https://www.nashnova.com/feed/special/trump-warns-of-strikes-on-iranian-power-plants-and-bridges-next-week-6605 NashNova en 2026-07-15T09:37:10.519Z Trump Warns of Strikes on Iranian Power Plants and Bridges Next Week https://www.nashnova.com/feed/special/ecb-trade-tensions-have-weakened-eurozone-credit-dynamics-6604 NashNova en 2026-07-15T09:27:54.947Z ECB: Trade Tensions Have Weakened Eurozone Credit Dynamics https://www.nashnova.com/feed/special/apple-ai-services-complete-regulatory-registration-in-china-integrating-baidu-6603 NashNova en 2026-07-15T09:26:53.514Z Apple AI Services Complete Regulatory Registration in China, Integrating Baidu and Alibaba Models https://www.nashnova.com/feed/special/innolights-7-billion-hong-kong-ipo-nears-approval-6602 NashNova en 2026-07-15T09:22:00.662Z Innolight's $7 Billion Hong Kong IPO Nears Approval https://www.nashnova.com/feed/special/cmb-macro-june-exports-up-27-percent-ai-chain-price-contribution-significant-6601 NashNova en 2026-07-15T08:27:54.162Z CMB Macro: June Exports Up 27%, AI Chain Price Contribution Significant https://www.nashnova.com/feed/special/chinese-hedge-funds-start-trimming-ai-holdings-after-booking-profits-6600 NashNova en 2026-07-15T08:23:01.492Z Chinese Hedge Funds Start Trimming AI Holdings After Booking Profits https://www.nashnova.com/feed/special/citi-raises-q3-dividend-by-12-percent-launches-30-billion-buyback-program-6599 NashNova en 2026-07-15T08:21:47.207Z Citi Raises Q3 Dividend by 12%, Launches $30 Billion Buyback Program https://www.nashnova.com/feed/special/macbook-neo-drives-apple-laptop-shipments-up-over-10-percent-but-a18-pro-chip-6598 NashNova en 2026-07-15T08:08:43.395Z MacBook Neo Drives Apple Laptop Shipments Up Over 10%, but A18 Pro Chip Shortage Caps Full-Year Outlook https://www.nashnova.com/feed/special/powerchip-2q26-gross-margin-rises-to-28-percent-dram-shortage-to-extend-through-6597 NashNova en 2026-07-15T08:07:26.894Z Powerchip 2Q26 Gross Margin Rises to 28%; DRAM Shortage to Extend Through 2027 https://www.nashnova.com/feed/special/asml-raises-full-year-2026-guidance-2027-euv-orders-nearly-fully-booked-6596 NashNova en 2026-07-15T08:03:30.411Z ASML Raises Full-Year 2026 Guidance; 2027 EUV Orders Nearly Fully Booked https://www.nashnova.com/feed/special/bnp-paribas-downgrades-adobe-cloud-giants-ai-tools-eroding-its-moat-6595 NashNova en 2026-07-15T08:02:14.187Z BNP Paribas Downgrades Adobe: Cloud Giants' AI Tools Eroding Its Moat https://www.nashnova.com/feed/special/ubs-outlook-on-ai-computing-chain-strong-orders-but-supply-chain-constraints-6594 NashNova en 2026-07-15T07:57:23.065Z UBS Outlook on AI Computing Chain: Strong Orders but Supply Chain Constraints Limit Revenue Realization https://www.nashnova.com/feed/special/un-maritime-agency-strait-of-hormuz-remains-unsafe-for-navigation-6593 NashNova en 2026-07-15T07:52:04.397Z UN Maritime Agency: Strait of Hormuz Remains Unsafe for Navigation https://www.nashnova.com/feed/special/pboc-rmb-exchange-rate-expected-to-continue-two-way-fluctuations-6592 NashNova en 2026-07-15T07:36:45.833Z PBOC: RMB Exchange Rate Expected to Continue Two-Way Fluctuations https://www.nashnova.com/feed/special/nokia-partners-with-nvidia-to-launch-ai-wireless-network-platform-6591 NashNova en 2026-07-15T07:33:33.076Z Nokia Partners with NVIDIA to Launch AI Wireless Network Platform, Commercialization Set for 2027 https://www.nashnova.com/feed/special/asmls-strong-forecast-lifts-tech-stocks-while-middle-east-tensions-weigh-on-6590 NashNova en 2026-07-15T07:32:15.168Z ASML's Strong Forecast Lifts Tech Stocks While Middle East Tensions Weigh on European Equities https://www.nashnova.com/feed/special/vast-gap-in-ai-model-token-pricing-between-china-and-the-u-s-6589 NashNova en 2026-07-15T07:21:56.464Z Vast Gap in AI Model Token Pricing Between China and the U.S. https://www.nashnova.com/feed/special/powerchip-dram-foundry-prices-to-rise-45-percent-in-july-6588 NashNova en 2026-07-15T07:12:31.244Z Powerchip DRAM Foundry Prices to Rise 45% in July https://www.nashnova.com/feed/special/chinas-h1-aggregate-social-financing-reaches-20-84-trillion-yuan-6587 NashNova en 2026-07-15T07:06:49.338Z China's H1 Aggregate Social Financing Reaches 20.84 Trillion Yuan https://www.nashnova.com/feed/special/rhine-river-low-water-levels-return-disrupting-german-manufacturing-transport-6586 NashNova en 2026-07-15T06:57:01.966Z Rhine River Low Water Levels Return, Disrupting German Manufacturing Transport https://www.nashnova.com/feed/special/china-ai-stocks-pull-back-over-10-percent-institutions-say-bull-case-remains-6585 NashNova en 2026-07-15T06:46:54.959Z China AI Stocks Pull Back Over 10%; Institutions Say Bull Case Remains Intact https://www.nashnova.com/feed/special/vanguard-and-natixis-short-french-government-bonds-as-le-pens-candidacy-6584 NashNova en 2026-07-15T06:42:44.679Z Vanguard and Natixis Short French Government Bonds as Le Pen's Candidacy Heightens Fiscal Concerns https://www.nashnova.com/feed/special/samsung-has-yet-to-secure-mass-production-orders-for-nvidias-hbm4-6583 NashNova en 2026-07-15T06:12:31.239Z Samsung Has Yet to Secure Mass Production Orders for NVIDIA's HBM4 https://www.nashnova.com/feed/special/oracle-leads-bidding-for-japans-classified-cloud-contract-6582 NashNova en 2026-07-15T06:01:52.483Z Oracle Leads Bidding for Japan's Classified Cloud Contract https://www.nashnova.com/feed/special/asml-confirms-intel-uses-high-na-euv-for-mass-production-of-core-ultra-3-6581 NashNova en 2026-07-15T05:38:04.580Z ASML Confirms Intel Uses High NA EUV for Mass Production of Core Ultra 3 https://www.nashnova.com/feed/special/ecbs-knot-no-second-round-inflation-effects-from-iran-war-yet-ready-to-act-if-6580 NashNova en 2026-07-15T05:36:59.014Z ECB's Knot: No Second-Round Inflation Effects from Iran War Yet, Ready to Act if Needed https://www.nashnova.com/feed/special/jpmorgan-q3-dividend-raised-to-1-65-up-10-percent-6579 NashNova en 2026-07-15T04:56:49.550Z JPMorgan Q3 Dividend Raised to $1.65, Up 10% https://www.nashnova.com/feed/special/ibm-warning-dampens-market-sentiment-asml-earnings-must-significantly-beat-6578 NashNova en 2026-07-15T04:47:15.575Z IBM Warning Dampens Market Sentiment, ASML Earnings Must Significantly Beat Expectations https://www.nashnova.com/feed/special/anta-brand-ceo-xu-yang-resigns-lai-shixian-takes-over-as-acting-ceo-6577 NashNova en 2026-07-15T04:37:56.748Z Anta Brand CEO Xu Yang Resigns, Lai Shixian Takes Over as Acting CEO https://www.nashnova.com/feed/special/cxmt-prices-ipo-on-shanghai-stock-exchange-valuation-hits-579-billion-yuan-6576 NashNova en 2026-07-15T04:36:51.200Z CXMT Prices IPO on Shanghai Stock Exchange, Valuation Hits 579 Billion Yuan Setting A-Share Chip Record https://www.nashnova.com/feed/special/sk-hynix-begins-equipment-orders-for-yongin-fab-initial-monthly-capacity-of-20k-6575 NashNova en 2026-07-15T04:33:38.332Z SK Hynix Begins Equipment Orders for Yongin Fab, Initial Monthly Capacity of 20K Wafers https://www.nashnova.com/feed/special/semiconductor-equipment-sales-expected-to-hit-record-165-9-billion-in-2026-6574 NashNova en 2026-07-15T04:32:19.994Z Semiconductor Equipment Sales Expected to Hit Record $165.9 Billion in 2026 https://www.nashnova.com/feed/special/byd-executive-can-surpass-toyota-without-the-u-s-market-6573 NashNova en 2026-07-15T04:22:08.941Z BYD Executive: Can Surpass Toyota Without the U.S. Market https://www.nashnova.com/feed/special/china-ev-price-war-intensifies-revenue-up-but-profits-down-multiple-automakers-6572 NashNova en 2026-07-15T04:20:13.456Z China EV Price War Intensifies: Revenue Up but Profits Down, Multiple Automakers Swing to Losses in H1 https://www.nashnova.com/feed/special/eu-exempts-smart-glasses-from-battery-removability-requirement-clearing-metas-6571 NashNova en 2026-07-15T04:18:48.508Z EU Exempts Smart Glasses from Battery Removability Requirement, Clearing Meta's Path to European Market https://www.nashnova.com/feed/special/hong-kong-stocks-rise-1-46-percent-at-midday-innovative-drug-sector-leads-with-6570 NashNova en 2026-07-15T04:17:27.762Z Hong Kong Stocks Rise 1.46% at Midday, Innovative Drug Sector Leads with Over 6% Gain https://www.nashnova.com/feed/special/south-korean-president-acknowledges-stock-market-instability-as-leveraged-etf-6569 NashNova en 2026-07-15T03:58:26.994Z South Korean President Acknowledges Stock Market Instability as Leveraged ETF Issue Becomes Politicized https://www.nashnova.com/feed/special/chinas-coal-output-posts-largest-year-on-year-decline-in-a-decade-6568 NashNova en 2026-07-15T03:56:55.883Z China's Coal Output Posts Largest Year-on-Year Decline in a Decade https://www.nashnova.com/feed/special/japanese-retail-traders-dollar-shorts-hit-highest-since-2008-6567 NashNova en 2026-07-15T03:42:15.823Z Japanese Retail Traders' Dollar Shorts Hit Highest Since 2008 https://www.nashnova.com/feed/special/stripe-teams-up-with-advent-to-acquire-paypal-in-53-billion-deal-6566 NashNova en 2026-07-15T03:31:37.671Z Stripe Teams Up with Advent to Acquire PayPal in $53 Billion Deal https://www.nashnova.com/feed/special/jpmorgan-crude-supply-no-longer-the-core-issue-refining-and-russia-emerge-as-the-6565 NashNova en 2026-07-15T03:25:32.948Z JPMorgan: Crude Supply No Longer the Core Issue; Refining and Russia Emerge as the Biggest Variables https://www.nashnova.com/feed/special/evergrande-liquidators-warn-pwc-partners-against-transferring-assets-6564 NashNova en 2026-07-15T03:24:05.579Z Evergrande Liquidators Warn PwC Partners Against Transferring Assets https://www.nashnova.com/feed/special/chinese-open-source-models-account-for-41-percent-of-global-downloads-surpassing-6563 NashNova en 2026-07-15T03:22:53.523Z Chinese Open-Source Models Account for 41% of Global Downloads, Surpassing the U.S. https://www.nashnova.com/feed/special/chinas-h1-per-capita-disposable-income-reaches-22-981-yuan-up-4-2-percent-in-6562 NashNova en 2026-07-15T02:38:02.534Z China's H1 Per Capita Disposable Income Reaches 22,981 Yuan, Up 4.2% in Real Terms https://www.nashnova.com/feed/special/citi-rising-risk-of-u-s-iran-escalation-could-keep-oil-prices-elevated-long-term-6561 NashNova en 2026-07-15T02:36:43.904Z Citi: Rising Risk of U.S.-Iran Escalation Could Keep Oil Prices Elevated Long-Term https://www.nashnova.com/feed/special/morgan-stanley-ai-hardware-3d-scaling-logic-could-quadruple-optical-module-6560 NashNova en 2026-07-15T02:18:47.814Z Morgan Stanley: AI Hardware 3D Scaling Logic Could Quadruple Optical Module Demand https://www.nashnova.com/feed/special/china-q2-industrial-capacity-utilization-at-73-percent-down-1-percentage-point-6559 NashNova en 2026-07-15T02:17:08.495Z China Q2 Industrial Capacity Utilization at 73%, Down 1 Percentage Point YoY https://www.nashnova.com/feed/special/catl-invests-15-5-billion-yuan-in-ai-energy-chain-in-three-months-6558 NashNova en 2026-07-15T02:15:29.234Z CATL Invests 15.5 Billion Yuan in AI Energy Chain in Three Months https://www.nashnova.com/feed/special/microsoft-cuts-3-200-xbox-jobs-as-capital-shifts-toward-ai-6557 NashNova en 2026-07-15T02:14:15.512Z Microsoft Cuts 3,200 Xbox Jobs as Capital Shifts Toward AI https://www.nashnova.com/feed/special/chinas-june-industrial-output-grows-5-3-percent-yoy-accelerating-from-previous-6556 NashNova en 2026-07-15T02:13:10.838Z China's June Industrial Output Grows 5.3% YoY, Accelerating from Previous Month https://www.nashnova.com/feed/special/chinas-jan-jun-real-estate-development-investment-falls-18-percent-yoy-6555 NashNova en 2026-07-15T02:12:27.193Z China's Jan-Jun Real Estate Development Investment Falls 18% YoY https://www.nashnova.com/feed/special/chinas-june-retail-sales-of-consumer-goods-rise-1-percent-yoy-6554 NashNova en 2026-07-15T02:11:31.764Z China's June Retail Sales of Consumer Goods Rise 1% YoY https://www.nashnova.com/feed/special/north-america-investor-roundtable-tsmc-capex-memory-ltas-amd-investor-day-6553 NashNova en 2026-07-15T01:48:56.922Z North America Investor Roundtable: TSMC CapEx, Memory LTAs, AMD Investor Day Expectations https://www.nashnova.com/feed/special/gpt-5-6-cracks-50-year-math-problem-claude-opus-5-revealed-shortly-after-6552 NashNova en 2026-07-15T01:47:27.412Z GPT-5.6 Cracks 50-Year Math Problem, Claude Opus 5 Revealed Shortly After https://www.nashnova.com/feed/special/june-residential-prices-in-first-tier-cities-rise-mom-while-second-and-third-6551 NashNova en 2026-07-15T01:36:44.065Z June Residential Prices in First-Tier Cities Rise MoM, While Second- and Third-Tier Cities Decline or Stay Flat https://www.nashnova.com/feed/special/top-5-u-s-banks-collectively-cut-q2-loan-loss-provisions-goldman-sachs-leads-6550 NashNova en 2026-07-15T01:32:21.665Z Top 5 U.S. Banks Collectively Cut Q2 Loan Loss Provisions; Goldman Sachs Leads with 73% Drop https://www.nashnova.com/feed/special/u-s-iran-conflict-escalates-brent-crude-rises-to-86-6549 NashNova en 2026-07-15T01:17:18.954Z U.S.-Iran Conflict Escalates, Brent Crude Rises to $86 https://www.nashnova.com/feed/special/cicc-rising-risk-of-fed-preemptive-rate-hike-6548 NashNova en 2026-07-15T01:10:00.290Z CICC: Rising Risk of Fed "Preemptive Rate Hike" https://www.nashnova.com/feed/special/sk-hynix-surges-over-11-percent-in-a-single-day-as-asian-tech-stocks-rally-in-6547 NashNova en 2026-07-15T01:08:25.549Z SK Hynix Surges Over 11% in a Single Day as Asian Tech Stocks Rally in Tandem https://www.nashnova.com/feed/special/coreweave-explores-shorting-storage-stocks-to-hedge-long-term-contract-price-6546 NashNova en 2026-07-15T01:07:10.207Z CoreWeave Explores Shorting Storage Stocks to Hedge Long-Term Contract Price Risk https://www.nashnova.com/feed/special/south-koreas-southwestern-chip-cluster-power-supply-accelerates-samsung-and-sk-6545 NashNova en 2026-07-15T01:04:23.026Z South Korea's Southwestern Chip Cluster Power Supply Accelerates, Samsung and SK Invest Over 896 Trillion Won https://www.nashnova.com/feed/special/huawei-atlas-950-superpod-makes-its-debut-at-waic-2026-6544 NashNova en 2026-07-15T01:02:58.432Z Huawei Atlas 950 SuperPod Makes Its Debut at WAIC 2026 https://www.nashnova.com/feed/special/google-partners-with-cypress-creek-to-build-americas-largest-solar-project-6543 NashNova en 2026-07-15T00:36:56.998Z Google Partners with Cypress Creek to Build America's Largest Solar Project https://www.nashnova.com/feed/special/cxmt-strategic-placement-of-1-667-billion-shares-xiaomi-meituan-tencent-among-6542 NashNova en 2026-07-15T00:32:13.509Z CXMT Strategic Placement of 1.667 Billion Shares: Xiaomi, Meituan, Tencent Among Investors https://www.nashnova.com/feed/special/chinas-q3-government-bond-issuance-expected-to-hit-record-pboc-may-ramp-up-6541 NashNova en 2026-07-14T23:47:00.739Z China's Q3 Government Bond Issuance Expected to Hit Record, PBOC May Ramp Up Liquidity Support https://www.nashnova.com/feed/special/japans-manufacturing-sentiment-holds-steady-buoyed-by-strong-chip-demand-6540 NashNova en 2026-07-14T23:17:19.610Z Japan's Manufacturing Sentiment Holds Steady, Buoyed by Strong Chip Demand https://www.nashnova.com/feed/special/u-s-opens-ai-chip-exports-to-uae-in-exchange-for-military-cooperation-6539 NashNova en 2026-07-14T23:12:24.022Z U.S. Opens AI Chip Exports to UAE in Exchange for Military Cooperation https://www.nashnova.com/feed/special/spacex-stock-falls-to-just-1-above-ipo-price-6538 NashNova en 2026-07-14T22:32:08.757Z SpaceX Stock Falls to Just $1 Above IPO Price https://www.nashnova.com/feed/special/openai-rebuts-apples-trade-secret-lawsuit-6537 NashNova en 2026-07-14T22:12:01.547Z OpenAI Rebuts Apple's Trade Secret Lawsuit https://www.nashnova.com/feed/special/gpt-5-6-sol-autonomously-deleted-files-openai-system-card-had-already-flagged-6536 NashNova en 2026-07-14T21:57:14.934Z GPT-5.6 Sol Autonomously Deleted Files; OpenAI System Card Had Already Flagged the Risk https://www.nashnova.com/feed/special/china-q2-gdp-growth-expected-to-slow-to-4-5-percent-stimulus-policies-likely-to-6535 NashNova en 2026-07-14T21:12:19.273Z China Q2 GDP Growth Expected to Slow to 4.5%, Stimulus Policies Likely to Remain Restrained https://www.nashnova.com/feed/special/ai-data-center-construction-surges-23-percent-masking-contraction-in-other-u-s-6534 NashNova en 2026-07-14T20:57:01.344Z AI Data Center Construction Surges 23%, Masking Contraction in Other U.S. Building Sectors https://www.nashnova.com/feed/special/altman-warns-gpt-5-6-sol-may-face-scaling-failures-6533 NashNova en 2026-07-14T20:52:02.925Z Altman Warns GPT-5.6 Sol May Face Scaling Failures https://www.nashnova.com/feed/special/openais-first-hardware-product-will-be-a-smart-speaker-6532 NashNova en 2026-07-14T20:46:51.764Z OpenAI's First Hardware Product Will Be a Smart Speaker https://www.nashnova.com/feed/special/largest-u-s-power-grid-faces-third-consecutive-supply-shortfall-as-ai-demand-6531 NashNova en 2026-07-14T20:42:10.261Z Largest U.S. Power Grid Faces Third Consecutive Supply Shortfall as AI Demand Pressure Persists https://www.nashnova.com/feed/special/nasdaq-leads-u-s-stocks-higher-with-0-9-percent-gain-as-mild-cpi-eases-rate-hike-6530 NashNova en 2026-07-14T20:33:27.068Z Nasdaq Leads U.S. Stocks Higher with 0.9% Gain as Mild CPI Eases Rate Hike Expectations https://www.nashnova.com/feed/special/morgan-stanley-q2-earnings-preview-eps-expected-at-2-93-wealth-management-in-6529 NashNova en 2026-07-14T20:32:27.015Z Morgan Stanley Q2 Earnings Preview: EPS Expected at $2.93, Wealth Management in Focus https://www.nashnova.com/feed/special/latest-may-data-on-u-s-treasury-holdings-by-china-japan-and-the-uk-6528 NashNova en 2026-07-14T20:16:46.200Z Latest May Data on U.S. Treasury Holdings by China, Japan, and the UK https://www.nashnova.com/feed/special/morgan-stanleys-top-3-stock-picks-ahead-of-q2-earnings-season-6527 NashNova en 2026-07-14T20:12:13.861Z Morgan Stanley's Top 3 Stock Picks Ahead of Q2 Earnings Season https://www.nashnova.com/feed/special/xlk-technology-etf-posts-worst-10-day-relative-performance-since-2002-6526 NashNova en 2026-07-14T19:41:48.900Z XLK Technology ETF Posts Worst 10-Day Relative Performance Since 2002 https://www.nashnova.com/feed/special/feds-bowman-banks-should-decide-their-own-ai-innovation-6525 NashNova en 2026-07-14T19:11:56.948Z Fed's Bowman: Banks Should Decide Their Own AI Innovation https://www.nashnova.com/feed/special/hca-surgical-volumes-decline-medical-device-sector-sells-off-6524 NashNova en 2026-07-14T18:46:45.369Z HCA Surgical Volumes Decline, Medical Device Sector Sells Off https://www.nashnova.com/feed/special/ibm-warning-sparks-debate-over-saas-disruption-divergent-interpretations-emerge-6523 NashNova en 2026-07-14T18:32:29.508Z IBM Warning Sparks Debate Over SaaS Disruption, Divergent Interpretations Emerge https://www.nashnova.com/feed/special/lucid-stock-plunges-55-percent-intraday-triggering-circuit-breaker-company-hires-6522 NashNova en 2026-07-14T18:12:05.584Z Lucid Stock Plunges 55% Intraday Triggering Circuit Breaker; Company Hires Restructuring Advisor to Evaluate Privatization and Bankruptcy https://www.nashnova.com/feed/special/ibm-earnings-warning-unexpectedly-boosts-cybersecurity-stocks-crowdstrike-surges-6521 NashNova en 2026-07-14T18:07:18.533Z IBM Earnings Warning Unexpectedly Boosts Cybersecurity Stocks, CrowdStrike Surges Over 10% https://www.nashnova.com/feed/special/wall-street-banks-ai-capex-super-cycle-drives-m-and-a-and-financing-6520 NashNova en 2026-07-14T17:48:20.832Z Wall Street Banks: AI Capex Super Cycle Drives M&A and Financing https://www.nashnova.com/feed/special/sk-hynix-adr-premium-widens-to-46-percent-as-options-launch-fuels-volatility-6519 NashNova en 2026-07-14T17:47:00.853Z SK Hynix ADR Premium Widens to 46% as Options Launch Fuels Volatility https://www.nashnova.com/feed/special/china-bans-helium-exports-adding-new-pressure-to-global-supply-chains-6518 NashNova en 2026-07-14T17:23:39.912Z China Bans Helium Exports, Adding New Pressure to Global Supply Chains https://www.nashnova.com/feed/special/barclays-initiates-coverage-on-sk-hynix-us-adr-with-330-target-implying-nearly-6517 NashNova en 2026-07-14T17:22:32.147Z Barclays Initiates Coverage on SK Hynix US ADR with $330 Target, Implying Nearly 100% Upside https://www.nashnova.com/feed/special/mizuho-downgrades-circle-to-underperform-slashes-target-price-to-50-6516 NashNova en 2026-07-14T17:12:24.978Z Mizuho Downgrades Circle to Underperform, Slashes Target Price to $50 https://www.nashnova.com/feed/special/h200-shipments-to-china-remain-minimal-nvidias-china-revenue-still-hard-to-6515 NashNova en 2026-07-14T17:04:31.181Z H200 Shipments to China Remain Minimal, Nvidia's China Revenue Still Hard to Predict https://www.nashnova.com/feed/special/keybanc-raises-amd-price-target-to-725-implying-28-percent-upside-6514 NashNova en 2026-07-14T17:03:06.628Z KeyBanc Raises AMD Price Target to $725, Implying 28% Upside https://www.nashnova.com/feed/special/brent-term-structure-flips-to-backwardation-as-iran-tensions-elevate-supply-6513 NashNova en 2026-07-14T17:02:10.060Z Brent Term Structure Flips to Backwardation as Iran Tensions Elevate Supply Risks https://www.nashnova.com/feed/special/ubs-gold-enters-the-strongest-seasonal-phase-of-the-year-6512 NashNova en 2026-07-14T16:57:06.904Z UBS: Gold Enters the Strongest Seasonal Phase of the Year https://www.nashnova.com/feed/special/deepseek-plans-1-5-billion-fundraise-and-prepares-for-ipo-6511 NashNova en 2026-07-14T16:52:33.625Z DeepSeek Plans $1.5 Billion Fundraise and Prepares for IPO https://www.nashnova.com/feed/special/waller-ai-has-not-triggered-mass-layoffs-productivity-has-improved-6510 NashNova en 2026-07-14T16:48:14.153Z Waller: AI Has Not Triggered Mass Layoffs, Productivity Has Improved https://www.nashnova.com/feed/special/u-s-commerce-department-officials-chip-and-ai-regulatory-actions-are-imminent-6509 NashNova en 2026-07-14T16:47:24.998Z U.S. Commerce Department Officials: Chip and AI Regulatory Actions Are Imminent https://www.nashnova.com/feed/special/susquehanna-intel-amd-prioritize-server-cpu-supply-older-chips-flow-into-new-pcs-6508 NashNova en 2026-07-14T16:46:37.102Z Susquehanna: Intel, AMD Prioritize Server CPU Supply, Older Chips Flow into New PCs https://www.nashnova.com/feed/special/bofa-bull-and-bear-indicator-rises-to-9-4-warning-of-limited-upside-in-summer-6507 NashNova en 2026-07-14T16:38:28.367Z BofA Bull & Bear Indicator Rises to 9.4, Warning of Limited Upside in Summer Rally https://www.nashnova.com/feed/special/us-and-uk-push-for-regulatory-alignment-on-tokenized-finance-6506 NashNova en 2026-07-14T16:37:06.484Z US and UK Push for Regulatory Alignment on Tokenized Finance https://www.nashnova.com/zh/feed/special/asml-raises-full-year-2026-guidance-2027-euv-orders-nearly-fully-booked-6596 NashNova zh-cn 2026-07-15T08:03:30.411Z ASML上调2026全年指引，2027年EUV订单接近齐备 https://www.nashnova.com/zh/feed/special/bnp-paribas-downgrades-adobe-cloud-giants-ai-tools-eroding-its-moat-6595 NashNova zh-cn 2026-07-15T08:02:14.187Z 法巴下调Adobe评级：云巨头AI工具侵蚀其护城河 https://www.nashnova.com/zh/feed/special/ubs-outlook-on-ai-computing-chain-strong-orders-but-supply-chain-constraints-6594 NashNova zh-cn 2026-07-15T07:57:23.065Z 瑞银前瞻AI算力链：订单旺盛但供应链制约营收兑现 https://www.nashnova.com/zh/feed/special/un-maritime-agency-strait-of-hormuz-remains-unsafe-for-navigation-6593 NashNova zh-cn 2026-07-15T07:52:04.397Z 联合国海事机构：霍尔木兹海峡仍不宜通行 https://www.nashnova.com/zh/feed/special/pboc-rmb-exchange-rate-expected-to-continue-two-way-fluctuations-6592 NashNova zh-cn 2026-07-15T07:36:45.833Z 央行：人民币汇率预计继续双向波动 https://www.nashnova.com/zh/feed/special/nokia-partners-with-nvidia-to-launch-ai-wireless-network-platform-6591 NashNova zh-cn 2026-07-15T07:33:33.076Z 诺基亚联合英伟达推出AI无线网络平台，2027年商用 https://www.nashnova.com/zh/feed/special/asmls-strong-forecast-lifts-tech-stocks-while-middle-east-tensions-weigh-on-6590 NashNova zh-cn 2026-07-15T07:32:15.168Z ASML强劲预测提振科技股，中东紧张压制欧股 https://www.nashnova.com/zh/feed/special/vast-gap-in-ai-model-token-pricing-between-china-and-the-u-s-6589 NashNova zh-cn 2026-07-15T07:21:56.464Z 中美AI大模型Token定价差距悬殊 https://www.nashnova.com/zh/feed/special/powerchip-dram-foundry-prices-to-rise-45-percent-in-july-6588 NashNova zh-cn 2026-07-15T07:12:31.244Z 力晶DRAM代工价格7月上调45% https://www.nashnova.com/zh/feed/special/chinas-h1-aggregate-social-financing-reaches-20-84-trillion-yuan-6587 NashNova zh-cn 2026-07-15T07:06:49.338Z 中国上半年社融增量20.84万亿元 https://www.nashnova.com/zh/feed/special/rhine-river-low-water-levels-return-disrupting-german-manufacturing-transport-6586 NashNova zh-cn 2026-07-15T06:57:01.966Z 莱茵河枯水再现，德国制造业运输受阻 https://www.nashnova.com/zh/feed/special/china-ai-stocks-pull-back-over-10-percent-institutions-say-bull-case-remains-6585 NashNova zh-cn 2026-07-15T06:46:54.959Z 中国AI股回调逾10%，机构称牛市逻辑未破 https://www.nashnova.com/zh/feed/special/vanguard-and-natixis-short-french-government-bonds-as-le-pens-candidacy-6584 NashNova zh-cn 2026-07-15T06:42:44.679Z 先锋领航、法国外贸银行做空法国国债，勒庞参选加剧财政忧虑 https://www.nashnova.com/zh/feed/special/samsung-has-yet-to-secure-mass-production-orders-for-nvidias-hbm4-6583 NashNova zh-cn 2026-07-15T06:12:31.239Z 三星尚未获英伟达HBM4量产订单 https://www.nashnova.com/zh/feed/special/oracle-leads-bidding-for-japans-classified-cloud-contract-6582 NashNova zh-cn 2026-07-15T06:01:52.483Z 甲骨文领跑日本机密云合同竞标 https://www.nashnova.com/zh/feed/special/asml-confirms-intel-uses-high-na-euv-for-mass-production-of-core-ultra-3-6581 NashNova zh-cn 2026-07-15T05:38:04.580Z ASML确认英特尔用High NA EUV量产Core Ultra 3 https://www.nashnova.com/zh/feed/special/ecbs-knot-no-second-round-inflation-effects-from-iran-war-yet-ready-to-act-if-6580 NashNova zh-cn 2026-07-15T05:36:59.014Z 欧洲央行官员科赫尔：伊朗战争暂无二轮通胀效应，随时准备出手 https://www.nashnova.com/zh/feed/special/jpmorgan-q3-dividend-raised-to-1-65-up-10-percent-6579 NashNova zh-cn 2026-07-15T04:56:49.550Z 摩根大通Q3股息上调至$1.65，涨幅10% https://www.nashnova.com/zh/feed/special/ibm-warning-dampens-market-sentiment-asml-earnings-must-significantly-beat-6578 NashNova zh-cn 2026-07-15T04:47:15.575Z IBM预警压低市场情绪，ASML财报须大幅超预期 https://www.nashnova.com/zh/feed/special/anta-brand-ceo-xu-yang-resigns-lai-shixian-takes-over-as-acting-ceo-6577 NashNova zh-cn 2026-07-15T04:37:56.748Z 安踏品牌CEO徐阳辞任，赖世贤代理 https://www.nashnova.com/zh/feed/special/cxmt-prices-ipo-on-shanghai-stock-exchange-valuation-hits-579-billion-yuan-6576 NashNova zh-cn 2026-07-15T04:36:51.200Z 长鑫存储上交所IPO定价，估值达5790亿元创A股芯片纪录 https://www.nashnova.com/zh/feed/special/sk-hynix-begins-equipment-orders-for-yongin-fab-initial-monthly-capacity-of-20k-6575 NashNova zh-cn 2026-07-15T04:33:38.332Z SK海力士龙仁晶圆厂启动设备订购，初期月产能2万片 https://www.nashnova.com/zh/feed/special/semiconductor-equipment-sales-expected-to-hit-record-165-9-billion-in-2026-6574 NashNova zh-cn 2026-07-15T04:32:19.994Z 半导体设备销售额2026年料创纪录1659亿美元 https://www.nashnova.com/zh/feed/special/byd-executive-can-surpass-toyota-without-the-u-s-market-6573 NashNova zh-cn 2026-07-15T04:22:08.941Z 比亚迪高管：无需美国市场可超越丰田 https://www.nashnova.com/zh/feed/special/china-ev-price-war-intensifies-revenue-up-but-profits-down-multiple-automakers-6572 NashNova zh-cn 2026-07-15T04:20:13.456Z 中国EV价格战加剧：增收不增利，多家车企上半年转亏 https://www.nashnova.com/zh/feed/special/eu-exempts-smart-glasses-from-battery-removability-requirement-clearing-metas-6571 NashNova zh-cn 2026-07-15T04:18:48.508Z 欧盟豁免智能眼镜电池可拆卸要求，Meta入欧障碍消除 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-rise-1-46-percent-at-midday-innovative-drug-sector-leads-with-6570 NashNova zh-cn 2026-07-15T04:17:27.762Z 港股午盘涨1.46% 创新药板块领涨逾6% https://www.nashnova.com/zh/feed/special/south-korean-president-acknowledges-stock-market-instability-as-leveraged-etf-6569 NashNova zh-cn 2026-07-15T03:58:26.994Z 韩国总统承认股市不稳，杠杆ETF问题政治化 https://www.nashnova.com/zh/feed/special/chinas-coal-output-posts-largest-year-on-year-decline-in-a-decade-6568 NashNova zh-cn 2026-07-15T03:56:55.883Z 中国煤炭产量创十年最大同比降幅 https://www.nashnova.com/zh/feed/special/japanese-retail-traders-dollar-shorts-hit-highest-since-2008-6567 NashNova zh-cn 2026-07-15T03:42:15.823Z 日本散户美元空头升至2008年来最高 https://www.nashnova.com/zh/feed/special/stripe-teams-up-with-advent-to-acquire-paypal-in-53-billion-deal-6566 NashNova zh-cn 2026-07-15T03:31:37.671Z Stripe联手Advent拟530亿美元收购贝宝 https://www.nashnova.com/zh/feed/special/jpmorgan-crude-supply-no-longer-the-core-issue-refining-and-russia-emerge-as-the-6565 NashNova zh-cn 2026-07-15T03:25:32.948Z 摩根大通：原油供应已非核心矛盾，炼油与俄罗斯成最大变量 https://www.nashnova.com/zh/feed/special/evergrande-liquidators-warn-pwc-partners-against-transferring-assets-6564 NashNova zh-cn 2026-07-15T03:24:05.579Z 恒大清盘人警告普华永道合伙人勿转移资产 https://www.nashnova.com/zh/feed/special/chinese-open-source-models-account-for-41-percent-of-global-downloads-surpassing-6563 NashNova zh-cn 2026-07-15T03:22:53.523Z 中国开源模型全球下载量占比达41%，超越美国 https://www.nashnova.com/zh/feed/special/chinas-h1-per-capita-disposable-income-reaches-22-981-yuan-up-4-2-percent-in-6562 NashNova zh-cn 2026-07-15T02:38:02.534Z 中国上半年居民人均可支配收入22981元，实际增4.2% https://www.nashnova.com/zh/feed/special/citi-rising-risk-of-u-s-iran-escalation-could-keep-oil-prices-elevated-long-term-6561 NashNova zh-cn 2026-07-15T02:36:43.904Z 花旗：美伊局势升级风险上升，油价或长期高企 https://www.nashnova.com/zh/feed/special/morgan-stanley-ai-hardware-3d-scaling-logic-could-quadruple-optical-module-6560 NashNova zh-cn 2026-07-15T02:18:47.814Z 大摩：AI硬件三维扩展逻辑下光模块需求或增四倍 https://www.nashnova.com/zh/feed/special/china-q2-industrial-capacity-utilization-at-73-percent-down-1-percentage-point-6559 NashNova zh-cn 2026-07-15T02:17:08.495Z 中国Q2工业产能利用率73%，同比降1个百分点 https://www.nashnova.com/zh/feed/special/catl-invests-15-5-billion-yuan-in-ai-energy-chain-in-three-months-6558 NashNova zh-cn 2026-07-15T02:15:29.234Z 宁德时代三个月砸155亿布局AI能源链 https://www.nashnova.com/zh/feed/special/microsoft-cuts-3-200-xbox-jobs-as-capital-shifts-toward-ai-6557 NashNova zh-cn 2026-07-15T02:14:15.512Z 微软Xbox裁员3200人，资本向AI倾斜 https://www.nashnova.com/zh/feed/special/chinas-june-industrial-output-grows-5-3-percent-yoy-accelerating-from-previous-6556 NashNova zh-cn 2026-07-15T02:13:10.838Z 中国6月工业增加值同比增5.3%，较前值加速 https://www.nashnova.com/zh/feed/special/chinas-jan-jun-real-estate-development-investment-falls-18-percent-yoy-6555 NashNova zh-cn 2026-07-15T02:12:27.193Z 中国1至6月房地产开发投资同比降18% https://www.nashnova.com/zh/feed/special/chinas-june-retail-sales-of-consumer-goods-rise-1-percent-yoy-6554 NashNova zh-cn 2026-07-15T02:11:31.764Z 中国6月社会消费品零售总额同比增1% https://www.nashnova.com/zh/feed/special/north-america-investor-roundtable-tsmc-capex-memory-ltas-amd-investor-day-6553 NashNova zh-cn 2026-07-15T01:48:56.922Z 北美投资人圆桌：台积电资本支出、存储LTA、AMD投资者日预期 https://www.nashnova.com/zh/feed/special/gpt-5-6-cracks-50-year-math-problem-claude-opus-5-revealed-shortly-after-6552 NashNova zh-cn 2026-07-15T01:47:27.412Z GPT-5.6破解50年数学难题，Claude Opus 5随即曝光 https://www.nashnova.com/zh/feed/special/june-residential-prices-in-first-tier-cities-rise-mom-while-second-and-third-6551 NashNova zh-cn 2026-07-15T01:36:44.065Z 6月一线城市住宅价格环比上涨，二三线下降或持平 https://www.nashnova.com/zh/feed/special/top-5-u-s-banks-collectively-cut-q2-loan-loss-provisions-goldman-sachs-leads-6550 NashNova zh-cn 2026-07-15T01:32:21.665Z 美国五大行Q2拨备集体下调，高盛降幅达73% https://www.nashnova.com/zh/feed/special/u-s-iran-conflict-escalates-brent-crude-rises-to-86-6549 NashNova zh-cn 2026-07-15T01:17:18.954Z 美伊冲突升级，布伦特油价涨至86美元 https://www.nashnova.com/zh/feed/special/cicc-rising-risk-of-fed-preemptive-rate-hike-6548 NashNova zh-cn 2026-07-15T01:10:00.290Z 中金：美联储"预防式加息"风险上升 https://www.nashnova.com/zh/feed/special/sk-hynix-surges-over-11-percent-in-a-single-day-as-asian-tech-stocks-rally-in-6547 NashNova zh-cn 2026-07-15T01:08:25.549Z SK海力士单日涨逾11%，亚洲科技股联动反弹 https://www.nashnova.com/zh/feed/special/coreweave-explores-shorting-storage-stocks-to-hedge-long-term-contract-price-6546 NashNova zh-cn 2026-07-15T01:07:10.207Z CoreWeave探索做空存储股对冲长协价格风险 https://www.nashnova.com/zh/feed/special/south-koreas-southwestern-chip-cluster-power-supply-accelerates-samsung-and-sk-6545 NashNova zh-cn 2026-07-15T01:04:23.026Z 韩国西南芯片集群电力保障提速，三星SK投资逾896万亿韩元 https://www.nashnova.com/zh/feed/special/huawei-atlas-950-superpod-makes-its-debut-at-waic-2026-6544 NashNova zh-cn 2026-07-15T01:02:58.432Z 华为Atlas 950 SuperPoD首次亮相WAIC 2026 https://www.nashnova.com/zh/feed/special/google-partners-with-cypress-creek-to-build-americas-largest-solar-project-6543 NashNova zh-cn 2026-07-15T00:36:56.998Z 谷歌携手Cypress Creek建美国最大太阳能项目 https://www.nashnova.com/zh/feed/special/cxmt-strategic-placement-of-1-667-billion-shares-xiaomi-meituan-tencent-among-6542 NashNova zh-cn 2026-07-15T00:32:13.509Z 长鑫科技战配16.67亿股，小米美团腾讯等入列 https://www.nashnova.com/zh/feed/special/chinas-q3-government-bond-issuance-expected-to-hit-record-pboc-may-ramp-up-6541 NashNova zh-cn 2026-07-14T23:47:00.739Z 中国Q3国债发行规模料创纪录，央行或加码流动性 https://www.nashnova.com/zh/feed/special/japans-manufacturing-sentiment-holds-steady-buoyed-by-strong-chip-demand-6540 NashNova zh-cn 2026-07-14T23:17:19.610Z 日本制造业景气持平，芯片需求强劲支撑 https://www.nashnova.com/zh/feed/special/u-s-opens-ai-chip-exports-to-uae-in-exchange-for-military-cooperation-6539 NashNova zh-cn 2026-07-14T23:12:24.022Z 美国向UAE开放AI芯片出口，换取军事合作 https://www.nashnova.com/zh/feed/special/spacex-stock-falls-to-just-1-above-ipo-price-6538 NashNova zh-cn 2026-07-14T22:32:08.757Z SpaceX股价跌至IPO发行价上方1美元 https://www.nashnova.com/zh/feed/special/openai-rebuts-apples-trade-secret-lawsuit-6537 NashNova zh-cn 2026-07-14T22:12:01.547Z OpenAI反驳苹果商业秘密诉讼 https://www.nashnova.com/zh/feed/special/gpt-5-6-sol-autonomously-deleted-files-openai-system-card-had-already-flagged-6536 NashNova zh-cn 2026-07-14T21:57:14.934Z GPT-5.6 Sol自行删文件，OpenAI系统卡早有预警 https://www.nashnova.com/zh/feed/special/china-q2-gdp-growth-expected-to-slow-to-4-5-percent-stimulus-policies-likely-to-6535 NashNova zh-cn 2026-07-14T21:12:19.273Z 中国Q2 GDP增速料降至4.5%，刺激政策预计保持克制 https://www.nashnova.com/zh/feed/special/ai-data-center-construction-surges-23-percent-masking-contraction-in-other-u-s-6534 NashNova zh-cn 2026-07-14T20:57:01.344Z AI数据中心建设激增23%，掩盖美国其他建设领域萎缩 https://www.nashnova.com/zh/feed/special/altman-warns-gpt-5-6-sol-may-face-scaling-failures-6533 NashNova zh-cn 2026-07-14T20:52:02.925Z Altman警告GPT-5.6 Sol可能出现扩容故障 https://www.nashnova.com/zh/feed/special/openais-first-hardware-product-will-be-a-smart-speaker-6532 NashNova zh-cn 2026-07-14T20:46:51.764Z OpenAI首款硬件产品将是智能音箱 https://www.nashnova.com/zh/feed/special/largest-u-s-power-grid-faces-third-consecutive-supply-shortfall-as-ai-demand-6531 NashNova zh-cn 2026-07-14T20:42:10.261Z 美国最大电网三连缺供电，AI需求压力持续 https://www.nashnova.com/zh/feed/special/nasdaq-leads-u-s-stocks-higher-with-0-9-percent-gain-as-mild-cpi-eases-rate-hike-6530 NashNova zh-cn 2026-07-14T20:33:27.068Z 纳指收涨0.9%领涨美股，CPI温和压低加息预期 https://www.nashnova.com/zh/feed/special/morgan-stanley-q2-earnings-preview-eps-expected-at-2-93-wealth-management-in-6529 NashNova zh-cn 2026-07-14T20:32:27.015Z 摩根士丹利Q2财报前瞻：EPS预期$2.93，财富管理成焦点 https://www.nashnova.com/zh/feed/special/latest-may-data-on-u-s-treasury-holdings-by-china-japan-and-the-uk-6528 NashNova zh-cn 2026-07-14T20:16:46.200Z 中日英5月持美债规模最新数据出炉 https://www.nashnova.com/zh/feed/special/morgan-stanleys-top-3-stock-picks-ahead-of-q2-earnings-season-6527 NashNova zh-cn 2026-07-14T20:12:13.861Z 大摩Q2财报季前重点推荐三只股票 https://www.nashnova.com/zh/feed/special/xlk-technology-etf-posts-worst-10-day-relative-performance-since-2002-6526 NashNova zh-cn 2026-07-14T19:41:48.900Z XLK科技ETF创2002年来最差10日相对表现 https://www.nashnova.com/zh/feed/special/feds-bowman-banks-should-decide-their-own-ai-innovation-6525 NashNova zh-cn 2026-07-14T19:11:56.948Z 美联储鲍曼：银行AI创新应由银行自主决定 https://www.nashnova.com/zh/feed/special/hca-surgical-volumes-decline-medical-device-sector-sells-off-6524 NashNova zh-cn 2026-07-14T18:46:45.369Z HCA手术量下滑，医疗器械板块集体走低 https://www.nashnova.com/zh/feed/special/ibm-warning-sparks-debate-over-saas-disruption-divergent-interpretations-emerge-6523 NashNova zh-cn 2026-07-14T18:32:29.508Z IBM预警引发SaaS颠覆论争议，多方解读分歧 https://www.nashnova.com/zh/feed/special/lucid-stock-plunges-55-percent-intraday-triggering-circuit-breaker-company-hires-6522 NashNova zh-cn 2026-07-14T18:12:05.584Z Lucid股价盘中跌55%触发熔断，聘重组顾问评估私有化与破产 https://www.nashnova.com/zh/feed/special/ibm-earnings-warning-unexpectedly-boosts-cybersecurity-stocks-crowdstrike-surges-6521 NashNova zh-cn 2026-07-14T18:07:18.533Z IBM财报预警意外提振网络安全股，CrowdStrike涨逾10% https://www.nashnova.com/zh/feed/special/wall-street-banks-ai-capex-super-cycle-drives-m-and-a-and-financing-6520 NashNova zh-cn 2026-07-14T17:48:20.832Z 华尔街银行：AI资本支出超级周期拉动并购与融资 https://www.nashnova.com/zh/feed/special/sk-hynix-adr-premium-widens-to-46-percent-as-options-launch-fuels-volatility-6519 NashNova zh-cn 2026-07-14T17:47:00.853Z SK海力士ADR溢价扩至46%，期权上市助推波动 https://www.nashnova.com/zh/feed/special/china-bans-helium-exports-adding-new-pressure-to-global-supply-chains-6518 NashNova zh-cn 2026-07-14T17:23:39.912Z 中国禁止氦气出口，全球供应链再承压 https://www.nashnova.com/zh/feed/special/barclays-initiates-coverage-on-sk-hynix-us-adr-with-330-target-implying-nearly-6517 NashNova zh-cn 2026-07-14T17:22:32.147Z 巴克莱首覆SK海力士美股，目标价330美元看涨近一倍 https://www.nashnova.com/zh/feed/special/mizuho-downgrades-circle-to-underperform-slashes-target-price-to-50-6516 NashNova zh-cn 2026-07-14T17:12:24.978Z 瑞穗下调Circle至跑输，目标价腰斩至50美元 https://www.nashnova.com/zh/feed/special/h200-shipments-to-china-remain-minimal-nvidias-china-revenue-still-hard-to-6515 NashNova zh-cn 2026-07-14T17:04:31.181Z H200对华出货量极少，英伟达中国收入仍难预期 https://www.nashnova.com/zh/feed/special/keybanc-raises-amd-price-target-to-725-implying-28-percent-upside-6514 NashNova zh-cn 2026-07-14T17:03:06.628Z KeyBanc上调AMD目标价至725美元，看涨28% https://www.nashnova.com/zh/feed/special/brent-term-structure-flips-to-backwardation-as-iran-tensions-elevate-supply-6513 NashNova zh-cn 2026-07-14T17:02:10.060Z 布伦特期限结构转为反向，伊朗紧张局势推升供应风险 https://www.nashnova.com/zh/feed/special/ubs-gold-enters-the-strongest-seasonal-phase-of-the-year-6512 NashNova zh-cn 2026-07-14T16:57:06.904Z 瑞银：黄金进入全年季节性最强阶段 https://www.nashnova.com/zh/feed/special/deepseek-plans-1-5-billion-fundraise-and-prepares-for-ipo-6511 NashNova zh-cn 2026-07-14T16:52:33.625Z DeepSeek拟融资15亿美元并筹备IPO https://www.nashnova.com/zh/feed/special/waller-ai-has-not-triggered-mass-layoffs-productivity-has-improved-6510 NashNova zh-cn 2026-07-14T16:48:14.153Z 沃什：AI未引发大规模裁员，生产率有所提升 https://www.nashnova.com/zh/feed/special/u-s-commerce-department-officials-chip-and-ai-regulatory-actions-are-imminent-6509 NashNova zh-cn 2026-07-14T16:47:24.998Z 美国商务部官员：芯片与AI监管行动即将到来 https://www.nashnova.com/zh/feed/special/susquehanna-intel-amd-prioritize-server-cpu-supply-older-chips-flow-into-new-pcs-6508 NashNova zh-cn 2026-07-14T16:46:37.102Z 苏斯奎哈纳：英特尔、AMD优先供应服务器，旧款CPU流入PC新机 https://www.nashnova.com/zh/feed/special/bofa-bull-and-bear-indicator-rises-to-9-4-warning-of-limited-upside-in-summer-6507 NashNova zh-cn 2026-07-14T16:38:28.367Z 美国银行牛熊指标升至9.4，警告夏季行情上行空间有限 https://www.nashnova.com/zh/feed/special/us-and-uk-push-for-regulatory-alignment-on-tokenized-finance-6506 NashNova zh-cn 2026-07-14T16:37:06.484Z 美英推动代币化金融监管规则对齐 https://www.nashnova.com/zh/feed/special/openai-ipo-6505 NashNova zh-cn 2026-07-14T16:17:44.281Z OpenAI IPO窗口收窄，快上慢上两难 https://www.nashnova.com/zh/feed/special/ai-6504 NashNova zh-cn 2026-07-14T16:16:48.219Z 大摩：博通仍是AI核心受益股，联发科竞争不改格局 https://www.nashnova.com/zh/feed/special/6503 NashNova zh-cn 2026-07-14T15:52:11.954Z 戴蒙批监管虚设资本要求，称规则对摩根大通不公 https://www.nashnova.com/zh/feed/special/6502 NashNova zh-cn 2026-07-14T15:37:05.906Z 戴蒙：接班时间表不变，罗尔鲍获力挺 https://www.nashnova.com/zh/feed/special/switch-ipo-800-6501 NashNova zh-cn 2026-07-14T15:32:09.830Z 数据中心运营商Switch筹备IPO，估值最高800亿美元 https://www.nashnova.com/zh/feed/special/ai-6500 NashNova zh-cn 2026-07-14T15:27:36.319Z 英国央行行长：AI泡沫破裂将波及英国并触发利率响应 https://www.nashnova.com/zh/feed/special/iphone-18-pro-200-6499 NashNova zh-cn 2026-07-14T15:22:13.658Z 摩根士丹利：iPhone 18 Pro涨价200美元成基准情景 https://www.nashnova.com/zh/feed/special/2-percent-6498 NashNova zh-cn 2026-07-14T15:17:24.881Z 分析师警告：2%通胀目标或成历史，高通胀将是新常态 https://www.nashnova.com/zh/feed/special/q2-eps-12-65-6497 NashNova zh-cn 2026-07-14T15:06:50.235Z 贝莱德Q2财报预告：华尔街预期EPS 12.65美元 https://www.nashnova.com/zh-hant/feed/special/asml-raises-full-year-2026-guidance-2027-euv-orders-nearly-fully-booked-6596 NashNova zh-tw 2026-07-15T08:03:30.411Z ASML上調2026全年指引，2027年EUV訂單接近齊備 https://www.nashnova.com/zh-hant/feed/special/bnp-paribas-downgrades-adobe-cloud-giants-ai-tools-eroding-its-moat-6595 NashNova zh-tw 2026-07-15T08:02:14.187Z 法巴下調Adobe評級：雲端巨頭AI工具侵蝕其護城河 https://www.nashnova.com/zh-hant/feed/special/ubs-outlook-on-ai-computing-chain-strong-orders-but-supply-chain-constraints-6594 NashNova zh-tw 2026-07-15T07:57:23.065Z 瑞銀前瞻AI算力鏈：訂單旺盛但供應鏈制約營收兌現 https://www.nashnova.com/zh-hant/feed/special/un-maritime-agency-strait-of-hormuz-remains-unsafe-for-navigation-6593 NashNova zh-tw 2026-07-15T07:52:04.397Z 聯合國海事機構：霍爾木茲海峽仍不宜通行 https://www.nashnova.com/zh-hant/feed/special/pboc-rmb-exchange-rate-expected-to-continue-two-way-fluctuations-6592 NashNova zh-tw 2026-07-15T07:36:45.833Z 央行：人民幣匯率預計繼續雙向波動 https://www.nashnova.com/zh-hant/feed/special/nokia-partners-with-nvidia-to-launch-ai-wireless-network-platform-6591 NashNova zh-tw 2026-07-15T07:33:33.076Z 諾基亞聯合輝達推出AI無線網路平台，2027年商用 https://www.nashnova.com/zh-hant/feed/special/asmls-strong-forecast-lifts-tech-stocks-while-middle-east-tensions-weigh-on-6590 NashNova zh-tw 2026-07-15T07:32:15.168Z ASML強勁預測提振科技股，中東緊張壓制歐股 https://www.nashnova.com/zh-hant/feed/special/vast-gap-in-ai-model-token-pricing-between-china-and-the-u-s-6589 NashNova zh-tw 2026-07-15T07:21:56.464Z 中美AI大模型Token定價差距懸殊 https://www.nashnova.com/zh-hant/feed/special/powerchip-dram-foundry-prices-to-rise-45-percent-in-july-6588 NashNova zh-tw 2026-07-15T07:12:31.244Z 力晶DRAM代工價格7月上調45% https://www.nashnova.com/zh-hant/feed/special/chinas-h1-aggregate-social-financing-reaches-20-84-trillion-yuan-6587 NashNova zh-tw 2026-07-15T07:06:49.338Z 中國上半年社融增量20.84萬億元 https://www.nashnova.com/zh-hant/feed/special/rhine-river-low-water-levels-return-disrupting-german-manufacturing-transport-6586 NashNova zh-tw 2026-07-15T06:57:01.966Z 萊茵河枯水再現，德國製造業運輸受阻 https://www.nashnova.com/zh-hant/feed/special/china-ai-stocks-pull-back-over-10-percent-institutions-say-bull-case-remains-6585 NashNova zh-tw 2026-07-15T06:46:54.959Z 中國AI股回調逾10%，機構稱牛市邏輯未破 https://www.nashnova.com/zh-hant/feed/special/vanguard-and-natixis-short-french-government-bonds-as-le-pens-candidacy-6584 NashNova zh-tw 2026-07-15T06:42:44.679Z 先鋒領航、法國外貿銀行做空法國國債，勒龐參選加劇財政憂慮 https://www.nashnova.com/zh-hant/feed/special/samsung-has-yet-to-secure-mass-production-orders-for-nvidias-hbm4-6583 NashNova zh-tw 2026-07-15T06:12:31.239Z 三星尚未獲輝達HBM4量產訂單 https://www.nashnova.com/zh-hant/feed/special/oracle-leads-bidding-for-japans-classified-cloud-contract-6582 NashNova zh-tw 2026-07-15T06:01:52.483Z 甲骨文領跑日本機密雲合同競標 https://www.nashnova.com/zh-hant/feed/special/asml-confirms-intel-uses-high-na-euv-for-mass-production-of-core-ultra-3-6581 NashNova zh-tw 2026-07-15T05:38:04.580Z ASML確認英特爾用High NA EUV量產Core Ultra 3 https://www.nashnova.com/zh-hant/feed/special/ecbs-knot-no-second-round-inflation-effects-from-iran-war-yet-ready-to-act-if-6580 NashNova zh-tw 2026-07-15T05:36:59.014Z 歐洲央行官員科赫爾：伊朗戰爭暫無二輪通膨效應，隨時準備出手 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-q3-dividend-raised-to-1-65-up-10-percent-6579 NashNova zh-tw 2026-07-15T04:56:49.550Z 摩根大通Q3股息上調至$1.65，漲幅10% https://www.nashnova.com/zh-hant/feed/special/ibm-warning-dampens-market-sentiment-asml-earnings-must-significantly-beat-6578 NashNova zh-tw 2026-07-15T04:47:15.575Z IBM預警壓低市場情緒，ASML財報須大幅超預期 https://www.nashnova.com/zh-hant/feed/special/anta-brand-ceo-xu-yang-resigns-lai-shixian-takes-over-as-acting-ceo-6577 NashNova zh-tw 2026-07-15T04:37:56.748Z 安踏品牌CEO徐陽辭任，賴世賢代理 https://www.nashnova.com/zh-hant/feed/special/cxmt-prices-ipo-on-shanghai-stock-exchange-valuation-hits-579-billion-yuan-6576 NashNova zh-tw 2026-07-15T04:36:51.200Z 長鑫存儲上交所IPO定價，估值達5790億元創A股晶片紀錄 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-begins-equipment-orders-for-yongin-fab-initial-monthly-capacity-of-20k-6575 NashNova zh-tw 2026-07-15T04:33:38.332Z SK海力士龍仁晶圓廠啟動設備訂購，初期月產能2萬片 https://www.nashnova.com/zh-hant/feed/special/semiconductor-equipment-sales-expected-to-hit-record-165-9-billion-in-2026-6574 NashNova zh-tw 2026-07-15T04:32:19.994Z 半導體設備銷售額2026年料創紀錄1659億美元 https://www.nashnova.com/zh-hant/feed/special/byd-executive-can-surpass-toyota-without-the-u-s-market-6573 NashNova zh-tw 2026-07-15T04:22:08.941Z 比亞迪高管：無需美國市場可超越豐田 https://www.nashnova.com/zh-hant/feed/special/china-ev-price-war-intensifies-revenue-up-but-profits-down-multiple-automakers-6572 NashNova zh-tw 2026-07-15T04:20:13.456Z 中國EV價格戰加劇：增收不增利，多家車企上半年轉虧 https://www.nashnova.com/zh-hant/feed/special/eu-exempts-smart-glasses-from-battery-removability-requirement-clearing-metas-6571 NashNova zh-tw 2026-07-15T04:18:48.508Z 歐盟豁免智慧眼鏡電池可拆卸要求，Meta入歐障礙消除 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-rise-1-46-percent-at-midday-innovative-drug-sector-leads-with-6570 NashNova zh-tw 2026-07-15T04:17:27.762Z 港股午盤漲1.46% 創新藥板塊領漲逾6% https://www.nashnova.com/zh-hant/feed/special/south-korean-president-acknowledges-stock-market-instability-as-leveraged-etf-6569 NashNova zh-tw 2026-07-15T03:58:26.994Z 韓國總統承認股市不穩，槓桿ETF問題政治化 https://www.nashnova.com/zh-hant/feed/special/chinas-coal-output-posts-largest-year-on-year-decline-in-a-decade-6568 NashNova zh-tw 2026-07-15T03:56:55.883Z 中國煤炭產量創十年最大同比降幅 https://www.nashnova.com/zh-hant/feed/special/japanese-retail-traders-dollar-shorts-hit-highest-since-2008-6567 NashNova zh-tw 2026-07-15T03:42:15.823Z 日本散戶美元空頭升至2008年來最高 https://www.nashnova.com/zh-hant/feed/special/stripe-teams-up-with-advent-to-acquire-paypal-in-53-billion-deal-6566 NashNova zh-tw 2026-07-15T03:31:37.671Z Stripe聯手Advent擬530億美元收購貝寶 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-crude-supply-no-longer-the-core-issue-refining-and-russia-emerge-as-the-6565 NashNova zh-tw 2026-07-15T03:25:32.948Z 摩根大通：原油供應已非核心矛盾，煉油與俄羅斯成最大變量 https://www.nashnova.com/zh-hant/feed/special/evergrande-liquidators-warn-pwc-partners-against-transferring-assets-6564 NashNova zh-tw 2026-07-15T03:24:05.579Z 恒大清盤人警告普華永道合夥人勿轉移資產 https://www.nashnova.com/zh-hant/feed/special/chinese-open-source-models-account-for-41-percent-of-global-downloads-surpassing-6563 NashNova zh-tw 2026-07-15T03:22:53.523Z 中國開源模型全球下載量佔比達41%，超越美國 https://www.nashnova.com/zh-hant/feed/special/chinas-h1-per-capita-disposable-income-reaches-22-981-yuan-up-4-2-percent-in-6562 NashNova zh-tw 2026-07-15T02:38:02.534Z 中國上半年居民人均可支配收入22981元，實際增4.2% https://www.nashnova.com/zh-hant/feed/special/citi-rising-risk-of-u-s-iran-escalation-could-keep-oil-prices-elevated-long-term-6561 NashNova zh-tw 2026-07-15T02:36:43.904Z 花旗：美伊局勢升級風險上升，油價或長期高企 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ai-hardware-3d-scaling-logic-could-quadruple-optical-module-6560 NashNova zh-tw 2026-07-15T02:18:47.814Z 大摩：AI硬體三維擴展邏輯下光模組需求或增四倍 https://www.nashnova.com/zh-hant/feed/special/china-q2-industrial-capacity-utilization-at-73-percent-down-1-percentage-point-6559 NashNova zh-tw 2026-07-15T02:17:08.495Z 中國Q2工業產能利用率73%，同比降1個百分點 https://www.nashnova.com/zh-hant/feed/special/catl-invests-15-5-billion-yuan-in-ai-energy-chain-in-three-months-6558 NashNova zh-tw 2026-07-15T02:15:29.234Z 寧德時代三個月砸155億佈局AI能源鏈 https://www.nashnova.com/zh-hant/feed/special/microsoft-cuts-3-200-xbox-jobs-as-capital-shifts-toward-ai-6557 NashNova zh-tw 2026-07-15T02:14:15.512Z 微軟Xbox裁員3200人，資本向AI傾斜 https://www.nashnova.com/zh-hant/feed/special/chinas-june-industrial-output-grows-5-3-percent-yoy-accelerating-from-previous-6556 NashNova zh-tw 2026-07-15T02:13:10.838Z 中國6月工業增加值年增5.3%，較前值加速 https://www.nashnova.com/zh-hant/feed/special/chinas-jan-jun-real-estate-development-investment-falls-18-percent-yoy-6555 NashNova zh-tw 2026-07-15T02:12:27.193Z 中國1至6月房地產開發投資年減18% https://www.nashnova.com/zh-hant/feed/special/chinas-june-retail-sales-of-consumer-goods-rise-1-percent-yoy-6554 NashNova zh-tw 2026-07-15T02:11:31.764Z 中國6月社會消費品零售總額年增1% https://www.nashnova.com/zh-hant/feed/special/north-america-investor-roundtable-tsmc-capex-memory-ltas-amd-investor-day-6553 NashNova zh-tw 2026-07-15T01:48:56.922Z 北美投資人圓桌：台積電資本支出、記憶體LTA、AMD投資者日預期 https://www.nashnova.com/zh-hant/feed/special/gpt-5-6-cracks-50-year-math-problem-claude-opus-5-revealed-shortly-after-6552 NashNova zh-tw 2026-07-15T01:47:27.412Z GPT-5.6破解50年數學難題，Claude Opus 5隨即曝光 https://www.nashnova.com/zh-hant/feed/special/june-residential-prices-in-first-tier-cities-rise-mom-while-second-and-third-6551 NashNova zh-tw 2026-07-15T01:36:44.065Z 6月一線城市住宅價格環比上漲，二三線下降或持平 https://www.nashnova.com/zh-hant/feed/special/top-5-u-s-banks-collectively-cut-q2-loan-loss-provisions-goldman-sachs-leads-6550 NashNova zh-tw 2026-07-15T01:32:21.665Z 美國五大行Q2撥備集體下調，高盛降幅達73% https://www.nashnova.com/zh-hant/feed/special/u-s-iran-conflict-escalates-brent-crude-rises-to-86-6549 NashNova zh-tw 2026-07-15T01:17:18.954Z 美伊衝突升級，布倫特油價漲至86美元 https://www.nashnova.com/zh-hant/feed/special/cicc-rising-risk-of-fed-preemptive-rate-hike-6548 NashNova zh-tw 2026-07-15T01:10:00.290Z 中金：美聯儲"預防式加息"風險上升 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-surges-over-11-percent-in-a-single-day-as-asian-tech-stocks-rally-in-6547 NashNova zh-tw 2026-07-15T01:08:25.549Z SK海力士單日漲逾11%，亞洲科技股聯動反彈 https://www.nashnova.com/zh-hant/feed/special/coreweave-explores-shorting-storage-stocks-to-hedge-long-term-contract-price-6546 NashNova zh-tw 2026-07-15T01:07:10.207Z CoreWeave探索做空儲存股對沖長協價格風險 https://www.nashnova.com/zh-hant/feed/special/south-koreas-southwestern-chip-cluster-power-supply-accelerates-samsung-and-sk-6545 NashNova zh-tw 2026-07-15T01:04:23.026Z 韓國西南晶片集群電力保障提速，三星SK投資逾896萬兆韓元 https://www.nashnova.com/zh-hant/feed/special/huawei-atlas-950-superpod-makes-its-debut-at-waic-2026-6544 NashNova zh-tw 2026-07-15T01:02:58.432Z 華為Atlas 950 SuperPoD首次亮相WAIC 2026 https://www.nashnova.com/zh-hant/feed/special/google-partners-with-cypress-creek-to-build-americas-largest-solar-project-6543 NashNova zh-tw 2026-07-15T00:36:56.998Z 谷歌攜手Cypress Creek建美國最大太陽能項目 https://www.nashnova.com/zh-hant/feed/special/cxmt-strategic-placement-of-1-667-billion-shares-xiaomi-meituan-tencent-among-6542 NashNova zh-tw 2026-07-15T00:32:13.509Z 長鑫科技戰配16.67億股，小米美團騰訊等入列 https://www.nashnova.com/zh-hant/feed/special/chinas-q3-government-bond-issuance-expected-to-hit-record-pboc-may-ramp-up-6541 NashNova zh-tw 2026-07-14T23:47:00.739Z 中國Q3國債發行規模料創紀錄，央行或加碼流動性 https://www.nashnova.com/zh-hant/feed/special/japans-manufacturing-sentiment-holds-steady-buoyed-by-strong-chip-demand-6540 NashNova zh-tw 2026-07-14T23:17:19.610Z 日本製造業景氣持平，晶片需求強勁支撐 https://www.nashnova.com/zh-hant/feed/special/u-s-opens-ai-chip-exports-to-uae-in-exchange-for-military-cooperation-6539 NashNova zh-tw 2026-07-14T23:12:24.022Z 美國向UAE開放AI晶片出口，換取軍事合作 https://www.nashnova.com/zh-hant/feed/special/spacex-stock-falls-to-just-1-above-ipo-price-6538 NashNova zh-tw 2026-07-14T22:32:08.757Z SpaceX股價跌至IPO發行價上方1美元 https://www.nashnova.com/zh-hant/feed/special/openai-rebuts-apples-trade-secret-lawsuit-6537 NashNova zh-tw 2026-07-14T22:12:01.547Z OpenAI反駁蘋果商業秘密訴訟 https://www.nashnova.com/zh-hant/feed/special/gpt-5-6-sol-autonomously-deleted-files-openai-system-card-had-already-flagged-6536 NashNova zh-tw 2026-07-14T21:57:14.934Z GPT-5.6 Sol自行刪檔案，OpenAI系統卡早有預警 https://www.nashnova.com/zh-hant/feed/special/china-q2-gdp-growth-expected-to-slow-to-4-5-percent-stimulus-policies-likely-to-6535 NashNova zh-tw 2026-07-14T21:12:19.273Z 中國Q2 GDP增速料降至4.5%，刺激政策預計保持克制 https://www.nashnova.com/zh-hant/feed/special/ai-data-center-construction-surges-23-percent-masking-contraction-in-other-u-s-6534 NashNova zh-tw 2026-07-14T20:57:01.344Z AI數據中心建設激增23%，掩蓋美國其他建設領域萎縮 https://www.nashnova.com/zh-hant/feed/special/altman-warns-gpt-5-6-sol-may-face-scaling-failures-6533 NashNova zh-tw 2026-07-14T20:52:02.925Z Altman警告GPT-5.6 Sol可能出現擴容故障 https://www.nashnova.com/zh-hant/feed/special/openais-first-hardware-product-will-be-a-smart-speaker-6532 NashNova zh-tw 2026-07-14T20:46:51.764Z OpenAI首款硬體產品將是智慧音箱 https://www.nashnova.com/zh-hant/feed/special/largest-u-s-power-grid-faces-third-consecutive-supply-shortfall-as-ai-demand-6531 NashNova zh-tw 2026-07-14T20:42:10.261Z 美國最大電網三連缺供電，AI需求壓力持續 https://www.nashnova.com/zh-hant/feed/special/nasdaq-leads-u-s-stocks-higher-with-0-9-percent-gain-as-mild-cpi-eases-rate-hike-6530 NashNova zh-tw 2026-07-14T20:33:27.068Z 納指收漲0.9%領漲美股，CPI溫和壓低加息預期 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-q2-earnings-preview-eps-expected-at-2-93-wealth-management-in-6529 NashNova zh-tw 2026-07-14T20:32:27.015Z 摩根士丹利Q2財報前瞻：EPS預期$2.93，財富管理成焦點 https://www.nashnova.com/zh-hant/feed/special/latest-may-data-on-u-s-treasury-holdings-by-china-japan-and-the-uk-6528 NashNova zh-tw 2026-07-14T20:16:46.200Z 中日英5月持美債規模最新數據出爐 https://www.nashnova.com/zh-hant/feed/special/morgan-stanleys-top-3-stock-picks-ahead-of-q2-earnings-season-6527 NashNova zh-tw 2026-07-14T20:12:13.861Z 大摩Q2財報季前重點推薦三隻股票 https://www.nashnova.com/zh-hant/feed/special/xlk-technology-etf-posts-worst-10-day-relative-performance-since-2002-6526 NashNova zh-tw 2026-07-14T19:41:48.900Z XLK科技ETF創2002年來最差10日相對表現 https://www.nashnova.com/zh-hant/feed/special/feds-bowman-banks-should-decide-their-own-ai-innovation-6525 NashNova zh-tw 2026-07-14T19:11:56.948Z 美聯儲鮑曼：銀行AI創新應由銀行自主決定 https://www.nashnova.com/zh-hant/feed/special/hca-surgical-volumes-decline-medical-device-sector-sells-off-6524 NashNova zh-tw 2026-07-14T18:46:45.369Z HCA手術量下滑，醫療器械板塊集體走低 https://www.nashnova.com/zh-hant/feed/special/ibm-warning-sparks-debate-over-saas-disruption-divergent-interpretations-emerge-6523 NashNova zh-tw 2026-07-14T18:32:29.508Z IBM預警引發SaaS顛覆論爭議，多方解讀分歧 https://www.nashnova.com/zh-hant/feed/special/lucid-stock-plunges-55-percent-intraday-triggering-circuit-breaker-company-hires-6522 NashNova zh-tw 2026-07-14T18:12:05.584Z Lucid股價盤中跌55%觸發熔斷，聘重組顧問評估私有化與破產 https://www.nashnova.com/zh-hant/feed/special/ibm-earnings-warning-unexpectedly-boosts-cybersecurity-stocks-crowdstrike-surges-6521 NashNova zh-tw 2026-07-14T18:07:18.533Z IBM財報預警意外提振網路安全股，CrowdStrike漲逾10% https://www.nashnova.com/zh-hant/feed/special/wall-street-banks-ai-capex-super-cycle-drives-m-and-a-and-financing-6520 NashNova zh-tw 2026-07-14T17:48:20.832Z 華爾街銀行：AI資本支出超級週期拉動併購與融資 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-premium-widens-to-46-percent-as-options-launch-fuels-volatility-6519 NashNova zh-tw 2026-07-14T17:47:00.853Z SK海力士ADR溢價擴至46%，期權上市助推波動 https://www.nashnova.com/zh-hant/feed/special/china-bans-helium-exports-adding-new-pressure-to-global-supply-chains-6518 NashNova zh-tw 2026-07-14T17:23:39.912Z 中國禁止氦氣出口，全球供應鏈再承壓 https://www.nashnova.com/zh-hant/feed/special/barclays-initiates-coverage-on-sk-hynix-us-adr-with-330-target-implying-nearly-6517 NashNova zh-tw 2026-07-14T17:22:32.147Z 巴克萊首次覆蓋SK海力士美股，目標價330美元看漲近一倍 https://www.nashnova.com/zh-hant/feed/special/mizuho-downgrades-circle-to-underperform-slashes-target-price-to-50-6516 NashNova zh-tw 2026-07-14T17:12:24.978Z 瑞穗下調Circle至跑輸，目標價腰斬至50美元 https://www.nashnova.com/zh-hant/feed/special/h200-shipments-to-china-remain-minimal-nvidias-china-revenue-still-hard-to-6515 NashNova zh-tw 2026-07-14T17:04:31.181Z H200對華出貨量極少，英偉達中國收入仍難預期 https://www.nashnova.com/zh-hant/feed/special/keybanc-raises-amd-price-target-to-725-implying-28-percent-upside-6514 NashNova zh-tw 2026-07-14T17:03:06.628Z KeyBanc上調AMD目標價至725美元，看漲28% https://www.nashnova.com/zh-hant/feed/special/brent-term-structure-flips-to-backwardation-as-iran-tensions-elevate-supply-6513 NashNova zh-tw 2026-07-14T17:02:10.060Z 布倫特期限結構轉為反向，伊朗緊張局勢推升供應風險 https://www.nashnova.com/zh-hant/feed/special/ubs-gold-enters-the-strongest-seasonal-phase-of-the-year-6512 NashNova zh-tw 2026-07-14T16:57:06.904Z 瑞銀：黃金進入全年季節性最強階段 https://www.nashnova.com/zh-hant/feed/special/deepseek-plans-1-5-billion-fundraise-and-prepares-for-ipo-6511 NashNova zh-tw 2026-07-14T16:52:33.625Z DeepSeek擬融資15億美元並籌備IPO https://www.nashnova.com/zh-hant/feed/special/waller-ai-has-not-triggered-mass-layoffs-productivity-has-improved-6510 NashNova zh-tw 2026-07-14T16:48:14.153Z 沃什：AI未引發大規模裁員，生產率有所提升 https://www.nashnova.com/zh-hant/feed/special/u-s-commerce-department-officials-chip-and-ai-regulatory-actions-are-imminent-6509 NashNova zh-tw 2026-07-14T16:47:24.998Z 美國商務部官員：晶片與AI監管行動即將到來 https://www.nashnova.com/zh-hant/feed/special/susquehanna-intel-amd-prioritize-server-cpu-supply-older-chips-flow-into-new-pcs-6508 NashNova zh-tw 2026-07-14T16:46:37.102Z Susquehanna：英特爾、AMD優先供應伺服器，舊款CPU流入PC新機 https://www.nashnova.com/zh-hant/feed/special/bofa-bull-and-bear-indicator-rises-to-9-4-warning-of-limited-upside-in-summer-6507 NashNova zh-tw 2026-07-14T16:38:28.367Z 美國銀行牛熊指標升至9.4，警告夏季行情上行空間有限 https://www.nashnova.com/zh-hant/feed/special/us-and-uk-push-for-regulatory-alignment-on-tokenized-finance-6506 NashNova zh-tw 2026-07-14T16:37:06.484Z 美英推動代幣化金融監管規則對齊 https://www.nashnova.com/zh-hant/feed/special/openai-ipo-6505 NashNova zh-tw 2026-07-14T16:17:44.281Z OpenAI IPO窗口收窄，快上慢上兩難 https://www.nashnova.com/zh-hant/feed/special/ai-6504 NashNova zh-tw 2026-07-14T16:16:48.219Z 大摩：博通仍是AI核心受益股，聯發科競爭不改格局 https://www.nashnova.com/zh-hant/feed/special/6503 NashNova zh-tw 2026-07-14T15:52:11.954Z 戴蒙批監管虛設資本要求，稱規則對摩根大通不公 https://www.nashnova.com/zh-hant/feed/special/6502 NashNova zh-tw 2026-07-14T15:37:05.906Z 戴蒙：接班時間表不變，羅爾鮑獲力挺 https://www.nashnova.com/zh-hant/feed/special/switch-ipo-800-6501 NashNova zh-tw 2026-07-14T15:32:09.830Z 數據中心營運商Switch籌備IPO，估值最高800億美元 https://www.nashnova.com/zh-hant/feed/special/ai-6500 NashNova zh-tw 2026-07-14T15:27:36.319Z 英國央行行長：AI泡沫破裂將波及英國並觸發利率響應 https://www.nashnova.com/zh-hant/feed/special/iphone-18-pro-200-6499 NashNova zh-tw 2026-07-14T15:22:13.658Z 摩根士丹利：iPhone 18 Pro漲價200美元成基準情景 https://www.nashnova.com/zh-hant/feed/special/2-percent-6498 NashNova zh-tw 2026-07-14T15:17:24.881Z 分析師警告：2%通膨目標或成歷史，高通膨將是新常態 https://www.nashnova.com/zh-hant/feed/special/q2-eps-12-65-6497 NashNova zh-tw 2026-07-14T15:06:50.235Z 貝萊德Q2財報預告：華爾街預期EPS 12.65美元