https://www.nashnova.com/feed/special/anthropic-warns-ai-self-improvement-capability-may-be-approaching-16710 nashnova en 2026-11-02T22:26:00.187Z Anthropic Warns: AI Self-Improvement Capability May Be Approaching https://www.nashnova.com/feed/special/on-semiconductor-q3-results-beat-expectations-but-data-center-revenue-at-only-10-16709 nashnova en 2026-11-02T22:20:59.357Z ON Semiconductor Q3 Results Beat Expectations, but Data Center Revenue at Only 10% Sends Shares Down 5% After Hours https://www.nashnova.com/feed/special/ai-sector-selloff-intensifies-recession-fears-as-nasdaq-falls-over-10-percent-16708 nashnova en 2026-11-02T21:46:24.060Z AI Sector Selloff Intensifies Recession Fears as Nasdaq Falls Over 10% https://www.nashnova.com/feed/special/apple-q4-revenue-of-114-48b-beats-expectations-iphone-revenue-surpasses-wall-16707 nashnova en 2026-11-02T21:44:59.524Z Apple Q4 Revenue of $114.48B Beats Expectations, iPhone Revenue Surpasses Wall Street Consensus on Both Metrics https://www.nashnova.com/feed/special/ecb-ai-valuation-bond-stress-and-shadow-banking-losses-are-the-three-major-16706 nashnova en 2026-11-02T21:43:58.478Z ECB: AI Valuation, Bond Stress, and Shadow Banking Losses Are the Three Major Financial Stability Risks https://www.nashnova.com/feed/special/eurozone-october-manufacturing-pmi-falls-to-52-7-as-rising-cost-pressures-fuel-16705 nashnova en 2026-11-02T21:42:59.235Z Eurozone October Manufacturing PMI Falls to 52.7 as Rising Cost Pressures Fuel ECB Rate Hike Expectations https://www.nashnova.com/feed/special/chinas-u-s-agricultural-purchases-fall-behind-17-billion-commitment-16704 nashnova en 2026-11-02T21:41:53.546Z China's U.S. Agricultural Purchases Fall Behind $17 Billion Commitment https://www.nashnova.com/feed/special/germanys-october-manufacturing-pmi-rises-to-54-2-continuing-expansion-16703 nashnova en 2026-11-02T21:40:41.972Z Germany's October Manufacturing PMI Rises to 54.2, Continuing Expansion https://www.nashnova.com/feed/special/trump-denies-plans-to-strike-iran-after-midterms-says-deal-could-be-reached-16702 nashnova en 2026-11-02T21:37:00.218Z Trump Denies Plans to Strike Iran After Midterms, Says Deal 'Could Be Reached' https://www.nashnova.com/feed/special/u-s-treasury-lowers-q4-borrowing-estimate-to-618-billion-16701 nashnova en 2026-11-02T21:35:54.312Z U.S. Treasury Lowers Q4 Borrowing Estimate to $618 Billion https://www.nashnova.com/feed/special/german-metalworkers-strike-escalates-affecting-3-7-million-workers-16700 nashnova en 2026-11-02T21:32:37.015Z German Metalworkers' Strike Escalates, Affecting 3.7 Million Workers https://www.nashnova.com/feed/special/ecbs-kazimir-markets-underestimate-rate-hike-path-pause-is-not-the-end-16699 nashnova en 2026-11-02T21:31:32.376Z ECB's Kazimir: Markets Underestimate Rate Hike Path, Pause Is Not the End https://www.nashnova.com/feed/special/maersk-me1-service-resumes-suez-canal-transit-16698 nashnova en 2026-11-02T21:30:25.373Z Maersk ME1 Service Resumes Suez Canal Transit https://www.nashnova.com/feed/special/palantir-q3-revenue-hits-2-1b-as-u-s-commercial-revenue-surpasses-government-for-16697 nashnova en 2026-11-02T21:15:55.895Z Palantir Q3 Revenue Hits $2.1B as U.S. Commercial Revenue Surpasses Government for the First Time https://www.nashnova.com/feed/special/jpmorgan-66-percent-probability-of-democratic-sweep-s-and-p-500-gain-loss-16696 nashnova en 2026-11-02T20:20:49.029Z JPMorgan: 66% Probability of Democratic Sweep, S&P 500 Gain/Loss Forecasts Released https://www.nashnova.com/feed/special/yen-capital-repatriation-accelerates-as-japans-pension-fund-may-boost-jgb-16695 nashnova en 2026-11-02T20:16:41.157Z Yen Capital Repatriation Accelerates as Japan's Pension Fund May Boost JGB Holdings by ¥32 Trillion https://www.nashnova.com/feed/special/anthropics-average-monthly-compensation-cost-exceeds-100k-per-employee-with-16694 nashnova en 2026-11-02T20:11:51.456Z Anthropic's Average Monthly Compensation Cost Exceeds $100K Per Employee, With Stock-Based Compensation Taking the Lion's Share https://www.nashnova.com/feed/special/s-and-p-500-reverses-intraday-gains-to-close-lower-marking-largest-single-day-16693 nashnova en 2026-11-02T20:10:43.652Z S&P 500 Reverses Intraday Gains to Close Lower, Marking Largest Single-Day Reversal in Nearly a Year https://www.nashnova.com/feed/special/tesla-sees-surging-registrations-across-multiple-european-markets-in-october-as-16692 nashnova en 2026-11-02T20:02:06.936Z Tesla Sees Surging Registrations Across Multiple European Markets in October as Chinese Brands Expand Simultaneously https://www.nashnova.com/feed/special/san-francisco-fed-el-nino-could-push-u-s-inflation-up-by-1-percentage-point-by-16691 nashnova en 2026-11-02T20:00:47.458Z San Francisco Fed: El Niño Could Push U.S. Inflation Up by 1 Percentage Point by 2027 https://www.nashnova.com/feed/special/major-automakers-lobby-u-s-congress-to-permanently-ban-chinese-car-imports-16690 nashnova en 2026-11-02T19:56:04.794Z Major Automakers Lobby U.S. Congress to Permanently Ban Chinese Car Imports https://www.nashnova.com/feed/special/u-s-treasuries-rally-against-the-trend-in-october-as-ai-corporate-bond-cooling-16689 nashnova en 2026-11-02T18:35:58.721Z U.S. Treasuries Rally Against the Trend in October as AI Corporate Bond Cooling Becomes a Key Driver https://www.nashnova.com/feed/special/bearish-sentiment-rises-in-options-market-ahead-of-apple-earnings-16688 nashnova en 2026-11-02T18:26:20.586Z Bearish Sentiment Rises in Options Market Ahead of Apple Earnings https://www.nashnova.com/feed/special/oil-prices-plunge-over-7-percent-in-a-single-day-as-u-s-treasury-yields-extend-16687 nashnova en 2026-11-02T18:15:51.742Z Oil Prices Plunge Over 7% in a Single Day as U.S. Treasury Yields Extend Monthly Decline https://www.nashnova.com/feed/special/deutsche-bank-upgrades-crowdstrike-ai-to-ignite-cybersecurity-demand-stock-bucks-16686 nashnova en 2026-11-02T17:22:18.109Z Deutsche Bank Upgrades CrowdStrike: AI to Ignite Cybersecurity Demand, Stock Bucks Trend with Weakness https://www.nashnova.com/feed/special/ai-demand-stress-tests-u-s-factories-pmi-rises-for-tenth-straight-month-price-16685 nashnova en 2026-11-02T17:21:08.202Z AI Demand Stress-Tests U.S. Factories: PMI Rises for Tenth Straight Month, Price Gains Hit Four-Year High https://www.nashnova.com/feed/special/citi-carry-trade-still-has-opportunities-but-dont-set-and-forget-16684 nashnova en 2026-11-02T17:15:55.197Z Citi: Carry Trade Still Has Opportunities, but Don't "Set and Forget" https://www.nashnova.com/feed/special/goldman-sachs-global-risk-appetite-posts-largest-monthly-decline-in-five-years-16683 nashnova en 2026-11-02T17:11:24.282Z Goldman Sachs: Global Risk Appetite Posts Largest Monthly Decline in Five Years in October https://www.nashnova.com/feed/special/berkshires-alphabet-position-down-3-billion-stock-picks-over-past-decade-have-16682 nashnova en 2026-11-02T16:46:13.936Z Berkshire's Alphabet Position Down ~$3 Billion; Stock Picks Over Past Decade Have Underperformed the Broader Market https://www.nashnova.com/feed/special/meta-prepares-cross-border-investment-grade-bond-offering-in-multiple-dollar-and-16681 nashnova en 2026-11-02T16:30:40.241Z Meta Prepares Cross-Border Investment-Grade Bond Offering in Multiple Dollar and Euro Tranches https://www.nashnova.com/feed/special/vix-remains-unusually-calm-amid-us-stock-selloff-institutions-explain-16680 nashnova en 2026-11-02T15:40:50.958Z VIX Remains Unusually Calm Amid US Stock Selloff — Institutions Explain: Deleveraging Replaces Hedging https://www.nashnova.com/feed/special/bernstein-datadog-cloudflare-oversold-ai-business-could-drive-q3-beat-16679 nashnova en 2026-11-02T15:36:21.844Z Bernstein: Datadog, Cloudflare Oversold — AI Business Could Drive Q3 Beat https://www.nashnova.com/feed/special/gold-down-over-8-percent-year-to-date-midterm-elections-could-be-a-turning-point-16678 nashnova en 2026-11-02T15:26:20.140Z Gold Down Over 8% Year-to-Date: Midterm Elections Could Be a Turning Point https://www.nashnova.com/feed/special/credit-head-at-canadas-largest-pension-fund-warns-of-bubble-signs-in-ai-16677 nashnova en 2026-11-02T15:12:04.679Z Credit Head at Canada's Largest Pension Fund Warns of Bubble Signs in AI Financing https://www.nashnova.com/feed/special/u-s-october-ism-manufacturing-pmi-rises-to-55-5-beating-expectations-16676 nashnova en 2026-11-02T15:05:22.772Z U.S. October ISM Manufacturing PMI Rises to 55.5, Beating Expectations https://www.nashnova.com/feed/special/apples-first-home-robot-development-stalls-launch-may-be-delayed-to-2028-16675 nashnova en 2026-11-02T14:26:10.742Z Apple's First Home Robot Development Stalls, Launch May Be Delayed to 2028 https://www.nashnova.com/feed/special/nomura-market-fundamentally-mispricing-memory-stocks-sk-hynix-rises-over-4-16674 nashnova en 2026-11-02T14:10:30.117Z Nomura: Market Fundamentally Mispricing Memory Stocks; SK Hynix Rises Over 4% Pre-Market https://www.nashnova.com/feed/special/multi-strategy-hedge-funds-show-highly-overlapping-positions-as-leverage-hits-16673 nashnova en 2026-11-02T14:00:47.543Z Multi-Strategy Hedge Funds Show Highly Overlapping Positions as Leverage Hits Record Highs https://www.nashnova.com/feed/special/hkex-launches-ai-focused-index-comprising-40-hong-kong-listed-ai-companies-16672 nashnova en 2026-11-02T13:41:20.896Z HKEX Launches AI-Focused Index Comprising 40 Hong Kong-Listed AI Companies https://www.nashnova.com/feed/special/paul-chan-hong-kongs-economic-growth-this-year-expected-to-be-strongest-in-5-16671 nashnova en 2026-11-02T13:21:08.298Z Paul Chan: Hong Kong's Economic Growth This Year Expected to Be Strongest in 5 Years https://www.nashnova.com/feed/special/morgan-stanley-downgrades-coinbase-to-underweight-slashes-target-price-to-120-16670 nashnova en 2026-11-02T13:15:48.605Z Morgan Stanley Downgrades Coinbase to Underweight, Slashes Target Price to $120 https://www.nashnova.com/feed/special/u-s-stocks-q3-earnings-profit-growth-no-longer-accelerating-cracks-emerge-in-the-16669 nashnova en 2026-11-02T13:11:04.933Z U.S. Stocks Q3 Earnings: Profit Growth No Longer Accelerating, Cracks Emerge in the Bull Market Narrative https://www.nashnova.com/feed/special/oracle-launches-10-billion-investment-grade-bond-offering-16668 nashnova en 2026-11-02T13:00:29.673Z Oracle Launches $10 Billion Investment-Grade Bond Offering https://www.nashnova.com/feed/special/spacex-in-talks-to-acquire-boost-mobile-musk-personally-involved-in-negotiations-16667 nashnova en 2026-11-02T12:57:11.219Z SpaceX in Talks to Acquire Boost Mobile, Musk Personally Involved in Negotiations https://www.nashnova.com/feed/special/binance-hackers-shift-tactics-swapping-sol-for-btc-as-fbi-attributes-attack-to-16666 nashnova en 2026-11-02T12:55:56.936Z Binance Hackers Shift Tactics: Swapping SOL for BTC as FBI Attributes Attack to North Korean Group https://www.nashnova.com/feed/special/pboc-launches-third-batch-of-swap-facility-operations-stock-repurchase-re-16665 nashnova en 2026-11-02T12:41:05.501Z PBOC Launches Third Batch of Swap Facility Operations; Stock Repurchase Re-lending Becomes Permanent Arrangement https://www.nashnova.com/feed/special/over-40-u-s-cities-to-vote-on-restricting-data-center-construction-16664 nashnova en 2026-11-02T12:35:59.236Z Over 40 U.S. Cities to Vote on Restricting Data Center Construction https://www.nashnova.com/feed/special/marvells-all-stock-acquisition-of-lumentum-positioning-for-ai-optical-16663 nashnova en 2026-11-02T12:15:39.707Z Marvell's All-Stock Acquisition of Lumentum: Positioning for AI Optical Interconnect https://www.nashnova.com/feed/special/ubs-warns-novembers-strongest-seasonality-meets-near-record-short-positions-year-16662 nashnova en 2026-11-02T12:06:24.643Z UBS Warns: November's Strongest Seasonality Meets Near-Record Short Positions, Year-End Short Squeeze Risk Rising https://www.nashnova.com/feed/special/bloomberg-survey-boe-expected-to-raise-rates-to-4-percent-on-thursday-hawkish-16661 nashnova en 2026-11-02T11:51:50.623Z Bloomberg Survey: BOE Expected to Raise Rates to 4% on Thursday, Hawkish Sentiment Hits Near Three-Year High https://www.nashnova.com/feed/special/japan-october-manufacturing-pmi-falls-to-seven-month-low-of-53-3-16660 nashnova en 2026-11-02T11:50:26.655Z Japan October Manufacturing PMI Falls to Seven-Month Low of 53.3 https://www.nashnova.com/feed/special/morgan-stanley-u-s-midterm-elections-have-limited-fiscal-impact-sovereign-debt-16659 nashnova en 2026-11-02T11:46:11.284Z Morgan Stanley: U.S. Midterm Elections Have Limited Fiscal Impact; Sovereign Debt Risks Greater in Brazil and France https://www.nashnova.com/feed/special/asian-markets-diverge-as-pboc-shifts-policy-anchor-to-overnight-rate-16658 nashnova en 2026-11-02T11:40:51.957Z Asian Markets Diverge as PBOC Shifts Policy Anchor to Overnight Rate https://www.nashnova.com/feed/special/alphabet-turns-to-euro-bond-market-after-record-stock-plunge-16657 nashnova en 2026-11-02T11:30:44.857Z Alphabet Turns to Euro Bond Market After Record Stock Plunge https://www.nashnova.com/feed/special/jpmorgan-market-breadth-rebounds-s-and-p-500-poised-for-excess-returns-16656 nashnova en 2026-11-02T11:00:57.910Z JPMorgan: Market Breadth Rebounds, S&P 500 Poised for Excess Returns https://www.nashnova.com/feed/special/bitcoin-holds-steady-after-binances-6-3-billion-hack-as-analysts-say-pullback-16655 nashnova en 2026-11-02T10:58:29.313Z Bitcoin Holds Steady After Binance's $6.3 Billion Hack as Analysts Say Pullback Nearing End https://www.nashnova.com/feed/special/hkex-derivatives-clearing-house-accepts-chinese-government-bonds-as-collateral-16654 nashnova en 2026-11-02T10:56:50.754Z HKEX Derivatives Clearing House Accepts Chinese Government Bonds as Collateral on Day One, Seven Institutions Submit Over 400 Million Yuan https://www.nashnova.com/feed/special/citi-closes-long-positions-on-hyperscaler-cloud-and-growth-stocks-16653 nashnova en 2026-11-02T10:55:35.482Z Citi Closes Long Positions on Hyperscaler Cloud and Growth Stocks https://www.nashnova.com/feed/special/nasdaq-loses-over-2-trillion-in-a-single-month-deutsche-bank-upgrades-tech-16652 nashnova en 2026-11-02T10:36:32.918Z Nasdaq Loses Over $2 Trillion in a Single Month; Deutsche Bank Upgrades Tech Stocks; Goldman Sachs Lists Seven Recovery Signals https://www.nashnova.com/feed/special/a-share-net-profit-attributable-to-parent-companies-reaches-5-1-trillion-yuan-in-16651 nashnova en 2026-11-02T09:11:17.376Z A-Share Net Profit Attributable to Parent Companies Reaches 5.1 Trillion Yuan in First Three Quarters, Up 8.5% YoY https://www.nashnova.com/feed/special/boj-shrinking-population-pressures-total-consumption-but-december-rate-hike-16650 nashnova en 2026-11-02T09:00:52.282Z BOJ: Shrinking Population Pressures Total Consumption, but December Rate Hike Expectations Remain Intact https://www.nashnova.com/feed/special/hong-kong-sfcs-first-ai-survey-95-percent-of-institutions-to-accelerate-16649 nashnova en 2026-11-02T08:32:07.575Z Hong Kong SFC's First AI Survey: 95% of Institutions to Accelerate Deployment as Regulators Focus on Personnel Accountability https://www.nashnova.com/feed/special/apollo-partners-with-abu-dhabi-to-launch-11-billion-european-private-credit-16648 nashnova en 2026-11-02T08:30:47.268Z Apollo Partners with Abu Dhabi to Launch $11 Billion European Private Credit Platform https://www.nashnova.com/feed/special/hsbcs-redcoin-stablecoin-attracts-50-000-users-within-one-week-of-launch-16647 nashnova en 2026-11-02T08:10:34.566Z HSBC's RedCoin Stablecoin Attracts 50,000 Users Within One Week of Launch, Simultaneously Establishes Global AI Research Institute https://www.nashnova.com/feed/special/saudi-gdp-contracts-3-8-percent-yoy-in-q3-as-oil-output-decline-weighs-16646 nashnova en 2026-11-02T07:55:42.499Z Saudi GDP Contracts 3.8% YoY in Q3 as Oil Output Decline Weighs https://www.nashnova.com/feed/special/palantir-q3-earnings-preview-guidance-must-be-super-impressive-to-justify-121x-p-16645 nashnova en 2026-11-02T07:51:26.839Z Palantir Q3 Earnings Preview: Guidance Must Be 'Super Impressive' to Justify 121x P/E https://www.nashnova.com/feed/special/btig-internal-divergence-in-u-s-stocks-persists-gold-downside-target-at-3-500-16644 nashnova en 2026-11-02T07:42:53.393Z BTIG: Internal Divergence in U.S. Stocks Persists, Gold Downside Target at $3,500 https://www.nashnova.com/feed/special/apple-earnings-preview-storage-costs-pressure-profits-iphone-duo-sales-in-focus-16643 nashnova en 2026-11-02T07:41:25.318Z Apple Earnings Preview: Storage Costs Pressure Profits, iPhone Duo Sales in Focus https://www.nashnova.com/feed/special/south-koreas-largest-ever-budget-ai-and-semiconductor-spending-nearly-doubles-16642 nashnova en 2026-11-02T07:17:19.443Z South Korea's Largest-Ever Budget: AI and Semiconductor Spending Nearly Doubles https://www.nashnova.com/feed/special/altman-visits-abu-dhabi-as-openai-signs-energy-and-investment-deals-with-uae-16641 nashnova en 2026-11-02T07:16:01.652Z Altman Visits Abu Dhabi as OpenAI Signs Energy and Investment Deals with UAE https://www.nashnova.com/feed/special/on-semiconductor-q3-earnings-preview-ai-data-centers-gross-margins-and-q4-16640 nashnova en 2026-11-02T07:05:59.779Z ON Semiconductor Q3 Earnings Preview: AI Data Centers, Gross Margins, and Q4 Guidance Are the Three Key Themes https://www.nashnova.com/feed/special/bitcoin-etfs-see-643m-single-day-net-outflow-nearly-erasing-year-to-date-gains-16639 nashnova en 2026-11-02T06:56:44.629Z Bitcoin ETFs See $643M Single-Day Net Outflow, Nearly Erasing Year-to-Date Gains https://www.nashnova.com/feed/special/anthropic-raises-3-5-billion-in-japan-ahead-of-u-s-ipo-16638 nashnova en 2026-11-02T06:55:39.622Z Anthropic Raises $3.5 Billion in Japan Ahead of U.S. IPO https://www.nashnova.com/feed/special/chinas-chemical-capacity-surge-sparks-trade-frictions-putting-new-pressure-on-16637 nashnova en 2026-11-02T06:51:01.570Z China's Chemical Capacity Surge Sparks Trade Frictions, Putting New Pressure on Europe and the U.S. https://www.nashnova.com/feed/special/multiple-chinese-steel-companies-see-widening-q3-losses-amid-shrinking-demand-16636 nashnova en 2026-11-02T06:41:03.063Z Multiple Chinese Steel Companies See Widening Q3 Losses Amid Shrinking Demand and Rising Costs https://www.nashnova.com/feed/special/pboc-sets-weaker-yuan-fixing-signaling-intent-to-control-appreciation-pace-16635 nashnova en 2026-11-02T06:10:28.616Z PBOC Sets Weaker Yuan Fixing, Signaling Intent to Control Appreciation Pace https://www.nashnova.com/feed/special/hkma-unveils-four-new-fintech-initiatives-covering-ai-agents-and-cross-border-16634 nashnova en 2026-11-02T06:06:16.731Z HKMA Unveils Four New Fintech Initiatives Covering AI Agents and Cross-Border Payments https://www.nashnova.com/feed/special/china-expands-export-controls-on-key-technologies-tightening-supply-chain-16633 nashnova en 2026-11-02T05:42:10.301Z China Expands Export Controls on Key Technologies, Tightening Supply Chain Leverage https://www.nashnova.com/feed/special/taiwan-central-bank-eases-fx-selling-limits-for-exporters-twd-rebounds-16632 nashnova en 2026-11-02T05:40:48.731Z Taiwan Central Bank Eases FX Selling Limits for Exporters, TWD Rebounds https://www.nashnova.com/feed/special/morgan-stanley-closed-door-meeting-800-billion-yuan-policy-tools-deployed-three-16631 nashnova en 2026-11-02T05:21:28.396Z Morgan Stanley Closed-Door Meeting: 800 Billion Yuan Policy Tools Deployed, Three Investment Themes for A-Shares https://www.nashnova.com/feed/special/citi-sharply-cuts-lithium-price-forecasts-slashing-march-target-to-12-000-ton-16630 nashnova en 2026-11-02T05:16:05.713Z Citi Sharply Cuts Lithium Price Forecasts, Slashing March Target to $12,000/Ton https://www.nashnova.com/feed/special/samsungs-jay-y-lee-visits-ai-chip-packaging-lab-in-japan-16629 nashnova en 2026-11-02T04:56:10.735Z Samsung's Jay Y. Lee Visits AI Chip Packaging Lab in Japan https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-up-0-61-percent-optical-communication-leads-gains-16628 nashnova en 2026-11-02T04:16:28.757Z HK Stocks Midday: Hang Seng Up 0.61%, Optical Communication Leads Gains, Gold Stocks Decline https://www.nashnova.com/feed/special/bernstein-neocloud-lease-structures-have-fatal-flaws-bankruptcy-wave-likely-16627 nashnova en 2026-11-02T04:06:22.807Z Bernstein: Neocloud Lease Structures Have Fatal Flaws, Bankruptcy Wave Likely Within 1–3 Years https://www.nashnova.com/feed/special/goldman-sachs-bullish-on-zhongji-innolights-1-6t-ramp-up-q3-revenue-expected-to-16626 nashnova en 2026-11-02T03:56:14.397Z Goldman Sachs Bullish on Zhongji Innolight's 1.6T Ramp-Up, Q3 Revenue Expected to Grow 25% QoQ https://www.nashnova.com/feed/special/huawei-and-alibabas-t-head-challenge-nvidia-h200-with-system-level-integration-16625 nashnova en 2026-11-02T03:13:21.111Z Huawei and Alibaba's T-Head Challenge NVIDIA H200 with System-Level Integration https://www.nashnova.com/feed/special/apple-plans-tiered-paid-model-for-apple-intelligence-cloud-features-by-2027-16624 nashnova en 2026-11-02T03:12:04.974Z Apple Plans Tiered Paid Model for Apple Intelligence Cloud Features by 2027 https://www.nashnova.com/feed/special/nvidia-invests-1-billion-in-naver-becoming-its-third-largest-shareholder-16623 nashnova en 2026-11-02T03:11:07.108Z Nvidia Invests $1 Billion in Naver, Becoming Its Third-Largest Shareholder https://www.nashnova.com/feed/special/u-s-pushes-to-resume-russian-natural-gas-supply-to-europe-via-ukraine-16622 nashnova en 2026-11-02T02:16:08.198Z U.S. Pushes to Resume Russian Natural Gas Supply to Europe via Ukraine https://www.nashnova.com/feed/special/goldman-sachs-ai-capex-growth-nearing-peak-theme-shifting-from-one-sided-16621 nashnova en 2026-11-02T02:13:15.968Z Goldman Sachs: AI Capex Growth Nearing Peak, Theme Shifting from One-Sided Optimism to Two-Way Trading https://www.nashnova.com/feed/special/japanese-companies-spend-21-billion-snapping-up-global-natural-gas-assets-16620 nashnova en 2026-11-02T02:11:34.982Z Japanese Companies Spend $21 Billion Snapping Up Global Natural Gas Assets https://www.nashnova.com/feed/special/goldman-sachs-kioxia-earnings-show-nand-supply-demand-tightness-extending-to-16619 nashnova en 2026-11-02T02:01:35.020Z Goldman Sachs: Kioxia Earnings Show NAND Supply-Demand Tightness Extending to 2027, Maintains Buy on Samsung and SK Hynix https://www.nashnova.com/feed/special/cicc-hk-stocks-lead-a-shares-in-bottoming-out-dividends-and-buybacks-are-key-16618 nashnova en 2026-11-02T01:47:22.065Z CICC: HK Stocks Lead A-Shares in Bottoming Out, Dividends and Buybacks Are Key Supports https://www.nashnova.com/feed/special/goldman-sachs-raises-brent-crude-forecast-to-105-citing-geopolitical-supply-16617 nashnova en 2026-11-02T01:45:57.532Z Goldman Sachs Raises Brent Crude Forecast to $105, Citing Geopolitical Supply Risks https://www.nashnova.com/feed/special/japan-finance-minister-katayama-will-act-on-abnormal-currency-movements-16616 nashnova en 2026-11-02T01:31:17.697Z Japan Finance Minister Katayama: Will Act on Abnormal Currency Movements https://www.nashnova.com/feed/special/foreign-investors-monthly-net-selling-of-taiwan-stocks-hits-record-as-ai-sector-16615 nashnova en 2026-11-02T01:30:30.550Z Foreign Investors' Monthly Net Selling of Taiwan Stocks Hits Record as AI Sector Sell-Off Continues https://www.nashnova.com/feed/special/hedge-funds-shift-to-underweight-ai-holdings-as-deleveraging-hits-largest-scale-16614 nashnova en 2026-11-02T01:10:54.473Z Hedge Funds Shift to Underweight AI Holdings as Deleveraging Hits Largest Scale in 15 Years https://www.nashnova.com/feed/special/musks-plan-for-independent-texas-chip-fab-hits-setbacks-considers-bringing-in-16613 nashnova en 2026-11-02T01:00:53.393Z Musk's Plan for Independent Texas Chip Fab Hits Setbacks, Considers Bringing in TSMC to Lead Operations https://www.nashnova.com/feed/special/hyperscaler-operators-shift-from-buyback-leaders-to-net-sellers-16612 nashnova en 2026-11-02T00:20:32.892Z Hyperscaler Operators Shift from Buyback Leaders to Net Sellers https://www.nashnova.com/feed/special/a-critical-week-for-u-s-stocks-midterm-elections-major-earnings-and-nonfarm-16611 nashnova en 2026-11-02T00:16:40.453Z A Critical Week for U.S. Stocks: Midterm Elections, Major Earnings, and Nonfarm Payrolls All in Play https://www.nashnova.com/zh/feed/special/ai-sector-selloff-intensifies-recession-fears-as-nasdaq-falls-over-10-percent-16708 nashnova zh-cn 2026-11-02T21:46:24.060Z AI板块抛售加剧衰退担忧,纳指跌逾10% https://www.nashnova.com/zh/feed/special/apple-q4-revenue-of-114-48b-beats-expectations-iphone-revenue-surpasses-wall-16707 nashnova zh-cn 2026-11-02T21:44:59.524Z 苹果Q4营收1144.8亿美元超预期,iPhone收入两项均超华尔街共识 https://www.nashnova.com/zh/feed/special/ecb-ai-valuation-bond-stress-and-shadow-banking-losses-are-the-three-major-16706 nashnova zh-cn 2026-11-02T21:43:58.478Z 欧洲央行:AI估值、债券压力与影子银行损失是当前三大金融稳定风险 https://www.nashnova.com/zh/feed/special/eurozone-october-manufacturing-pmi-falls-to-52-7-as-rising-cost-pressures-fuel-16705 nashnova zh-cn 2026-11-02T21:42:59.235Z 欧元区10月制造业PMI降至52.7,成本压力加剧欧洲央行加息预期 https://www.nashnova.com/zh/feed/special/chinas-u-s-agricultural-purchases-fall-behind-17-billion-commitment-16704 nashnova zh-cn 2026-11-02T21:41:53.546Z 中国购买美国农产品进度落后170亿美元承诺 https://www.nashnova.com/zh/feed/special/germanys-october-manufacturing-pmi-rises-to-54-2-continuing-expansion-16703 nashnova zh-cn 2026-11-02T21:40:41.972Z 德国10月制造业PMI升至54.2,连续扩张 https://www.nashnova.com/zh/feed/special/trump-denies-plans-to-strike-iran-after-midterms-says-deal-could-be-reached-16702 nashnova zh-cn 2026-11-02T21:37:00.218Z 特朗普否认中期选举后将打击伊朗,称协议"可能达成" https://www.nashnova.com/zh/feed/special/u-s-treasury-lowers-q4-borrowing-estimate-to-618-billion-16701 nashnova zh-cn 2026-11-02T21:35:54.312Z 美国财政部下调四季度借款预估至6180亿美元 https://www.nashnova.com/zh/feed/special/german-metalworkers-strike-escalates-affecting-3-7-million-workers-16700 nashnova zh-cn 2026-11-02T21:32:37.015Z 德国金属工人罢工升级,370万人受波及 https://www.nashnova.com/zh/feed/special/ecbs-kazimir-markets-underestimate-rate-hike-path-pause-is-not-the-end-16699 nashnova zh-cn 2026-11-02T21:31:32.376Z 欧洲央行卡齐米尔:市场低估加息幅度,暂停非终点 https://www.nashnova.com/zh/feed/special/maersk-me1-service-resumes-suez-canal-transit-16698 nashnova zh-cn 2026-11-02T21:30:25.373Z 马士基ME1航线恢复苏伊士运河航行 https://www.nashnova.com/zh/feed/special/palantir-q3-revenue-hits-2-1b-as-u-s-commercial-revenue-surpasses-government-for-16697 nashnova zh-cn 2026-11-02T21:15:55.895Z Palantir Q3营收21亿美元,美国商业收入首超政府 https://www.nashnova.com/zh/feed/special/jpmorgan-66-percent-probability-of-democratic-sweep-s-and-p-500-gain-loss-16696 nashnova zh-cn 2026-11-02T20:20:49.029Z 摩根大通:民主党横扫概率66%,标普500涨跌幅预测出炉 https://www.nashnova.com/zh/feed/special/yen-capital-repatriation-accelerates-as-japans-pension-fund-may-boost-jgb-16695 nashnova zh-cn 2026-11-02T20:16:41.157Z 日元资本回流加速,日本养老金或增持32万亿日元国债 https://www.nashnova.com/zh/feed/special/anthropics-average-monthly-compensation-cost-exceeds-100k-per-employee-with-16694 nashnova zh-cn 2026-11-02T20:11:51.456Z Anthropic人均月薪酬成本逾10万美元,股权激励占大头 https://www.nashnova.com/zh/feed/special/s-and-p-500-reverses-intraday-gains-to-close-lower-marking-largest-single-day-16693 nashnova zh-cn 2026-11-02T20:10:43.652Z 标普500盘中反转转跌,近一年最大单日逆转 https://www.nashnova.com/zh/feed/special/tesla-sees-surging-registrations-across-multiple-european-markets-in-october-as-16692 nashnova zh-cn 2026-11-02T20:02:06.936Z 特斯拉10月欧洲多国注册量大涨,中国品牌同步扩张 https://www.nashnova.com/zh/feed/special/san-francisco-fed-el-nino-could-push-u-s-inflation-up-by-1-percentage-point-by-16691 nashnova zh-cn 2026-11-02T20:00:47.458Z 旧金山联储:厄尔尼诺或推高2027年美国通胀1个百分点 https://www.nashnova.com/zh/feed/special/major-automakers-lobby-u-s-congress-to-permanently-ban-chinese-car-imports-16690 nashnova zh-cn 2026-11-02T19:56:04.794Z 主要车企游说美国国会永久禁止中国汽车进口 https://www.nashnova.com/zh/feed/special/u-s-treasuries-rally-against-the-trend-in-october-as-ai-corporate-bond-cooling-16689 nashnova zh-cn 2026-11-02T18:35:58.721Z 美债10月逆势上涨,AI企业债降温是关键推手 https://www.nashnova.com/zh/feed/special/bearish-sentiment-rises-in-options-market-ahead-of-apple-earnings-16688 nashnova zh-cn 2026-11-02T18:26:20.586Z 苹果财报前期权市场看跌情绪升温 https://www.nashnova.com/zh/feed/special/oil-prices-plunge-over-7-percent-in-a-single-day-as-u-s-treasury-yields-extend-16687 nashnova zh-cn 2026-11-02T18:15:51.742Z 油价单日跌逾7%,美债收益率延续月内跌势 https://www.nashnova.com/zh/feed/special/deutsche-bank-upgrades-crowdstrike-ai-to-ignite-cybersecurity-demand-stock-bucks-16686 nashnova zh-cn 2026-11-02T17:22:18.109Z 德银升级CrowdStrike:AI将引爆网络安全需求,股价逆势走弱 https://www.nashnova.com/zh/feed/special/ai-demand-stress-tests-u-s-factories-pmi-rises-for-tenth-straight-month-price-16685 nashnova zh-cn 2026-11-02T17:21:08.202Z AI需求压测美国工厂:PMI连升十月,价格涨幅创四年新高 https://www.nashnova.com/zh/feed/special/citi-carry-trade-still-has-opportunities-but-dont-set-and-forget-16684 nashnova zh-cn 2026-11-02T17:15:55.197Z 花旗:套息交易仍有机会,但不宜"一设了之" https://www.nashnova.com/zh/feed/special/goldman-sachs-global-risk-appetite-posts-largest-monthly-decline-in-five-years-16683 nashnova zh-cn 2026-11-02T17:11:24.282Z 高盛:10月全球风险偏好创五年最大单月跌幅 https://www.nashnova.com/zh/feed/special/berkshires-alphabet-position-down-3-billion-stock-picks-over-past-decade-have-16682 nashnova zh-cn 2026-11-02T16:46:13.936Z 伯克希尔持仓Alphabet浮亏约30亿美元,近十年选股表现落后大盘 https://www.nashnova.com/zh/feed/special/meta-prepares-cross-border-investment-grade-bond-offering-in-multiple-dollar-and-16681 nashnova zh-cn 2026-11-02T16:30:40.241Z Meta筹备跨境投资级债券,拟发美元及欧元多档 https://www.nashnova.com/zh/feed/special/vix-remains-unusually-calm-amid-us-stock-selloff-institutions-explain-16680 nashnova zh-cn 2026-11-02T15:40:50.958Z VIX对美股大跌反应异常平静,机构解读:去杠杆替代对冲 https://www.nashnova.com/zh/feed/special/bernstein-datadog-cloudflare-oversold-ai-business-could-drive-q3-beat-16679 nashnova zh-cn 2026-11-02T15:36:21.844Z 伯恩斯坦:Datadog、Cloudflare遭过度抛售,AI业务或推动Q3超预期 https://www.nashnova.com/zh/feed/special/gold-down-over-8-percent-year-to-date-midterm-elections-could-be-a-turning-point-16678 nashnova zh-cn 2026-11-02T15:26:20.140Z 黄金年内跌逾8%,中期选举或成反转契机 https://www.nashnova.com/zh/feed/special/credit-head-at-canadas-largest-pension-fund-warns-of-bubble-signs-in-ai-16677 nashnova zh-cn 2026-11-02T15:12:04.679Z 加拿大最大养老基金信贷主管警告AI融资现泡沫迹象 https://www.nashnova.com/zh/feed/special/u-s-october-ism-manufacturing-pmi-rises-to-55-5-beating-expectations-16676 nashnova zh-cn 2026-11-02T15:05:22.772Z 美国10月ISM制造业PMI升至55.5,超预期 https://www.nashnova.com/zh/feed/special/apples-first-home-robot-development-stalls-launch-may-be-delayed-to-2028-16675 nashnova zh-cn 2026-11-02T14:26:10.742Z 苹果首款家用机器人研发迟滞,上市或推迟至2028年 https://www.nashnova.com/zh/feed/special/nomura-market-fundamentally-mispricing-memory-stocks-sk-hynix-rises-over-4-16674 nashnova zh-cn 2026-11-02T14:10:30.117Z 野村:市场对存储股定价存根本性误判,SK海力士盘前涨逾4% https://www.nashnova.com/zh/feed/special/multi-strategy-hedge-funds-show-highly-overlapping-positions-as-leverage-hits-16673 nashnova zh-cn 2026-11-02T14:00:47.543Z 多策略对冲基金持仓高度重叠,杠杆倍数创新高 https://www.nashnova.com/zh/feed/special/hkex-launches-ai-focused-index-comprising-40-hong-kong-listed-ai-companies-16672 nashnova zh-cn 2026-11-02T13:41:20.896Z 港交所推出AI专项指数,纳入40家港股AI公司 https://www.nashnova.com/zh/feed/special/paul-chan-hong-kongs-economic-growth-this-year-expected-to-be-strongest-in-5-16671 nashnova zh-cn 2026-11-02T13:21:08.298Z 陈茂波:香港今年经济增长有望创5年最强 https://www.nashnova.com/zh/feed/special/morgan-stanley-downgrades-coinbase-to-underweight-slashes-target-price-to-120-16670 nashnova zh-cn 2026-11-02T13:15:48.605Z 大摩下调Coinbase至回避,目标价腰斩至120美元 https://www.nashnova.com/zh/feed/special/u-s-stocks-q3-earnings-profit-growth-no-longer-accelerating-cracks-emerge-in-the-16669 nashnova zh-cn 2026-11-02T13:11:04.933Z 美股三季报:盈利增长不再加速,牛市叙事出现裂缝 https://www.nashnova.com/zh/feed/special/oracle-launches-10-billion-investment-grade-bond-offering-16668 nashnova zh-cn 2026-11-02T13:00:29.673Z 甲骨文启动100亿美元投资级美元债发行 https://www.nashnova.com/zh/feed/special/spacex-in-talks-to-acquire-boost-mobile-musk-personally-involved-in-negotiations-16667 nashnova zh-cn 2026-11-02T12:57:11.219Z SpaceX洽谈收购Boost Mobile,马斯克亲自参与谈判 https://www.nashnova.com/zh/feed/special/binance-hackers-shift-tactics-swapping-sol-for-btc-as-fbi-attributes-attack-to-16666 nashnova zh-cn 2026-11-02T12:55:56.936Z Binance黑客转移战场:SOL换BTC,FBI归因朝鲜组织 https://www.nashnova.com/zh/feed/special/pboc-launches-third-batch-of-swap-facility-operations-stock-repurchase-re-16665 nashnova zh-cn 2026-11-02T12:41:05.501Z 中国央行启动第三批互换便利操作,股票回购再贷款转为长期安排 https://www.nashnova.com/zh/feed/special/over-40-u-s-cities-to-vote-on-restricting-data-center-construction-16664 nashnova zh-cn 2026-11-02T12:35:59.236Z 美国逾40城市将就限制数据中心建设举行投票 https://www.nashnova.com/zh/feed/special/marvells-all-stock-acquisition-of-lumentum-positioning-for-ai-optical-16663 nashnova zh-cn 2026-11-02T12:15:39.707Z 马维尔全股票收购Lumentum,布局AI光互联 https://www.nashnova.com/zh/feed/special/ubs-warns-novembers-strongest-seasonality-meets-near-record-short-positions-year-16662 nashnova zh-cn 2026-11-02T12:06:24.643Z 瑞银警告:11月最强季节性遭遇近历史高位空头,年末轧空风险上升 https://www.nashnova.com/zh/feed/special/bloomberg-survey-boe-expected-to-raise-rates-to-4-percent-on-thursday-hawkish-16661 nashnova zh-cn 2026-11-02T11:51:50.623Z 彭博调查:英国央行周四料加息至4%,鹰派情绪近三年最高 https://www.nashnova.com/zh/feed/special/japan-october-manufacturing-pmi-falls-to-seven-month-low-of-53-3-16660 nashnova zh-cn 2026-11-02T11:50:26.655Z 日本10月制造业PMI降至七个月低点53.3 https://www.nashnova.com/zh/feed/special/morgan-stanley-u-s-midterm-elections-have-limited-fiscal-impact-sovereign-debt-16659 nashnova zh-cn 2026-11-02T11:46:11.284Z 摩根士丹利:美中期选举财政影响有限,巴西法国主权债风险更大 https://www.nashnova.com/zh/feed/special/asian-markets-diverge-as-pboc-shifts-policy-anchor-to-overnight-rate-16658 nashnova zh-cn 2026-11-02T11:40:51.957Z 亚洲股市分化,中国央行将政策锚切换至隔夜利率 https://www.nashnova.com/zh/feed/special/alphabet-turns-to-euro-bond-market-after-record-stock-plunge-16657 nashnova zh-cn 2026-11-02T11:30:44.857Z 股价创纪录暴跌后,Alphabet赴欧元债市场融资 https://www.nashnova.com/zh/feed/special/jpmorgan-market-breadth-rebounds-s-and-p-500-poised-for-excess-returns-16656 nashnova zh-cn 2026-11-02T11:00:57.910Z 摩根大通:市场广度回升,标普500有望创超额回报 https://www.nashnova.com/zh/feed/special/bitcoin-holds-steady-after-binances-6-3-billion-hack-as-analysts-say-pullback-16655 nashnova zh-cn 2026-11-02T10:58:29.313Z 币安63亿美元黑客案后比特币持稳,分析师称回调接近尾声 https://www.nashnova.com/zh/feed/special/hkex-derivatives-clearing-house-accepts-chinese-government-bonds-as-collateral-16654 nashnova zh-cn 2026-11-02T10:56:50.754Z 港交所衍生品结算所首日接受中国国债抵押品,七机构提交逾4亿元 https://www.nashnova.com/zh/feed/special/citi-closes-long-positions-on-hyperscaler-cloud-and-growth-stocks-16653 nashnova zh-cn 2026-11-02T10:55:35.482Z 花旗放弃超大规模云厂商及成长股多头仓位 https://www.nashnova.com/zh/feed/special/nasdaq-loses-over-2-trillion-in-a-single-month-deutsche-bank-upgrades-tech-16652 nashnova zh-cn 2026-11-02T10:36:32.918Z 纳指单月蒸发逾2万亿美元,德银上调科技股评级,高盛列七大修复信号 https://www.nashnova.com/zh/feed/special/a-share-net-profit-attributable-to-parent-companies-reaches-5-1-trillion-yuan-in-16651 nashnova zh-cn 2026-11-02T09:11:17.376Z A股前三季度归母净利润5.1万亿元,同比增8.5% https://www.nashnova.com/zh/feed/special/boj-shrinking-population-pressures-total-consumption-but-december-rate-hike-16650 nashnova zh-cn 2026-11-02T09:00:52.282Z 日本央行:人口萎缩致消费总量承压,12月加息预期未动摇 https://www.nashnova.com/zh/feed/special/hong-kong-sfcs-first-ai-survey-95-percent-of-institutions-to-accelerate-16649 nashnova zh-cn 2026-11-02T08:32:07.575Z 香港证监会首份AI调查:95%机构将加速部署,监管聚焦人员问责 https://www.nashnova.com/zh/feed/special/apollo-partners-with-abu-dhabi-to-launch-11-billion-european-private-credit-16648 nashnova zh-cn 2026-11-02T08:30:47.268Z Apollo联合阿布扎比推出110亿美元欧洲私募信贷平台 https://www.nashnova.com/zh/feed/special/hsbcs-redcoin-stablecoin-attracts-50-000-users-within-one-week-of-launch-16647 nashnova zh-cn 2026-11-02T08:10:34.566Z 汇丰推出RedCoin稳定币一周吸引5万用户,同步成立全球AI研究院 https://www.nashnova.com/zh/feed/special/saudi-gdp-contracts-3-8-percent-yoy-in-q3-as-oil-output-decline-weighs-16646 nashnova zh-cn 2026-11-02T07:55:42.499Z 沙特GDP三季度同比萎缩3.8%,石油产出下滑拖累 https://www.nashnova.com/zh/feed/special/palantir-q3-earnings-preview-guidance-must-be-super-impressive-to-justify-121x-p-16645 nashnova zh-cn 2026-11-02T07:51:26.839Z Palantir Q3财报前瞻:121倍市盈率下指引须"超级惊艳" https://www.nashnova.com/zh/feed/special/btig-internal-divergence-in-u-s-stocks-persists-gold-downside-target-at-3-500-16644 nashnova zh-cn 2026-11-02T07:42:53.393Z BTIG:美股内部撕裂未止,黄金下行目标3500美元 https://www.nashnova.com/zh/feed/special/apple-earnings-preview-storage-costs-pressure-profits-iphone-duo-sales-in-focus-16643 nashnova zh-cn 2026-11-02T07:41:25.318Z 苹果财报前瞻:存储成本压利润,iPhone Duo销量受关注 https://www.nashnova.com/zh/feed/special/south-koreas-largest-ever-budget-ai-and-semiconductor-spending-nearly-doubles-16642 nashnova zh-cn 2026-11-02T07:17:19.443Z 韩国史上最大预算案:AI与半导体支出近翻倍 https://www.nashnova.com/zh/feed/special/altman-visits-abu-dhabi-as-openai-signs-energy-and-investment-deals-with-uae-16641 nashnova zh-cn 2026-11-02T07:16:01.652Z 奥特曼赴阿布扎比,OpenAI与阿联酋签署能源及投资协议 https://www.nashnova.com/zh/feed/special/on-semiconductor-q3-earnings-preview-ai-data-centers-gross-margins-and-q4-16640 nashnova zh-cn 2026-11-02T07:05:59.779Z 安森美半导体Q3财报前瞻:AI数据中心、毛利率与Q4指引是三大看点 https://www.nashnova.com/zh/feed/special/bitcoin-etfs-see-643m-single-day-net-outflow-nearly-erasing-year-to-date-gains-16639 nashnova zh-cn 2026-11-02T06:56:44.629Z 比特币ETF单日净流出6.43亿美元,年内累计收益近乎抹平 https://www.nashnova.com/zh/feed/special/anthropic-raises-3-5-billion-in-japan-ahead-of-u-s-ipo-16638 nashnova zh-cn 2026-11-02T06:55:39.622Z Anthropic赴日募资35亿美元备战美股IPO https://www.nashnova.com/zh/feed/special/chinas-chemical-capacity-surge-sparks-trade-frictions-putting-new-pressure-on-16637 nashnova zh-cn 2026-11-02T06:51:01.570Z 中国化工产能激增引发贸易摩擦,欧美面临新压力 https://www.nashnova.com/zh/feed/special/multiple-chinese-steel-companies-see-widening-q3-losses-amid-shrinking-demand-16636 nashnova zh-cn 2026-11-02T06:41:03.063Z 中国多家钢企三季度亏损扩大,需求萎缩与成本上升双重挤压 https://www.nashnova.com/zh/feed/special/pboc-sets-weaker-yuan-fixing-signaling-intent-to-control-appreciation-pace-16635 nashnova zh-cn 2026-11-02T06:10:28.616Z 中国央行人民币中间价偏弱,释放管控升值节奏信号 https://www.nashnova.com/zh/feed/special/hkma-unveils-four-new-fintech-initiatives-covering-ai-agents-and-cross-border-16634 nashnova zh-cn 2026-11-02T06:06:16.731Z 香港金管局发布四项金融科技新措施,涵盖AI代理与跨境支付 https://www.nashnova.com/zh/feed/special/china-expands-export-controls-on-key-technologies-tightening-supply-chain-16633 nashnova zh-cn 2026-11-02T05:42:10.301Z 中国扩大关键技术出口管制,掌控供应链杠杆 https://www.nashnova.com/zh/feed/special/taiwan-central-bank-eases-fx-selling-limits-for-exporters-twd-rebounds-16632 nashnova zh-cn 2026-11-02T05:40:48.731Z 台湾央行放宽出口商售汇限制,台币止跌反弹 https://www.nashnova.com/zh/feed/special/morgan-stanley-closed-door-meeting-800-billion-yuan-policy-tools-deployed-three-16631 nashnova zh-cn 2026-11-02T05:21:28.396Z 大摩闭门会:8000亿政策工具落地,A股三条投资主线 https://www.nashnova.com/zh/feed/special/citi-sharply-cuts-lithium-price-forecasts-slashing-march-target-to-12-000-ton-16630 nashnova zh-cn 2026-11-02T05:16:05.713Z 花旗大幅下调锂价预测,三月目标价砍至1.2万美元/吨 https://www.nashnova.com/zh/feed/special/samsungs-jay-y-lee-visits-ai-chip-packaging-lab-in-japan-16629 nashnova zh-cn 2026-11-02T04:56:10.735Z 三星李在镕赴日考察AI芯片封装实验室 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-hang-seng-up-0-61-percent-optical-communication-leads-gains-16628 nashnova zh-cn 2026-11-02T04:16:28.757Z 港股午盘:恒指涨0.61%,光通信概念领涨,黄金股走低 https://www.nashnova.com/zh/feed/special/bernstein-neocloud-lease-structures-have-fatal-flaws-bankruptcy-wave-likely-16627 nashnova zh-cn 2026-11-02T04:06:22.807Z 伯恩斯坦:Neocloud租约结构存致命缺陷,1至3年内或现破产潮 https://www.nashnova.com/zh/feed/special/goldman-sachs-bullish-on-zhongji-innolights-1-6t-ramp-up-q3-revenue-expected-to-16626 nashnova zh-cn 2026-11-02T03:56:14.397Z 高盛看好中际旭创1.6T放量,三季度营收环比增25% https://www.nashnova.com/zh/feed/special/huawei-and-alibabas-t-head-challenge-nvidia-h200-with-system-level-integration-16625 nashnova zh-cn 2026-11-02T03:13:21.111Z 华为、阿里平头哥以系统级整合挑战英伟达H200 https://www.nashnova.com/zh/feed/special/apple-plans-tiered-paid-model-for-apple-intelligence-cloud-features-by-2027-16624 nashnova zh-cn 2026-11-02T03:12:04.974Z 苹果拟2027年对Apple Intelligence云端功能收费分级 https://www.nashnova.com/zh/feed/special/nvidia-invests-1-billion-in-naver-becoming-its-third-largest-shareholder-16623 nashnova zh-cn 2026-11-02T03:11:07.108Z 英伟达10亿美元入股Naver,成其第三大股东 https://www.nashnova.com/zh/feed/special/u-s-pushes-to-resume-russian-natural-gas-supply-to-europe-via-ukraine-16622 nashnova zh-cn 2026-11-02T02:16:08.198Z 美国推动俄罗斯天然气经乌克兰恢复对欧供应 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-capex-growth-nearing-peak-theme-shifting-from-one-sided-16621 nashnova zh-cn 2026-11-02T02:13:15.968Z 高盛:AI资本开支增速峰值将至,主题从单边乐观转向双向博弈 https://www.nashnova.com/zh/feed/special/japanese-companies-spend-21-billion-snapping-up-global-natural-gas-assets-16620 nashnova zh-cn 2026-11-02T02:11:34.982Z 日本企业斥资210亿美元抢购全球天然气资产 https://www.nashnova.com/zh/feed/special/goldman-sachs-kioxia-earnings-show-nand-supply-demand-tightness-extending-to-16619 nashnova zh-cn 2026-11-02T02:01:35.020Z 高盛:铠侠财报显示NAND供需紧张延续至2027年,维持三星、SK海力士买入 https://www.nashnova.com/zh/feed/special/cicc-hk-stocks-lead-a-shares-in-bottoming-out-dividends-and-buybacks-are-key-16618 nashnova zh-cn 2026-11-02T01:47:22.065Z 中金:港股领先A股见底,红利与回购是关键支撑 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-brent-crude-forecast-to-105-citing-geopolitical-supply-16617 nashnova zh-cn 2026-11-02T01:45:57.532Z 高盛上调布伦特原油预测至105美元,引地缘供应风险 https://www.nashnova.com/zh/feed/special/japan-finance-minister-katayama-will-act-on-abnormal-currency-movements-16616 nashnova zh-cn 2026-11-02T01:31:17.697Z 日本财务大臣片山:汇率异常波动将采取行动 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2026-11-02T00:03:33.277Z 三部门11月2日双线召会,研究优化回购增持再贷款及资本市场工具 https://www.nashnova.com/zh/feed/special/16609 nashnova zh-cn 2026-11-02T00:02:00.328Z 中期选举前油价回落,霍尔木兹袭击持续 https://www.nashnova.com/zh-hant/feed/special/ai-sector-selloff-intensifies-recession-fears-as-nasdaq-falls-over-10-percent-16708 nashnova zh-tw 2026-11-02T21:46:24.060Z AI板塊拋售加劇衰退擔憂,納指跌逾10% https://www.nashnova.com/zh-hant/feed/special/apple-q4-revenue-of-114-48b-beats-expectations-iphone-revenue-surpasses-wall-16707 nashnova zh-tw 2026-11-02T21:44:59.524Z 蘋果Q4營收1144.8億美元超預期,iPhone收入兩項均超華爾街共識 https://www.nashnova.com/zh-hant/feed/special/ecb-ai-valuation-bond-stress-and-shadow-banking-losses-are-the-three-major-16706 nashnova zh-tw 2026-11-02T21:43:58.478Z 歐洲央行:AI估值、債券壓力與影子銀行損失是當前三大金融穩定風險 https://www.nashnova.com/zh-hant/feed/special/eurozone-october-manufacturing-pmi-falls-to-52-7-as-rising-cost-pressures-fuel-16705 nashnova zh-tw 2026-11-02T21:42:59.235Z 歐元區10月製造業PMI降至52.7,成本壓力加劇歐洲央行加息預期 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https://www.nashnova.com/zh-hant/feed/special/ecbs-kazimir-markets-underestimate-rate-hike-path-pause-is-not-the-end-16699 nashnova zh-tw 2026-11-02T21:31:32.376Z 歐洲央行卡齊米爾:市場低估加息幅度,暫停非終點 https://www.nashnova.com/zh-hant/feed/special/maersk-me1-service-resumes-suez-canal-transit-16698 nashnova zh-tw 2026-11-02T21:30:25.373Z 馬士基ME1航線恢復蘇伊士運河航行 https://www.nashnova.com/zh-hant/feed/special/palantir-q3-revenue-hits-2-1b-as-u-s-commercial-revenue-surpasses-government-for-16697 nashnova zh-tw 2026-11-02T21:15:55.895Z Palantir Q3營收21億美元,美國商業收入首超政府 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-66-percent-probability-of-democratic-sweep-s-and-p-500-gain-loss-16696 nashnova zh-tw 2026-11-02T20:20:49.029Z 摩根大通:民主黨橫掃概率66%,標普500漲跌幅預測出爐 https://www.nashnova.com/zh-hant/feed/special/yen-capital-repatriation-accelerates-as-japans-pension-fund-may-boost-jgb-16695 nashnova zh-tw 2026-11-02T20:16:41.157Z 日圓資本回流加速,日本養老金或增持32萬億日圓國債 https://www.nashnova.com/zh-hant/feed/special/anthropics-average-monthly-compensation-cost-exceeds-100k-per-employee-with-16694 nashnova zh-tw 2026-11-02T20:11:51.456Z Anthropic人均月薪酬成本逾10萬美元,股權激勵佔大頭 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-reverses-intraday-gains-to-close-lower-marking-largest-single-day-16693 nashnova zh-tw 2026-11-02T20:10:43.652Z 標普500盤中反轉轉跌,近一年最大單日逆轉 https://www.nashnova.com/zh-hant/feed/special/tesla-sees-surging-registrations-across-multiple-european-markets-in-october-as-16692 nashnova zh-tw 2026-11-02T20:02:06.936Z 特斯拉10月歐洲多國註冊量大漲,中國品牌同步擴張 https://www.nashnova.com/zh-hant/feed/special/san-francisco-fed-el-nino-could-push-u-s-inflation-up-by-1-percentage-point-by-16691 nashnova zh-tw 2026-11-02T20:00:47.458Z 舊金山聯儲:厄爾尼諾或推高2027年美國通膨1個百分點 https://www.nashnova.com/zh-hant/feed/special/major-automakers-lobby-u-s-congress-to-permanently-ban-chinese-car-imports-16690 nashnova zh-tw 2026-11-02T19:56:04.794Z 主要車企遊說美國國會永久禁止中國汽車進口 https://www.nashnova.com/zh-hant/feed/special/u-s-treasuries-rally-against-the-trend-in-october-as-ai-corporate-bond-cooling-16689 nashnova zh-tw 2026-11-02T18:35:58.721Z 美債10月逆勢上漲,AI企業債降溫是關鍵推手 https://www.nashnova.com/zh-hant/feed/special/bearish-sentiment-rises-in-options-market-ahead-of-apple-earnings-16688 nashnova zh-tw 2026-11-02T18:26:20.586Z 蘋果財報前期權市場看跌情緒升溫 https://www.nashnova.com/zh-hant/feed/special/oil-prices-plunge-over-7-percent-in-a-single-day-as-u-s-treasury-yields-extend-16687 nashnova zh-tw 2026-11-02T18:15:51.742Z 油價單日跌逾7%,美債收益率延續月內跌勢 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-upgrades-crowdstrike-ai-to-ignite-cybersecurity-demand-stock-bucks-16686 nashnova zh-tw 2026-11-02T17:22:18.109Z 德銀升級CrowdStrike:AI將引爆網路安全需求,股價逆勢走弱 https://www.nashnova.com/zh-hant/feed/special/ai-demand-stress-tests-u-s-factories-pmi-rises-for-tenth-straight-month-price-16685 nashnova zh-tw 2026-11-02T17:21:08.202Z AI需求壓測美國工廠:PMI連升十月,價格漲幅創四年新高 https://www.nashnova.com/zh-hant/feed/special/citi-carry-trade-still-has-opportunities-but-dont-set-and-forget-16684 nashnova zh-tw 2026-11-02T17:15:55.197Z 花旗:套息交易仍有機會,但不宜"一設了之" https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-global-risk-appetite-posts-largest-monthly-decline-in-five-years-16683 nashnova zh-tw 2026-11-02T17:11:24.282Z 高盛:10月全球風險偏好創五年最大單月跌幅 https://www.nashnova.com/zh-hant/feed/special/berkshires-alphabet-position-down-3-billion-stock-picks-over-past-decade-have-16682 nashnova zh-tw 2026-11-02T16:46:13.936Z 伯克希爾持倉Alphabet浮虧約30億美元,近十年選股表現落後大盤 https://www.nashnova.com/zh-hant/feed/special/meta-prepares-cross-border-investment-grade-bond-offering-in-multiple-dollar-and-16681 nashnova zh-tw 2026-11-02T16:30:40.241Z Meta籌備跨境投資級債券,擬發美元及歐元多檔 https://www.nashnova.com/zh-hant/feed/special/vix-remains-unusually-calm-amid-us-stock-selloff-institutions-explain-16680 nashnova zh-tw 2026-11-02T15:40:50.958Z VIX對美股大跌反應異常平靜,機構解讀:去槓桿替代對沖 https://www.nashnova.com/zh-hant/feed/special/bernstein-datadog-cloudflare-oversold-ai-business-could-drive-q3-beat-16679 nashnova zh-tw 2026-11-02T15:36:21.844Z 伯恩斯坦:Datadog、Cloudflare遭過度拋售,AI業務或推動Q3超預期 https://www.nashnova.com/zh-hant/feed/special/gold-down-over-8-percent-year-to-date-midterm-elections-could-be-a-turning-point-16678 nashnova zh-tw 2026-11-02T15:26:20.140Z 黃金年內跌逾8%,中期選舉或成反轉契機 https://www.nashnova.com/zh-hant/feed/special/credit-head-at-canadas-largest-pension-fund-warns-of-bubble-signs-in-ai-16677 nashnova zh-tw 2026-11-02T15:12:04.679Z 加拿大最大養老基金信貸主管警告AI融資現泡沫跡象 https://www.nashnova.com/zh-hant/feed/special/u-s-october-ism-manufacturing-pmi-rises-to-55-5-beating-expectations-16676 nashnova zh-tw 2026-11-02T15:05:22.772Z 美國10月ISM製造業PMI升至55.5,超預期 https://www.nashnova.com/zh-hant/feed/special/apples-first-home-robot-development-stalls-launch-may-be-delayed-to-2028-16675 nashnova zh-tw 2026-11-02T14:26:10.742Z 蘋果首款家用機器人研發遲滯,上市或推遲至2028年 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https://www.nashnova.com/zh-hant/feed/special/hong-kong-sfcs-first-ai-survey-95-percent-of-institutions-to-accelerate-16649 nashnova zh-tw 2026-11-02T08:32:07.575Z 香港證監會首份AI調查:95%機構將加速部署,監管聚焦人員問責 https://www.nashnova.com/zh-hant/feed/special/apollo-partners-with-abu-dhabi-to-launch-11-billion-european-private-credit-16648 nashnova zh-tw 2026-11-02T08:30:47.268Z Apollo聯合阿布扎比推出110億美元歐洲私募信貸平台 https://www.nashnova.com/zh-hant/feed/special/hsbcs-redcoin-stablecoin-attracts-50-000-users-within-one-week-of-launch-16647 nashnova zh-tw 2026-11-02T08:10:34.566Z 匯豐推出RedCoin穩定幣一週吸引5萬用戶,同步成立全球AI研究院 https://www.nashnova.com/zh-hant/feed/special/saudi-gdp-contracts-3-8-percent-yoy-in-q3-as-oil-output-decline-weighs-16646 nashnova zh-tw 2026-11-02T07:55:42.499Z 沙特GDP第三季同比萎縮3.8%,石油產出下滑拖累 https://www.nashnova.com/zh-hant/feed/special/palantir-q3-earnings-preview-guidance-must-be-super-impressive-to-justify-121x-p-16645 nashnova zh-tw 2026-11-02T07:51:26.839Z Palantir Q3財報前瞻:121倍本益比下指引須"超級驚艷" https://www.nashnova.com/zh-hant/feed/special/btig-internal-divergence-in-u-s-stocks-persists-gold-downside-target-at-3-500-16644 nashnova zh-tw 2026-11-02T07:42:53.393Z BTIG:美股內部撕裂未止,黃金下行目標3500美元 https://www.nashnova.com/zh-hant/feed/special/apple-earnings-preview-storage-costs-pressure-profits-iphone-duo-sales-in-focus-16643 nashnova zh-tw 2026-11-02T07:41:25.318Z 蘋果財報前瞻:儲存成本壓利潤,iPhone Duo銷量受關注 https://www.nashnova.com/zh-hant/feed/special/south-koreas-largest-ever-budget-ai-and-semiconductor-spending-nearly-doubles-16642 nashnova zh-tw 2026-11-02T07:17:19.443Z 韓國史上最大預算案:AI與半導體支出近翻倍 https://www.nashnova.com/zh-hant/feed/special/altman-visits-abu-dhabi-as-openai-signs-energy-and-investment-deals-with-uae-16641 nashnova zh-tw 2026-11-02T07:16:01.652Z 奧特曼赴阿布達比,OpenAI與阿聯酋簽署能源及投資協議 https://www.nashnova.com/zh-hant/feed/special/on-semiconductor-q3-earnings-preview-ai-data-centers-gross-margins-and-q4-16640 nashnova zh-tw 2026-11-02T07:05:59.779Z 安森美半導體Q3財報前瞻:AI數據中心、毛利率與Q4指引是三大看點 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https://www.nashnova.com/zh-hant/feed/special/samsungs-jay-y-lee-visits-ai-chip-packaging-lab-in-japan-16629 nashnova zh-tw 2026-11-02T04:56:10.735Z 三星李在鎔赴日考察AI晶片封裝實驗室 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-hang-seng-up-0-61-percent-optical-communication-leads-gains-16628 nashnova zh-tw 2026-11-02T04:16:28.757Z 港股午盤:恒指漲0.61%,光通信概念領漲,黃金股走低 https://www.nashnova.com/zh-hant/feed/special/bernstein-neocloud-lease-structures-have-fatal-flaws-bankruptcy-wave-likely-16627 nashnova zh-tw 2026-11-02T04:06:22.807Z 伯恩斯坦:Neocloud租約結構存致命缺陷,1至3年內或現破產潮 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-bullish-on-zhongji-innolights-1-6t-ramp-up-q3-revenue-expected-to-16626 nashnova zh-tw 2026-11-02T03:56:14.397Z 高盛看好中際旭創1.6T放量,三季度營收環比增25% https://www.nashnova.com/zh-hant/feed/special/huawei-and-alibabas-t-head-challenge-nvidia-h200-with-system-level-integration-16625 nashnova zh-tw 2026-11-02T03:13:21.111Z 華為、阿里平頭哥以系統級整合挑戰輝達H200 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