https://www.nashnova.com/feed/special/houthi-red-sea-blockade-accelerates-saudi-oil-rerouting-via-egypt-7748 nashnova en 2026-07-28T10:21:40.181Z Houthi Red Sea Blockade Accelerates Saudi Oil Rerouting via Egypt https://www.nashnova.com/feed/special/bundesbank-q2-economy-posts-modest-growth-war-related-drag-partially-offset-7747 nashnova en 2026-07-28T10:10:39.160Z Bundesbank: Q2 Economy Posts Modest Growth, War-Related Drag Partially Offset https://www.nashnova.com/feed/special/southbound-net-sold-hk-2-495b-dumping-chip-stocks-while-adding-xiaomi-and-zhipu-7746 nashnova en 2026-07-28T10:06:19.087Z Southbound Net Sold HK$2.495B, Dumping Chip Stocks While Adding Xiaomi and Zhipu https://www.nashnova.com/feed/special/china-merchants-banks-new-president-wang-xiaoqing-receives-regulatory-approval-7745 nashnova en 2026-07-28T10:02:34.400Z China Merchants Bank's New President Wang Xiaoqing Receives Regulatory Approval https://www.nashnova.com/feed/special/satellite-imagery-confirms-iranian-missiles-hit-amazons-bahrain-data-center-7744 nashnova en 2026-07-28T10:01:09.628Z Satellite Imagery Confirms Iranian Missiles Hit Amazon's Bahrain Data Center https://www.nashnova.com/feed/special/mas-warns-ai-investment-pullback-could-severely-hit-global-growth-7743 nashnova en 2026-07-28T10:00:05.615Z MAS Warns AI Investment Pullback Could Severely Hit Global Growth https://www.nashnova.com/feed/special/chinas-commerce-ministry-issues-lengthy-rebuttal-against-overcapacity-7742 nashnova en 2026-07-28T09:57:57.162Z China's Commerce Ministry Issues Lengthy Rebuttal Against Overcapacity Allegations https://www.nashnova.com/feed/special/china-mass-produces-duv-lithography-machines-analysts-say-asmls-position-hard-to-7741 nashnova en 2026-07-28T09:56:46.426Z China Mass-Produces DUV Lithography Machines; Analysts Say ASML's Position Hard to Shake in Short Term https://www.nashnova.com/feed/special/meta-partners-with-blackrock-to-develop-14-billion-data-center-in-texas-7740 nashnova en 2026-07-28T09:55:41.056Z Meta Partners with BlackRock to Develop $14 Billion Data Center in Texas https://www.nashnova.com/feed/special/gam-semiconductor-selloff-not-yet-a-buying-opportunity-7739 nashnova en 2026-07-28T09:45:42.843Z GAM: Semiconductor Selloff Not Yet a Buying Opportunity https://www.nashnova.com/feed/special/trump-plans-tariffs-on-generic-drugs-creating-dilemma-for-price-cut-promises-7738 nashnova en 2026-07-28T09:40:50.191Z Trump Plans Tariffs on Generic Drugs, Creating Dilemma for Price-Cut Promises https://www.nashnova.com/feed/special/morgan-stanley-next-phase-of-stock-rotation-ai-adopters-to-take-the-lead-7737 nashnova en 2026-07-28T09:27:00.072Z Morgan Stanley: Next Phase of Stock Rotation — AI Adopters to Take the Lead https://www.nashnova.com/feed/special/economists-u-s-fiscal-spiral-will-ultimately-trigger-major-inflation-7736 nashnova en 2026-07-28T09:25:37.033Z Economists: U.S. Fiscal Spiral Will Ultimately Trigger Major Inflation https://www.nashnova.com/feed/special/middle-east-tensions-flatten-european-rate-curve-as-traders-bet-on-ceasefire-as-7735 nashnova en 2026-07-28T09:07:38.066Z Middle East Tensions Flatten European Rate Curve as Traders Bet on Ceasefire as Inflection Point https://www.nashnova.com/feed/special/hkma-exchange-fund-records-hk-134-7-billion-investment-income-in-h1-7734 nashnova en 2026-07-28T09:06:06.049Z HKMA: Exchange Fund Records HK$134.7 Billion Investment Income in H1 https://www.nashnova.com/feed/special/intel-emib-t-vs-tsmc-copos-yield-is-the-real-threshold-for-cost-advantage-7733 nashnova en 2026-07-28T08:43:05.303Z Intel EMIB-T vs. TSMC CoPoS: Yield Is the Real Threshold for Cost Advantage https://www.nashnova.com/feed/special/xiaohongshu-hong-kong-ipo-hit-by-former-employee-complaints-as-vie-structure-7732 nashnova en 2026-07-28T08:41:27.610Z Xiaohongshu Hong Kong IPO Hit by Former Employee Complaints as VIE Structure Ambiguity Faces Scrutiny https://www.nashnova.com/feed/special/goldman-sachs-ai-risks-fall-into-two-categories-only-aggregate-shocks-hurt-the-7731 nashnova en 2026-07-28T08:36:20.236Z Goldman Sachs: AI Risks Fall into Two Categories — Only Aggregate Shocks Hurt the Broad Market https://www.nashnova.com/feed/special/nvidia-bets-5-billion-on-ssi-computing-power-to-scale-10x-in-one-year-7730 nashnova en 2026-07-28T08:31:13.121Z Nvidia Bets ~$5 Billion on SSI, Computing Power to Scale 10x in One Year https://www.nashnova.com/feed/special/high-tech-manufacturing-provinces-take-the-lead-as-chinas-regional-growth-7729 nashnova en 2026-07-28T08:26:02.281Z High-Tech Manufacturing Provinces Take the Lead as China's Regional Growth Divergence Accelerates https://www.nashnova.com/feed/special/triple-pressure-looms-earnings-inflation-and-the-fed-decision-7728 nashnova en 2026-07-28T08:17:07.572Z Triple Pressure Looms: Earnings, Inflation, and the Fed Decision https://www.nashnova.com/feed/special/7-1-magnitude-earthquake-in-kyushu-japan-triggers-tsunami-warning-7727 nashnova en 2026-07-28T08:15:30.467Z 7.1-Magnitude Earthquake in Kyushu, Japan Triggers Tsunami Warning https://www.nashnova.com/feed/special/byd-to-unveil-in-august-xpeng-iron-enters-trial-production-automakers-accelerate-7726 nashnova en 2026-07-28T07:52:41.303Z BYD to Unveil in August, XPeng IRON Enters Trial Production — Automakers Accelerate Humanoid Robot Push https://www.nashnova.com/feed/special/ai-chip-trade-unwinds-as-india-it-sector-posts-record-monthly-outperformance-7725 nashnova en 2026-07-28T07:51:02.725Z AI Chip Trade Unwinds as India IT Sector Posts Record Monthly Outperformance https://www.nashnova.com/feed/special/germany-secretly-maps-chinas-supply-chain-vulnerabilities-7724 nashnova en 2026-07-28T07:45:56.178Z Germany Secretly Maps China's Supply Chain Vulnerabilities https://www.nashnova.com/feed/special/ai-spending-surges-as-big-tech-cds-spreads-hit-record-highs-7723 nashnova en 2026-07-28T07:32:24.854Z AI Spending Surges as Big Tech CDS Spreads Hit Record Highs https://www.nashnova.com/feed/special/chinas-bank-deposits-hit-record-highs-as-credit-growth-slows-7722 nashnova en 2026-07-28T07:30:49.846Z China's Bank Deposits Hit Record Highs as Credit Growth Slows https://www.nashnova.com/feed/special/nvidia-confirms-lease-of-1gw-texas-data-center-30-year-deal-valued-at-50-billion-7721 nashnova en 2026-07-28T07:11:17.587Z Nvidia Confirms Lease of 1GW Texas Data Center, 30-Year Deal Valued at $50 Billion https://www.nashnova.com/feed/special/boj-july-meeting-expected-to-hold-rates-steady-at-1-percent-7720 nashnova en 2026-07-28T06:56:02.683Z BOJ July Meeting Expected to Hold Rates Steady at 1% https://www.nashnova.com/feed/special/barclays-q2-profit-rises-31-percent-announces-interim-dividend-and-1-billion-7719 nashnova en 2026-07-28T06:42:58.031Z Barclays Q2 Profit Rises 31%, Announces Interim Dividend and £1 Billion Buyback https://www.nashnova.com/feed/special/barclays-h1-pre-tax-profit-rises-17-percent-driven-by-equity-trading-that-beats-7718 nashnova en 2026-07-28T06:41:46.300Z Barclays H1 Pre-Tax Profit Rises 17%, Driven by Equity Trading That Beats Expectations https://www.nashnova.com/feed/special/qualcomm-chip-price-hikes-put-cost-pressure-on-chinese-android-makers-7716 nashnova en 2026-07-28T06:11:10.848Z Qualcomm Chip Price Hikes Put Cost Pressure on Chinese Android Makers https://www.nashnova.com/feed/special/taiwan-5-year-government-bond-yield-rises-to-highest-since-2008-7715 nashnova en 2026-07-28T05:55:47.477Z Taiwan 5-Year Government Bond Yield Rises to Highest Since 2008 https://www.nashnova.com/feed/special/mercedes-benz-cuts-full-year-revenue-guidance-as-china-sales-plunge-30-percent-7714 nashnova en 2026-07-28T05:25:57.566Z Mercedes-Benz Cuts Full-Year Revenue Guidance as China Sales Plunge 30% in Q2 https://www.nashnova.com/feed/special/after-googles-1-billion-fine-wave-of-claims-from-european-competitors-emerges-7713 nashnova en 2026-07-28T05:15:54.545Z After Google's $1 Billion Fine, Wave of Claims from European Competitors Emerges https://www.nashnova.com/feed/special/auto-chip-demand-beats-expectations-in-2q26-clear-ev-architecture-drives-7712 nashnova en 2026-07-28T05:11:55.749Z Auto Chip Demand Beats Expectations in 2Q26, Clear EV Architecture Drives Restocking https://www.nashnova.com/feed/special/sk-hynix-to-mass-produce-lpddr6-in-h2-xiaomi-to-be-first-adopter-7711 nashnova en 2026-07-28T05:10:44.535Z SK Hynix to Mass-Produce LPDDR6 in H2, Xiaomi to Be First Adopter https://www.nashnova.com/feed/special/nvidia-taipei-employee-arrested-over-chip-smuggling-7710 nashnova en 2026-07-28T05:05:32.301Z Nvidia Taipei Employee Arrested Over Chip Smuggling https://www.nashnova.com/feed/special/ai-demand-drives-hong-kong-exports-to-strongest-growth-in-42-years-7709 nashnova en 2026-07-28T05:00:48.485Z AI Demand Drives Hong Kong Exports to Strongest Growth in 42 Years https://www.nashnova.com/feed/special/bank-of-england-may-raise-interest-rates-this-year-if-energy-prices-remain-7708 nashnova en 2026-07-28T04:45:27.114Z Bank of England May Raise Interest Rates This Year If Energy Prices Remain Elevated https://www.nashnova.com/feed/special/hk-stocks-midday-pcb-stocks-plunge-across-the-board-gigadevice-drops-over-15-7707 nashnova en 2026-07-28T04:18:52.387Z HK Stocks Midday: PCB Stocks Plunge Across the Board, GigaDevice Drops Over 15% https://www.nashnova.com/feed/special/ddr5-price-surge-bolsters-hbm4-price-hike-case-as-sk-hynix-q2-earnings-approach-7706 nashnova en 2026-07-28T04:17:32.203Z DDR5 Price Surge Bolsters HBM4 Price Hike Case as SK Hynix Q2 Earnings Approach https://www.nashnova.com/feed/special/samsung-plans-to-source-chinese-dram-to-lower-smartphone-costs-7705 nashnova en 2026-07-28T04:16:01.597Z Samsung Plans to Source Chinese DRAM to Lower Smartphone Costs https://www.nashnova.com/feed/special/asia-pacific-stock-indices-fall-into-technical-correction-chip-stocks-lead-7704 nashnova en 2026-07-28T03:56:12.515Z Asia-Pacific Stock Indices Fall Into Technical Correction, Chip Stocks Lead Decline https://www.nashnova.com/feed/special/visa-and-mastercard-report-earnings-this-week-slowing-cross-border-transactions-7703 nashnova en 2026-07-28T03:46:09.883Z Visa and Mastercard Report Earnings This Week: Slowing Cross-Border Transactions Take Center Stage https://www.nashnova.com/feed/special/u-s-iran-ceasefire-holds-oil-prices-drop-over-2-percent-7702 nashnova en 2026-07-28T03:35:46.492Z U.S.-Iran Ceasefire Holds, Oil Prices Drop Over 2% https://www.nashnova.com/feed/special/indonesias-central-bank-governor-abruptly-resigns-monetary-policy-independence-7701 nashnova en 2026-07-28T03:25:55.906Z Indonesia's Central Bank Governor Abruptly Resigns, Monetary Policy Independence in Question https://www.nashnova.com/feed/special/economist-does-sk-hynix-adr-premium-signal-a-bubble-7700 nashnova en 2026-07-28T03:20:31.199Z Economist: Does SK Hynix ADR Premium Signal a Bubble? https://www.nashnova.com/feed/special/kospi-becomes-a-semiconductor-proxy-diversification-benefits-between-u-s-and-7699 nashnova en 2026-07-28T03:16:07.071Z KOSPI Becomes a Semiconductor Proxy: Diversification Benefits Between U.S. and Korean Tech Stocks Vanish https://www.nashnova.com/feed/special/nvidia-reshapes-asias-ai-supply-chain-landscape-7698 nashnova en 2026-07-28T03:11:12.055Z Nvidia Reshapes Asia's AI Supply Chain Landscape https://www.nashnova.com/feed/special/u-s-launches-surprise-inspections-on-chinese-factories-in-vietnam-new-tariff-7697 nashnova en 2026-07-28T02:41:01.841Z U.S. Launches Surprise Inspections on Chinese Factories in Vietnam, New Tariff Risks Escalate https://www.nashnova.com/feed/special/innolights-hong-kong-ipo-priced-at-hk-980-raising-hk-53-4-billion-7696 nashnova en 2026-07-28T02:21:05.984Z Innolight's Hong Kong IPO Priced at HK$980, Raising HK$53.4 Billion https://www.nashnova.com/feed/special/chip-equipment-lead-times-approach-one-year-as-samsung-and-sk-hynix-rush-to-7695 nashnova en 2026-07-28T02:11:02.728Z Chip Equipment Lead Times Approach One Year as Samsung and SK Hynix Rush to Place Orders https://www.nashnova.com/feed/special/goldman-sachs-chinese-ai-developers-may-shift-to-paid-weight-commercial-7694 nashnova en 2026-07-28T02:10:40.667Z Goldman Sachs: Chinese AI Developers May Shift to Paid Weight Commercial Licensing https://www.nashnova.com/feed/special/morgan-stanley-ai-computing-demand-overwhelms-supply-long-term-pullbacks-are-7693 nashnova en 2026-07-28T01:55:48.900Z Morgan Stanley: AI Computing Demand Overwhelms Supply Long-Term, Pullbacks Are Buying Opportunities https://www.nashnova.com/feed/special/south-korea-plans-to-cap-retail-investors-leveraged-etf-exposure-7692 nashnova en 2026-07-28T01:50:40.868Z South Korea Plans to Cap Retail Investors' Leveraged ETF Exposure https://www.nashnova.com/feed/special/chinas-a-share-three-major-indices-open-lower-chinext-drops-over-3-percent-7691 nashnova en 2026-07-28T01:35:17.523Z China's A-Share Three Major Indices Open Lower, ChiNext Drops Over 3% https://www.nashnova.com/feed/special/japan-stock-positioning-hits-all-time-highs-as-ai-narrative-becomes-top-tail-7690 nashnova en 2026-07-28T01:11:41.819Z Japan Stock Positioning Hits All-Time Highs as AI Narrative Becomes Top Tail Risk https://www.nashnova.com/feed/special/cicc-a-share-pessimistic-expectations-already-priced-in-five-key-sector-7689 nashnova en 2026-07-28T00:56:42.286Z CICC: A-Share Pessimistic Expectations Already Priced In, Five Key Sector Allocation Opportunities https://www.nashnova.com/feed/special/japanese-government-bonds-decline-as-funding-sources-for-consumption-tax-cut-7688 nashnova en 2026-07-28T00:55:32.391Z Japanese Government Bonds Decline as Funding Sources for Consumption Tax Cut Plan Remain Uncertain https://www.nashnova.com/feed/special/anthropic-explores-custom-chips-engages-sk-hynix-and-samsung-7687 nashnova en 2026-07-28T00:12:01.274Z Anthropic Explores Custom Chips, Engages SK Hynix and Samsung https://www.nashnova.com/feed/special/apple-and-micron-clash-over-cxmt-forcing-the-white-house-to-pick-a-side-7686 nashnova en 2026-07-28T00:11:34.756Z Apple and Micron Clash Over CXMT, Forcing the White House to Pick a Side https://www.nashnova.com/feed/special/johnson-and-johnson-settles-talc-cancer-lawsuits-for-up-to-5-5-billion-7685 nashnova en 2026-07-28T00:10:32.384Z Johnson & Johnson Settles Talc Cancer Lawsuits for Up to $5.5 Billion https://www.nashnova.com/feed/special/cicc-global-economic-imbalances-near-20-year-high-ai-is-the-core-driver-7684 nashnova en 2026-07-28T00:06:26.158Z CICC: Global Economic Imbalances Near 20-Year High, AI Is the Core Driver https://www.nashnova.com/feed/special/south-koreas-kospi-opens-over-5-percent-lower-7683 nashnova en 2026-07-28T00:05:23.495Z South Korea's KOSPI Opens Over 5% Lower https://www.nashnova.com/feed/special/chinas-june-gold-imports-rise-to-173-tonnes-hitting-highest-level-since-march-7682 nashnova en 2026-07-28T00:00:29.116Z China's June Gold Imports Rise to 173 Tonnes, Hitting Highest Level Since March 2024 https://www.nashnova.com/feed/special/u-s-trade-representative-new-tariffs-wont-disrupt-the-economy-7681 nashnova en 2026-07-27T23:50:46.689Z U.S. Trade Representative: New Tariffs Won't Disrupt the Economy https://www.nashnova.com/feed/special/anthropic-ceo-never-advocated-banning-open-weight-ai-7680 nashnova en 2026-07-27T22:55:54.484Z Anthropic CEO: Never Advocated Banning Open-Weight AI https://www.nashnova.com/feed/special/rate-hike-probability-rises-to-35-percent-as-hedge-fund-u-s-equity-exposure-hits-7679 nashnova en 2026-07-27T22:25:48.445Z Rate Hike Probability Rises to 35% as Hedge Fund U.S. Equity Exposure Hits Five-Year Peak https://www.nashnova.com/feed/special/citadel-securities-predicts-surprise-fed-rate-hike-this-week-7678 nashnova en 2026-07-27T22:05:47.231Z Citadel Securities Predicts Surprise Fed Rate Hike This Week https://www.nashnova.com/feed/special/tennessee-sues-meta-for-ignoring-research-on-harm-to-teens-7677 nashnova en 2026-07-27T21:55:52.492Z Tennessee Sues Meta for Ignoring Research on Harm to Teens https://www.nashnova.com/feed/special/deutsche-bank-japan-may-be-at-an-economic-transformation-inflection-point-7676 nashnova en 2026-07-27T21:30:49.016Z Deutsche Bank: Japan May Be at an Economic Transformation Inflection Point https://www.nashnova.com/feed/special/byd-flash-charge-backlog-exceeds-255-000-units-capacity-bottleneck-may-extend-to-7675 nashnova en 2026-07-27T21:16:47.924Z BYD Flash Charge Backlog Exceeds 255,000 Units, Capacity Bottleneck May Extend to 2027 https://www.nashnova.com/feed/special/blackrocks-12-3-billion-ai-bond-gains-strength-in-secondary-market-7674 nashnova en 2026-07-27T21:16:11.031Z BlackRock's $12.3 Billion AI Bond Gains Strength in Secondary Market https://www.nashnova.com/feed/special/celestica-q2-revenue-of-4-7b-beats-expectations-full-year-guidance-raised-to-20-7673 nashnova en 2026-07-27T20:50:38.925Z Celestica Q2 Revenue of $4.7B Beats Expectations, Full-Year Guidance Raised to $20.5B https://www.nashnova.com/feed/special/shenwan-hongyuan-ai-contributes-nearly-2-3-percentage-points-to-ppi-double-peak-7672 nashnova en 2026-07-27T20:46:34.191Z Shenwan Hongyuan: AI Contributes Nearly 2.3 Percentage Points to PPI, Double-Peak Pattern Likely for the Full Year https://www.nashnova.com/feed/special/largest-u-s-power-grid-operator-plans-emergency-capacity-auction-costs-to-be-7671 nashnova en 2026-07-27T20:41:23.355Z Largest U.S. Power Grid Operator Plans Emergency Capacity Auction, Costs to Be Passed On to Data Centers https://www.nashnova.com/feed/special/small-businesses-sue-twice-to-block-section-301-tariffs-7670 nashnova en 2026-07-27T20:26:25.957Z Small Businesses Sue Twice to Block Section 301 Tariffs https://www.nashnova.com/feed/special/sk-hynix-u-s-adr-falls-below-ipo-price-7669 nashnova en 2026-07-27T20:25:55.807Z SK Hynix U.S. ADR Falls Below IPO Price https://www.nashnova.com/feed/special/trump-administrations-ai-regulatory-framework-nears-finalization-open-source-7668 nashnova en 2026-07-27T20:21:27.305Z Trump Administration's AI Regulatory Framework Nears Finalization; Open-Source Model Definition Remains Contentious https://www.nashnova.com/feed/special/cadence-q2-earnings-beat-expectations-full-year-guidance-raised-7667 nashnova en 2026-07-27T20:15:31.193Z Cadence Q2 Earnings Beat Expectations, Full-Year Guidance Raised https://www.nashnova.com/feed/special/ukraine-russia-black-sea-strikes-escalate-wheat-futures-hit-two-year-high-7666 nashnova en 2026-07-27T20:11:06.642Z Ukraine-Russia Black Sea Strikes Escalate, Wheat Futures Hit Two-Year High https://www.nashnova.com/feed/special/bitcoin-holds-above-65k-as-fed-decision-becomes-key-variable-7665 nashnova en 2026-07-27T20:01:04.955Z Bitcoin Holds Above $65K as Fed Decision Becomes Key Variable https://www.nashnova.com/feed/special/strong-u-s-2-year-auction-contrasts-with-5-year-hitting-worst-in-nearly-5-years-7664 nashnova en 2026-07-27T19:26:16.810Z Strong U.S. 2-Year Auction Contrasts with 5-Year Hitting Worst in Nearly 5 Years https://www.nashnova.com/feed/special/tech-earnings-season-stocks-fall-despite-beating-expectations-7663 nashnova en 2026-07-27T19:16:17.518Z Tech Earnings Season: Stocks Fall Despite Beating Expectations https://www.nashnova.com/feed/special/kalshi-prediction-market-warsh-may-mention-oil-and-shock-this-week-7662 nashnova en 2026-07-27T19:07:24.265Z Kalshi Prediction Market: Warsh May Mention "Oil" and "Shock" This Week https://www.nashnova.com/feed/special/macquarie-us-iran-deal-could-lead-to-significant-crude-oil-market-surplus-7661 nashnova en 2026-07-27T18:56:10.363Z Macquarie: US-Iran Deal Could Lead to Significant Crude Oil Market Surplus https://www.nashnova.com/feed/special/dispersion-unwind-begins-mag7-earnings-week-with-dealer-gamma-pointing-to-upside-7660 nashnova en 2026-07-27T18:31:19.636Z Dispersion Unwind Begins: Mag7 Earnings Week with Dealer Gamma Pointing to Upside Squeeze Risk https://www.nashnova.com/feed/special/nvidia-vera-rubin-servers-easier-to-install-than-previous-generation-7659 nashnova en 2026-07-27T18:26:03.496Z NVIDIA Vera Rubin Servers Easier to Install Than Previous Generation https://www.nashnova.com/feed/special/hsbc-estimates-spacex-lock-up-period-first-batch-of-912m-shares-to-unlock-on-7658 nashnova en 2026-07-27T18:15:42.324Z HSBC Estimates SpaceX Lock-Up Period: First Batch of 912M Shares to Unlock on August 6 https://www.nashnova.com/feed/special/perpetual-futures-enter-regulated-u-s-markets-as-wall-street-giants-watch-from-7657 nashnova en 2026-07-27T18:06:23.165Z Perpetual Futures Enter Regulated U.S. Markets as Wall Street Giants Watch from the Sidelines https://www.nashnova.com/feed/special/chip-stocks-plunge-as-software-stocks-rebound-deepening-divergence-within-u-s-7656 nashnova en 2026-07-27T18:01:04.109Z Chip Stocks Plunge as Software Stocks Rebound: Deepening Divergence Within U.S. Equities https://www.nashnova.com/feed/special/jpmorgan-internal-indicator-triggers-buy-signal-bullish-on-u-s-stocks-7655 nashnova en 2026-07-27T17:50:56.007Z JPMorgan Internal Indicator Triggers Buy Signal, Bullish on U.S. Stocks https://www.nashnova.com/feed/special/microsoft-releases-first-cybersecurity-ai-model-and-agent-security-system-7654 nashnova en 2026-07-27T17:50:36.922Z Microsoft Releases First Cybersecurity AI Model and Agent Security System https://www.nashnova.com/feed/special/nvidia-plans-to-provide-up-to-250-billion-in-financing-backing-for-openais-ohio-7653 nashnova en 2026-07-27T17:46:00.693Z Nvidia Plans to Provide Up to $250 Billion in Financing Backing for OpenAI's Ohio Data Center https://www.nashnova.com/feed/special/ares-management-reportedly-in-talks-to-acquire-pe-giant-leonard-green-7652 nashnova en 2026-07-27T17:45:27.727Z Ares Management Reportedly in Talks to Acquire PE Giant Leonard Green https://www.nashnova.com/feed/special/options-imply-double-digit-swing-for-sk-hynix-ahead-of-earnings-7651 nashnova en 2026-07-27T17:35:52.031Z Options Imply Double-Digit Swing for SK Hynix Ahead of Earnings https://www.nashnova.com/feed/special/trump-publicly-demands-fed-rate-cuts-7650 nashnova en 2026-07-27T17:05:31.354Z Trump Publicly Demands Fed Rate Cuts https://www.nashnova.com/feed/special/iran-and-oman-negotiate-to-reopen-hormuz-strait-shipping-7649 nashnova en 2026-07-27T16:55:46.533Z Iran and Oman Negotiate to Reopen Hormuz Strait Shipping https://www.nashnova.com/feed/special/goldman-sachs-rising-real-rates-are-tightening-financial-conditions-7648 nashnova en 2026-07-27T16:15:55.380Z Goldman Sachs: Rising Real Rates Are Tightening Financial Conditions https://www.nashnova.com/zh/feed/special/gam-semiconductor-selloff-not-yet-a-buying-opportunity-7739 nashnova zh-cn 2026-07-28T09:45:42.843Z GAM：半导体抛售尚未到抄底时机 https://www.nashnova.com/zh/feed/special/trump-plans-tariffs-on-generic-drugs-creating-dilemma-for-price-cut-promises-7738 nashnova zh-cn 2026-07-28T09:40:50.191Z 特朗普拟对仿制药加征关税，降价承诺面临两难 https://www.nashnova.com/zh/feed/special/morgan-stanley-next-phase-of-stock-rotation-ai-adopters-to-take-the-lead-7737 nashnova zh-cn 2026-07-28T09:27:00.072Z 大摩：股市轮动下一阶段，AI采用者将接棒 https://www.nashnova.com/zh/feed/special/economists-u-s-fiscal-spiral-will-ultimately-trigger-major-inflation-7736 nashnova zh-cn 2026-07-28T09:25:37.033Z 经济学家：美国财政失控终将引发大通胀 https://www.nashnova.com/zh/feed/special/middle-east-tensions-flatten-european-rate-curve-as-traders-bet-on-ceasefire-as-7735 nashnova zh-cn 2026-07-28T09:07:38.066Z 中东局势压平欧洲利率曲线，交易员押注停火为拐点 https://www.nashnova.com/zh/feed/special/hkma-exchange-fund-records-hk-134-7-billion-investment-income-in-h1-7734 nashnova zh-cn 2026-07-28T09:06:06.049Z 香港金管局：外汇基金上半年投资收入1347亿港元 https://www.nashnova.com/zh/feed/special/intel-emib-t-vs-tsmc-copos-yield-is-the-real-threshold-for-cost-advantage-7733 nashnova zh-cn 2026-07-28T08:43:05.303Z 英特尔EMIB-T对阵台积电CoPoS，良率是成本优势的真正门槛 https://www.nashnova.com/zh/feed/special/xiaohongshu-hong-kong-ipo-hit-by-former-employee-complaints-as-vie-structure-7732 nashnova zh-cn 2026-07-28T08:41:27.610Z 小红书港股IPO遭前员工投诉，VIE架构模糊性受审视 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-risks-fall-into-two-categories-only-aggregate-shocks-hurt-the-7731 nashnova zh-cn 2026-07-28T08:36:20.236Z 高盛：AI风险分两类，总量冲击才伤大盘 https://www.nashnova.com/zh/feed/special/nvidia-bets-5-billion-on-ssi-computing-power-to-scale-10x-in-one-year-7730 nashnova zh-cn 2026-07-28T08:31:13.121Z 英伟达押注SSI约50亿美元，算力规模一年提升10倍 https://www.nashnova.com/zh/feed/special/high-tech-manufacturing-provinces-take-the-lead-as-chinas-regional-growth-7729 nashnova zh-cn 2026-07-28T08:26:02.281Z 高科技制造省份领跑，中国区域增长加速分化 https://www.nashnova.com/zh/feed/special/triple-pressure-looms-earnings-inflation-and-the-fed-decision-7728 nashnova zh-cn 2026-07-28T08:17:07.572Z 财报、通胀、美联储决议三重压力袭来 https://www.nashnova.com/zh/feed/special/7-1-magnitude-earthquake-in-kyushu-japan-triggers-tsunami-warning-7727 nashnova zh-cn 2026-07-28T08:15:30.467Z 日本九州7.1级地震触发海啸预警 https://www.nashnova.com/zh/feed/special/byd-to-unveil-in-august-xpeng-iron-enters-trial-production-automakers-accelerate-7726 nashnova zh-cn 2026-07-28T07:52:41.303Z 比亚迪8月发布、小鹏IRON试产，车企造人提速 https://www.nashnova.com/zh/feed/special/ai-chip-trade-unwinds-as-india-it-sector-posts-record-monthly-outperformance-7725 nashnova zh-cn 2026-07-28T07:51:02.725Z AI芯片退潮，印度IT板块单月超额收益创史上最大 https://www.nashnova.com/zh/feed/special/germany-secretly-maps-chinas-supply-chain-vulnerabilities-7724 nashnova zh-cn 2026-07-28T07:45:56.178Z 德国秘密绘制中国供应链弱点图谱 https://www.nashnova.com/zh/feed/special/ai-spending-surges-as-big-tech-cds-spreads-hit-record-highs-7723 nashnova zh-cn 2026-07-28T07:32:24.854Z AI支出激增，大型科技公司CDS创历史新高 https://www.nashnova.com/zh/feed/special/chinas-bank-deposits-hit-record-highs-as-credit-growth-slows-7722 nashnova zh-cn 2026-07-28T07:30:49.846Z 中国银行存款创历史新高，信贷增速放缓 https://www.nashnova.com/zh/feed/special/nvidia-confirms-lease-of-1gw-texas-data-center-30-year-deal-valued-at-50-billion-7721 nashnova zh-cn 2026-07-28T07:11:17.587Z 英伟达确认租下德州1GW数据中心，30年总价值达500亿美元 https://www.nashnova.com/zh/feed/special/boj-july-meeting-expected-to-hold-rates-steady-at-1-percent-7720 nashnova zh-cn 2026-07-28T06:56:02.683Z 日本央行7月议息预计维持利率1%不变 https://www.nashnova.com/zh/feed/special/barclays-q2-profit-rises-31-percent-announces-interim-dividend-and-1-billion-7719 nashnova zh-cn 2026-07-28T06:42:58.031Z 巴克莱Q2利润升31%，宣布中期股息及10亿英镑回购 https://www.nashnova.com/zh/feed/special/barclays-h1-pre-tax-profit-rises-17-percent-driven-by-equity-trading-that-beats-7718 nashnova zh-cn 2026-07-28T06:41:46.300Z 巴克莱上半年税前利润升17%，股票交易驱动超预期 https://www.nashnova.com/zh/feed/special/qualcomm-chip-price-hikes-put-cost-pressure-on-chinese-android-makers-7716 nashnova zh-cn 2026-07-28T06:11:10.848Z 高通芯片涨价，中国安卓厂商成本承压 https://www.nashnova.com/zh/feed/special/taiwan-5-year-government-bond-yield-rises-to-highest-since-2008-7715 nashnova zh-cn 2026-07-28T05:55:47.477Z 台湾五年期国债收益率升至2008年来最高 https://www.nashnova.com/zh/feed/special/mercedes-benz-cuts-full-year-revenue-guidance-as-china-sales-plunge-30-percent-7714 nashnova zh-cn 2026-07-28T05:25:57.566Z 奔驰下调全年营收指引，中国销量二季度骤降30% https://www.nashnova.com/zh/feed/special/after-googles-1-billion-fine-wave-of-claims-from-european-competitors-emerges-7713 nashnova zh-cn 2026-07-28T05:15:54.545Z 谷歌遭10亿美元罚款后，欧洲竞争对手索赔潮涌现 https://www.nashnova.com/zh/feed/special/auto-chip-demand-beats-expectations-in-2q26-clear-ev-architecture-drives-7712 nashnova zh-cn 2026-07-28T05:11:55.749Z 汽车芯片需求2Q26超预期，EV架构明朗驱动补库 https://www.nashnova.com/zh/feed/special/sk-hynix-to-mass-produce-lpddr6-in-h2-xiaomi-to-be-first-adopter-7711 nashnova zh-cn 2026-07-28T05:10:44.535Z SK海力士LPDDR6下半年量产，小米首发 https://www.nashnova.com/zh/feed/special/nvidia-taipei-employee-arrested-over-chip-smuggling-7710 nashnova zh-cn 2026-07-28T05:05:32.301Z 英伟达台北员工因芯片走私被捕 https://www.nashnova.com/zh/feed/special/ai-demand-drives-hong-kong-exports-to-strongest-growth-in-42-years-7709 nashnova zh-cn 2026-07-28T05:00:48.485Z AI需求驱动香港出口创42年最强增速 https://www.nashnova.com/zh/feed/special/bank-of-england-may-raise-interest-rates-this-year-if-energy-prices-remain-7708 nashnova zh-cn 2026-07-28T04:45:27.114Z 能源价格若持续高企，英格兰银行或于今年加息 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-pcb-stocks-plunge-across-the-board-gigadevice-drops-over-15-7707 nashnova zh-cn 2026-07-28T04:18:52.387Z 港股午盘：PCB概念全线重挫，兆易创新跌超15% https://www.nashnova.com/zh/feed/special/ddr5-price-surge-bolsters-hbm4-price-hike-case-as-sk-hynix-q2-earnings-approach-7706 nashnova zh-cn 2026-07-28T04:17:32.203Z DDR5涨价反推HBM4提价，SK海力士二季报在即 https://www.nashnova.com/zh/feed/special/samsung-plans-to-source-chinese-dram-to-lower-smartphone-costs-7705 nashnova zh-cn 2026-07-28T04:16:01.597Z 三星拟采购中国DRAM降低手机成本 https://www.nashnova.com/zh/feed/special/asia-pacific-stock-indices-fall-into-technical-correction-chip-stocks-lead-7704 nashnova zh-cn 2026-07-28T03:56:12.515Z 亚太股指跌入技术性调整，芯片股领跌 https://www.nashnova.com/zh/feed/special/visa-and-mastercard-report-earnings-this-week-slowing-cross-border-transactions-7703 nashnova zh-cn 2026-07-28T03:46:09.883Z Visa、万事达本周财报：跨境交易放缓成核心看点 https://www.nashnova.com/zh/feed/special/u-s-iran-ceasefire-holds-oil-prices-drop-over-2-percent-7702 nashnova zh-cn 2026-07-28T03:35:46.492Z 美伊停火持续，油价跌逾2% https://www.nashnova.com/zh/feed/special/indonesias-central-bank-governor-abruptly-resigns-monetary-policy-independence-7701 nashnova zh-cn 2026-07-28T03:25:55.906Z 印尼央行行长突然辞职，货币政策独立性存疑 https://www.nashnova.com/zh/feed/special/economist-does-sk-hynix-adr-premium-signal-a-bubble-7700 nashnova zh-cn 2026-07-28T03:20:31.199Z 经济学家：SK海力士ADR溢价是否预示泡沫 https://www.nashnova.com/zh/feed/special/kospi-becomes-a-semiconductor-proxy-diversification-benefits-between-u-s-and-7699 nashnova zh-cn 2026-07-28T03:16:07.071Z KOSPI半导体化，美韩科技股分散红利消失 https://www.nashnova.com/zh/feed/special/nvidia-reshapes-asias-ai-supply-chain-landscape-7698 nashnova zh-cn 2026-07-28T03:11:12.055Z 英伟达重构亚洲AI供应链布局 https://www.nashnova.com/zh/feed/special/u-s-launches-surprise-inspections-on-chinese-factories-in-vietnam-new-tariff-7697 nashnova zh-cn 2026-07-28T02:41:01.841Z 美国突击检查越南中国工厂，新关税风险升温 https://www.nashnova.com/zh/feed/special/innolights-hong-kong-ipo-priced-at-hk-980-raising-hk-53-4-billion-7696 nashnova zh-cn 2026-07-28T02:21:05.984Z 中际旭创港股IPO定价980港元，募资534亿港元 https://www.nashnova.com/zh/feed/special/chip-equipment-lead-times-approach-one-year-as-samsung-and-sk-hynix-rush-to-7695 nashnova zh-cn 2026-07-28T02:11:02.728Z 芯片设备交货期逼近一年，三星SK海力士提前下单 https://www.nashnova.com/zh/feed/special/goldman-sachs-chinese-ai-developers-may-shift-to-paid-weight-commercial-7694 nashnova zh-cn 2026-07-28T02:10:40.667Z 高盛：中国AI开发者或转向付费权重商业授权 https://www.nashnova.com/zh/feed/special/morgan-stanley-ai-computing-demand-overwhelms-supply-long-term-pullbacks-are-7693 nashnova zh-cn 2026-07-28T01:55:48.900Z 大摩：AI算力需求长期压倒供应，回调是买入机会 https://www.nashnova.com/zh/feed/special/south-korea-plans-to-cap-retail-investors-leveraged-etf-exposure-7692 nashnova zh-cn 2026-07-28T01:50:40.868Z 韩国拟限制散户杠杆ETF投资额度 https://www.nashnova.com/zh/feed/special/chinas-a-share-three-major-indices-open-lower-chinext-drops-over-3-percent-7691 nashnova zh-cn 2026-07-28T01:35:17.523Z A股三大指数低开，创业板跌逾3% https://www.nashnova.com/zh/feed/special/japan-stock-positioning-hits-all-time-highs-as-ai-narrative-becomes-top-tail-7690 nashnova zh-cn 2026-07-28T01:11:41.819Z 日股仓位创历史高位，AI叙事成最大尾部风险 https://www.nashnova.com/zh/feed/special/cicc-a-share-pessimistic-expectations-already-priced-in-five-key-sector-7689 nashnova zh-cn 2026-07-28T00:56:42.286Z 中金：A股悲观预期已释放，五大板块配置机会梳理 https://www.nashnova.com/zh/feed/special/japanese-government-bonds-decline-as-funding-sources-for-consumption-tax-cut-7688 nashnova zh-cn 2026-07-28T00:55:32.391Z 日本国债下跌，消费税削减计划资金来源存疑 https://www.nashnova.com/zh/feed/special/anthropic-explores-custom-chips-engages-sk-hynix-and-samsung-7687 nashnova zh-cn 2026-07-28T00:12:01.274Z Anthropic寻求自研芯片，接触SK海力士与三星 https://www.nashnova.com/zh/feed/special/apple-and-micron-clash-over-cxmt-forcing-the-white-house-to-pick-a-side-7686 nashnova zh-cn 2026-07-28T00:11:34.756Z 苹果与美光就长鑫存储博弈，白宫被迫选边 https://www.nashnova.com/zh/feed/special/johnson-and-johnson-settles-talc-cancer-lawsuits-for-up-to-5-5-billion-7685 nashnova zh-cn 2026-07-28T00:10:32.384Z 强生以最高55亿美元和解滑石粉致癌诉讼 https://www.nashnova.com/zh/feed/special/cicc-global-economic-imbalances-near-20-year-high-ai-is-the-core-driver-7684 nashnova zh-cn 2026-07-28T00:06:26.158Z 中金：全球经济失衡近20年高位，AI是核心驱动 https://www.nashnova.com/zh/feed/special/south-koreas-kospi-opens-over-5-percent-lower-7683 nashnova zh-cn 2026-07-28T00:05:23.495Z 韩国首尔综指低开逾5% https://www.nashnova.com/zh/feed/special/chinas-june-gold-imports-rise-to-173-tonnes-hitting-highest-level-since-march-7682 nashnova zh-cn 2026-07-28T00:00:29.116Z 中国6月黄金进口量升至173吨，创2024年3月以来新高 https://www.nashnova.com/zh/feed/special/u-s-trade-representative-new-tariffs-wont-disrupt-the-economy-7681 nashnova zh-cn 2026-07-27T23:50:46.689Z 美国贸易代表：新关税不会冲击经济 https://www.nashnova.com/zh/feed/special/anthropic-ceo-never-advocated-banning-open-weight-ai-7680 nashnova zh-cn 2026-07-27T22:55:54.484Z Anthropic CEO：从未主张禁止开放权重AI https://www.nashnova.com/zh/feed/special/rate-hike-probability-rises-to-35-percent-as-hedge-fund-u-s-equity-exposure-hits-7679 nashnova zh-cn 2026-07-27T22:25:48.445Z 加息概率升至35%，对冲基金美股敞口触五年峰值 https://www.nashnova.com/zh/feed/special/citadel-securities-predicts-surprise-fed-rate-hike-this-week-7678 nashnova zh-cn 2026-07-27T22:05:47.231Z Citadel Securities预测美联储本周意外加息 https://www.nashnova.com/zh/feed/special/tennessee-sues-meta-for-ignoring-research-on-harm-to-teens-7677 nashnova zh-cn 2026-07-27T21:55:52.492Z 田纳西州起诉Meta忽视青少年伤害研究 https://www.nashnova.com/zh/feed/special/deutsche-bank-japan-may-be-at-an-economic-transformation-inflection-point-7676 nashnova zh-cn 2026-07-27T21:30:49.016Z 德意志银行：日本或站在经济转型拐点 https://www.nashnova.com/zh/feed/special/byd-flash-charge-backlog-exceeds-255-000-units-capacity-bottleneck-may-extend-to-7675 nashnova zh-cn 2026-07-27T21:16:47.924Z 比亚迪闪充积压订单超25.5万台，产能瓶颈或延至2027年 https://www.nashnova.com/zh/feed/special/blackrocks-12-3-billion-ai-bond-gains-strength-in-secondary-market-7674 nashnova zh-cn 2026-07-27T21:16:11.031Z 贝莱德123亿美元AI债券二级市场走强 https://www.nashnova.com/zh/feed/special/celestica-q2-revenue-of-4-7b-beats-expectations-full-year-guidance-raised-to-20-7673 nashnova zh-cn 2026-07-27T20:50:38.925Z Celestica Q2营收47亿美元超预期，上调全年指引至205亿 https://www.nashnova.com/zh/feed/special/shenwan-hongyuan-ai-contributes-nearly-2-3-percentage-points-to-ppi-double-peak-7672 nashnova zh-cn 2026-07-27T20:46:34.191Z 申万宏源：AI贡献PPI近2.3个百分点，全年或现双顶 https://www.nashnova.com/zh/feed/special/largest-u-s-power-grid-operator-plans-emergency-capacity-auction-costs-to-be-7671 nashnova zh-cn 2026-07-27T20:41:23.355Z 美国最大电网拟紧急拍卖电力，费用转嫁数据中心 https://www.nashnova.com/zh/feed/special/small-businesses-sue-twice-to-block-section-301-tariffs-7670 nashnova zh-cn 2026-07-27T20:26:25.957Z 小企业两度起诉阻击第301条关税 https://www.nashnova.com/zh/feed/special/sk-hynix-u-s-adr-falls-below-ipo-price-7669 nashnova zh-cn 2026-07-27T20:25:55.807Z SK海力士美股存托凭证跌破IPO发行价 https://www.nashnova.com/zh/feed/special/trump-administrations-ai-regulatory-framework-nears-finalization-open-source-7668 nashnova zh-cn 2026-07-27T20:21:27.305Z 特朗普政府AI监管框架临近落地，开源模型定义存争议 https://www.nashnova.com/zh/feed/special/cadence-q2-earnings-beat-expectations-full-year-guidance-raised-7667 nashnova zh-cn 2026-07-27T20:15:31.193Z Cadence Q2盈利超预期，全年指引上调 https://www.nashnova.com/zh/feed/special/ukraine-russia-black-sea-strikes-escalate-wheat-futures-hit-two-year-high-7666 nashnova zh-cn 2026-07-27T20:11:06.642Z 乌俄黑海互袭，小麦期货创两年新高 https://www.nashnova.com/zh/feed/special/bitcoin-holds-above-65k-as-fed-decision-becomes-key-variable-7665 nashnova zh-cn 2026-07-27T20:01:04.955Z 比特币守稳6.5万美元，美联储决议成关键变量 https://www.nashnova.com/zh/feed/special/strong-u-s-2-year-auction-contrasts-with-5-year-hitting-worst-in-nearly-5-years-7664 nashnova zh-cn 2026-07-27T19:26:16.810Z 美国2年期拍卖强劲，5年期创近5年最差 https://www.nashnova.com/zh/feed/special/tech-earnings-season-stocks-fall-despite-beating-expectations-7663 nashnova zh-cn 2026-07-27T19:16:17.518Z 科技股财报季：业绩超预期反遭下跌 https://www.nashnova.com/zh/feed/special/kalshi-prediction-market-warsh-may-mention-oil-and-shock-this-week-7662 nashnova zh-cn 2026-07-27T19:07:24.265Z Kalshi预测市场：沃什本周或提及"石油"与"冲击" https://www.nashnova.com/zh/feed/special/macquarie-us-iran-deal-could-lead-to-significant-crude-oil-market-surplus-7661 nashnova zh-cn 2026-07-27T18:56:10.363Z 麦格理：美伊协议或致原油市场显著过剩 https://www.nashnova.com/zh/feed/special/dispersion-unwind-begins-mag7-earnings-week-with-dealer-gamma-pointing-to-upside-7660 nashnova zh-cn 2026-07-27T18:31:19.636Z 分散度平仓启动，Mag7财报周Dealer Gamma指向上行挤压风险 https://www.nashnova.com/zh/feed/special/nvidia-vera-rubin-servers-easier-to-install-than-previous-generation-7659 nashnova zh-cn 2026-07-27T18:26:03.496Z 英伟达Vera Rubin服务器安装难度低于前代 https://www.nashnova.com/zh/feed/special/hsbc-estimates-spacex-lock-up-period-first-batch-of-912m-shares-to-unlock-on-7658 nashnova zh-cn 2026-07-27T18:15:42.324Z 汇丰测算SpaceX锁定期：8月6日首批9.12亿股解禁 https://www.nashnova.com/zh/feed/special/perpetual-futures-enter-regulated-u-s-markets-as-wall-street-giants-watch-from-7657 nashnova zh-cn 2026-07-27T18:06:23.165Z 永续期货进入美国受监管市场，华尔街大行观望 https://www.nashnova.com/zh/feed/special/chip-stocks-plunge-as-software-stocks-rebound-deepening-divergence-within-u-s-7656 nashnova zh-cn 2026-07-27T18:01:04.109Z 芯片股重挫软件股反弹，美股内部分化加剧 https://www.nashnova.com/zh/feed/special/jpmorgan-internal-indicator-triggers-buy-signal-bullish-on-u-s-stocks-7655 nashnova zh-cn 2026-07-27T17:50:56.007Z 摩根大通内部指标发出买入信号，看涨美股 https://www.nashnova.com/zh/feed/special/microsoft-releases-first-cybersecurity-ai-model-and-agent-security-system-7654 nashnova zh-cn 2026-07-27T17:50:36.922Z 微软发布首个网络安全AI模型及智能体安全系统 https://www.nashnova.com/zh/feed/special/nvidia-plans-to-provide-up-to-250-billion-in-financing-backing-for-openais-ohio-7653 nashnova zh-cn 2026-07-27T17:46:00.693Z 英伟达拟为OpenAI俄亥俄数据中心提供2500亿美元融资背书 https://www.nashnova.com/zh/feed/special/ares-management-reportedly-in-talks-to-acquire-pe-giant-leonard-green-7652 nashnova zh-cn 2026-07-27T17:45:27.727Z 传Ares Management洽购私募巨头Leonard Green https://www.nashnova.com/zh/feed/special/options-imply-double-digit-swing-for-sk-hynix-ahead-of-earnings-7651 nashnova zh-cn 2026-07-27T17:35:52.031Z SK海力士财报前期权隐含双位数波动 https://www.nashnova.com/zh/feed/special/trump-publicly-demands-fed-rate-cuts-7650 nashnova zh-cn 2026-07-27T17:05:31.354Z 特朗普公开要求美联储降息 https://www.nashnova.com/zh/feed/special/iran-and-oman-negotiate-to-reopen-hormuz-strait-shipping-7649 nashnova zh-cn 2026-07-27T16:55:46.533Z 伊朗与阿曼谈判重启霍尔木兹航运 https://www.nashnova.com/zh/feed/special/goldman-sachs-rising-real-rates-are-tightening-financial-conditions-7648 nashnova zh-cn 2026-07-27T16:15:55.380Z 高盛：实际利率上行正收紧金融条件 https://www.nashnova.com/zh/feed/special/7647 nashnova zh-cn 2026-07-27T16:07:12.627Z 债券市场对冲利率冲击需求升温，美联储政策路径存疑 https://www.nashnova.com/zh/feed/special/ai-7646 nashnova zh-cn 2026-07-27T16:06:20.787Z 谷歌AI搜索覆盖率一年翻近三倍 https://www.nashnova.com/zh/feed/special/ceo-7645 nashnova zh-cn 2026-07-27T16:05:45.989Z 派拉蒙CEO：对收购华纳兄弟交易"高度有信心" https://www.nashnova.com/zh/feed/special/palantir-q2-7644 nashnova zh-cn 2026-07-27T16:05:16.692Z 奥本海默：Palantir Q2将超预期并上调全年指引 https://www.nashnova.com/zh/feed/special/kimi-k3-7643 nashnova zh-cn 2026-07-27T15:45:29.493Z 月之暗面开放Kimi K3权重及关键训练技术 https://www.nashnova.com/zh/feed/special/cme-55-spacex-7642 nashnova zh-cn 2026-07-27T15:41:03.092Z CME推出55只美股单股期货，含SpaceX和美光 https://www.nashnova.com/zh/feed/special/ai-7641 nashnova zh-cn 2026-07-27T15:36:21.435Z AI投资热潮推动美国经济增长，通胀风险浮现 https://www.nashnova.com/zh/feed/special/5-7640 nashnova zh-cn 2026-07-27T15:30:34.232Z 苹果市值反超英伟达，逼近5万亿美元 https://www.nashnova.com/zh/feed/special/cio-ai-7639 nashnova zh-cn 2026-07-27T14:55:53.975Z 桥水CIO：政府介入AI或扰乱资本支出周期 https://www.nashnova.com/zh-hant/feed/special/gam-semiconductor-selloff-not-yet-a-buying-opportunity-7739 nashnova zh-tw 2026-07-28T09:45:42.843Z GAM：半導體拋售尚未到抄底時機 https://www.nashnova.com/zh-hant/feed/special/trump-plans-tariffs-on-generic-drugs-creating-dilemma-for-price-cut-promises-7738 nashnova zh-tw 2026-07-28T09:40:50.191Z 特朗普擬對仿製藥加徵關稅，降價承諾面臨兩難 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-next-phase-of-stock-rotation-ai-adopters-to-take-the-lead-7737 nashnova zh-tw 2026-07-28T09:27:00.072Z 大摩：股市輪動下一階段，AI採用者將接棒 https://www.nashnova.com/zh-hant/feed/special/economists-u-s-fiscal-spiral-will-ultimately-trigger-major-inflation-7736 nashnova zh-tw 2026-07-28T09:25:37.033Z 經濟學家：美國財政失控終將引發大通膨 https://www.nashnova.com/zh-hant/feed/special/middle-east-tensions-flatten-european-rate-curve-as-traders-bet-on-ceasefire-as-7735 nashnova zh-tw 2026-07-28T09:07:38.066Z 中東局勢壓平歐洲利率曲線，交易員押注停火為拐點 https://www.nashnova.com/zh-hant/feed/special/hkma-exchange-fund-records-hk-134-7-billion-investment-income-in-h1-7734 nashnova zh-tw 2026-07-28T09:06:06.049Z 香港金管局：外匯基金上半年投資收入1347億港元 https://www.nashnova.com/zh-hant/feed/special/intel-emib-t-vs-tsmc-copos-yield-is-the-real-threshold-for-cost-advantage-7733 nashnova zh-tw 2026-07-28T08:43:05.303Z 英特爾EMIB-T對陣台積電CoPoS，良率是成本優勢的真正門檻 https://www.nashnova.com/zh-hant/feed/special/xiaohongshu-hong-kong-ipo-hit-by-former-employee-complaints-as-vie-structure-7732 nashnova zh-tw 2026-07-28T08:41:27.610Z 小紅書港股IPO遭前員工投訴，VIE架構模糊性受審視 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-risks-fall-into-two-categories-only-aggregate-shocks-hurt-the-7731 nashnova zh-tw 2026-07-28T08:36:20.236Z 高盛：AI風險分兩類，總量衝擊才傷大盤 https://www.nashnova.com/zh-hant/feed/special/nvidia-bets-5-billion-on-ssi-computing-power-to-scale-10x-in-one-year-7730 nashnova zh-tw 2026-07-28T08:31:13.121Z 輝達押注SSI約50億美元，算力規模一年提升10倍 https://www.nashnova.com/zh-hant/feed/special/high-tech-manufacturing-provinces-take-the-lead-as-chinas-regional-growth-7729 nashnova zh-tw 2026-07-28T08:26:02.281Z 高科技製造省份領跑，中國區域增長加速分化 https://www.nashnova.com/zh-hant/feed/special/triple-pressure-looms-earnings-inflation-and-the-fed-decision-7728 nashnova zh-tw 2026-07-28T08:17:07.572Z 財報、通膨、美聯儲決議三重壓力襲來 https://www.nashnova.com/zh-hant/feed/special/7-1-magnitude-earthquake-in-kyushu-japan-triggers-tsunami-warning-7727 nashnova zh-tw 2026-07-28T08:15:30.467Z 日本九州7.1級地震觸發海嘯預警 https://www.nashnova.com/zh-hant/feed/special/byd-to-unveil-in-august-xpeng-iron-enters-trial-production-automakers-accelerate-7726 nashnova zh-tw 2026-07-28T07:52:41.303Z 比亞迪8月發布、小鵬IRON試產，車企造人提速 https://www.nashnova.com/zh-hant/feed/special/ai-chip-trade-unwinds-as-india-it-sector-posts-record-monthly-outperformance-7725 nashnova zh-tw 2026-07-28T07:51:02.725Z AI晶片退潮，印度IT板塊單月超額收益創史上最大 https://www.nashnova.com/zh-hant/feed/special/germany-secretly-maps-chinas-supply-chain-vulnerabilities-7724 nashnova zh-tw 2026-07-28T07:45:56.178Z 德國秘密繪製中國供應鏈弱點圖譜 https://www.nashnova.com/zh-hant/feed/special/ai-spending-surges-as-big-tech-cds-spreads-hit-record-highs-7723 nashnova zh-tw 2026-07-28T07:32:24.854Z AI支出激增，大型科技公司CDS創歷史新高 https://www.nashnova.com/zh-hant/feed/special/chinas-bank-deposits-hit-record-highs-as-credit-growth-slows-7722 nashnova zh-tw 2026-07-28T07:30:49.846Z 中國銀行存款創歷史新高，信貸增速放緩 https://www.nashnova.com/zh-hant/feed/special/nvidia-confirms-lease-of-1gw-texas-data-center-30-year-deal-valued-at-50-billion-7721 nashnova zh-tw 2026-07-28T07:11:17.587Z 輝達確認租下德州1GW數據中心，30年總價值達500億美元 https://www.nashnova.com/zh-hant/feed/special/boj-july-meeting-expected-to-hold-rates-steady-at-1-percent-7720 nashnova zh-tw 2026-07-28T06:56:02.683Z 日本央行7月議息預計維持利率1%不變 https://www.nashnova.com/zh-hant/feed/special/barclays-q2-profit-rises-31-percent-announces-interim-dividend-and-1-billion-7719 nashnova zh-tw 2026-07-28T06:42:58.031Z 巴克萊Q2利潤升31%，宣布中期股息及10億英鎊回購 https://www.nashnova.com/zh-hant/feed/special/barclays-h1-pre-tax-profit-rises-17-percent-driven-by-equity-trading-that-beats-7718 nashnova zh-tw 2026-07-28T06:41:46.300Z 巴克萊上半年稅前利潤升17%，股票交易驅動超預期 https://www.nashnova.com/zh-hant/feed/special/qualcomm-chip-price-hikes-put-cost-pressure-on-chinese-android-makers-7716 nashnova zh-tw 2026-07-28T06:11:10.848Z 高通晶片漲價，中國安卓廠商成本承壓 https://www.nashnova.com/zh-hant/feed/special/taiwan-5-year-government-bond-yield-rises-to-highest-since-2008-7715 nashnova zh-tw 2026-07-28T05:55:47.477Z 台灣五年期國債收益率升至2008年來最高 https://www.nashnova.com/zh-hant/feed/special/mercedes-benz-cuts-full-year-revenue-guidance-as-china-sales-plunge-30-percent-7714 nashnova zh-tw 2026-07-28T05:25:57.566Z 賓士下調全年營收指引，中國銷量第二季驟降30% https://www.nashnova.com/zh-hant/feed/special/after-googles-1-billion-fine-wave-of-claims-from-european-competitors-emerges-7713 nashnova zh-tw 2026-07-28T05:15:54.545Z 谷歌遭10億美元罰款後，歐洲競爭對手索賠潮湧現 https://www.nashnova.com/zh-hant/feed/special/auto-chip-demand-beats-expectations-in-2q26-clear-ev-architecture-drives-7712 nashnova zh-tw 2026-07-28T05:11:55.749Z 汽車晶片需求2Q26超預期，EV架構明朗驅動補庫 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-to-mass-produce-lpddr6-in-h2-xiaomi-to-be-first-adopter-7711 nashnova zh-tw 2026-07-28T05:10:44.535Z SK海力士LPDDR6下半年量產，小米首發 https://www.nashnova.com/zh-hant/feed/special/nvidia-taipei-employee-arrested-over-chip-smuggling-7710 nashnova zh-tw 2026-07-28T05:05:32.301Z 輝達台北員工因晶片走私被捕 https://www.nashnova.com/zh-hant/feed/special/ai-demand-drives-hong-kong-exports-to-strongest-growth-in-42-years-7709 nashnova zh-tw 2026-07-28T05:00:48.485Z AI需求驅動香港出口創42年最強增速 https://www.nashnova.com/zh-hant/feed/special/bank-of-england-may-raise-interest-rates-this-year-if-energy-prices-remain-7708 nashnova zh-tw 2026-07-28T04:45:27.114Z 能源價格若持續高企，英格蘭銀行或於今年加息 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-pcb-stocks-plunge-across-the-board-gigadevice-drops-over-15-7707 nashnova zh-tw 2026-07-28T04:18:52.387Z 港股午盤：PCB概念全線重挫，兆易創新跌超15% https://www.nashnova.com/zh-hant/feed/special/ddr5-price-surge-bolsters-hbm4-price-hike-case-as-sk-hynix-q2-earnings-approach-7706 nashnova zh-tw 2026-07-28T04:17:32.203Z DDR5漲價反推HBM4提價，SK海力士二季報在即 https://www.nashnova.com/zh-hant/feed/special/samsung-plans-to-source-chinese-dram-to-lower-smartphone-costs-7705 nashnova zh-tw 2026-07-28T04:16:01.597Z 三星擬採購中國DRAM降低手機成本 https://www.nashnova.com/zh-hant/feed/special/asia-pacific-stock-indices-fall-into-technical-correction-chip-stocks-lead-7704 nashnova zh-tw 2026-07-28T03:56:12.515Z 亞太股指跌入技術性調整，晶片股領跌 https://www.nashnova.com/zh-hant/feed/special/visa-and-mastercard-report-earnings-this-week-slowing-cross-border-transactions-7703 nashnova zh-tw 2026-07-28T03:46:09.883Z Visa、萬事達本週財報：跨境交易放緩成核心看點 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-ceasefire-holds-oil-prices-drop-over-2-percent-7702 nashnova zh-tw 2026-07-28T03:35:46.492Z 美伊停火持續，油價跌逾2% https://www.nashnova.com/zh-hant/feed/special/indonesias-central-bank-governor-abruptly-resigns-monetary-policy-independence-7701 nashnova zh-tw 2026-07-28T03:25:55.906Z 印尼央行行長突然辭職，貨幣政策獨立性存疑 https://www.nashnova.com/zh-hant/feed/special/economist-does-sk-hynix-adr-premium-signal-a-bubble-7700 nashnova zh-tw 2026-07-28T03:20:31.199Z 經濟學家：SK海力士ADR溢價是否預示泡沫 https://www.nashnova.com/zh-hant/feed/special/kospi-becomes-a-semiconductor-proxy-diversification-benefits-between-u-s-and-7699 nashnova zh-tw 2026-07-28T03:16:07.071Z KOSPI半導體化，美韓科技股分散紅利消失 https://www.nashnova.com/zh-hant/feed/special/nvidia-reshapes-asias-ai-supply-chain-landscape-7698 nashnova zh-tw 2026-07-28T03:11:12.055Z 輝達重構亞洲AI供應鏈布局 https://www.nashnova.com/zh-hant/feed/special/u-s-launches-surprise-inspections-on-chinese-factories-in-vietnam-new-tariff-7697 nashnova zh-tw 2026-07-28T02:41:01.841Z 美國突擊檢查越南中國工廠，新關稅風險升溫 https://www.nashnova.com/zh-hant/feed/special/innolights-hong-kong-ipo-priced-at-hk-980-raising-hk-53-4-billion-7696 nashnova zh-tw 2026-07-28T02:21:05.984Z 中際旭創港股IPO定價980港元，募資534億港元 https://www.nashnova.com/zh-hant/feed/special/chip-equipment-lead-times-approach-one-year-as-samsung-and-sk-hynix-rush-to-7695 nashnova zh-tw 2026-07-28T02:11:02.728Z 晶片設備交貨期逼近一年，三星SK海力士提前下單 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-chinese-ai-developers-may-shift-to-paid-weight-commercial-7694 nashnova zh-tw 2026-07-28T02:10:40.667Z 高盛：中國AI開發者或轉向付費權重商業授權 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ai-computing-demand-overwhelms-supply-long-term-pullbacks-are-7693 nashnova zh-tw 2026-07-28T01:55:48.900Z 大摩：AI算力需求長期壓倒供應，回調是買入機會 https://www.nashnova.com/zh-hant/feed/special/south-korea-plans-to-cap-retail-investors-leveraged-etf-exposure-7692 nashnova zh-tw 2026-07-28T01:50:40.868Z 韓國擬限制散戶槓桿ETF投資額度 https://www.nashnova.com/zh-hant/feed/special/chinas-a-share-three-major-indices-open-lower-chinext-drops-over-3-percent-7691 nashnova zh-tw 2026-07-28T01:35:17.523Z A股三大指數低開，創業板跌逾3% https://www.nashnova.com/zh-hant/feed/special/japan-stock-positioning-hits-all-time-highs-as-ai-narrative-becomes-top-tail-7690 nashnova zh-tw 2026-07-28T01:11:41.819Z 日股倉位創歷史高位，AI敘事成最大尾部風險 https://www.nashnova.com/zh-hant/feed/special/cicc-a-share-pessimistic-expectations-already-priced-in-five-key-sector-7689 nashnova zh-tw 2026-07-28T00:56:42.286Z 中金：A股悲觀預期已釋放，五大板塊配置機會梳理 https://www.nashnova.com/zh-hant/feed/special/japanese-government-bonds-decline-as-funding-sources-for-consumption-tax-cut-7688 nashnova zh-tw 2026-07-28T00:55:32.391Z 日本國債下跌，消費稅削減計劃資金來源存疑 https://www.nashnova.com/zh-hant/feed/special/anthropic-explores-custom-chips-engages-sk-hynix-and-samsung-7687 nashnova zh-tw 2026-07-28T00:12:01.274Z Anthropic尋求自研晶片，接觸SK海力士與三星 https://www.nashnova.com/zh-hant/feed/special/apple-and-micron-clash-over-cxmt-forcing-the-white-house-to-pick-a-side-7686 nashnova zh-tw 2026-07-28T00:11:34.756Z 蘋果與美光就長鑫存儲博弈，白宮被迫選邊 https://www.nashnova.com/zh-hant/feed/special/johnson-and-johnson-settles-talc-cancer-lawsuits-for-up-to-5-5-billion-7685 nashnova zh-tw 2026-07-28T00:10:32.384Z 強生以最高55億美元和解滑石粉致癌訴訟 https://www.nashnova.com/zh-hant/feed/special/cicc-global-economic-imbalances-near-20-year-high-ai-is-the-core-driver-7684 nashnova zh-tw 2026-07-28T00:06:26.158Z 中金：全球經濟失衡近20年高位，AI是核心驅動 https://www.nashnova.com/zh-hant/feed/special/south-koreas-kospi-opens-over-5-percent-lower-7683 nashnova zh-tw 2026-07-28T00:05:23.495Z 韓國首爾綜指低開逾5% https://www.nashnova.com/zh-hant/feed/special/chinas-june-gold-imports-rise-to-173-tonnes-hitting-highest-level-since-march-7682 nashnova zh-tw 2026-07-28T00:00:29.116Z 中國6月黃金進口量升至173噸，創2024年3月以來新高 https://www.nashnova.com/zh-hant/feed/special/u-s-trade-representative-new-tariffs-wont-disrupt-the-economy-7681 nashnova zh-tw 2026-07-27T23:50:46.689Z 美國貿易代表：新關稅不會衝擊經濟 https://www.nashnova.com/zh-hant/feed/special/anthropic-ceo-never-advocated-banning-open-weight-ai-7680 nashnova zh-tw 2026-07-27T22:55:54.484Z Anthropic CEO：從未主張禁止開放權重AI https://www.nashnova.com/zh-hant/feed/special/rate-hike-probability-rises-to-35-percent-as-hedge-fund-u-s-equity-exposure-hits-7679 nashnova zh-tw 2026-07-27T22:25:48.445Z 加息概率升至35%，對沖基金美股敞口觸五年峰值 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-predicts-surprise-fed-rate-hike-this-week-7678 nashnova zh-tw 2026-07-27T22:05:47.231Z Citadel Securities預測美聯儲本週意外加息 https://www.nashnova.com/zh-hant/feed/special/tennessee-sues-meta-for-ignoring-research-on-harm-to-teens-7677 nashnova zh-tw 2026-07-27T21:55:52.492Z 田納西州起訴Meta忽視青少年傷害研究 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-japan-may-be-at-an-economic-transformation-inflection-point-7676 nashnova zh-tw 2026-07-27T21:30:49.016Z 德意志銀行：日本或站在經濟轉型拐點 https://www.nashnova.com/zh-hant/feed/special/byd-flash-charge-backlog-exceeds-255-000-units-capacity-bottleneck-may-extend-to-7675 nashnova zh-tw 2026-07-27T21:16:47.924Z 比亞迪閃充積壓訂單超25.5萬台，產能瓶頸或延至2027年 https://www.nashnova.com/zh-hant/feed/special/blackrocks-12-3-billion-ai-bond-gains-strength-in-secondary-market-7674 nashnova zh-tw 2026-07-27T21:16:11.031Z 貝萊德123億美元AI債券二級市場走強 https://www.nashnova.com/zh-hant/feed/special/celestica-q2-revenue-of-4-7b-beats-expectations-full-year-guidance-raised-to-20-7673 nashnova zh-tw 2026-07-27T20:50:38.925Z Celestica Q2營收47億美元超預期，上調全年指引至205億 https://www.nashnova.com/zh-hant/feed/special/shenwan-hongyuan-ai-contributes-nearly-2-3-percentage-points-to-ppi-double-peak-7672 nashnova zh-tw 2026-07-27T20:46:34.191Z 申萬宏源：AI貢獻PPI近2.3個百分點，全年或現雙頂 https://www.nashnova.com/zh-hant/feed/special/largest-u-s-power-grid-operator-plans-emergency-capacity-auction-costs-to-be-7671 nashnova zh-tw 2026-07-27T20:41:23.355Z 美國最大電網擬緊急拍賣電力，費用轉嫁數據中心 https://www.nashnova.com/zh-hant/feed/special/small-businesses-sue-twice-to-block-section-301-tariffs-7670 nashnova zh-tw 2026-07-27T20:26:25.957Z 小企業兩度起訴阻擊第301條關稅 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-u-s-adr-falls-below-ipo-price-7669 nashnova zh-tw 2026-07-27T20:25:55.807Z SK海力士美股存託憑證跌破IPO發行價 https://www.nashnova.com/zh-hant/feed/special/trump-administrations-ai-regulatory-framework-nears-finalization-open-source-7668 nashnova zh-tw 2026-07-27T20:21:27.305Z 特朗普政府AI監管框架臨近落地，開源模型定義存爭議 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