https://www.nashnova.com/feed/special/foxconn-industrial-internets-h1-net-profit-reaches-23-7-billion-yuan-nearly-9164 nashnova en 2026-08-11T09:01:07.844Z Foxconn Industrial Internet's H1 Net Profit Reaches 23.7 Billion Yuan, Nearly Doubling Year-over-Year https://www.nashnova.com/feed/special/hong-kong-stocks-close-lower-on-august-11-hang-seng-index-falls-1-1-percent-oil-9163 nashnova en 2026-08-11T08:52:15.167Z Hong Kong Stocks Close Lower on August 11: Hang Seng Index Falls 1.1%, Oil Stocks Buck the Trend, Gold Stocks Tumble https://www.nashnova.com/feed/special/s-and-p-500-hits-record-high-as-shorts-sit-on-nearly-4-percent-losses-short-9162 nashnova en 2026-08-11T08:51:26.610Z S&P 500 Hits Record High as Shorts Sit on Nearly 4% Losses — Short-Covering Pressure May Fuel Further Rally https://www.nashnova.com/feed/special/bofa-downgrades-broadcom-credit-rating-to-neutral-as-xpv-platform-debt-risks-9161 nashnova en 2026-08-11T08:26:32.606Z BofA Downgrades Broadcom Credit Rating to Neutral as XPV Platform Debt Risks Weigh on Spreads https://www.nashnova.com/feed/special/morgan-stanley-spacex-ai-business-severely-undervalued-300-target-with-600-bull-9159 nashnova en 2026-08-11T08:22:17.992Z Morgan Stanley: SpaceX AI Business Severely Undervalued, $300 Target with $600 Bull Case https://www.nashnova.com/feed/special/goldman-sachs-ai-spending-returns-questioned-european-stocks-already-9160 nashnova en 2026-08-11T08:22:13.801Z Goldman Sachs: AI Spending Returns Questioned, European Stocks Already Outperforming S&P 500 This Year https://www.nashnova.com/feed/special/morningstar-tsmcs-ai-returns-need-2028-2029-validation-9158 nashnova en 2026-08-11T08:06:16.595Z Morningstar: TSMC's AI Returns Need 2028-2029 Validation https://www.nashnova.com/feed/special/goldman-sachs-ai-investment-theme-shifts-from-computing-power-to-humanoid-robots-9157 nashnova en 2026-08-11T07:51:51.240Z Goldman Sachs: AI Investment Theme Shifts from Computing Power to Humanoid Robots https://www.nashnova.com/feed/special/tsmc-cowos-capacity-approaching-ai-demand-yield-rate-exceeds-98-percent-9156 nashnova en 2026-08-11T07:21:53.593Z TSMC CoWoS Capacity Approaching AI Demand, Yield Rate Exceeds 98% https://www.nashnova.com/feed/special/long-march-7a-explodes-85-seconds-after-launch-chinasat-4b-satellite-total-loss-9155 nashnova en 2026-08-11T07:18:26.644Z Long March 7A Explodes 85 Seconds After Launch, ChinaSat 4B Satellite Total Loss https://www.nashnova.com/feed/special/rba-unanimously-holds-rate-at-4-35-percent-in-august-aud-falls-below-0-705-9154 nashnova en 2026-08-11T06:46:25.439Z RBA Unanimously Holds Rate at 4.35% in August, AUD Falls Below $0.705 https://www.nashnova.com/feed/special/bank-of-korea-deputy-governor-rate-hikes-likely-to-continue-unless-major-shock-9153 nashnova en 2026-08-11T06:16:06.822Z Bank of Korea Deputy Governor: Rate Hikes Likely to Continue Unless Major Shock Occurs https://www.nashnova.com/feed/special/nvidia-partners-with-six-major-financial-institutions-to-build-500-billion-ai-9152 nashnova en 2026-08-11T06:11:57.624Z NVIDIA Partners with Six Major Financial Institutions to Build $500 Billion AI Infrastructure Financing Network https://www.nashnova.com/feed/special/anthropic-embeds-invisible-text-watermarks-in-claudes-global-output-9151 nashnova en 2026-08-11T06:07:04.750Z Anthropic Embeds Invisible Text Watermarks in Claude's Global Output https://www.nashnova.com/feed/special/aluminum-prices-rally-for-seven-straight-days-to-seven-week-high-as-hormuz-9150 nashnova en 2026-08-11T05:41:25.154Z Aluminum Prices Rally for Seven Straight Days to Seven-Week High as Hormuz Standoff Weighs on Supply Outlook https://www.nashnova.com/feed/special/kuo-ming-chi-apples-shipment-plan-cut-not-due-to-tsmc-order-backlog-9149 nashnova en 2026-08-11T05:25:57.921Z Kuo Ming-Chi: Apple's Shipment Plan Cut Not Due to TSMC Order Backlog https://www.nashnova.com/feed/special/xrp-and-ethereum-lead-losses-as-bitcoin-fails-to-break-65-000-for-the-fourth-9148 nashnova en 2026-08-11T04:56:43.310Z XRP and Ethereum Lead Losses as Bitcoin Fails to Break $65,000 for the Fourth Time https://www.nashnova.com/feed/special/goldman-sachs-ai-cash-burn-u-s-debt-expansion-and-hormuz-blockade-converge-the-9147 nashnova en 2026-08-11T04:31:59.032Z Goldman Sachs: AI Cash Burn, U.S. Debt Expansion, and Hormuz Blockade Converge — The World Enters an Era of Capital Scarcity https://www.nashnova.com/feed/special/samsung-accelerates-2nm-certification-at-texas-taylor-fab-tesla-and-broadcom-9146 nashnova en 2026-08-11T04:21:28.211Z Samsung Accelerates 2nm Certification at Texas Taylor Fab; Tesla and Broadcom Emerge as Potential Anchor Clients https://www.nashnova.com/feed/special/tesla-fsd-china-entry-hindered-by-new-chinese-autonomous-driving-standards-9145 nashnova en 2026-08-11T04:15:53.593Z Tesla FSD China Entry Hindered by New Chinese Autonomous Driving Standards https://www.nashnova.com/feed/special/global-gas-turbine-q2-orders-hit-record-high-major-banks-say-industry-entering-9144 nashnova en 2026-08-11T04:01:18.187Z Global Gas Turbine Q2 Orders Hit Record High; Major Banks Say Industry Entering "Super Cycle" https://www.nashnova.com/feed/special/trump-extends-jones-act-waiver-another-90-days-with-narrowed-scope-to-safeguard-9143 nashnova en 2026-08-11T03:56:44.180Z Trump Extends Jones Act Waiver Another 90 Days with Narrowed Scope to Safeguard Energy Supply https://www.nashnova.com/feed/special/u-s-treasury-yields-surpass-2022-peak-as-strategists-warn-of-potential-rise-to-6-9142 nashnova en 2026-08-11T03:56:09.172Z U.S. Treasury Yields Surpass 2022 Peak as Strategists Warn of Potential Rise to 6% https://www.nashnova.com/feed/special/micron-dram-becomes-ais-primary-bottleneck-supply-demand-tightness-to-extend-9141 nashnova en 2026-08-11T03:46:31.173Z Micron: DRAM Becomes AI's Primary Bottleneck, Supply-Demand Tightness to Extend Beyond 2027 https://www.nashnova.com/feed/special/general-motors-plans-to-sell-indiana-battery-joint-venture-to-samsung-sdi-9140 nashnova en 2026-08-11T03:16:17.679Z General Motors Plans to Sell Indiana Battery Joint Venture to Samsung SDI https://www.nashnova.com/feed/special/goldman-sachs-three-key-debates-on-chinas-optical-transceiver-ban-industry-9139 nashnova en 2026-08-11T03:06:27.424Z Goldman Sachs: Three Key Debates on China's Optical Transceiver Ban — Industry Leaders' Dominance Hard to Shake https://www.nashnova.com/feed/special/hong-kong-plans-to-include-proprietary-trading-firms-in-big-bang-tax-reform-9138 nashnova en 2026-08-11T03:00:59.717Z Hong Kong Plans to Include Proprietary Trading Firms in 'Big Bang' Tax Reform https://www.nashnova.com/feed/special/huawei-alibaba-and-tencent-accelerate-npo-commercialization-opening-an-9137 nashnova en 2026-08-11T02:36:53.297Z Huawei, Alibaba, and Tencent Accelerate NPO Commercialization, Opening an Industrialization Window for Domestic Optical Interconnects https://www.nashnova.com/feed/special/ubs-survey-enterprise-ai-spending-holds-strong-but-build-your-own-trend-9136 nashnova en 2026-08-11T02:17:03.404Z UBS Survey: Enterprise AI Spending Holds Strong, but Build-Your-Own Trend Pressures SaaS Vendors https://www.nashnova.com/feed/special/amkor-plans-to-sell-stake-in-china-operations-valued-up-to-1-5-billion-9135 nashnova en 2026-08-11T02:16:16.320Z Amkor Plans to Sell Stake in China Operations, Valued Up to $1.5 Billion https://www.nashnova.com/feed/special/bloomberg-apples-2027-glass-iphone-still-on-track-refuting-jefferies-9134 nashnova en 2026-08-11T01:46:46.876Z Bloomberg: Apple's 2027 Glass iPhone Still on Track, Refuting Jefferies' Cancellation Claim https://www.nashnova.com/feed/special/ubs-gold-breaks-above-key-4-250-resistance-short-term-reversal-signal-confirmed-9133 nashnova en 2026-08-11T01:35:47.551Z UBS: Gold Breaks Above Key $4,250 Resistance, Short-Term Reversal Signal Confirmed https://www.nashnova.com/feed/special/unitree-robotics-ipo-subscription-rate-at-0-018-percent-only-1-in-every-5-500-9132 nashnova en 2026-08-11T01:11:17.595Z Unitree Robotics IPO Subscription Rate at 0.018%: Only 1 in Every 5,500 Applications Wins https://www.nashnova.com/feed/special/anthropic-roadshow-bolsters-investor-confidence-ipo-could-launch-as-early-as-9131 nashnova en 2026-08-11T01:10:52.565Z Anthropic Roadshow Bolsters Investor Confidence, IPO Could Launch as Early as September https://www.nashnova.com/feed/special/u-s-commerce-department-investigates-chinese-firms-leasing-computing-power-in-9130 nashnova en 2026-08-11T00:58:21.383Z U.S. Commerce Department Investigates Chinese Firms Leasing Computing Power in Southeast Asia https://www.nashnova.com/feed/special/anthropics-internal-claude-model-pushes-lower-bound-of-riemann-hypothesis-zeros-9129 nashnova en 2026-08-11T00:56:57.530Z Anthropic's Internal Claude Model Pushes Lower Bound of Riemann Hypothesis Zeros to 67.2% https://www.nashnova.com/feed/special/tech-giants-off-balance-sheet-hidden-liabilities-approaching-2-trillion-9128 nashnova en 2026-08-11T00:56:33.807Z Tech Giants' Off-Balance-Sheet Hidden Liabilities Approaching $2 Trillion https://www.nashnova.com/feed/special/kioxias-largest-shareholder-changes-hands-sk-hynix-gains-de-facto-control-9127 nashnova en 2026-08-11T00:46:05.555Z Kioxia's Largest Shareholder Changes Hands: SK Hynix Gains De Facto Control Through Bain Capital's Convertible Bond Structure https://www.nashnova.com/feed/special/tencent-workbuddy-hits-nearly-21-million-monthly-visits-can-ai-products-drive-a-9126 nashnova en 2026-08-11T00:36:20.709Z Tencent WorkBuddy Hits Nearly 21 Million Monthly Visits — Can AI Products Drive a Valuation Re-Rating? https://www.nashnova.com/feed/special/anthropic-signs-9-1-billion-compute-contract-with-riot-9125 nashnova en 2026-08-11T00:21:05.330Z Anthropic Signs $9.1 Billion Compute Contract with Riot https://www.nashnova.com/feed/special/two-inflation-reports-will-determine-whether-the-fed-raises-rates-in-september-9124 nashnova en 2026-08-11T00:11:41.292Z Two Inflation Reports Will Determine Whether the Fed Raises Rates in September https://www.nashnova.com/feed/special/cicc-hk-stock-rebound-driven-by-position-rebalancing-sustained-rally-still-9123 nashnova en 2026-08-11T00:07:05.995Z CICC: HK Stock Rebound Driven by Position Rebalancing; Sustained Rally Still Requires Fiscal or Tech Catalysts https://www.nashnova.com/feed/special/chinese-banks-accelerate-disposal-of-over-55-billion-yuan-in-credit-card-non-9122 nashnova en 2026-08-11T00:06:10.967Z Chinese Banks Accelerate Disposal of Over 55 Billion Yuan in Credit Card Non-Performing Loans https://www.nashnova.com/feed/special/asian-bank-stocks-post-strongest-rally-in-decades-as-capital-rotates-from-ai-9121 nashnova en 2026-08-10T23:48:51.898Z Asian Bank Stocks Post Strongest Rally in Decades as Capital Rotates from AI Trade to Defensives https://www.nashnova.com/feed/special/15th-five-year-coal-plan-implemented-hk-listed-coal-stocks-face-valuation-9120 nashnova en 2026-08-10T23:48:30.448Z 15th Five-Year Coal Plan Implemented: HK-Listed Coal Stocks Face Valuation Reassessment https://www.nashnova.com/feed/special/nvidia-vera-rubin-memory-cost-breakdown-socamm2-accounts-for-nearly-50-percent-9119 nashnova en 2026-08-10T23:47:32.000Z NVIDIA Vera Rubin Memory Cost Breakdown: SOCAMM2 Accounts for Nearly 50% https://www.nashnova.com/feed/special/chinese-automakers-european-market-share-rises-to-9-5-percent-as-trade-frictions-9118 nashnova en 2026-08-10T23:47:10.937Z Chinese Automakers' European Market Share Rises to 9.5% as Trade Frictions Intensify https://www.nashnova.com/feed/special/drone-strike-hits-libyas-zawiya-refinery-national-oil-corporation-declares-state-9117 nashnova en 2026-08-10T23:46:23.199Z Drone Strike Hits Libya's Zawiya Refinery, National Oil Corporation Declares State of Emergency https://www.nashnova.com/feed/special/umc-july-revenue-hits-45-month-high-as-wafer-price-hikes-support-h2-growth-9116 nashnova en 2026-08-10T23:46:03.249Z UMC July Revenue Hits 45-Month High as Wafer Price Hikes Support H2 Growth https://www.nashnova.com/feed/special/intel-expands-share-offering-to-20-billion-as-subscription-demand-exceeds-100-9115 nashnova en 2026-08-10T23:31:10.228Z Intel Expands Share Offering to $20 Billion as Subscription Demand Exceeds $100 Billion https://www.nashnova.com/feed/special/twd-options-bet-on-rebound-as-bearish-usd-positions-exceed-bullish-for-first-9114 nashnova en 2026-08-10T23:21:16.157Z TWD Options Bet on Rebound as Bearish-USD Positions Exceed Bullish for First Time This Year https://www.nashnova.com/feed/special/south-korean-minister-warns-cxmt-expansion-threatens-memory-profits-urges-9113 nashnova en 2026-08-10T23:11:24.685Z South Korean Minister Warns: CXMT Expansion Threatens Memory Profits, Urges Against Splitting Semiconductor Gains https://www.nashnova.com/feed/special/u-s-iran-compensation-dispute-escalates-oil-prices-surge-over-5-percent-in-a-9112 nashnova en 2026-08-10T22:51:54.148Z U.S.-Iran Compensation Dispute Escalates, Oil Prices Surge Over 5% in a Single Day, All Three Major U.S. Stock Indexes Close Lower https://www.nashnova.com/feed/special/openai-ethics-lead-departs-with-no-replacement-lined-up-9111 nashnova en 2026-08-10T22:46:36.465Z OpenAI Ethics Lead Departs with No Replacement Lined Up https://www.nashnova.com/feed/special/trump-claims-u-s-military-has-100-percent-control-of-the-strait-of-hormuz-9110 nashnova en 2026-08-10T22:46:12.672Z Trump Claims U.S. Military Has 100% Control of the Strait of Hormuz https://www.nashnova.com/feed/special/anthropic-permanently-locks-in-low-pricing-for-sonnet-5-scraps-planned-50-9109 nashnova en 2026-08-10T22:21:19.246Z Anthropic Permanently Locks in Low Pricing for Sonnet 5, Scraps Planned 50% Price Hike https://www.nashnova.com/feed/special/gold-extends-rally-to-two-month-high-as-markets-await-u-s-cpi-data-9108 nashnova en 2026-08-10T21:46:06.762Z Gold Extends Rally to Two-Month High as Markets Await U.S. CPI Data https://www.nashnova.com/feed/special/ai-leveraged-etf-trading-volume-surges-structural-market-risks-emerge-9107 nashnova en 2026-08-10T21:11:30.630Z AI Leveraged ETF Trading Volume Surges, Structural Market Risks Emerge https://www.nashnova.com/feed/special/trump-acknowledges-one-call-with-waller-denies-frequent-contact-9106 nashnova en 2026-08-10T20:56:32.369Z Trump Acknowledges One Call with Waller, Denies Frequent Contact https://www.nashnova.com/feed/special/openai-spends-7-billion-of-its-own-cash-to-buy-back-employee-shares-valuation-9105 nashnova en 2026-08-10T20:46:08.460Z OpenAI Spends $7 Billion of Its Own Cash to Buy Back Employee Shares, Valuation Holds at $852 Billion https://www.nashnova.com/feed/special/rocket-lab-q3-revenue-guidance-beats-expectations-but-gross-margin-guidance-9104 nashnova en 2026-08-10T20:21:11.286Z Rocket Lab Q3 Revenue Guidance Beats Expectations, but Gross Margin Guidance Falls Short of Market Consensus https://www.nashnova.com/feed/special/jpmorgan-july-cpi-could-trigger-significant-s-and-p-500-swings-9103 nashnova en 2026-08-10T20:11:32.098Z JPMorgan: July CPI Could Trigger Significant S&P 500 Swings https://www.nashnova.com/feed/special/adani-u-s-securities-fraud-charges-dismissed-9102 nashnova en 2026-08-10T20:10:52.937Z Adani U.S. Securities Fraud Charges Dismissed https://www.nashnova.com/feed/special/feds-hammack-multiple-rate-hikes-may-be-needed-to-curb-inflation-9101 nashnova en 2026-08-10T19:20:56.704Z Fed's Hammack: Multiple Rate Hikes May Be Needed to Curb Inflation https://www.nashnova.com/feed/special/ai-threats-escalate-after-black-hat-conference-as-crowdstrike-and-palo-alto-hit-9100 nashnova en 2026-08-10T17:56:09.725Z AI Threats Escalate After Black Hat Conference as CrowdStrike and Palo Alto Hit All-Time Highs https://www.nashnova.com/feed/special/buffetts-heavy-bet-on-japans-five-major-trading-houses-moats-face-ai-era-9099 nashnova en 2026-08-10T17:11:39.278Z Buffett's Heavy Bet on Japan's Five Major Trading Houses: Moats Face AI-Era Challenges https://www.nashnova.com/feed/special/u-s-strategic-petroleum-reserve-falls-to-298-3-million-barrels-as-oil-prices-9098 nashnova en 2026-08-10T17:06:52.251Z U.S. Strategic Petroleum Reserve Falls to 298.3 Million Barrels as Oil Prices Surge Over 4% in a Single Day https://www.nashnova.com/feed/special/prediction-markets-bet-july-cpi-will-come-in-below-consensus-only-15-percent-9097 nashnova en 2026-08-10T17:01:05.392Z Prediction Markets Bet July CPI Will Come in Below Consensus, Only 15% Chance of Exceeding 3.4% https://www.nashnova.com/feed/special/netflix-nearly-doubles-2026-upfront-ad-commitments-9096 nashnova en 2026-08-10T16:45:58.638Z Netflix Nearly Doubles 2026 Upfront Ad Commitments https://www.nashnova.com/feed/special/goldman-sachs-co-head-of-global-banking-and-markets-advises-investors-to-stay-9095 nashnova en 2026-08-10T16:41:35.072Z Goldman Sachs Co-Head of Global Banking & Markets: Advises Investors to Stay Invested https://www.nashnova.com/feed/special/nvidia-teams-up-with-wall-street-giants-to-assemble-500-billion-ai-9094 nashnova en 2026-08-10T16:31:12.970Z Nvidia Teams Up with Wall Street Giants to Assemble $500 Billion AI Infrastructure Financing Consortium https://www.nashnova.com/feed/special/u-s-naval-blockade-causes-sharp-drop-in-iranian-oil-exports-daily-shipments-fall-9093 nashnova en 2026-08-10T16:26:45.614Z U.S. Naval Blockade Causes Sharp Drop in Iranian Oil Exports, Daily Shipments Fall to 500K Barrels in August https://www.nashnova.com/feed/special/u-s-appeals-court-allows-over-2-400-social-media-addiction-lawsuits-to-proceed-9092 nashnova en 2026-08-10T16:26:20.385Z U.S. Appeals Court Allows Over 2,400 Social Media Addiction Lawsuits to Proceed https://www.nashnova.com/feed/special/sec-grants-exemptions-from-core-regulatory-requirements-for-data-center-abs-9091 nashnova en 2026-08-10T16:06:12.963Z SEC Grants Exemptions from Core Regulatory Requirements for Data Center ABS Securitization https://www.nashnova.com/feed/special/u-s-investment-grade-bond-issuance-surpasses-1-4-trillion-year-to-date-exceeding-9090 nashnova en 2026-08-10T15:51:55.966Z U.S. Investment-Grade Bond Issuance Surpasses $1.4 Trillion Year-to-Date, Exceeding 2020's Record Pace by 9% https://www.nashnova.com/feed/special/global-long-end-bond-yields-surge-as-economists-warn-of-fiscal-de-anchoring-9089 nashnova en 2026-08-10T15:51:41.939Z Global Long-End Bond Yields Surge as Economists Warn of Fiscal De-Anchoring Risks https://www.nashnova.com/feed/special/deutsche-bank-designated-by-china-as-first-european-rmb-clearing-bank-9088 nashnova en 2026-08-10T15:31:35.671Z Deutsche Bank Designated by China as First European RMB Clearing Bank https://www.nashnova.com/feed/special/coreweave-q2-earnings-preview-strong-ai-demand-but-debt-and-margin-under-9087 nashnova en 2026-08-10T15:26:36.881Z CoreWeave Q2 Earnings Preview: Strong AI Demand, but Debt and Margin Under Pressure https://www.nashnova.com/feed/special/u-s-crypto-legislation-vote-delayed-to-september-passage-prospects-in-doubt-9086 nashnova en 2026-08-10T15:17:30.334Z U.S. Crypto Legislation Vote Delayed to September, Passage Prospects in Doubt https://www.nashnova.com/feed/special/ai-cloud-provider-lambda-issues-917-million-gpu-backed-loan-to-purchase-nvidia-9085 nashnova en 2026-08-10T15:16:36.560Z AI Cloud Provider Lambda Issues $917 Million GPU-Backed Loan to Purchase Nvidia Chips https://www.nashnova.com/feed/special/equal-weight-s-and-p-500-outperforms-cap-weighted-index-as-market-rally-broadens-9084 nashnova en 2026-08-10T15:16:22.493Z Equal-Weight S&P 500 Outperforms Cap-Weighted Index as Market Rally Broadens https://www.nashnova.com/feed/special/over-38-million-in-tariff-refunds-flow-into-chinese-listed-companies-9083 nashnova en 2026-08-10T15:11:02.832Z Over $38 Million in Tariff Refunds Flow into Chinese Listed Companies https://www.nashnova.com/feed/special/zhipu-ai-reaches-nearly-7-million-api-users-deploys-over-50-000-domestic-ai-9082 nashnova en 2026-08-10T14:32:54.073Z Zhipu AI Reaches Nearly 7 Million API Users, Deploys Over 50,000 Domestic AI Chips https://www.nashnova.com/feed/special/unicredit-and-commerzbank-ceos-launch-formal-talks-over-change-of-control-9081 nashnova en 2026-08-10T14:31:15.758Z UniCredit and Commerzbank CEOs Launch Formal Talks Over Change of Control https://www.nashnova.com/feed/special/sheins-hong-kong-ipo-roadshow-targets-valuation-below-30-billion-down-70-percent-9080 nashnova en 2026-08-10T14:27:28.927Z Shein's Hong Kong IPO Roadshow Targets Valuation Below $30 Billion, Down ~70% from Peak https://www.nashnova.com/feed/special/hot-weather-forecasts-trigger-short-covering-u-s-natural-gas-futures-surge-over-9079 nashnova en 2026-08-10T14:26:17.401Z Hot Weather Forecasts Trigger Short Covering, U.S. Natural Gas Futures Surge Over 5% in a Single Day https://www.nashnova.com/feed/special/onshore-yuan-hits-3-5-year-high-analysts-expect-two-way-volatility-ahead-9078 nashnova en 2026-08-10T13:40:41.674Z Onshore Yuan Hits 3.5-Year High; Analysts Expect Two-Way Volatility Ahead https://www.nashnova.com/feed/special/enterprise-ai-inference-costs-hit-new-ytd-low-driven-by-price-war-and-chinese-9077 nashnova en 2026-08-10T13:39:37.799Z Enterprise AI Inference Costs Hit New YTD Low, Driven by Price War and Chinese Open-Source Models https://www.nashnova.com/feed/special/wall-street-raises-the-bar-for-earnings-season-profit-growth-alone-is-no-longer-9076 nashnova en 2026-08-10T13:34:25.629Z Wall Street Raises the Bar for Earnings Season: Profit Growth Alone Is No Longer Enough https://www.nashnova.com/feed/special/strategy-has-cumulatively-sold-over-400m-in-btc-strc-falls-below-par-value-9075 nashnova en 2026-08-10T13:20:20.729Z Strategy Has Cumulatively Sold Over $400M in BTC; STRC Falls Below Par Value, Constraining Financing https://www.nashnova.com/feed/special/apollo-s-and-p-493-ai-spending-yields-no-profit-returns-9074 nashnova en 2026-08-10T13:19:19.569Z Apollo: S&P 493 AI Spending Yields No Profit Returns https://www.nashnova.com/feed/special/report-microsoft-plans-to-significantly-ramp-up-ai-chip-production-9073 nashnova en 2026-08-10T13:09:04.321Z Report: Microsoft Plans to Significantly Ramp Up AI Chip Production https://www.nashnova.com/feed/special/anthropic-partners-with-macquarie-and-gic-to-form-ai-data-center-joint-venture-9072 nashnova en 2026-08-10T12:49:25.639Z Anthropic Partners with Macquarie and GIC to Form AI Data Center Joint Venture https://www.nashnova.com/feed/special/hassett-hopes-cook-is-cleared-but-wont-seek-to-replace-her-at-the-fed-9071 nashnova en 2026-08-10T12:45:35.805Z Hassett: Hopes Cook Is Cleared, but Won't Seek to Replace Her at the Fed https://www.nashnova.com/feed/special/prediction-markets-less-than-50-percent-chance-of-strait-of-hormuz-reopening-9070 nashnova en 2026-08-10T12:44:38.663Z Prediction Markets: Less Than 50% Chance of Strait of Hormuz Reopening This Year https://www.nashnova.com/feed/special/ai-chip-shortage-drives-memory-prices-up-as-multiple-industries-lobby-washington-9069 nashnova en 2026-08-10T12:39:55.754Z AI Chip Shortage Drives Memory Prices Up as Multiple Industries Lobby Washington for Allocation Priority https://www.nashnova.com/feed/special/emerging-market-stock-valuations-fall-below-half-of-s-and-p-500-for-first-time-9068 nashnova en 2026-08-10T12:26:19.152Z Emerging Market Stock Valuations Fall Below Half of S&P 500 for First Time in Two Decades https://www.nashnova.com/feed/special/glencores-exposure-to-iron-ore-trader-radiant-world-exceeds-500-million-9067 nashnova en 2026-08-10T12:24:46.965Z Glencore's Exposure to Iron Ore Trader Radiant World Exceeds $500 Million https://www.nashnova.com/feed/special/goldman-sachs-significantly-raises-ai-pcb-ccl-market-size-forecasts-bullish-on-9066 nashnova en 2026-08-10T12:21:17.736Z Goldman Sachs Significantly Raises AI PCB/CCL Market Size Forecasts, Bullish on Shengyi Tech, Shenghong Tech, WUS Printed Circuit, and Shennan Circuits https://www.nashnova.com/feed/special/gamestop-reportedly-plans-to-withdraw-56b-ebay-acquisition-bid-exploring-9065 nashnova en 2026-08-10T12:19:52.360Z GameStop Reportedly Plans to Withdraw $56B eBay Acquisition Bid, Exploring Partnership Model Instead https://www.nashnova.com/zh/feed/special/foxconn-industrial-internets-h1-net-profit-reaches-23-7-billion-yuan-nearly-9164 nashnova zh-cn 2026-08-11T09:01:07.844Z 工业富联上半年净利润237亿元，同比近翻倍 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-close-lower-on-august-11-hang-seng-index-falls-1-1-percent-oil-9163 nashnova zh-cn 2026-08-11T08:52:15.167Z 港股8月11日收跌：恒指跌1.1%，石油股逆市，黄金股重挫 https://www.nashnova.com/zh/feed/special/s-and-p-500-hits-record-high-as-shorts-sit-on-nearly-4-percent-losses-short-9162 nashnova zh-cn 2026-08-11T08:51:26.610Z 标普500创历史新高，空头浮亏近4%，回补压力或推涨势延续 https://www.nashnova.com/zh/feed/special/bofa-downgrades-broadcom-credit-rating-to-neutral-as-xpv-platform-debt-risks-9161 nashnova zh-cn 2026-08-11T08:26:32.606Z 美银下调博通信用评级至中性，XPV平台债务风险压制利差 https://www.nashnova.com/zh/feed/special/morgan-stanley-spacex-ai-business-severely-undervalued-300-target-with-600-bull-9159 nashnova zh-cn 2026-08-11T08:22:17.992Z 大摩：SpaceX AI业务被严重低估，目标价300美元牛市看600 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-spending-returns-questioned-european-stocks-already-9160 nashnova zh-cn 2026-08-11T08:22:13.801Z 高盛：AI支出回报遭质疑，欧股今年已超越标普500 https://www.nashnova.com/zh/feed/special/morningstar-tsmcs-ai-returns-need-2028-2029-validation-9158 nashnova zh-cn 2026-08-11T08:06:16.595Z 晨星：台积电AI回报需2028-2029年验证 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-investment-theme-shifts-from-computing-power-to-humanoid-robots-9157 nashnova zh-cn 2026-08-11T07:51:51.240Z 高盛：AI投资主线从算力转向人形机器人 https://www.nashnova.com/zh/feed/special/tsmc-cowos-capacity-approaching-ai-demand-yield-rate-exceeds-98-percent-9156 nashnova zh-cn 2026-08-11T07:21:53.593Z 台积电CoWoS产能接近AI需求，良率超98% https://www.nashnova.com/zh/feed/special/long-march-7a-explodes-85-seconds-after-launch-chinasat-4b-satellite-total-loss-9155 nashnova zh-cn 2026-08-11T07:18:26.644Z 长征七号甲发射85秒后爆炸，中星4B卫星全损 https://www.nashnova.com/zh/feed/special/rba-unanimously-holds-rate-at-4-35-percent-in-august-aud-falls-below-0-705-9154 nashnova zh-cn 2026-08-11T06:46:25.439Z 澳洲央行8月一致维持利率4.35%，澳元跌破0.705美元 https://www.nashnova.com/zh/feed/special/bank-of-korea-deputy-governor-rate-hikes-likely-to-continue-unless-major-shock-9153 nashnova zh-cn 2026-08-11T06:16:06.822Z 韩国央行副行长：除非出现重大冲击，否则大概率继续加息 https://www.nashnova.com/zh/feed/special/nvidia-partners-with-six-major-financial-institutions-to-build-500-billion-ai-9152 nashnova zh-cn 2026-08-11T06:11:57.624Z 英伟达联手六大金融机构构建5000亿美元AI基础设施融资网络 https://www.nashnova.com/zh/feed/special/anthropic-embeds-invisible-text-watermarks-in-claudes-global-output-9151 nashnova zh-cn 2026-08-11T06:07:04.750Z Anthropic为Claude全球输出嵌入隐形文本水印 https://www.nashnova.com/zh/feed/special/aluminum-prices-rally-for-seven-straight-days-to-seven-week-high-as-hormuz-9150 nashnova zh-cn 2026-08-11T05:41:25.154Z 铝价连涨七日创七周高位，霍尔木兹僵局压制供应预期 https://www.nashnova.com/zh/feed/special/kuo-ming-chi-apples-shipment-plan-cut-not-due-to-tsmc-order-backlog-9149 nashnova zh-cn 2026-08-11T05:25:57.921Z 郭明錤：苹果下调出货计划非台积电订单积压 https://www.nashnova.com/zh/feed/special/xrp-and-ethereum-lead-losses-as-bitcoin-fails-to-break-65-000-for-the-fourth-9148 nashnova zh-cn 2026-08-11T04:56:43.310Z XRP、以太坊领跌，比特币四度冲关65000美元受阻 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-cash-burn-u-s-debt-expansion-and-hormuz-blockade-converge-the-9147 nashnova zh-cn 2026-08-11T04:31:59.032Z 高盛：AI烧钱、美债扩张、霍尔木兹封锁共振，全球进入资本稀缺时代 https://www.nashnova.com/zh/feed/special/samsung-accelerates-2nm-certification-at-texas-taylor-fab-tesla-and-broadcom-9146 nashnova zh-cn 2026-08-11T04:21:28.211Z 三星德州Taylor厂加速2nm认证，特斯拉博通成潜在锚定客户 https://www.nashnova.com/zh/feed/special/tesla-fsd-china-entry-hindered-by-new-chinese-autonomous-driving-standards-9145 nashnova zh-cn 2026-08-11T04:15:53.593Z 特斯拉FSD入华遭中国新自动驾驶标准阻碍 https://www.nashnova.com/zh/feed/special/global-gas-turbine-q2-orders-hit-record-high-major-banks-say-industry-entering-9144 nashnova zh-cn 2026-08-11T04:01:18.187Z 全球燃机Q2订单创纪录，大行称行业进入"超级周期" https://www.nashnova.com/zh/feed/special/trump-extends-jones-act-waiver-another-90-days-with-narrowed-scope-to-safeguard-9143 nashnova zh-cn 2026-08-11T03:56:44.180Z 特朗普再延《琼斯法案》豁免90天，收窄范围保障能源供应 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-surpass-2022-peak-as-strategists-warn-of-potential-rise-to-6-9142 nashnova zh-cn 2026-08-11T03:56:09.172Z 美债收益率超2022年峰值 策略师警示或升至6% https://www.nashnova.com/zh/feed/special/micron-dram-becomes-ais-primary-bottleneck-supply-demand-tightness-to-extend-9141 nashnova zh-cn 2026-08-11T03:46:31.173Z 美光：DRAM成AI首要瓶颈，供需紧张延续至2027年后 https://www.nashnova.com/zh/feed/special/general-motors-plans-to-sell-indiana-battery-joint-venture-to-samsung-sdi-9140 nashnova zh-cn 2026-08-11T03:16:17.679Z 通用汽车拟将印第安纳州电池合资企业出售予三星SDI https://www.nashnova.com/zh/feed/special/goldman-sachs-three-key-debates-on-chinas-optical-transceiver-ban-industry-9139 nashnova zh-cn 2026-08-11T03:06:27.424Z 高盛：中国光模块禁令三大争议，行业龙头地位难撼动 https://www.nashnova.com/zh/feed/special/hong-kong-plans-to-include-proprietary-trading-firms-in-big-bang-tax-reform-9138 nashnova zh-cn 2026-08-11T03:00:59.717Z 香港拟将自营交易公司纳入"大爆炸"税改范围 https://www.nashnova.com/zh/feed/special/huawei-alibaba-and-tencent-accelerate-npo-commercialization-opening-an-9137 nashnova zh-cn 2026-08-11T02:36:53.297Z 华为阿里腾讯加速NPO商业化，国产光互联迎产业化窗口 https://www.nashnova.com/zh/feed/special/ubs-survey-enterprise-ai-spending-holds-strong-but-build-your-own-trend-9136 nashnova zh-cn 2026-08-11T02:17:03.404Z 瑞银调研：企业AI支出未退潮，自建趋势压制SaaS厂商 https://www.nashnova.com/zh/feed/special/amkor-plans-to-sell-stake-in-china-operations-valued-up-to-1-5-billion-9135 nashnova zh-cn 2026-08-11T02:16:16.320Z Amkor拟出售中国业务股权，估值最高15亿美元 https://www.nashnova.com/zh/feed/special/bloomberg-apples-2027-glass-iphone-still-on-track-refuting-jefferies-9134 nashnova zh-cn 2026-08-11T01:46:46.876Z 彭博：苹果2027年玻璃iPhone仍在推进，反驳杰富瑞取消说 https://www.nashnova.com/zh/feed/special/ubs-gold-breaks-above-key-4-250-resistance-short-term-reversal-signal-confirmed-9133 nashnova zh-cn 2026-08-11T01:35:47.551Z 瑞银：金价突破4250美元关键阻力位，短期反转信号确认 https://www.nashnova.com/zh/feed/special/unitree-robotics-ipo-subscription-rate-at-0-018-percent-only-1-in-every-5-500-9132 nashnova zh-cn 2026-08-11T01:11:17.595Z 宇树科技IPO中签率0.018%，每5500份申请仅1中签 https://www.nashnova.com/zh/feed/special/anthropic-roadshow-bolsters-investor-confidence-ipo-could-launch-as-early-as-9131 nashnova zh-cn 2026-08-11T01:10:52.565Z Anthropic路演稳投资者信心，IPO最早9月启动 https://www.nashnova.com/zh/feed/special/u-s-commerce-department-investigates-chinese-firms-leasing-computing-power-in-9130 nashnova zh-cn 2026-08-11T00:58:21.383Z 美国商务部核查中国企业租用东南亚算力 https://www.nashnova.com/zh/feed/special/anthropics-internal-claude-model-pushes-lower-bound-of-riemann-hypothesis-zeros-9129 nashnova zh-cn 2026-08-11T00:56:57.530Z Anthropic内部Claude模型将黎曼猜想零点下界推至67.2% https://www.nashnova.com/zh/feed/special/tech-giants-off-balance-sheet-hidden-liabilities-approaching-2-trillion-9128 nashnova zh-cn 2026-08-11T00:56:33.807Z 科技巨头表外隐性负债逼近2万亿美元 https://www.nashnova.com/zh/feed/special/kioxias-largest-shareholder-changes-hands-sk-hynix-gains-de-facto-control-9127 nashnova zh-cn 2026-08-11T00:46:05.555Z 铠侠第一大股东易主，SK海力士通过贝恩资本持股架构实质控股 https://www.nashnova.com/zh/feed/special/tencent-workbuddy-hits-nearly-21-million-monthly-visits-can-ai-products-drive-a-9126 nashnova zh-cn 2026-08-11T00:36:20.709Z 腾讯WorkBuddy月访问量近2100万，AI产品能否推动估值重估 https://www.nashnova.com/zh/feed/special/anthropic-signs-9-1-billion-compute-contract-with-riot-9125 nashnova zh-cn 2026-08-11T00:21:05.330Z Anthropic与Riot签91亿美元算力合同 https://www.nashnova.com/zh/feed/special/two-inflation-reports-will-determine-whether-the-fed-raises-rates-in-september-9124 nashnova zh-cn 2026-08-11T00:11:41.292Z 两份通胀报告将决定美联储9月是否加息 https://www.nashnova.com/zh/feed/special/cicc-hk-stock-rebound-driven-by-position-rebalancing-sustained-rally-still-9123 nashnova zh-cn 2026-08-11T00:07:05.995Z 中金：港股反弹靠仓位再均衡，持续上行仍需财政或科技催化 https://www.nashnova.com/zh/feed/special/chinese-banks-accelerate-disposal-of-over-55-billion-yuan-in-credit-card-non-9122 nashnova zh-cn 2026-08-11T00:06:10.967Z 中国银行业加速出售逾550亿元信用卡不良贷款 https://www.nashnova.com/zh/feed/special/asian-bank-stocks-post-strongest-rally-in-decades-as-capital-rotates-from-ai-9121 nashnova zh-cn 2026-08-10T23:48:51.898Z 亚洲银行股创数十年最强涨势 资金从AI交易转向防御 https://www.nashnova.com/zh/feed/special/15th-five-year-coal-plan-implemented-hk-listed-coal-stocks-face-valuation-9120 nashnova zh-cn 2026-08-10T23:48:30.448Z 十五五煤炭规划落地，港股煤炭股迎估值重构 https://www.nashnova.com/zh/feed/special/nvidia-vera-rubin-memory-cost-breakdown-socamm2-accounts-for-nearly-50-percent-9119 nashnova zh-cn 2026-08-10T23:47:32.000Z 英伟达Vera Rubin内存成本解析：SOCAMM2占比近50% https://www.nashnova.com/zh/feed/special/chinese-automakers-european-market-share-rises-to-9-5-percent-as-trade-frictions-9118 nashnova zh-cn 2026-08-10T23:47:10.937Z 中国车企欧洲市占率升至9.5% 贸易摩擦持续加剧 https://www.nashnova.com/zh/feed/special/drone-strike-hits-libyas-zawiya-refinery-national-oil-corporation-declares-state-9117 nashnova zh-cn 2026-08-10T23:46:23.199Z 利比亚扎维亚炼油厂遭无人机袭击，国家石油公司宣布紧急状态 https://www.nashnova.com/zh/feed/special/umc-july-revenue-hits-45-month-high-as-wafer-price-hikes-support-h2-growth-9116 nashnova zh-cn 2026-08-10T23:46:03.249Z 联华电子7月营收创45个月新高 晶圆价格上涨支撑下半年增长 https://www.nashnova.com/zh/feed/special/intel-expands-share-offering-to-20-billion-as-subscription-demand-exceeds-100-9115 nashnova zh-cn 2026-08-10T23:31:10.228Z 英特尔增发规模扩至200亿美元，认购需求逾千亿 https://www.nashnova.com/zh/feed/special/twd-options-bet-on-rebound-as-bearish-usd-positions-exceed-bullish-for-first-9114 nashnova zh-cn 2026-08-10T23:21:16.157Z 台币期权押注反弹，看跌美元仓位今年首超看涨 https://www.nashnova.com/zh/feed/special/south-korean-minister-warns-cxmt-expansion-threatens-memory-profits-urges-9113 nashnova zh-cn 2026-08-10T23:11:24.685Z 韩国部长警告：长鑫扩产威胁存储利润，勿分割半导体红利 https://www.nashnova.com/zh/feed/special/u-s-iran-compensation-dispute-escalates-oil-prices-surge-over-5-percent-in-a-9112 nashnova zh-cn 2026-08-10T22:51:54.148Z 美伊赔偿争端升级，油价单日涨逾5%，美股三大指数收跌 https://www.nashnova.com/zh/feed/special/openai-ethics-lead-departs-with-no-replacement-lined-up-9111 nashnova zh-cn 2026-08-10T22:46:36.465Z OpenAI伦理负责人离职，公司无接替人选 https://www.nashnova.com/zh/feed/special/trump-claims-u-s-military-has-100-percent-control-of-the-strait-of-hormuz-9110 nashnova zh-cn 2026-08-10T22:46:12.672Z 特朗普称美军已100%控制霍尔木兹海峡 https://www.nashnova.com/zh/feed/special/anthropic-permanently-locks-in-low-pricing-for-sonnet-5-scraps-planned-50-9109 nashnova zh-cn 2026-08-10T22:21:19.246Z Anthropic永久锁定Sonnet 5低价，取消50%涨价计划 https://www.nashnova.com/zh/feed/special/gold-extends-rally-to-two-month-high-as-markets-await-u-s-cpi-data-9108 nashnova zh-cn 2026-08-10T21:46:06.762Z 黄金续涨至两个月高位，市场等待美国CPI数据 https://www.nashnova.com/zh/feed/special/ai-leveraged-etf-trading-volume-surges-structural-market-risks-emerge-9107 nashnova zh-cn 2026-08-10T21:11:30.630Z AI杠杆ETF交易量激增，市场结构性风险浮现 https://www.nashnova.com/zh/feed/special/trump-acknowledges-one-call-with-waller-denies-frequent-contact-9106 nashnova zh-cn 2026-08-10T20:56:32.369Z 特朗普承认与沃什通话一次，否认频繁联系 https://www.nashnova.com/zh/feed/special/openai-spends-7-billion-of-its-own-cash-to-buy-back-employee-shares-valuation-9105 nashnova zh-cn 2026-08-10T20:46:08.460Z OpenAI自掏70亿美元回购员工股份，估值维持8520亿美元 https://www.nashnova.com/zh/feed/special/rocket-lab-q3-revenue-guidance-beats-expectations-but-gross-margin-guidance-9104 nashnova zh-cn 2026-08-10T20:21:11.286Z 火箭实验室Q3营收指引超预期，毛利率指引低于市场预期 https://www.nashnova.com/zh/feed/special/jpmorgan-july-cpi-could-trigger-significant-s-and-p-500-swings-9103 nashnova zh-cn 2026-08-10T20:11:32.098Z 摩根大通：7月CPI或引发标普500显著波动 https://www.nashnova.com/zh/feed/special/adani-u-s-securities-fraud-charges-dismissed-9102 nashnova zh-cn 2026-08-10T20:10:52.937Z 阿达尼美国证券欺诈指控获撤销 https://www.nashnova.com/zh/feed/special/feds-hammack-multiple-rate-hikes-may-be-needed-to-curb-inflation-9101 nashnova zh-cn 2026-08-10T19:20:56.704Z 美联储哈马克：可能需多次加息才能压制通胀 https://www.nashnova.com/zh/feed/special/ai-threats-escalate-after-black-hat-conference-as-crowdstrike-and-palo-alto-hit-9100 nashnova zh-cn 2026-08-10T17:56:09.725Z Black Hat会议后AI威胁升温，CrowdStrike和Palo Alto创历史新高 https://www.nashnova.com/zh/feed/special/buffetts-heavy-bet-on-japans-five-major-trading-houses-moats-face-ai-era-9099 nashnova zh-cn 2026-08-10T17:11:39.278Z 巴菲特重仓日本五大商社，AI时代护城河面临考验 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https://www.nashnova.com/zh/feed/special/u-s-naval-blockade-causes-sharp-drop-in-iranian-oil-exports-daily-shipments-fall-9093 nashnova zh-cn 2026-08-10T16:26:45.614Z 美国海上封锁致伊朗石油出口骤降，8月日均出口量跌至50万桶 https://www.nashnova.com/zh/feed/special/u-s-appeals-court-allows-over-2-400-social-media-addiction-lawsuits-to-proceed-9092 nashnova zh-cn 2026-08-10T16:26:20.385Z 美上诉法院允许逾2400起社交媒体成瘾诉讼推进 https://www.nashnova.com/zh/feed/special/sec-grants-exemptions-from-core-regulatory-requirements-for-data-center-abs-9091 nashnova zh-cn 2026-08-10T16:06:12.963Z 美国证监会豁免数据中心ABS证券化核心监管要求 https://www.nashnova.com/zh/feed/special/u-s-investment-grade-bond-issuance-surpasses-1-4-trillion-year-to-date-exceeding-9090 nashnova zh-cn 2026-08-10T15:51:55.966Z 美国投资级债券年内发行破1.4万亿美元，超2020年同期纪录9% https://www.nashnova.com/zh/feed/special/global-long-end-bond-yields-surge-as-economists-warn-of-fiscal-de-anchoring-9089 nashnova zh-cn 2026-08-10T15:51:41.939Z 全球长端债券收益率攀升，经济学家警示财政失锚风险 https://www.nashnova.com/zh/feed/special/deutsche-bank-designated-by-china-as-first-european-rmb-clearing-bank-9088 nashnova zh-cn 2026-08-10T15:31:35.671Z 德意志银行获中国指定，成首家欧洲人民币清算行 https://www.nashnova.com/zh/feed/special/coreweave-q2-earnings-preview-strong-ai-demand-but-debt-and-margin-under-9087 nashnova zh-cn 2026-08-10T15:26:36.881Z CoreWeave Q2财报前瞻：AI需求强劲，债务与利润率承压 https://www.nashnova.com/zh/feed/special/u-s-crypto-legislation-vote-delayed-to-september-passage-prospects-in-doubt-9086 nashnova zh-cn 2026-08-10T15:17:30.334Z 美国加密货币立法投票推迟至9月，通过前景堪忧 https://www.nashnova.com/zh/feed/special/ai-cloud-provider-lambda-issues-917-million-gpu-backed-loan-to-purchase-nvidia-9085 nashnova zh-cn 2026-08-10T15:16:36.560Z AI云服务商Lambda发行9.17亿美元GPU贷款购买英伟达芯片 https://www.nashnova.com/zh/feed/special/equal-weight-s-and-p-500-outperforms-cap-weighted-index-as-market-rally-broadens-9084 nashnova zh-cn 2026-08-10T15:16:22.493Z 等权重标普500跑赢市值加权指数，市场涨势扩散 https://www.nashnova.com/zh/feed/special/over-38-million-in-tariff-refunds-flow-into-chinese-listed-companies-9083 nashnova zh-cn 2026-08-10T15:11:02.832Z 逾3800万美元关税退款流入中国上市企业 https://www.nashnova.com/zh/feed/special/zhipu-ai-reaches-nearly-7-million-api-users-deploys-over-50-000-domestic-ai-9082 nashnova zh-cn 2026-08-10T14:32:54.073Z 智谱API用户近700万，启用逾5万块国产算力芯片 https://www.nashnova.com/zh/feed/special/unicredit-and-commerzbank-ceos-launch-formal-talks-over-change-of-control-9081 nashnova zh-cn 2026-08-10T14:31:15.758Z 裕信与德国商业银行CEO就控制权变更启动正式谈判 https://www.nashnova.com/zh/feed/special/sheins-hong-kong-ipo-roadshow-targets-valuation-below-30-billion-down-70-percent-9080 nashnova zh-cn 2026-08-10T14:27:28.927Z Shein香港IPO路演估值低于300亿美元，较峰值跌约70% https://www.nashnova.com/zh/feed/special/hot-weather-forecasts-trigger-short-covering-u-s-natural-gas-futures-surge-over-9079 nashnova zh-cn 2026-08-10T14:26:17.401Z 天气预报转热触发空头回补，美国天然气期货单日涨逾5% https://www.nashnova.com/zh/feed/special/onshore-yuan-hits-3-5-year-high-analysts-expect-two-way-volatility-ahead-9078 nashnova zh-cn 2026-08-10T13:40:41.674Z 在岸人民币创三年半新高，分析师预计双向波动为主 https://www.nashnova.com/zh/feed/special/enterprise-ai-inference-costs-hit-new-ytd-low-driven-by-price-war-and-chinese-9077 nashnova zh-cn 2026-08-10T13:39:37.799Z 企业AI推理成本年内新低，价格战与中国开源模型双驱动 https://www.nashnova.com/zh/feed/special/wall-street-raises-the-bar-for-earnings-season-profit-growth-alone-is-no-longer-9076 nashnova zh-cn 2026-08-10T13:34:25.629Z 华尔街财报季标准提升：盈利增长已不足够 https://www.nashnova.com/zh/feed/special/strategy-has-cumulatively-sold-over-400m-in-btc-strc-falls-below-par-value-9075 nashnova zh-cn 2026-08-10T13:20:20.729Z Strategy累计出售逾4亿美元BTC，STRC跌破面值制约融资 https://www.nashnova.com/zh/feed/special/apollo-s-and-p-493-ai-spending-yields-no-profit-returns-9074 nashnova zh-cn 2026-08-10T13:19:19.569Z Apollo：标普493 AI投入未见利润回报 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https://www.nashnova.com/zh/feed/special/emerging-market-stock-valuations-fall-below-half-of-s-and-p-500-for-first-time-9068 nashnova zh-cn 2026-08-10T12:26:19.152Z 新兴市场股票估值跌至标普500一半以下，创二十年来首次 https://www.nashnova.com/zh/feed/special/glencores-exposure-to-iron-ore-trader-radiant-world-exceeds-500-million-9067 nashnova zh-cn 2026-08-10T12:24:46.965Z 嘉能可对铁矿石交易商Radiant World风险敞口逾5亿美元 https://www.nashnova.com/zh/feed/special/goldman-sachs-significantly-raises-ai-pcb-ccl-market-size-forecasts-bullish-on-9066 nashnova zh-cn 2026-08-10T12:21:17.736Z 高盛大幅上调AI PCB/CCL市场规模 看好生益胜宏沪电深南 https://www.nashnova.com/zh/feed/special/gamestop-reportedly-plans-to-withdraw-56b-ebay-acquisition-bid-exploring-9065 nashnova zh-cn 2026-08-10T12:19:52.360Z GameStop拟撤回560亿美元eBay收购要约，转探合作模式 https://www.nashnova.com/zh-hant/feed/special/foxconn-industrial-internets-h1-net-profit-reaches-23-7-billion-yuan-nearly-9164 nashnova zh-tw 2026-08-11T09:01:07.844Z 工業富聯上半年淨利潤237億元，同比近翻倍 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https://www.nashnova.com/zh-hant/feed/special/morningstar-tsmcs-ai-returns-need-2028-2029-validation-9158 nashnova zh-tw 2026-08-11T08:06:16.595Z 晨星：台積電AI回報需2028-2029年驗證 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-investment-theme-shifts-from-computing-power-to-humanoid-robots-9157 nashnova zh-tw 2026-08-11T07:51:51.240Z 高盛：AI投資主線從算力轉向人形機器人 https://www.nashnova.com/zh-hant/feed/special/tsmc-cowos-capacity-approaching-ai-demand-yield-rate-exceeds-98-percent-9156 nashnova zh-tw 2026-08-11T07:21:53.593Z 台積電CoWoS產能接近AI需求，良率超98% https://www.nashnova.com/zh-hant/feed/special/long-march-7a-explodes-85-seconds-after-launch-chinasat-4b-satellite-total-loss-9155 nashnova zh-tw 2026-08-11T07:18:26.644Z 長征七號甲發射85秒後爆炸，中星4B衛星全損 https://www.nashnova.com/zh-hant/feed/special/rba-unanimously-holds-rate-at-4-35-percent-in-august-aud-falls-below-0-705-9154 nashnova zh-tw 2026-08-11T06:46:25.439Z 澳洲央行8月一致維持利率4.35%，澳元跌破0.705美元 https://www.nashnova.com/zh-hant/feed/special/bank-of-korea-deputy-governor-rate-hikes-likely-to-continue-unless-major-shock-9153 nashnova zh-tw 2026-08-11T06:16:06.822Z 韓國央行副行長：除非出現重大衝擊，否則大概率繼續加息 https://www.nashnova.com/zh-hant/feed/special/nvidia-partners-with-six-major-financial-institutions-to-build-500-billion-ai-9152 nashnova zh-tw 2026-08-11T06:11:57.624Z 輝達聯手六大金融機構構建5000億美元AI基礎設施融資網絡 https://www.nashnova.com/zh-hant/feed/special/anthropic-embeds-invisible-text-watermarks-in-claudes-global-output-9151 nashnova zh-tw 2026-08-11T06:07:04.750Z Anthropic為Claude全球輸出嵌入隱形文字水印 https://www.nashnova.com/zh-hant/feed/special/aluminum-prices-rally-for-seven-straight-days-to-seven-week-high-as-hormuz-9150 nashnova zh-tw 2026-08-11T05:41:25.154Z 鋁價連漲七日創七週高位，霍爾木茲僵局壓制供應預期 https://www.nashnova.com/zh-hant/feed/special/kuo-ming-chi-apples-shipment-plan-cut-not-due-to-tsmc-order-backlog-9149 nashnova zh-tw 2026-08-11T05:25:57.921Z 郭明錤：蘋果下調出貨計劃非台積電訂單積壓 https://www.nashnova.com/zh-hant/feed/special/xrp-and-ethereum-lead-losses-as-bitcoin-fails-to-break-65-000-for-the-fourth-9148 nashnova zh-tw 2026-08-11T04:56:43.310Z XRP、以太坊領跌，比特幣四度衝關65000美元受阻 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-cash-burn-u-s-debt-expansion-and-hormuz-blockade-converge-the-9147 nashnova zh-tw 2026-08-11T04:31:59.032Z 高盛：AI燒錢、美債擴張、霍爾木茲封鎖共振，全球進入資本稀缺時代 https://www.nashnova.com/zh-hant/feed/special/samsung-accelerates-2nm-certification-at-texas-taylor-fab-tesla-and-broadcom-9146 nashnova zh-tw 2026-08-11T04:21:28.211Z 三星德州Taylor廠加速2nm認證，特斯拉博通成潛在錨定客戶 https://www.nashnova.com/zh-hant/feed/special/tesla-fsd-china-entry-hindered-by-new-chinese-autonomous-driving-standards-9145 nashnova zh-tw 2026-08-11T04:15:53.593Z 特斯拉FSD入華遭中國新自動駕駛標準阻礙 https://www.nashnova.com/zh-hant/feed/special/global-gas-turbine-q2-orders-hit-record-high-major-banks-say-industry-entering-9144 nashnova zh-tw 2026-08-11T04:01:18.187Z 全球燃機Q2訂單創紀錄，大行稱行業進入"超級週期" https://www.nashnova.com/zh-hant/feed/special/trump-extends-jones-act-waiver-another-90-days-with-narrowed-scope-to-safeguard-9143 nashnova zh-tw 2026-08-11T03:56:44.180Z 特朗普再延《瓊斯法案》豁免90天，收窄範圍保障能源供應 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-surpass-2022-peak-as-strategists-warn-of-potential-rise-to-6-9142 nashnova zh-tw 2026-08-11T03:56:09.172Z 美債收益率超2022年峰值 策略師警示或升至6% https://www.nashnova.com/zh-hant/feed/special/micron-dram-becomes-ais-primary-bottleneck-supply-demand-tightness-to-extend-9141 nashnova zh-tw 2026-08-11T03:46:31.173Z 美光：DRAM成AI首要瓶頸，供需緊張延續至2027年後 https://www.nashnova.com/zh-hant/feed/special/general-motors-plans-to-sell-indiana-battery-joint-venture-to-samsung-sdi-9140 nashnova zh-tw 2026-08-11T03:16:17.679Z 通用汽車擬將印第安納州電池合資企業出售予三星SDI https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-three-key-debates-on-chinas-optical-transceiver-ban-industry-9139 nashnova zh-tw 2026-08-11T03:06:27.424Z 高盛：中國光模組禁令三大爭議，行業龍頭地位難撼動 https://www.nashnova.com/zh-hant/feed/special/hong-kong-plans-to-include-proprietary-trading-firms-in-big-bang-tax-reform-9138 nashnova zh-tw 2026-08-11T03:00:59.717Z 香港擬將自營交易公司納入「大爆炸」稅改範圍 https://www.nashnova.com/zh-hant/feed/special/huawei-alibaba-and-tencent-accelerate-npo-commercialization-opening-an-9137 nashnova zh-tw 2026-08-11T02:36:53.297Z 華為阿里騰訊加速NPO商業化，國產光互聯迎產業化窗口 https://www.nashnova.com/zh-hant/feed/special/ubs-survey-enterprise-ai-spending-holds-strong-but-build-your-own-trend-9136 nashnova zh-tw 2026-08-11T02:17:03.404Z 瑞銀調研：企業AI支出未退潮，自建趨勢壓制SaaS廠商 https://www.nashnova.com/zh-hant/feed/special/amkor-plans-to-sell-stake-in-china-operations-valued-up-to-1-5-billion-9135 nashnova zh-tw 2026-08-11T02:16:16.320Z Amkor擬出售中國業務股權，估值最高15億美元 https://www.nashnova.com/zh-hant/feed/special/bloomberg-apples-2027-glass-iphone-still-on-track-refuting-jefferies-9134 nashnova zh-tw 2026-08-11T01:46:46.876Z 彭博：蘋果2027年玻璃iPhone仍在推進，反駁傑富瑞取消說 https://www.nashnova.com/zh-hant/feed/special/ubs-gold-breaks-above-key-4-250-resistance-short-term-reversal-signal-confirmed-9133 nashnova zh-tw 2026-08-11T01:35:47.551Z 瑞銀：金價突破4250美元關鍵阻力位，短期反轉信號確認 https://www.nashnova.com/zh-hant/feed/special/unitree-robotics-ipo-subscription-rate-at-0-018-percent-only-1-in-every-5-500-9132 nashnova zh-tw 2026-08-11T01:11:17.595Z 宇樹科技IPO中籤率0.018%，每5500份申請僅1中籤 https://www.nashnova.com/zh-hant/feed/special/anthropic-roadshow-bolsters-investor-confidence-ipo-could-launch-as-early-as-9131 nashnova zh-tw 2026-08-11T01:10:52.565Z Anthropic路演穩投資者信心，IPO最早9月啟動 https://www.nashnova.com/zh-hant/feed/special/u-s-commerce-department-investigates-chinese-firms-leasing-computing-power-in-9130 nashnova zh-tw 2026-08-11T00:58:21.383Z 美國商務部核查中國企業租用東南亞算力 https://www.nashnova.com/zh-hant/feed/special/anthropics-internal-claude-model-pushes-lower-bound-of-riemann-hypothesis-zeros-9129 nashnova zh-tw 2026-08-11T00:56:57.530Z Anthropic內部Claude模型將黎曼猜想零點下界推至67.2% https://www.nashnova.com/zh-hant/feed/special/tech-giants-off-balance-sheet-hidden-liabilities-approaching-2-trillion-9128 nashnova zh-tw 2026-08-11T00:56:33.807Z 科技巨頭表外隱性負債逼近2萬億美元 https://www.nashnova.com/zh-hant/feed/special/kioxias-largest-shareholder-changes-hands-sk-hynix-gains-de-facto-control-9127 nashnova zh-tw 2026-08-11T00:46:05.555Z 鎧俠第一大股東易主，SK海力士透過貝恩資本持股架構實質控股 https://www.nashnova.com/zh-hant/feed/special/tencent-workbuddy-hits-nearly-21-million-monthly-visits-can-ai-products-drive-a-9126 nashnova zh-tw 2026-08-11T00:36:20.709Z 騰訊WorkBuddy月訪問量近2100萬，AI產品能否推動估值重估 https://www.nashnova.com/zh-hant/feed/special/anthropic-signs-9-1-billion-compute-contract-with-riot-9125 nashnova zh-tw 2026-08-11T00:21:05.330Z Anthropic與Riot簽91億美元算力合同 https://www.nashnova.com/zh-hant/feed/special/two-inflation-reports-will-determine-whether-the-fed-raises-rates-in-september-9124 nashnova zh-tw 2026-08-11T00:11:41.292Z 兩份通膨報告將決定聯準會9月是否升息 https://www.nashnova.com/zh-hant/feed/special/cicc-hk-stock-rebound-driven-by-position-rebalancing-sustained-rally-still-9123 nashnova zh-tw 2026-08-11T00:07:05.995Z 中金：港股反彈靠倉位再均衡，持續上行仍需財政或科技催化 https://www.nashnova.com/zh-hant/feed/special/chinese-banks-accelerate-disposal-of-over-55-billion-yuan-in-credit-card-non-9122 nashnova zh-tw 2026-08-11T00:06:10.967Z 中國銀行業加速出售逾550億元信用卡不良貸款 https://www.nashnova.com/zh-hant/feed/special/asian-bank-stocks-post-strongest-rally-in-decades-as-capital-rotates-from-ai-9121 nashnova zh-tw 2026-08-10T23:48:51.898Z 亞洲銀行股創數十年最強漲勢 資金從AI交易轉向防禦 https://www.nashnova.com/zh-hant/feed/special/15th-five-year-coal-plan-implemented-hk-listed-coal-stocks-face-valuation-9120 nashnova zh-tw 2026-08-10T23:48:30.448Z 十五五煤炭規劃落地，港股煤炭股迎估值重構 https://www.nashnova.com/zh-hant/feed/special/nvidia-vera-rubin-memory-cost-breakdown-socamm2-accounts-for-nearly-50-percent-9119 nashnova zh-tw 2026-08-10T23:47:32.000Z 輝達Vera Rubin記憶體成本解析：SOCAMM2佔比近50% https://www.nashnova.com/zh-hant/feed/special/chinese-automakers-european-market-share-rises-to-9-5-percent-as-trade-frictions-9118 nashnova zh-tw 2026-08-10T23:47:10.937Z 中國車企歐洲市佔率升至9.5% 貿易摩擦持續加劇 https://www.nashnova.com/zh-hant/feed/special/drone-strike-hits-libyas-zawiya-refinery-national-oil-corporation-declares-state-9117 nashnova zh-tw 2026-08-10T23:46:23.199Z 利比亞扎維亞煉油廠遭無人機襲擊，國家石油公司宣布緊急狀態 https://www.nashnova.com/zh-hant/feed/special/umc-july-revenue-hits-45-month-high-as-wafer-price-hikes-support-h2-growth-9116 nashnova zh-tw 2026-08-10T23:46:03.249Z 聯華電子7月營收創45個月新高 晶圓價格上漲支撐下半年增長 https://www.nashnova.com/zh-hant/feed/special/intel-expands-share-offering-to-20-billion-as-subscription-demand-exceeds-100-9115 nashnova zh-tw 2026-08-10T23:31:10.228Z 英特爾增發規模擴至200億美元，認購需求逾千億 https://www.nashnova.com/zh-hant/feed/special/twd-options-bet-on-rebound-as-bearish-usd-positions-exceed-bullish-for-first-9114 nashnova zh-tw 2026-08-10T23:21:16.157Z 台幣期權押注反彈，看跌美元倉位今年首超看漲 https://www.nashnova.com/zh-hant/feed/special/south-korean-minister-warns-cxmt-expansion-threatens-memory-profits-urges-9113 nashnova zh-tw 2026-08-10T23:11:24.685Z 韓國部長警告：長鑫擴產威脅存儲利潤，勿分割半導體紅利 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-compensation-dispute-escalates-oil-prices-surge-over-5-percent-in-a-9112 nashnova zh-tw 2026-08-10T22:51:54.148Z 美伊賠償爭端升級，油價單日漲逾5%，美股三大指數收跌 https://www.nashnova.com/zh-hant/feed/special/openai-ethics-lead-departs-with-no-replacement-lined-up-9111 nashnova zh-tw 2026-08-10T22:46:36.465Z OpenAI倫理負責人離職，公司無接替人選 https://www.nashnova.com/zh-hant/feed/special/trump-claims-u-s-military-has-100-percent-control-of-the-strait-of-hormuz-9110 nashnova zh-tw 2026-08-10T22:46:12.672Z 特朗普稱美軍已100%控制霍爾木茲海峽 https://www.nashnova.com/zh-hant/feed/special/anthropic-permanently-locks-in-low-pricing-for-sonnet-5-scraps-planned-50-9109 nashnova zh-tw 2026-08-10T22:21:19.246Z Anthropic永久鎖定Sonnet 5低價，取消50%漲價計劃 https://www.nashnova.com/zh-hant/feed/special/gold-extends-rally-to-two-month-high-as-markets-await-u-s-cpi-data-9108 nashnova zh-tw 2026-08-10T21:46:06.762Z 黃金續漲至兩個月高位，市場等待美國CPI數據 https://www.nashnova.com/zh-hant/feed/special/ai-leveraged-etf-trading-volume-surges-structural-market-risks-emerge-9107 nashnova zh-tw 2026-08-10T21:11:30.630Z AI槓桿ETF交易量激增，市場結構性風險浮現 https://www.nashnova.com/zh-hant/feed/special/trump-acknowledges-one-call-with-waller-denies-frequent-contact-9106 nashnova zh-tw 2026-08-10T20:56:32.369Z 特朗普承認與沃什通話一次，否認頻繁聯繫 https://www.nashnova.com/zh-hant/feed/special/openai-spends-7-billion-of-its-own-cash-to-buy-back-employee-shares-valuation-9105 nashnova zh-tw 2026-08-10T20:46:08.460Z OpenAI自掏70億美元回購員工股份，估值維持8520億美元 https://www.nashnova.com/zh-hant/feed/special/rocket-lab-q3-revenue-guidance-beats-expectations-but-gross-margin-guidance-9104 nashnova zh-tw 2026-08-10T20:21:11.286Z 火箭實驗室Q3營收指引超預期，毛利率指引低於市場預期 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-july-cpi-could-trigger-significant-s-and-p-500-swings-9103 nashnova zh-tw 2026-08-10T20:11:32.098Z 摩根大通：7月CPI或引發標普500顯著波動 https://www.nashnova.com/zh-hant/feed/special/adani-u-s-securities-fraud-charges-dismissed-9102 nashnova zh-tw 2026-08-10T20:10:52.937Z 阿達尼美國證券欺詐指控獲撤銷 https://www.nashnova.com/zh-hant/feed/special/feds-hammack-multiple-rate-hikes-may-be-needed-to-curb-inflation-9101 nashnova zh-tw 2026-08-10T19:20:56.704Z 美聯儲哈馬克：可能需多次加息才能壓制通脹 https://www.nashnova.com/zh-hant/feed/special/ai-threats-escalate-after-black-hat-conference-as-crowdstrike-and-palo-alto-hit-9100 nashnova zh-tw 2026-08-10T17:56:09.725Z Black Hat會議後AI威脅升溫，CrowdStrike和Palo Alto創歷史新高 https://www.nashnova.com/zh-hant/feed/special/buffetts-heavy-bet-on-japans-five-major-trading-houses-moats-face-ai-era-9099 nashnova zh-tw 2026-08-10T17:11:39.278Z 巴菲特重倉日本五大商社，AI時代護城河面臨考驗 https://www.nashnova.com/zh-hant/feed/special/u-s-strategic-petroleum-reserve-falls-to-298-3-million-barrels-as-oil-prices-9098 nashnova zh-tw 2026-08-10T17:06:52.251Z 美國戰略石油儲備跌至2.983億桶，油價單日漲逾4% https://www.nashnova.com/zh-hant/feed/special/prediction-markets-bet-july-cpi-will-come-in-below-consensus-only-15-percent-9097 nashnova zh-tw 2026-08-10T17:01:05.392Z 預測市場押注7月CPI低於共識，整體超3.4%機率僅15% https://www.nashnova.com/zh-hant/feed/special/netflix-nearly-doubles-2026-upfront-ad-commitments-9096 nashnova zh-tw 2026-08-10T16:45:58.638Z Netflix 2026年Upfront廣告承諾近乎翻倍 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-co-head-of-global-banking-and-markets-advises-investors-to-stay-9095 nashnova zh-tw 2026-08-10T16:41:35.072Z 高盛全球銀行市場聯席主管：建議投資者保持持倉 https://www.nashnova.com/zh-hant/feed/special/nvidia-teams-up-with-wall-street-giants-to-assemble-500-billion-ai-9094 nashnova zh-tw 2026-08-10T16:31:12.970Z 輝達聯合華爾街巨頭籌組5000億美元AI基建融資 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