Optical Module Supply Chains https://www.nashnova.com/feed/special/one-week-after-the-short-squeeze-hedge-funds-ramp-up-short-positions-again-9009 nashnova en 2026-08-10T03:56:05.986Z One Week After the Short Squeeze, Hedge Funds Ramp Up Short Positions Again https://www.nashnova.com/feed/special/funds-shift-away-from-restricted-leveraged-etfs-koreas-kosdaq-rebounds-over-30-9008 nashnova en 2026-08-10T03:54:37.681Z Funds Shift Away from Restricted Leveraged ETFs, Korea's KOSDAQ Rebounds Over 30% from Lows https://www.nashnova.com/feed/special/kospi-pares-gains-after-surging-over-2-percent-intraday-hormuz-standoff-pushes-9007 nashnova en 2026-08-10T03:41:06.917Z KOSPI Pares Gains After Surging Over 2% Intraday; Hormuz Standoff Pushes Oil Prices Higher https://www.nashnova.com/feed/special/anthropics-new-model-claude-sonnet-5-5-reportedly-set-to-launch-context-window-9006 nashnova en 2026-08-10T03:39:31.518Z Anthropic's New Model Claude Sonnet 5.5 Reportedly Set to Launch, Context Window Doubling to 2 Million Tokens https://www.nashnova.com/feed/special/ubs-tech-stock-volatility-hits-highest-level-since-dot-com-bubble-9005 nashnova en 2026-08-10T03:34:47.694Z UBS: Tech Stock Volatility Hits Highest Level Since Dot-Com Bubble https://www.nashnova.com/feed/special/u-s-polysilicon-tariffs-take-effect-limited-impact-on-taiwans-chip-supply-chain-9004 nashnova en 2026-08-10T03:10:19.794Z U.S. Polysilicon Tariffs Take Effect, Limited Impact on Taiwan's Chip Supply Chain https://www.nashnova.com/feed/special/morgan-stanley-raises-zhipu-target-price-by-nearly-72-percent-bullish-on-9003 nashnova en 2026-08-10T02:39:31.788Z Morgan Stanley Raises Zhipu Target Price by Nearly 72%, Bullish on Computing Power and Financing Improvements https://www.nashnova.com/feed/special/sony-and-tsmc-plan-6-3-billion-joint-image-sensor-factory-in-kumamoto-9002 nashnova en 2026-08-10T02:09:53.341Z Sony and TSMC Plan $6.3 Billion Joint Image Sensor Factory in Kumamoto https://www.nashnova.com/feed/special/hong-kong-stocks-open-higher-with-ai-concepts-leading-gains-hsi-up-0-53-percent-9001 nashnova en 2026-08-10T01:49:26.239Z Hong Kong Stocks Open Higher with AI Concepts Leading Gains; HSI Up 0.53% https://www.nashnova.com/feed/special/japans-current-account-posts-first-deficit-in-17-months-in-june-9000 nashnova en 2026-08-10T01:44:31.663Z Japan's Current Account Posts First Deficit in 17 Months in June https://www.nashnova.com/feed/special/jpmorgan-raises-kioxia-earnings-forecast-but-cuts-target-price-to-130-000-8999 nashnova en 2026-08-10T01:29:56.917Z JPMorgan Raises Kioxia Earnings Forecast but Cuts Target Price to ¥130,000 https://www.nashnova.com/feed/special/private-credit-default-rates-hit-five-year-high-as-industry-optimism-struggles-8998 nashnova en 2026-08-10T01:14:59.124Z Private Credit Default Rates Hit Five-Year High as Industry Optimism Struggles to Mask Growing Pressure https://www.nashnova.com/feed/special/boj-july-minutes-rising-risk-of-inflation-overshooting-rate-hikes-may-come-8997 nashnova en 2026-08-10T01:04:33.196Z BOJ July Minutes: Rising Risk of Inflation Overshooting, Rate Hikes May Come Faster Than Expected https://www.nashnova.com/feed/special/goldman-sachs-tech-trader-optics-outperform-memory-by-over-20-percent-open-8996 nashnova en 2026-08-10T00:50:09.765Z Goldman Sachs Tech Trader: Optics Outperform Memory by Over 20%, Open-Source Model Costs Less Than 8% of Closed-Source https://www.nashnova.com/feed/special/ai-data-center-expansion-texas-oil-field-landowners-rush-to-seize-new-8995 nashnova en 2026-08-10T00:11:32.119Z AI Data Center Expansion: Texas Oil Field Landowners Rush to Seize New Opportunities https://www.nashnova.com/feed/special/korean-chaebols-collectively-move-into-humanoid-robots-as-nvidia-deepens-ties-8994 nashnova en 2026-08-10T00:10:13.363Z Korean Chaebols Collectively Move into Humanoid Robots as NVIDIA Deepens Ties with Five Major Conglomerates https://www.nashnova.com/feed/special/csc-u-s-non-farm-payrolls-miss-expectations-copper-aluminum-and-gold-rally-8993 nashnova en 2026-08-09T23:49:45.118Z CSC: U.S. Non-Farm Payrolls Miss Expectations, Copper, Aluminum, and Gold Rally Together https://www.nashnova.com/feed/special/chinese-brokerages-tighten-leverage-scrutiny-as-margin-balance-retreats-from-3-8992 nashnova en 2026-08-09T23:14:50.606Z Chinese Brokerages Tighten Leverage Scrutiny as Margin Balance Retreats from ¥3 Trillion https://www.nashnova.com/feed/special/hormuz-deal-still-elusive-as-brent-crude-rises-for-third-straight-day-past-84-8991 nashnova en 2026-08-09T22:49:55.110Z Hormuz Deal Still Elusive as Brent Crude Rises for Third Straight Day Past $84 https://www.nashnova.com/feed/special/china-leverages-28-trillion-capital-market-to-finance-ai-industry-8990 nashnova en 2026-08-09T21:19:56.276Z China Leverages $28 Trillion Capital Market to Finance AI Industry https://www.nashnova.com/feed/special/goldman-sachs-partner-s-and-p-500-target-at-8-000-buybacks-to-overwhelm-record-8989 nashnova en 2026-08-09T19:54:52.296Z Goldman Sachs Partner: S&P 500 Target at 8,000 — Buybacks to Overwhelm Record Stock Supply https://www.nashnova.com/feed/special/overseas-social-media-sentiment-on-memory-and-semiconductors-shifting-from-broad-8988 nashnova en 2026-08-09T16:15:00.807Z Overseas Social Media Sentiment on Memory & Semiconductors: Shifting from Broad Bullishness to Cautious Position Trimming https://www.nashnova.com/feed/special/apple-testing-cxmt-memory-chips-for-iphone-and-macbook-8987 nashnova en 2026-08-09T12:29:46.628Z Apple Testing CXMT Memory Chips for iPhone and MacBook https://www.nashnova.com/feed/special/goldman-sachs-no-broad-bubble-in-chinas-ai-sector-massive-foreign-allocation-gap-8986 nashnova en 2026-08-09T12:25:19.771Z Goldman Sachs: No Broad Bubble in China's AI Sector; Massive Foreign Allocation Gap Remains https://www.nashnova.com/feed/special/openais-largest-pre-training-model-doug-exposed-potentially-launching-before-8985 nashnova en 2026-08-09T12:09:56.007Z OpenAI's Largest Pre-Training Model 'Doug' Exposed, Potentially Launching Before November https://www.nashnova.com/feed/special/wall-street-sentiment-on-chinese-adrs-shifts-from-hopeless-to-tactical-long-8984 nashnova en 2026-08-09T11:45:15.823Z Wall Street Sentiment on Chinese ADRs Shifts from "Hopeless" to Tactical Long https://www.nashnova.com/feed/special/moore-threads-h1-revenue-surges-147-percent-plans-hong-kong-ipo-8983 nashnova en 2026-08-09T11:24:28.699Z Moore Threads' H1 Revenue Surges 147%, Plans Hong Kong IPO https://www.nashnova.com/feed/special/saudi-aramcos-jazan-refinery-hit-for-second-time-in-under-two-weeks-8982 nashnova en 2026-08-09T10:54:38.618Z Saudi Aramco's Jazan Refinery Hit for Second Time in Under Two Weeks https://www.nashnova.com/feed/special/worlds-largest-semiconductor-etf-plans-to-include-cxmt-by-end-of-september-8981 nashnova en 2026-08-09T10:19:48.392Z World's Largest Semiconductor ETF Plans to Include CXMT by End of September https://www.nashnova.com/feed/special/key-events-next-week-u-s-cpi-and-earnings-from-tencent-jd-com-moutai-and-smic-8980 nashnova en 2026-08-09T02:24:30.261Z Key Events Next Week: U.S. CPI and Earnings from Tencent, JD.com, Moutai, and SMIC https://www.nashnova.com/feed/special/u-s-military-seeks-exit-iran-sets-six-conditions-strait-of-hormuz-standoff-8979 nashnova en 2026-08-09T02:20:05.164Z U.S. Military Seeks Exit, Iran Sets Six Conditions: Strait of Hormuz Standoff Enters Middle Game https://www.nashnova.com/feed/special/chinas-july-cpi-rises-0-5-percent-yoy-down-from-previous-reading-8978 nashnova en 2026-08-09T01:34:18.147Z China's July CPI Rises 0.5% YoY, Down from Previous Reading https://www.nashnova.com/feed/special/goldman-sachs-warning-ai-hyperscaler-bond-issuance-saturating-investment-grade-8977 nashnova en 2026-08-08T22:14:47.103Z Goldman Sachs Warning: AI Hyperscaler Bond Issuance Saturating Investment-Grade Credit Market https://www.nashnova.com/feed/special/bank-loans-reclaim-market-share-from-private-credit-as-refinancing-wave-reshapes-8976 nashnova en 2026-08-08T15:22:20.685Z Bank Loans Reclaim Market Share from Private Credit as Refinancing Wave Reshapes Credit Market Landscape https://www.nashnova.com/feed/special/japans-three-mega-banks-foreign-currency-liquidity-rises-to-1-25-trillion-up-18-8975 nashnova en 2026-08-08T15:20:52.132Z Japan's Three Mega-Banks' Foreign Currency Liquidity Rises to $1.25 Trillion, Up 18% in 18 Months https://www.nashnova.com/feed/special/pboc-boosts-gold-reserves-in-hong-kong-to-support-gold-clearing-system-8974 nashnova en 2026-08-08T15:19:27.566Z PBOC Boosts Gold Reserves in Hong Kong to Support Gold Clearing System Development https://www.nashnova.com/feed/special/berkshire-q2-operating-profit-up-16-percent-cash-reserves-rise-to-365-5-billion-8973 nashnova en 2026-08-08T12:24:41.615Z Berkshire Q2 Operating Profit Up 16%, Cash Reserves Rise to $365.5 Billion https://www.nashnova.com/zh/feed/special/s-and-p-500-futures-rise-0-14-percent-as-hormuz-negotiation-progress-boosts-9052 nashnova zh-cn 2026-08-10T10:36:41.765Z 标普500期货涨0.14% 霍尔木兹谈判进展提振情绪 https://www.nashnova.com/zh/feed/special/hedge-funds-slash-mag-7-positions-before-rebound-hits-as-valuations-compress-to-9051 nashnova zh-cn 2026-08-10T10:35:19.459Z 对冲基金减仓Mag-7后反弹来袭，估值压缩至十年低位 https://www.nashnova.com/zh/feed/special/cyrusone-eyes-2027-ipo-with-potential-raise-of-up-to-5-billion-9050 nashnova zh-cn 2026-08-10T10:20:48.280Z CyrusOne拟2027年IPO，募资规模或达50亿美元 https://www.nashnova.com/zh/feed/special/republican-lawmakers-urge-u-s-commerce-department-to-close-loopholes-allowing-9049 nashnova zh-cn 2026-08-10T10:19:46.390Z 共和党议员敦促美国商务部封堵先进芯片流入受制裁中国企业 https://www.nashnova.com/zh/feed/special/meta-releases-lightweight-ai-model-as-zuckerberg-urges-u-s-to-ease-open-source-9048 nashnova zh-cn 2026-08-10T10:11:31.934Z Meta发布轻量AI模型，扎克伯格呼吁美国放宽开源限制 https://www.nashnova.com/zh/feed/special/southbound-funds-net-bought-over-hkd-1-billion-in-minimax-in-a-single-day-ai-9047 nashnova zh-cn 2026-08-10T10:10:03.258Z 北水单日净买入MINIMAX超10亿港元，大模型商业化逻辑获资金验证 https://www.nashnova.com/zh/feed/special/blackrock-goes-all-in-on-ai-compute-chain-in-q2-total-aum-rises-to-6-73-trillion-9046 nashnova zh-cn 2026-08-10T09:37:15.646Z 贝莱德Q2沿AI算力链全线增持 持仓总市值升至6.73万亿美元 https://www.nashnova.com/zh/feed/special/iphone-18-pro-bill-of-materials-expected-to-rise-nearly-40-percent-9045 nashnova zh-cn 2026-08-10T09:34:41.668Z iPhone 18 Pro物料成本预计上涨近40% 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https://www.nashnova.com/zh/feed/special/one-week-after-the-short-squeeze-hedge-funds-ramp-up-short-positions-again-9009 nashnova zh-cn 2026-08-10T03:56:05.986Z 逼空周后一周，对冲基金重新加大做空 https://www.nashnova.com/zh/feed/special/funds-shift-away-from-restricted-leveraged-etfs-koreas-kosdaq-rebounds-over-30-9008 nashnova zh-cn 2026-08-10T03:54:37.681Z 杠杆ETF受限资金转向，韩国创业板指从低点反弹逾30% https://www.nashnova.com/zh/feed/special/kospi-pares-gains-after-surging-over-2-percent-intraday-hormuz-standoff-pushes-9007 nashnova zh-cn 2026-08-10T03:41:06.917Z KOSPI盘中涨超2%后收窄，霍尔木兹僵局推升油价 https://www.nashnova.com/zh/feed/special/anthropics-new-model-claude-sonnet-5-5-reportedly-set-to-launch-context-window-9006 nashnova zh-cn 2026-08-10T03:39:31.518Z Anthropic新模型Claude Sonnet 5.5传将发布，上下文翻倍至200万token https://www.nashnova.com/zh/feed/special/ubs-tech-stock-volatility-hits-highest-level-since-dot-com-bubble-9005 nashnova zh-cn 2026-08-10T03:34:47.694Z 瑞银：科技股波动性升至互联网泡沫以来最高 https://www.nashnova.com/zh/feed/special/u-s-polysilicon-tariffs-take-effect-limited-impact-on-taiwans-chip-supply-chain-9004 nashnova zh-cn 2026-08-10T03:10:19.794Z 美国多晶硅关税落地，台湾芯片链影响有限 https://www.nashnova.com/zh/feed/special/morgan-stanley-raises-zhipu-target-price-by-nearly-72-percent-bullish-on-9003 nashnova zh-cn 2026-08-10T02:39:31.788Z 摩根士丹利上调智谱目标价近72%，看好算力与融资双改善 https://www.nashnova.com/zh/feed/special/sony-and-tsmc-plan-6-3-billion-joint-image-sensor-factory-in-kumamoto-9002 nashnova zh-cn 2026-08-10T02:09:53.341Z 索尼台积电拟63亿美元合建熊本图像传感器工厂 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-open-higher-with-ai-concepts-leading-gains-hsi-up-0-53-percent-9001 nashnova zh-cn 2026-08-10T01:49:26.239Z 港股高开 AI概念领涨 恒指涨0.53% https://www.nashnova.com/zh/feed/special/japans-current-account-posts-first-deficit-in-17-months-in-june-9000 nashnova zh-cn 2026-08-10T01:44:31.663Z 日本6月经常账户17个月来首现逆差 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-kioxia-earnings-forecast-but-cuts-target-price-to-130-000-8999 nashnova zh-cn 2026-08-10T01:29:56.917Z 摩根大通上调铠侠盈利预测，但下调目标价至13万日元 https://www.nashnova.com/zh/feed/special/private-credit-default-rates-hit-five-year-high-as-industry-optimism-struggles-8998 nashnova zh-cn 2026-08-10T01:14:59.124Z 私募信贷违约率升至五年高位，行业乐观表态难掩压力 https://www.nashnova.com/zh/feed/special/boj-july-minutes-rising-risk-of-inflation-overshooting-rate-hikes-may-come-8997 nashnova zh-cn 2026-08-10T01:04:33.196Z 日本央行7月纪要：通胀超标风险上升，加息节奏或快于预期 https://www.nashnova.com/zh/feed/special/goldman-sachs-tech-trader-optics-outperform-memory-by-over-20-percent-open-8996 nashnova zh-cn 2026-08-10T00:50:09.765Z 高盛科技交易员：光学跑赢存储逾20%，开源模型成本不足闭源8% https://www.nashnova.com/zh/feed/special/ai-data-center-expansion-texas-oil-field-landowners-rush-to-seize-new-8995 nashnova zh-cn 2026-08-10T00:11:32.119Z AI数据中心扩张，德克萨斯油田地主争抢新商机 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https://www.nashnova.com/zh/feed/special/goldman-sachs-partner-s-and-p-500-target-at-8-000-buybacks-to-overwhelm-record-8989 nashnova zh-cn 2026-08-09T19:54:52.296Z 高盛合伙人：标普500目标8000点，回购将压倒创纪录股票供给 https://www.nashnova.com/zh/feed/special/overseas-social-media-sentiment-on-memory-and-semiconductors-shifting-from-broad-8988 nashnova zh-cn 2026-08-09T16:15:00.807Z 海外社交媒体存储与半导体情绪：从全面看多转向谨慎减仓 https://www.nashnova.com/zh/feed/special/apple-testing-cxmt-memory-chips-for-iphone-and-macbook-8987 nashnova zh-cn 2026-08-09T12:29:46.628Z 苹果测试长鑫存储芯片用于iPhone和MacBook https://www.nashnova.com/zh/feed/special/goldman-sachs-no-broad-bubble-in-chinas-ai-sector-massive-foreign-allocation-gap-8986 nashnova zh-cn 2026-08-09T12:25:19.771Z 高盛：中国AI板块无整体性泡沫，外资配置缺口巨大 https://www.nashnova.com/zh/feed/special/openais-largest-pre-training-model-doug-exposed-potentially-launching-before-8985 nashnova zh-cn 2026-08-09T12:09:56.007Z OpenAI最大规模预训练模型Doug曝光，或于11月前推出 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https://www.nashnova.com/zh/feed/special/u-s-military-seeks-exit-iran-sets-six-conditions-strait-of-hormuz-standoff-8979 nashnova zh-cn 2026-08-09T02:20:05.164Z 美军寻找出口，伊朗开出六条件，霍尔木兹博弈入中局 https://www.nashnova.com/zh/feed/special/chinas-july-cpi-rises-0-5-percent-yoy-down-from-previous-reading-8978 nashnova zh-cn 2026-08-09T01:34:18.147Z 中国7月CPI同比涨0.5%，较前值回落 https://www.nashnova.com/zh/feed/special/goldman-sachs-warning-ai-hyperscaler-bond-issuance-saturating-investment-grade-8977 nashnova zh-cn 2026-08-08T22:14:47.103Z 高盛预警：AI超大规模云厂商债券发行致投资级信用市场饱和 https://www.nashnova.com/zh/feed/special/bank-loans-reclaim-market-share-from-private-credit-as-refinancing-wave-reshapes-8976 nashnova zh-cn 2026-08-08T15:22:20.685Z 银行贷款抢回私募信贷份额，再融资潮重塑信用市场格局 https://www.nashnova.com/zh/feed/special/japans-three-mega-banks-foreign-currency-liquidity-rises-to-1-25-trillion-up-18-8975 nashnova zh-cn 2026-08-08T15:20:52.132Z 日本三大银行外币流动性升至1.25万亿美元，18个月增18% https://www.nashnova.com/zh/feed/special/pboc-boosts-gold-reserves-in-hong-kong-to-support-gold-clearing-system-8974 nashnova zh-cn 2026-08-08T15:19:27.566Z 中国央行增持香港黄金储备 支持黄金清算系统建设 https://www.nashnova.com/zh/feed/special/berkshire-q2-operating-profit-up-16-percent-cash-reserves-rise-to-365-5-billion-8973 nashnova zh-cn 2026-08-08T12:24:41.615Z 伯克希尔Q2运营利润增16%，现金储备升至3655亿美元 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-futures-rise-0-14-percent-as-hormuz-negotiation-progress-boosts-9052 nashnova zh-tw 2026-08-10T10:36:41.765Z 標普500期貨漲0.14% 霍爾木茲談判進展提振情緒 https://www.nashnova.com/zh-hant/feed/special/hedge-funds-slash-mag-7-positions-before-rebound-hits-as-valuations-compress-to-9051 nashnova zh-tw 2026-08-10T10:35:19.459Z 對沖基金減倉Mag-7後反彈來襲，估值壓縮至十年低位 https://www.nashnova.com/zh-hant/feed/special/cyrusone-eyes-2027-ipo-with-potential-raise-of-up-to-5-billion-9050 nashnova zh-tw 2026-08-10T10:20:48.280Z CyrusOne擬2027年IPO，募資規模或達50億美元 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