https://www.nashnova.com/feed/special/wto-raises-2026-global-merchandise-trade-growth-forecast-to-3-9-percent-14490 nashnova en 2026-10-08T13:10:10.228Z WTO Raises 2026 Global Merchandise Trade Growth Forecast to 3.9% https://www.nashnova.com/feed/special/jefferies-ocp-summit-preview-1-6t-volume-ramp-and-high-voltage-power-delivery-14489 nashnova en 2026-10-08T13:05:38.851Z Jefferies OCP Summit Preview: 1.6T Volume Ramp and High-Voltage Power Delivery Reshape AI Rack Value Chain https://www.nashnova.com/feed/special/globalfoundries-partners-with-tsmc-to-produce-silicon-interposers-in-the-u-s-14488 nashnova en 2026-10-08T12:45:00.694Z GlobalFoundries Partners with TSMC to Produce Silicon Interposers in the U.S., Stock Up 4% Premarket https://www.nashnova.com/feed/special/u-s-initial-jobless-claims-fall-to-197k-continuing-claims-rise-to-1-716m-14487 nashnova en 2026-10-08T12:39:34.490Z U.S. Initial Jobless Claims Fall to 197K, Continuing Claims Rise to 1.716M https://www.nashnova.com/feed/special/ai-chip-production-outpaces-data-center-capacity-pressuring-semiconductor-14486 nashnova en 2026-10-08T12:32:31.919Z AI Chip Production Outpaces Data Center Capacity, Pressuring Semiconductor Shipment Expectations https://www.nashnova.com/feed/special/jpmorgan-bullish-on-software-sector-rebound-top-picks-include-microsoft-14485 nashnova en 2026-10-08T12:31:02.516Z JPMorgan Bullish on Software Sector Rebound, Top Picks Include Microsoft, ServiceNow, and Snowflake https://www.nashnova.com/feed/special/google-cloud-launches-gemini-agent-14484 nashnova en 2026-10-08T12:29:43.134Z Google Cloud Launches Gemini Agent https://www.nashnova.com/feed/special/hsbcs-singapore-ai-hub-plan-questioned-by-hong-kong-monetary-authority-14483 nashnova en 2026-10-08T12:09:50.502Z HSBC's Singapore AI Hub Plan Questioned by Hong Kong Monetary Authority https://www.nashnova.com/feed/special/u-s-treasury-yields-hit-24-year-high-ai-computing-investment-faces-cash-return-14482 nashnova en 2026-10-08T12:03:01.953Z U.S. Treasury Yields Hit 24-Year High, AI Computing Investment Faces Cash Return Test https://www.nashnova.com/feed/special/deutsche-bank-forecasts-s-and-p-500-q3-earnings-growth-at-34-percent-6-14481 nashnova en 2026-10-08T12:01:33.775Z Deutsche Bank Forecasts S&P 500 Q3 Earnings Growth at 34%, 6 Percentage Points Above Market Consensus https://www.nashnova.com/feed/special/citi-downgrades-nxp-universal-display-nova-all-three-stocks-drop-over-3-percent-14480 nashnova en 2026-10-08T12:00:04.143Z Citi Downgrades NXP/Universal Display/Nova — All Three Stocks Drop Over 3% https://www.nashnova.com/feed/special/trump-administration-announces-over-1-billion-ai-computing-credit-program-to-14479 nashnova en 2026-10-08T11:49:51.997Z Trump Administration Announces Over $1 Billion AI Computing Credit Program to Support Federal Research https://www.nashnova.com/feed/special/analysts-predict-alibabas-ai-cloud-revenue-growth-to-exceed-50-percent-in-q3-14478 nashnova en 2026-10-08T11:39:33.903Z Analysts Predict Alibaba's AI Cloud Revenue Growth to Exceed 50% in Q3 https://www.nashnova.com/feed/special/french-power-prices-break-above-100-mwh-ahead-of-year-end-first-time-since-late-14477 nashnova en 2026-10-08T11:26:12.660Z French Power Prices Break Above €100/MWh Ahead of Year-End, First Time Since Late 2023 https://www.nashnova.com/feed/special/u-s-bitcoin-etfs-record-487-million-in-single-day-net-outflows-highest-in-over-14476 nashnova en 2026-10-08T11:24:59.974Z U.S. Bitcoin ETFs Record $487 Million in Single-Day Net Outflows, Highest in Over Three Months https://www.nashnova.com/feed/special/saudi-arabia-reportedly-plans-to-normalize-hormuz-strait-transshipment-to-14475 nashnova en 2026-10-08T11:05:37.112Z Saudi Arabia Reportedly Plans to Normalize Hormuz Strait Transshipment to Compete for Market Share https://www.nashnova.com/feed/special/citi-model-nearly-90-percent-of-tech-stocks-set-for-earnings-surprises-nvidia-14474 nashnova en 2026-10-08T11:01:38.284Z Citi Model: Nearly 90% of Tech Stocks Set for Earnings Surprises, NVIDIA and AMD Leading the Pack https://www.nashnova.com/feed/special/goldman-sachs-upgrades-palantir-to-buy-with-230-price-target-14473 nashnova en 2026-10-08T11:00:05.179Z Goldman Sachs Upgrades Palantir to Buy with $230 Price Target https://www.nashnova.com/feed/special/germany-raises-2026-gdp-growth-forecast-to-1-3-percent-14472 nashnova en 2026-10-08T10:36:12.519Z Germany Raises 2026 GDP Growth Forecast to 1.3% https://www.nashnova.com/feed/special/bitcoin-falls-below-83-000-as-ethereum-researcher-issues-quantum-warning-14471 nashnova en 2026-10-08T10:35:06.510Z Bitcoin Falls Below $83,000 as Ethereum Researcher Issues Quantum Warning https://www.nashnova.com/feed/special/jpmorgan-cta-shorts-extreme-but-active-fund-selling-still-dominates-treasuries-14470 nashnova en 2026-10-08T10:10:00.720Z JPMorgan: CTA Shorts Extreme but Active Fund Selling Still Dominates Treasuries https://www.nashnova.com/feed/special/byd-suspends-u-s-passenger-vehicle-plans-executive-cites-geopolitics-as-biggest-14469 nashnova en 2026-10-08T09:59:54.094Z BYD Suspends U.S. Passenger Vehicle Plans, Executive Cites Geopolitics as Biggest Challenge https://www.nashnova.com/feed/special/peoples-bank-of-china-will-not-use-currency-depreciation-to-gain-trade-14468 nashnova en 2026-10-08T09:54:41.178Z People's Bank of China: Will Not Use Currency Depreciation to Gain Trade Advantages https://www.nashnova.com/feed/special/s-and-p-china-home-prices-may-bottom-out-by-2028-tier-1-cities-to-recover-first-14467 nashnova en 2026-10-08T09:35:16.955Z S&P: China Home Prices May Bottom Out by 2028, Tier-1 Cities to Recover First Next Year https://www.nashnova.com/feed/special/waller-reiterates-need-for-further-rate-hikes-treasury-yields-rise-across-the-14466 nashnova en 2026-10-08T09:30:47.631Z Waller Reiterates Need for Further Rate Hikes, Treasury Yields Rise Across the Board https://www.nashnova.com/feed/special/u-s-one-year-inflation-expectations-rise-to-highest-since-may-2023-14465 nashnova en 2026-10-08T09:29:37.112Z U.S. One-Year Inflation Expectations Rise to Highest Since May 2023 https://www.nashnova.com/feed/special/proposed-u-s-legislation-to-force-data-centers-to-bear-grid-costs-tech-giants-14464 nashnova en 2026-10-08T09:25:40.486Z Proposed U.S. Legislation to Force Data Centers to Bear Grid Costs, Tech Giants Face New Regulatory Framework https://www.nashnova.com/feed/special/nearly-40-percent-of-french-investment-grade-corporate-bonds-now-yield-less-than-14463 nashnova en 2026-10-08T09:20:31.171Z Nearly 40% of French Investment-Grade Corporate Bonds Now Yield Less Than Sovereign Debt https://www.nashnova.com/feed/special/citi-maintains-buy-rating-on-samsung-bullish-on-hbm4-driving-profit-expansion-in-14462 nashnova en 2026-10-08T09:11:21.857Z Citi Maintains Buy Rating on Samsung, Bullish on HBM4 Driving Profit Expansion in 2027 https://www.nashnova.com/feed/special/european-bank-stocks-post-largest-two-day-drop-since-march-14461 nashnova en 2026-10-08T09:10:05.233Z European Bank Stocks Post Largest Two-Day Drop Since March https://www.nashnova.com/feed/special/hong-kong-stocks-fell-1-43-percent-on-oct-8-semiconductors-plunged-while-oil-and-14460 nashnova en 2026-10-08T08:57:17.899Z Hong Kong Stocks Fell 1.43% on Oct 8: Semiconductors Plunged While Oil and Coal Bucked the Trend https://www.nashnova.com/feed/special/hong-kongs-three-major-regulators-draw-red-lines-abuse-of-disclaimer-of-opinion-14459 nashnova en 2026-10-08T08:55:27.812Z Hong Kong's Three Major Regulators Draw Red Lines: Abuse of "Disclaimer of Opinion" in Audits May Trigger Mandatory Suspension https://www.nashnova.com/feed/special/jpmorgan-gold-re-establishes-negative-correlation-with-yields-may-retest-4-000-14458 nashnova en 2026-10-08T08:35:11.686Z JPMorgan: Gold Re-establishes Negative Correlation with Yields, May Retest $4,000 in the Short Term https://www.nashnova.com/feed/special/hormuz-strait-blockade-combined-with-nuclear-talk-deadlock-drives-oil-prices-up-14457 nashnova en 2026-10-08T08:22:37.527Z Hormuz Strait Blockade Combined with Nuclear Talk Deadlock Drives Oil Prices Up Over 3% in a Single Day https://www.nashnova.com/feed/special/jpmorgan-catls-competitive-advantages-have-not-disappeared-despite-narrowing-14456 nashnova en 2026-10-08T08:20:50.806Z JPMorgan: CATL's Competitive Advantages Have Not Disappeared Despite Narrowing Technology Gap https://www.nashnova.com/feed/special/cornerstone-investors-pull-back-hong-kong-ipo-boom-faces-cooling-risks-14455 nashnova en 2026-10-08T08:14:54.051Z Cornerstone Investors Pull Back, Hong Kong IPO Boom Faces Cooling Risks https://www.nashnova.com/feed/special/multiple-large-funds-increase-positions-in-italian-government-bonds-and-european-14454 nashnova en 2026-10-08T08:05:13.375Z Multiple Large Funds Increase Positions in Italian Government Bonds and European Corporate Debt Against the Trend https://www.nashnova.com/feed/special/nomura-daiwa-ceos-ai-investment-reversal-is-the-biggest-risk-for-japanese-stocks-14453 nashnova en 2026-10-08T08:00:17.134Z Nomura, Daiwa CEOs: AI Investment Reversal Is the Biggest Risk for Japanese Stocks https://www.nashnova.com/feed/special/indian-rupee-nears-record-low-as-rbi-forex-reserves-plunge-51-billion-in-four-14452 nashnova en 2026-10-08T07:56:26.932Z Indian Rupee Nears Record Low as RBI Forex Reserves Plunge $51 Billion in Four Weeks https://www.nashnova.com/feed/special/french-central-bank-governor-geopolitical-shocks-push-global-interest-rates-14451 nashnova en 2026-10-08T07:55:06.956Z French Central Bank Governor: Geopolitical Shocks Push Global Interest Rates Higher, Second-Round Effects of Energy Inflation Remain Limited https://www.nashnova.com/feed/special/multiple-optical-chip-stocks-hit-daily-limit-down-on-first-trading-day-after-14450 nashnova en 2026-10-08T07:25:11.950Z Multiple Optical Chip Stocks Hit Daily Limit Down on First Trading Day After Holiday, Hit by Policy Concerns and Price Cut Rumors https://www.nashnova.com/feed/special/dimon-warns-global-capital-competition-to-squeeze-corporate-borrowers-14449 nashnova en 2026-10-08T07:15:28.848Z Dimon Warns: Global Capital Competition to Squeeze Corporate Borrowers https://www.nashnova.com/feed/special/u-s-russia-negotiations-reopen-path-for-russian-gas-sales-to-germany-14448 nashnova en 2026-10-08T07:09:50.852Z U.S.-Russia Negotiations Reopen Path for Russian Gas Sales to Germany https://www.nashnova.com/feed/special/u-s-individual-stocks-see-11-billion-weekly-net-outflow-tech-sector-records-14447 nashnova en 2026-10-08T06:35:12.407Z U.S. Individual Stocks See $11 Billion Weekly Net Outflow; Tech Sector Records Fourth-Largest Outflow Since 2008 https://www.nashnova.com/feed/special/deutsche-bank-bond-markets-have-priced-in-crisis-five-stock-bond-dislocations-14446 nashnova en 2026-10-08T06:21:05.423Z Deutsche Bank: Bond Markets Have Priced In Crisis, Five Stock-Bond Dislocations Are Unsustainable https://www.nashnova.com/feed/special/germanys-august-trade-surplus-narrows-to-19-5-billion-14445 nashnova en 2026-10-08T06:19:40.135Z Germany's August Trade Surplus Narrows to €19.5 Billion https://www.nashnova.com/feed/special/multiple-china-backed-brokerages-in-hong-kong-tighten-trading-access-for-14444 nashnova en 2026-10-08T06:15:01.302Z Multiple China-Backed Brokerages in Hong Kong Tighten Trading Access for Mainland Chinese Users https://www.nashnova.com/feed/special/15-countries-sign-u-s-led-anti-overcapacity-declaration-china-and-russia-absent-14443 nashnova en 2026-10-08T06:00:21.684Z 15 Countries Sign U.S.-Led Anti-Overcapacity Declaration; China and Russia Absent https://www.nashnova.com/feed/special/memory-bottleneck-clouds-hybrid-bonding-outlook-besi-stock-drops-14-percent-this-14442 nashnova en 2026-10-08T05:57:53.297Z Memory Bottleneck Clouds Hybrid Bonding Outlook, Besi Stock Drops 14% This Week https://www.nashnova.com/feed/special/chinas-ai-data-centers-accelerate-expansion-into-energy-heartlands-with-ulanqab-14441 nashnova en 2026-10-08T05:56:26.647Z China's AI Data Centers Accelerate Expansion into Energy Heartlands, with Ulanqab in Inner Mongolia Emerging as Asia's Fastest-Growing Hub https://www.nashnova.com/feed/special/tencent-plans-up-to-5-billion-bond-offering-to-boost-ai-investment-14440 nashnova en 2026-10-08T05:55:03.697Z Tencent Plans Up to $5 Billion Bond Offering to Boost AI Investment https://www.nashnova.com/feed/special/houthi-attack-on-riyadh-airport-kills-3-saudi-led-coalition-launches-retaliation-14439 nashnova en 2026-10-08T05:45:52.559Z Houthi Attack on Riyadh Airport Kills 3, Saudi-Led Coalition Launches Retaliation https://www.nashnova.com/feed/special/tsmc-reports-september-revenue-of-nt-511-86-billion-up-54-6-percent-yoy-14438 nashnova en 2026-10-08T05:39:43.809Z TSMC Reports September Revenue of NT$511.86 Billion, Up 54.6% YoY https://www.nashnova.com/feed/special/goldman-sachs-warns-mag7-positioning-crowdedness-hits-record-ai-trade-asymmetry-14437 nashnova en 2026-10-08T05:20:14.577Z Goldman Sachs Warns: Mag7 Positioning Crowdedness Hits Record, AI Trade Asymmetry Reverses https://www.nashnova.com/feed/special/nvidias-100b-m-and-a-empire-expands-as-musks-terafab-chip-ambitions-emerge-14436 nashnova en 2026-10-08T05:16:36.104Z NVIDIA's $100B+ M&A Empire Expands as Musk's Terafab Chip Ambitions Emerge https://www.nashnova.com/feed/special/u-s-housing-department-investigates-wells-fargos-black-homeownership-initiative-14435 nashnova en 2026-10-08T05:15:13.010Z U.S. Housing Department Investigates Wells Fargo's Black Homeownership Initiative https://www.nashnova.com/feed/special/meta-partners-with-walmart-and-stripe-to-launch-ai-agent-interoperability-14434 nashnova en 2026-10-08T05:04:59.370Z Meta Partners with Walmart and Stripe to Launch AI Agent Interoperability Protocol https://www.nashnova.com/feed/special/zuckerbergs-biohub-partners-with-doe-and-nih-to-invest-1-8-billion-in-building-14433 nashnova en 2026-10-08T04:54:55.429Z Zuckerberg's Biohub Partners with DOE and NIH to Invest $1.8 Billion in Building Bio-AI Database https://www.nashnova.com/feed/special/germany-blocks-cosco-shipping-acquisition-as-eu-tightens-scrutiny-on-chinese-14432 nashnova en 2026-10-08T04:50:29.853Z Germany Blocks COSCO Shipping Acquisition as EU Tightens Scrutiny on Chinese Logistics Investment https://www.nashnova.com/feed/special/ai-agent-wave-drives-up-cpu-demand-amd-emerges-as-biggest-beneficiary-14431 nashnova en 2026-10-08T04:44:53.807Z AI Agent Wave Drives Up CPU Demand, AMD Emerges as Biggest Beneficiary https://www.nashnova.com/feed/special/u-s-crude-inventories-post-surprise-draw-of-3-2-million-barrels-as-refinery-14430 nashnova en 2026-10-08T04:39:55.395Z U.S. Crude Inventories Post Surprise Draw of 3.2 Million Barrels as Refinery Utilization Rises to 92.7% https://www.nashnova.com/feed/special/iea-refuses-additional-reserve-release-european-diesel-futures-surge-up-to-8-14429 nashnova en 2026-10-08T04:25:28.588Z IEA Refuses Additional Reserve Release, European Diesel Futures Surge Up to 8% Intraday https://www.nashnova.com/feed/special/samsung-registers-4-08-billion-semiconductor-project-in-vietnam-to-build-dram-14428 nashnova en 2026-10-08T04:16:54.728Z Samsung Registers $4.08 Billion Semiconductor Project in Vietnam to Build DRAM/NAND Back-End Testing Base https://www.nashnova.com/feed/special/fed-september-meeting-minutes-most-officials-expect-one-more-rate-hike-this-year-14427 nashnova en 2026-10-08T04:05:12.099Z Fed September Meeting Minutes: Most Officials Expect One More Rate Hike This Year, but No Intention to Act in October https://www.nashnova.com/feed/special/a-share-midday-review-chinext-index-falls-2-13-percent-semiconductors-lead-14426 nashnova en 2026-10-08T04:00:43.175Z A-Share Midday Review: ChiNext Index Falls 2.13%, Semiconductors Lead Decline, Shipping and Oil & Gas Strengthen https://www.nashnova.com/feed/special/spacex-receives-fcc-approval-to-deploy-15-000-starlink-satellites-for-direct-to-14425 nashnova en 2026-10-08T03:12:57.235Z SpaceX Receives FCC Approval to Deploy 15,000 Starlink Satellites for Direct-to-Phone Service https://www.nashnova.com/feed/special/u-s-treasury-imposes-first-penalty-on-outbound-tech-investment-to-china-fine-14424 nashnova en 2026-10-08T03:11:50.360Z U.S. Treasury Imposes First Penalty on Outbound Tech Investment to China, Fine Exceeds Investment Amount https://www.nashnova.com/feed/special/chinas-post-holiday-market-reopening-boosts-sentiment-as-copper-leads-gains-on-14423 nashnova en 2026-10-08T03:10:54.294Z China's Post-Holiday Market Reopening Boosts Sentiment as Copper Leads Gains on the LME https://www.nashnova.com/feed/special/cathie-wood-pushes-back-on-hyperinflation-narrative-ai-to-drive-long-term-14422 nashnova en 2026-10-08T03:09:49.566Z Cathie Wood Pushes Back on Hyperinflation Narrative: AI to Drive Long-Term Deflation https://www.nashnova.com/feed/special/u-s-department-of-defense-pledges-1-5-billion-loan-to-bankrupt-sic-chipmaker-14421 nashnova en 2026-10-08T03:08:47.923Z U.S. Department of Defense Pledges $1.5 Billion Loan to Bankrupt SiC Chipmaker Wolfspeed https://www.nashnova.com/feed/special/sk-hynixs-nand-subsidiary-solidigm-plans-u-s-ipo-in-2027-with-potential-14420 nashnova en 2026-10-08T03:07:41.213Z SK Hynix's NAND Subsidiary Solidigm Plans U.S. IPO in 2027 with Potential Valuation of Up to $100 Billion https://www.nashnova.com/feed/special/broadcom-and-openai-in-early-talks-on-30-billion-ai-chip-financing-14419 nashnova en 2026-10-08T03:06:40.219Z Broadcom and OpenAI in Early Talks on ~$30 Billion AI Chip Financing https://www.nashnova.com/feed/special/cicc-a-shares-may-see-a-strong-post-holiday-opening-medium-term-outlook-remains-14418 nashnova en 2026-10-08T03:05:28.418Z CICC: A-Shares May See a Strong Post-Holiday Opening; Medium-Term Outlook Remains Optimistic https://www.nashnova.com/feed/special/csc-october-ai-monthly-accelerating-model-iteration-agent-commercialization-14417 nashnova en 2026-10-08T03:03:47.277Z CSC October AI Monthly: Accelerating Model Iteration, Agent Commercialization Gaining Momentum https://www.nashnova.com/feed/special/wedbushs-ives-releases-top-tech-picks-for-2027-nvidia-price-target-at-300-14416 nashnova en 2026-10-08T03:02:32.100Z Wedbush's Ives Releases Top Tech Picks for 2027: NVIDIA Price Target at $300 https://www.nashnova.com/feed/special/rising-treasury-yields-weigh-on-small-caps-as-russell-2000-nears-correction-14415 nashnova en 2026-10-08T03:01:25.140Z Rising Treasury Yields Weigh on Small Caps as Russell 2000 Nears Correction Territory https://www.nashnova.com/feed/special/betting-on-a-sharp-rate-drop-call-option-volume-surges-for-long-term-treasury-14414 nashnova en 2026-10-08T03:00:21.321Z Betting on a Sharp Rate Drop: Call Option Volume Surges for Long-Term Treasury and Utility ETFs https://www.nashnova.com/feed/special/microsoft-partners-with-nvidia-to-launch-flagship-surface-device-and-ai-agent-14413 nashnova en 2026-10-08T02:59:16.167Z Microsoft Partners with NVIDIA to Launch Flagship Surface Device and AI Agent Scout https://www.nashnova.com/feed/special/u-s-oil-traders-spend-2-billion-on-aging-tankers-betting-on-strait-of-hormuz-14412 nashnova en 2026-10-08T02:57:59.446Z U.S. Oil Traders Spend $2 Billion on Aging Tankers Betting on Strait of Hormuz Shipping https://www.nashnova.com/feed/special/samsung-and-sk-hynix-end-buybacks-early-removing-the-only-buyer-support-for-14411 nashnova en 2026-10-08T02:56:34.411Z Samsung and SK Hynix End Buybacks Early, Removing the Only Buyer Support for Korean Stocks https://www.nashnova.com/feed/special/u-s-ai-czar-clayton-visits-silicon-valley-meets-top-ai-executives-from-nvidia-14410 nashnova en 2026-10-08T02:55:05.149Z U.S. AI Czar Clayton Visits Silicon Valley, Meets Top AI Executives from Nvidia, OpenAI and Others https://www.nashnova.com/feed/special/global-active-funds-end-four-year-underweight-repositioning-in-chinese-equities-14409 nashnova en 2026-10-08T02:53:55.844Z Global Active Funds End Four-Year Underweight, Repositioning in Chinese Equities https://www.nashnova.com/feed/special/u-s-military-ordered-to-prepare-for-iran-strike-as-trump-weighs-timing-before-14408 nashnova en 2026-10-08T02:53:01.415Z U.S. Military Ordered to Prepare for Iran Strike as Trump Weighs Timing Before Midterm Elections https://www.nashnova.com/feed/special/bezos-blue-origin-ipo-could-make-sense-within-a-few-years-14407 nashnova en 2026-10-08T02:51:44.233Z Bezos: Blue Origin IPO Could Make Sense Within a Few Years https://www.nashnova.com/feed/special/gold-falls-to-nine-week-low-as-rising-fed-rate-hike-expectations-weigh-on-prices-14406 nashnova en 2026-10-08T02:50:49.019Z Gold Falls to Nine-Week Low as Rising Fed Rate Hike Expectations Weigh on Prices https://www.nashnova.com/feed/special/ai-data-center-boom-ignites-bidding-war-for-tdks-magnetic-head-business-14405 nashnova en 2026-10-08T02:49:42.011Z AI Data Center Boom Ignites Bidding War for TDK's Magnetic Head Business https://www.nashnova.com/feed/special/nvidia-backed-australian-data-center-firmus-ipo-faces-lukewarm-reception-5-5-14404 nashnova en 2026-10-08T02:48:32.751Z Nvidia-Backed Australian Data Center Firmus IPO Faces Lukewarm Reception, $5.5 Billion Fundraising in Doubt https://www.nashnova.com/feed/special/research-firm-calls-anthropic-ipo-valuation-absurd-sets-target-at-only-15-14403 nashnova en 2026-10-08T02:47:31.291Z Research Firm Calls Anthropic IPO Valuation Absurd, Sets Target at Only $15 Billion https://www.nashnova.com/feed/special/inflation-fears-weigh-on-cyclical-stocks-as-japans-topix-falls-1-4-percent-14402 nashnova en 2026-10-08T02:46:14.310Z Inflation Fears Weigh on Cyclical Stocks as Japan's TOPIX Falls 1.4% https://www.nashnova.com/feed/special/lg-energy-solution-q3-profit-more-than-doubles-expectations-boosted-by-energy-14401 nashnova en 2026-10-08T02:44:57.373Z LG Energy Solution Q3 Profit More Than Doubles Expectations, Boosted by Energy Storage Demand https://www.nashnova.com/feed/special/anthropic-launches-claude-haiku-5-5-with-90-percent-price-cut-from-previous-14400 nashnova en 2026-10-08T02:36:32.097Z Anthropic Launches Claude Haiku 5.5 with 90% Price Cut from Previous Generation https://www.nashnova.com/feed/special/tanker-attack-strikes-deep-inside-persian-gulf-with-casualties-reported-near-14399 nashnova en 2026-10-08T02:35:05.276Z Tanker Attack Strikes Deep Inside Persian Gulf With Casualties Reported Near Qatar 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Eight Countries https://www.nashnova.com/feed/special/sk-hynix-lock-up-expiry-looms-as-adr-premium-of-38-percent-faces-pressure-test-14394 nashnova en 2026-10-07T13:25:16.356Z SK Hynix Lock-Up Expiry Looms as ADR Premium of 38% Faces Pressure Test https://www.nashnova.com/feed/special/bofa-analog-chip-upcycle-continues-adi-stmicro-and-texas-instruments-lead-the-14393 nashnova en 2026-10-07T13:10:07.708Z BofA: Analog Chip Upcycle Continues — ADI, STMicro, and Texas Instruments Lead the Pack https://www.nashnova.com/feed/special/robinhood-makes-first-25-million-bitcoin-purchase-for-its-balance-sheet-14392 nashnova en 2026-10-07T12:54:40.196Z Robinhood Makes First $25 Million Bitcoin Purchase for Its Balance Sheet https://www.nashnova.com/feed/special/google-and-unity-reach-strategic-ai-gaming-partnership-unity-surges-nearly-6-14391 nashnova en 2026-10-07T12:25:23.197Z Google and Unity Reach Strategic AI Gaming Partnership, Unity Surges Nearly 6% Pre-Market 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https://www.nashnova.com/zh/feed/special/goldman-sachs-warns-mag7-positioning-crowdedness-hits-record-ai-trade-asymmetry-14437 nashnova zh-cn 2026-10-08T05:20:14.577Z 高盛警告:Mag7仓位拥挤度创纪录,AI交易不对称性逆转 https://www.nashnova.com/zh/feed/special/nvidias-100b-m-and-a-empire-expands-as-musks-terafab-chip-ambitions-emerge-14436 nashnova zh-cn 2026-10-08T05:16:36.104Z 英伟达千亿并购版图扩张,马斯克Terafab芯片野心浮现 https://www.nashnova.com/zh/feed/special/u-s-housing-department-investigates-wells-fargos-black-homeownership-initiative-14435 nashnova zh-cn 2026-10-08T05:15:13.010Z 美国住房部调查富国银行黑人住房促进项目 https://www.nashnova.com/zh/feed/special/meta-partners-with-walmart-and-stripe-to-launch-ai-agent-interoperability-14434 nashnova zh-cn 2026-10-08T05:04:59.370Z Meta联合沃尔玛、Stripe推出AI Agent互操作协议 https://www.nashnova.com/zh/feed/special/zuckerbergs-biohub-partners-with-doe-and-nih-to-invest-1-8-billion-in-building-14433 nashnova zh-cn 2026-10-08T04:54:55.429Z 扎克伯格Biohub联合美国能源部、NIH投资18亿美元构建生物AI数据库 https://www.nashnova.com/zh/feed/special/germany-blocks-cosco-shipping-acquisition-as-eu-tightens-scrutiny-on-chinese-14432 nashnova zh-cn 2026-10-08T04:50:29.853Z 德国阻止中远海运收购 欧盟收紧中国物流投资审查 https://www.nashnova.com/zh/feed/special/ai-agent-wave-drives-up-cpu-demand-amd-emerges-as-biggest-beneficiary-14431 nashnova zh-cn 2026-10-08T04:44:53.807Z AI Agent浪潮推高CPU需求,AMD成最大受益者 https://www.nashnova.com/zh/feed/special/u-s-crude-inventories-post-surprise-draw-of-3-2-million-barrels-as-refinery-14430 nashnova zh-cn 2026-10-08T04:39:55.395Z 美国原油库存意外减少320万桶,炼厂开工率升至92.7% https://www.nashnova.com/zh/feed/special/iea-refuses-additional-reserve-release-european-diesel-futures-surge-up-to-8-14429 nashnova zh-cn 2026-10-08T04:25:28.588Z IEA拒绝追加储备释放,欧洲柴油期货单日涨幅一度达8% https://www.nashnova.com/zh/feed/special/samsung-registers-4-08-billion-semiconductor-project-in-vietnam-to-build-dram-14428 nashnova zh-cn 2026-10-08T04:16:54.728Z 三星越南半导体项目注册40.8亿美元,建DRAM/NAND后端测试基地 https://www.nashnova.com/zh/feed/special/fed-september-meeting-minutes-most-officials-expect-one-more-rate-hike-this-year-14427 nashnova zh-cn 2026-10-08T04:05:12.099Z 美联储9月会议纪要:多数官员预计年内再加息一次,但无意10月行动 https://www.nashnova.com/zh/feed/special/a-share-midday-review-chinext-index-falls-2-13-percent-semiconductors-lead-14426 nashnova zh-cn 2026-10-08T04:00:43.175Z A股午盘:创业板指跌2.13%,半导体领跌,航运油气走强 https://www.nashnova.com/zh/feed/special/spacex-receives-fcc-approval-to-deploy-15-000-starlink-satellites-for-direct-to-14425 nashnova zh-cn 2026-10-08T03:12:57.235Z SpaceX获美国FCC批准部署1.5万颗星链卫星直连手机 https://www.nashnova.com/zh/feed/special/u-s-treasury-imposes-first-penalty-on-outbound-tech-investment-to-china-fine-14424 nashnova zh-cn 2026-10-08T03:11:50.360Z 美国财政部首次对华科技对外投资开罚,罚款超投资额一倍 https://www.nashnova.com/zh/feed/special/chinas-post-holiday-market-reopening-boosts-sentiment-as-copper-leads-gains-on-14423 nashnova zh-cn 2026-10-08T03:10:54.294Z 中国节后复市提振情绪,铜价领涨伦敦金属交易所 https://www.nashnova.com/zh/feed/special/cathie-wood-pushes-back-on-hyperinflation-narrative-ai-to-drive-long-term-14422 nashnova zh-cn 2026-10-08T03:09:49.566Z 木头姐驳斥恶性通胀论:AI将推动长期通缩 https://www.nashnova.com/zh/feed/special/u-s-department-of-defense-pledges-1-5-billion-loan-to-bankrupt-sic-chipmaker-14421 nashnova zh-cn 2026-10-08T03:08:47.923Z 美国国防部向破产碳化硅芯片商Wolfspeed承诺15亿美元贷款 https://www.nashnova.com/zh/feed/special/sk-hynixs-nand-subsidiary-solidigm-plans-u-s-ipo-in-2027-with-potential-14420 nashnova zh-cn 2026-10-08T03:07:41.213Z SK海力士闪存子公司Solidigm拟2027年赴美IPO,估值或达1000亿美元 https://www.nashnova.com/zh/feed/special/broadcom-and-openai-in-early-talks-on-30-billion-ai-chip-financing-14419 nashnova zh-cn 2026-10-08T03:06:40.219Z 博通与OpenAI就约300亿美元AI芯片融资展开早期谈判 https://www.nashnova.com/zh/feed/special/cicc-a-shares-may-see-a-strong-post-holiday-opening-medium-term-outlook-remains-14418 nashnova zh-cn 2026-10-08T03:05:28.418Z 中金:节后A股或迎"开门红",中期走势不悲观 https://www.nashnova.com/zh/feed/special/csc-october-ai-monthly-accelerating-model-iteration-agent-commercialization-14417 nashnova zh-cn 2026-10-08T03:03:47.277Z 中信建投10月AI月报:模型迭代提速,Agent商业化加速兑现 https://www.nashnova.com/zh/feed/special/wedbushs-ives-releases-top-tech-picks-for-2027-nvidia-price-target-at-300-14416 nashnova zh-cn 2026-10-08T03:02:32.100Z Wedbush艾夫斯发布2027年科技股首选,英伟达目标价300美元 https://www.nashnova.com/zh/feed/special/rising-treasury-yields-weigh-on-small-caps-as-russell-2000-nears-correction-14415 nashnova zh-cn 2026-10-08T03:01:25.140Z 美债收益率走高压制小盘股,罗素2000逼近回调区间 https://www.nashnova.com/zh/feed/special/betting-on-a-sharp-rate-drop-call-option-volume-surges-for-long-term-treasury-14414 nashnova zh-cn 2026-10-08T03:00:21.321Z 押注利率急跌,长期美债与公用事业ETF看涨期权交易量大涨 https://www.nashnova.com/zh/feed/special/microsoft-partners-with-nvidia-to-launch-flagship-surface-device-and-ai-agent-14413 nashnova zh-cn 2026-10-08T02:59:16.167Z 微软联手英伟达发布Surface旗舰新机,推出AI代理Scout https://www.nashnova.com/zh/feed/special/u-s-oil-traders-spend-2-billion-on-aging-tankers-betting-on-strait-of-hormuz-14412 nashnova zh-cn 2026-10-08T02:57:59.446Z 美国石油商斥资20亿美元购老旧油轮押注霍尔木兹运输 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-end-buybacks-early-removing-the-only-buyer-support-for-14411 nashnova zh-cn 2026-10-08T02:56:34.411Z 三星SK海力士回购提前终止,韩股唯一买盘骤然撤出 https://www.nashnova.com/zh/feed/special/u-s-ai-czar-clayton-visits-silicon-valley-meets-top-ai-executives-from-nvidia-14410 nashnova zh-cn 2026-10-08T02:55:05.149Z 美国AI沙皇克莱顿访问硅谷,会见英伟达、OpenAI等顶级AI高管 https://www.nashnova.com/zh/feed/special/global-active-funds-end-four-year-underweight-repositioning-in-chinese-equities-14409 nashnova zh-cn 2026-10-08T02:53:55.844Z 全球主动基金结束四年低配,重新布局中国股票 https://www.nashnova.com/zh/feed/special/u-s-military-ordered-to-prepare-for-iran-strike-as-trump-weighs-timing-before-14408 nashnova zh-cn 2026-10-08T02:53:01.415Z 美军奉命备战伊朗 特朗普权衡中期选举前出手时机 https://www.nashnova.com/zh/feed/special/bezos-blue-origin-ipo-could-make-sense-within-a-few-years-14407 nashnova zh-cn 2026-10-08T02:51:44.233Z 贝索斯:蓝色起源IPO未来几年内有意义 https://www.nashnova.com/zh/feed/special/gold-falls-to-nine-week-low-as-rising-fed-rate-hike-expectations-weigh-on-prices-14406 nashnova zh-cn 2026-10-08T02:50:49.019Z 黄金跌至九周低点,美联储加息预期升温压制金价 https://www.nashnova.com/zh/feed/special/ai-data-center-boom-ignites-bidding-war-for-tdks-magnetic-head-business-14405 nashnova zh-cn 2026-10-08T02:49:42.011Z AI数据中心热潮引爆TDK磁头业务竞购战 https://www.nashnova.com/zh/feed/special/nvidia-backed-australian-data-center-firmus-ipo-faces-lukewarm-reception-5-5-14404 nashnova zh-cn 2026-10-08T02:48:32.751Z 英伟达背书澳洲数据中心Firmus IPO遇冷,募资55亿美元存变数 https://www.nashnova.com/zh/feed/special/research-firm-calls-anthropic-ipo-valuation-absurd-sets-target-at-only-15-14403 nashnova zh-cn 2026-10-08T02:47:31.291Z 研究机构称Anthropic IPO估值离谱,目标价仅150亿美元 https://www.nashnova.com/zh/feed/special/inflation-fears-weigh-on-cyclical-stocks-as-japans-topix-falls-1-4-percent-14402 nashnova zh-cn 2026-10-08T02:46:14.310Z 通胀忧虑压制周期股,日本东证指数跌1.4% https://www.nashnova.com/zh/feed/special/lg-energy-solution-q3-profit-more-than-doubles-expectations-boosted-by-energy-14401 nashnova zh-cn 2026-10-08T02:44:57.373Z LG新能源三季报利润超预期逾一倍,储能需求提振业绩 https://www.nashnova.com/zh/feed/special/anthropic-launches-claude-haiku-5-5-with-90-percent-price-cut-from-previous-14400 nashnova zh-cn 2026-10-08T02:36:32.097Z Anthropic发布Claude Haiku 5.5,价格较上代降九成 https://www.nashnova.com/zh/feed/special/tanker-attack-strikes-deep-inside-persian-gulf-with-casualties-reported-near-14399 nashnova zh-cn 2026-10-08T02:35:05.276Z 油轮遭袭地点深入波斯湾 卡塔尔附近现伤亡 https://www.nashnova.com/zh/feed/special/two-large-bearish-options-trades-emerge-as-u-s-stocks-hit-all-time-highs-14398 nashnova zh-cn 2026-10-07T14:10:22.095Z 美股创历史新高之际,期权市场现两笔大规模看空交易 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https://www.nashnova.com/zh/feed/special/50-ai-14385 nashnova zh-cn 2026-10-07T09:59:54.202Z 恒生科技指数扩容至50只,聚焦AI与机器人赛道 https://www.nashnova.com/zh/feed/special/q3-14384 nashnova zh-cn 2026-10-07T09:37:36.732Z 英伟达董事斯蒂文斯与贝索斯领衔Q3内部人减持榜 https://www.nashnova.com/zh/feed/special/14383 nashnova zh-cn 2026-10-07T09:36:11.269Z 美光台湾工会获授权罢工,奖金争议悬而未决 https://www.nashnova.com/zh/feed/special/14382 nashnova zh-cn 2026-10-07T09:35:08.624Z 谷歌芬兰两处数据中心被令停工,环评未完成是主因 https://www.nashnova.com/zh/feed/special/14381 nashnova zh-cn 2026-10-07T09:25:41.263Z 冈拉克:美联储陷"水床困局",赤字与通胀两难无解 https://www.nashnova.com/zh/feed/special/q3-42-14380 nashnova zh-cn 2026-10-07T09:19:56.885Z 壳牌Q3炼油利润率创纪录,每桶42美元远超历史峰值 https://www.nashnova.com/zh/feed/special/10-fomc-14379 nashnova zh-cn 2026-10-07T08:40:12.139Z 美债收益率走高,市场等待10年期拍卖与FOMC纪要 https://www.nashnova.com/zh/feed/special/14378 nashnova zh-cn 2026-10-07T08:25:07.034Z 欧盟拟对中国混动车设进口上限 https://www.nashnova.com/zh/feed/special/fsd-14377 nashnova zh-cn 2026-10-07T08:19:52.939Z 特斯拉借缺陷安全数据推进欧洲FSD 监管或松动 https://www.nashnova.com/zh/feed/special/13-percent-14376 nashnova zh-cn 2026-10-07T08:15:04.507Z 霍尔木兹封锁重创石油收入,伊拉克将第纳尔贬值13% https://www.nashnova.com/zh/feed/special/32gw-asic-14375 nashnova zh-cn 2026-10-07T07:25:02.368Z 摩根士丹利:美国数据中心电力缺口达32GW,ASIC及存储组件订单风险上升 https://www.nashnova.com/zh/feed/special/imf-ai-14374 nashnova zh-cn 2026-10-07T06:26:25.990Z IMF总裁:AI、能源与债务构成全球三重风险 https://www.nashnova.com/zh/feed/special/8-17-14373 nashnova zh-cn 2026-10-07T06:25:00.879Z 德国8月工业产出创17个月最大涨幅 https://www.nashnova.com/zh/feed/special/1gw-ai-350-400-14372 nashnova zh-cn 2026-10-07T05:40:41.845Z 伯恩斯坦:1GW AI算力资本支出350亿至400亿美元,各架构成本拆分详解 https://www.nashnova.com/zh/feed/special/70-percent-14371 nashnova zh-cn 2026-10-07T05:20:05.384Z 汇丰英国财富部门大裁员:顾问削减70%,管理层减半 https://www.nashnova.com/zh/feed/special/claude-70-ai-14370 nashnova zh-cn 2026-10-07T05:06:53.068Z Claude证明概率论70年悬案,AI首破菲尔兹奖级难题 https://www.nashnova.com/zh/feed/special/680-14369 nashnova zh-cn 2026-10-07T04:50:27.818Z 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https://www.nashnova.com/zh-hant/feed/special/nearly-40-percent-of-french-investment-grade-corporate-bonds-now-yield-less-than-14463 nashnova zh-tw 2026-10-08T09:20:31.171Z 法國近四成投資級企業債收益率低於主權債 https://www.nashnova.com/zh-hant/feed/special/citi-maintains-buy-rating-on-samsung-bullish-on-hbm4-driving-profit-expansion-in-14462 nashnova zh-tw 2026-10-08T09:11:21.857Z 花旗維持三星買入評級,看好HBM4帶動2027年利潤擴張 https://www.nashnova.com/zh-hant/feed/special/european-bank-stocks-post-largest-two-day-drop-since-march-14461 nashnova zh-tw 2026-10-08T09:10:05.233Z 歐洲銀行股兩日跌幅創3月來最大 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-fell-1-43-percent-on-oct-8-semiconductors-plunged-while-oil-and-14460 nashnova zh-tw 2026-10-08T08:57:17.899Z 港股10月8日收跌1.43%,半導體重挫,石油煤炭逆勢走高 https://www.nashnova.com/zh-hant/feed/special/hong-kongs-three-major-regulators-draw-red-lines-abuse-of-disclaimer-of-opinion-14459 nashnova zh-tw 2026-10-08T08:55:27.812Z 香港三大監管機構聯手劃紅線:審計"無法表示意見"濫用或觸發強制停牌 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https://www.nashnova.com/zh-hant/feed/special/nomura-daiwa-ceos-ai-investment-reversal-is-the-biggest-risk-for-japanese-stocks-14453 nashnova zh-tw 2026-10-08T08:00:17.134Z 野村、大和CEO:AI投資逆轉是日股最大風險 https://www.nashnova.com/zh-hant/feed/special/indian-rupee-nears-record-low-as-rbi-forex-reserves-plunge-51-billion-in-four-14452 nashnova zh-tw 2026-10-08T07:56:26.932Z 印度盧比逼近歷史低位,印度央行外匯儲備四週驟降510億美元 https://www.nashnova.com/zh-hant/feed/special/french-central-bank-governor-geopolitical-shocks-push-global-interest-rates-14451 nashnova zh-tw 2026-10-08T07:55:06.956Z 法國央行行長:地緣衝擊推高全球利率,能源通膨二輪效應有限 https://www.nashnova.com/zh-hant/feed/special/multiple-optical-chip-stocks-hit-daily-limit-down-on-first-trading-day-after-14450 nashnova zh-tw 2026-10-08T07:25:11.950Z 光晶片板塊節後首日多股跌停,政策憂慮與降價傳聞雙擊 https://www.nashnova.com/zh-hant/feed/special/dimon-warns-global-capital-competition-to-squeeze-corporate-borrowers-14449 nashnova zh-tw 2026-10-08T07:15:28.848Z 戴蒙警告:全球資本爭奪將擠壓企業借款人 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https://www.nashnova.com/zh-hant/feed/special/15-countries-sign-u-s-led-anti-overcapacity-declaration-china-and-russia-absent-14443 nashnova zh-tw 2026-10-08T06:00:21.684Z 15國簽署美國主導反產能過剩聲明,中俄缺席 https://www.nashnova.com/zh-hant/feed/special/memory-bottleneck-clouds-hybrid-bonding-outlook-besi-stock-drops-14-percent-this-14442 nashnova zh-tw 2026-10-08T05:57:53.297Z 儲存瓶頸壓制混合鍵合前景,Besi股價本週跌14% https://www.nashnova.com/zh-hant/feed/special/chinas-ai-data-centers-accelerate-expansion-into-energy-heartlands-with-ulanqab-14441 nashnova zh-tw 2026-10-08T05:56:26.647Z 中國AI數據中心加速佈局能源腹地,內蒙古烏蘭察布成亞洲最快增長樞紐 https://www.nashnova.com/zh-hant/feed/special/tencent-plans-up-to-5-billion-bond-offering-to-boost-ai-investment-14440 nashnova zh-tw 2026-10-08T05:55:03.697Z 騰訊擬發行最高50億美元債券加碼AI投入 https://www.nashnova.com/zh-hant/feed/special/houthi-attack-on-riyadh-airport-kills-3-saudi-led-coalition-launches-retaliation-14439 nashnova zh-tw 2026-10-08T05:45:52.559Z 胡塞武裝襲擊利雅得機場致3死 沙特聯軍展開報復 https://www.nashnova.com/zh-hant/feed/special/tsmc-reports-september-revenue-of-nt-511-86-billion-up-54-6-percent-yoy-14438 nashnova zh-tw 2026-10-08T05:39:43.809Z 台積電9月營收5118.6億元新台幣,同比增54.6% https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-warns-mag7-positioning-crowdedness-hits-record-ai-trade-asymmetry-14437 nashnova zh-tw 2026-10-08T05:20:14.577Z 高盛警告:Mag7倉位擁擠度創紀錄,AI交易不對稱性逆轉 https://www.nashnova.com/zh-hant/feed/special/nvidias-100b-m-and-a-empire-expands-as-musks-terafab-chip-ambitions-emerge-14436 nashnova zh-tw 2026-10-08T05:16:36.104Z 輝達千億併購版圖擴張,馬斯克Terafab晶片野心浮現 https://www.nashnova.com/zh-hant/feed/special/u-s-housing-department-investigates-wells-fargos-black-homeownership-initiative-14435 nashnova zh-tw 2026-10-08T05:15:13.010Z 美國住房部調查富國銀行黑人住房促進項目 https://www.nashnova.com/zh-hant/feed/special/meta-partners-with-walmart-and-stripe-to-launch-ai-agent-interoperability-14434 nashnova zh-tw 2026-10-08T05:04:59.370Z Meta聯合沃爾瑪、Stripe推出AI Agent互操作協議 https://www.nashnova.com/zh-hant/feed/special/zuckerbergs-biohub-partners-with-doe-and-nih-to-invest-1-8-billion-in-building-14433 nashnova zh-tw 2026-10-08T04:54:55.429Z 扎克伯格Biohub聯合美國能源部、NIH投資18億美元構建生物AI數據庫 https://www.nashnova.com/zh-hant/feed/special/germany-blocks-cosco-shipping-acquisition-as-eu-tightens-scrutiny-on-chinese-14432 nashnova zh-tw 2026-10-08T04:50:29.853Z 德國阻止中遠海運收購 歐盟收緊中國物流投資審查 https://www.nashnova.com/zh-hant/feed/special/ai-agent-wave-drives-up-cpu-demand-amd-emerges-as-biggest-beneficiary-14431 nashnova zh-tw 2026-10-08T04:44:53.807Z AI Agent浪潮推高CPU需求,AMD成最大受益者 https://www.nashnova.com/zh-hant/feed/special/u-s-crude-inventories-post-surprise-draw-of-3-2-million-barrels-as-refinery-14430 nashnova zh-tw 2026-10-08T04:39:55.395Z 美國原油庫存意外減少320萬桶,煉廠開工率升至92.7% https://www.nashnova.com/zh-hant/feed/special/iea-refuses-additional-reserve-release-european-diesel-futures-surge-up-to-8-14429 nashnova zh-tw 2026-10-08T04:25:28.588Z IEA拒絕追加儲備釋放,歐洲柴油期貨單日漲幅一度達8% https://www.nashnova.com/zh-hant/feed/special/samsung-registers-4-08-billion-semiconductor-project-in-vietnam-to-build-dram-14428 nashnova zh-tw 2026-10-08T04:16:54.728Z 三星越南半導體項目註冊40.8億美元,建DRAM/NAND後端測試基地 https://www.nashnova.com/zh-hant/feed/special/fed-september-meeting-minutes-most-officials-expect-one-more-rate-hike-this-year-14427 nashnova zh-tw 2026-10-08T04:05:12.099Z 美聯儲9月會議紀要:多數官員預計年內再加息一次,但無意10月行動 https://www.nashnova.com/zh-hant/feed/special/a-share-midday-review-chinext-index-falls-2-13-percent-semiconductors-lead-14426 nashnova zh-tw 2026-10-08T04:00:43.175Z A股午盤:創業板指跌2.13%,半導體領跌,航運油氣走強 https://www.nashnova.com/zh-hant/feed/special/spacex-receives-fcc-approval-to-deploy-15-000-starlink-satellites-for-direct-to-14425 nashnova zh-tw 2026-10-08T03:12:57.235Z SpaceX獲美國FCC批准部署1.5萬顆星鏈衛星直連手機 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-imposes-first-penalty-on-outbound-tech-investment-to-china-fine-14424 nashnova zh-tw 2026-10-08T03:11:50.360Z 美國財政部首次對華科技對外投資開罰,罰款超投資額一倍 https://www.nashnova.com/zh-hant/feed/special/chinas-post-holiday-market-reopening-boosts-sentiment-as-copper-leads-gains-on-14423 nashnova zh-tw 2026-10-08T03:10:54.294Z 中國節後復市提振情緒,銅價領漲倫敦金屬交易所 https://www.nashnova.com/zh-hant/feed/special/cathie-wood-pushes-back-on-hyperinflation-narrative-ai-to-drive-long-term-14422 nashnova zh-tw 2026-10-08T03:09:49.566Z 木頭姐駁斥惡性通膨論:AI將推動長期通縮 https://www.nashnova.com/zh-hant/feed/special/u-s-department-of-defense-pledges-1-5-billion-loan-to-bankrupt-sic-chipmaker-14421 nashnova zh-tw 2026-10-08T03:08:47.923Z 美國國防部向破產碳化矽晶片商Wolfspeed承諾15億美元貸款 https://www.nashnova.com/zh-hant/feed/special/sk-hynixs-nand-subsidiary-solidigm-plans-u-s-ipo-in-2027-with-potential-14420 nashnova zh-tw 2026-10-08T03:07:41.213Z SK海力士快閃記憶體子公司Solidigm擬2027年赴美IPO,估值或達1000億美元 https://www.nashnova.com/zh-hant/feed/special/broadcom-and-openai-in-early-talks-on-30-billion-ai-chip-financing-14419 nashnova zh-tw 2026-10-08T03:06:40.219Z 博通與OpenAI就約300億美元AI晶片融資展開早期談判 https://www.nashnova.com/zh-hant/feed/special/cicc-a-shares-may-see-a-strong-post-holiday-opening-medium-term-outlook-remains-14418 nashnova zh-tw 2026-10-08T03:05:28.418Z 中金:節後A股或迎「開門紅」,中期走勢不悲觀 https://www.nashnova.com/zh-hant/feed/special/csc-october-ai-monthly-accelerating-model-iteration-agent-commercialization-14417 nashnova zh-tw 2026-10-08T03:03:47.277Z 中信建投10月AI月報:模型迭代提速,Agent商業化加速兌現 https://www.nashnova.com/zh-hant/feed/special/wedbushs-ives-releases-top-tech-picks-for-2027-nvidia-price-target-at-300-14416 nashnova zh-tw 2026-10-08T03:02:32.100Z Wedbush艾夫斯發布2027年科技股首選,輝達目標價300美元 https://www.nashnova.com/zh-hant/feed/special/rising-treasury-yields-weigh-on-small-caps-as-russell-2000-nears-correction-14415 nashnova zh-tw 2026-10-08T03:01:25.140Z 美債殖利率走高壓制小型股,羅素2000逼近回調區間 https://www.nashnova.com/zh-hant/feed/special/betting-on-a-sharp-rate-drop-call-option-volume-surges-for-long-term-treasury-14414 nashnova zh-tw 2026-10-08T03:00:21.321Z 押注利率急跌,長期美債與公用事業ETF看漲期權交易量大漲 https://www.nashnova.com/zh-hant/feed/special/microsoft-partners-with-nvidia-to-launch-flagship-surface-device-and-ai-agent-14413 nashnova zh-tw 2026-10-08T02:59:16.167Z 微軟聯手英偉達發布Surface旗艦新機,推出AI代理Scout https://www.nashnova.com/zh-hant/feed/special/u-s-oil-traders-spend-2-billion-on-aging-tankers-betting-on-strait-of-hormuz-14412 nashnova zh-tw 2026-10-08T02:57:59.446Z 美國石油商斥資20億美元購老舊油輪押注霍爾木茲運輸 https://www.nashnova.com/zh-hant/feed/special/samsung-and-sk-hynix-end-buybacks-early-removing-the-only-buyer-support-for-14411 nashnova zh-tw 2026-10-08T02:56:34.411Z 三星SK海力士回購提前終止,韓股唯一買盤驟然撤出 https://www.nashnova.com/zh-hant/feed/special/u-s-ai-czar-clayton-visits-silicon-valley-meets-top-ai-executives-from-nvidia-14410 nashnova zh-tw 2026-10-08T02:55:05.149Z 美國AI沙皇克萊頓訪問矽谷,會見輝達、OpenAI等頂級AI高管 https://www.nashnova.com/zh-hant/feed/special/global-active-funds-end-four-year-underweight-repositioning-in-chinese-equities-14409 nashnova zh-tw 2026-10-08T02:53:55.844Z 全球主動基金結束四年低配,重新佈局中國股票 https://www.nashnova.com/zh-hant/feed/special/u-s-military-ordered-to-prepare-for-iran-strike-as-trump-weighs-timing-before-14408 nashnova zh-tw 2026-10-08T02:53:01.415Z 美軍奉命備戰伊朗 特朗普權衡中期選舉前出手時機 https://www.nashnova.com/zh-hant/feed/special/bezos-blue-origin-ipo-could-make-sense-within-a-few-years-14407 nashnova zh-tw 2026-10-08T02:51:44.233Z 貝索斯:藍色起源IPO未來幾年內有意義 https://www.nashnova.com/zh-hant/feed/special/gold-falls-to-nine-week-low-as-rising-fed-rate-hike-expectations-weigh-on-prices-14406 nashnova zh-tw 2026-10-08T02:50:49.019Z 黃金跌至九週低點,聯準會升息預期升溫壓制金價 https://www.nashnova.com/zh-hant/feed/special/ai-data-center-boom-ignites-bidding-war-for-tdks-magnetic-head-business-14405 nashnova zh-tw 2026-10-08T02:49:42.011Z AI數據中心熱潮引爆TDK磁頭業務競購戰 https://www.nashnova.com/zh-hant/feed/special/nvidia-backed-australian-data-center-firmus-ipo-faces-lukewarm-reception-5-5-14404 nashnova zh-tw 2026-10-08T02:48:32.751Z 英偉達背書澳洲數據中心Firmus IPO遇冷,募資55億美元存變數 https://www.nashnova.com/zh-hant/feed/special/research-firm-calls-anthropic-ipo-valuation-absurd-sets-target-at-only-15-14403 nashnova zh-tw 2026-10-08T02:47:31.291Z 研究機構稱Anthropic IPO估值離譜,目標價僅150億美元 https://www.nashnova.com/zh-hant/feed/special/inflation-fears-weigh-on-cyclical-stocks-as-japans-topix-falls-1-4-percent-14402 nashnova zh-tw 2026-10-08T02:46:14.310Z 通膨憂慮壓制週期股,日本東證指數跌1.4% https://www.nashnova.com/zh-hant/feed/special/lg-energy-solution-q3-profit-more-than-doubles-expectations-boosted-by-energy-14401 nashnova zh-tw 2026-10-08T02:44:57.373Z LG新能源第三季財報利潤超預期逾一倍,儲能需求提振業績 https://www.nashnova.com/zh-hant/feed/special/anthropic-launches-claude-haiku-5-5-with-90-percent-price-cut-from-previous-14400 nashnova zh-tw 2026-10-08T02:36:32.097Z Anthropic發布Claude Haiku 5.5,價格較上代降九成 https://www.nashnova.com/zh-hant/feed/special/tanker-attack-strikes-deep-inside-persian-gulf-with-casualties-reported-near-14399 nashnova zh-tw 2026-10-08T02:35:05.276Z 油輪遇襲地點深入波斯灣 卡達附近現傷亡 https://www.nashnova.com/zh-hant/feed/special/two-large-bearish-options-trades-emerge-as-u-s-stocks-hit-all-time-highs-14398 nashnova zh-tw 2026-10-07T14:10:22.095Z 美股創歷史新高之際,期權市場現兩筆大規模看空交易 https://www.nashnova.com/zh-hant/feed/special/all-three-major-u-s-indexes-fall-intraday-as-treasury-yields-rise-across-the-14397 nashnova zh-tw 2026-10-07T14:00:28.146Z 美股盤中三大指數齊跌,美債收益率全線走高 https://www.nashnova.com/zh-hant/feed/special/u-s-30-year-mortgage-rate-rises-to-7-49-percent-hitting-nearly-3-year-high-after-14396 nashnova zh-tw 2026-10-07T13:44:41.191Z 美國30年期抵押貸款利率升至7.49%,連漲七週創近三年新高 https://www.nashnova.com/zh-hant/feed/special/dutch-court-rules-mercks-keytruda-subcutaneous-injection-infringes-patent-sales-14395 nashnova zh-tw 2026-10-07T13:26:16.669Z 荷蘭法院裁定默克Keytruda皮下注射劑侵權,八國遭禁售 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-lock-up-expiry-looms-as-adr-premium-of-38-percent-faces-pressure-test-14394 nashnova zh-tw 2026-10-07T13:25:16.356Z SK海力士鎖定期到期,ADR溢價38%面臨壓力測試 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