https://www.nashnova.com/feed/special/standard-chartered-q3-pre-tax-profit-of-2-25b-beats-expectations-full-year-16243 nashnova en 2026-10-28T04:23:58.206Z Standard Chartered Q3 Pre-Tax Profit of $2.25B Beats Expectations, Full-Year Revenue Guidance Raised https://www.nashnova.com/feed/special/jio-lists-in-mumbai-indias-largest-ever-ipo-attracts-77-billion-in-subscriptions-16242 nashnova en 2026-10-28T04:22:58.092Z Jio Lists in Mumbai: India's Largest-Ever IPO Attracts $77 Billion in Subscriptions https://www.nashnova.com/feed/special/jpmorgan-u-s-stocks-can-withstand-10-year-treasury-yields-rising-to-6-percent-if-16241 nashnova en 2026-10-28T04:21:33.467Z JPMorgan: U.S. Stocks Can Withstand 10-Year Treasury Yields Rising to 6% If AI Earnings Hold Up https://www.nashnova.com/feed/special/dollar-rises-to-two-week-high-as-markets-await-feds-december-signal-16240 nashnova en 2026-10-28T04:20:01.220Z Dollar Rises to Two-Week High as Markets Await Fed's December Signal https://www.nashnova.com/feed/special/rbi-governor-hints-for-first-time-that-interest-rates-could-be-used-to-defend-16239 nashnova en 2026-10-28T04:18:32.913Z RBI Governor Hints for First Time That Interest Rates Could Be Used to Defend the Rupee https://www.nashnova.com/feed/special/ai-drives-up-memory-costs-pc-makers-shift-some-production-back-to-china-16238 nashnova en 2026-10-28T04:17:13.140Z AI Drives Up Memory Costs, PC Makers Shift Some Production Back to China https://www.nashnova.com/feed/special/houthis-claim-missile-strike-on-saudi-arabias-largest-refinery-oil-prices-16237 nashnova en 2026-10-28T04:16:01.316Z Houthis Claim Missile Strike on Saudi Arabia's Largest Refinery, Oil Prices Rebound https://www.nashnova.com/feed/special/anthropic-acquires-one-person-pharma-startup-and-partners-with-six-major-16236 nashnova en 2026-10-28T04:11:08.409Z Anthropic Acquires One-Person Pharma Startup and Partners with Six Major Institutions for Full-Scale AI Drug Discovery Push https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-up-0-43-percent-physical-ai-and-pcb-concepts-lead-16235 nashnova en 2026-10-28T04:06:01.055Z HK Stocks Midday: Hang Seng Up 0.43%, Physical AI and PCB Concepts Lead Gains https://www.nashnova.com/feed/special/asian-allied-nations-slash-u-s-treasury-purchases-by-over-60-percent-16234 nashnova en 2026-10-28T03:57:00.367Z Asian Allied Nations Slash U.S. Treasury Purchases by Over 60% https://www.nashnova.com/feed/special/china-accelerates-year-end-government-bond-issuance-net-financing-expected-to-16233 nashnova en 2026-10-28T03:55:45.856Z China Accelerates Year-End Government Bond Issuance, Net Financing Expected to Reach 2.2 Trillion Yuan https://www.nashnova.com/feed/special/solidigm-plans-45b-us-nand-fab-seeks-approval-by-offering-china-expansion-16232 nashnova en 2026-10-28T03:15:57.415Z Solidigm Plans $45B US NAND Fab, Seeks Approval by Offering China Expansion https://www.nashnova.com/feed/special/amd-invests-1-billion-in-meta-stock-offering-helios-rack-enters-testing-16231 nashnova en 2026-10-28T03:13:40.389Z AMD Invests $1 Billion in Meta Stock Offering; Helios Rack Enters Testing https://www.nashnova.com/feed/special/sk-hynix-bets-on-high-bandwidth-flash-building-ai-memory-tiering-architecture-16230 nashnova en 2026-10-28T03:12:14.107Z SK Hynix Bets on High Bandwidth Flash, Building AI Memory Tiering Architecture https://www.nashnova.com/feed/special/nvidia-backed-indonesian-ai-platform-zankore-launches-3-1-billion-gpu-loan-16228 nashnova en 2026-10-28T02:05:49.430Z Nvidia-Backed Indonesian AI Platform Zankore Launches $3.1 Billion GPU Loan https://www.nashnova.com/feed/special/alibaba-tencent-and-bytedance-seek-long-term-dram-contracts-with-samsung-and-sk-16227 nashnova en 2026-10-28T02:00:49.962Z Alibaba, Tencent, and ByteDance Seek Long-Term DRAM Contracts with Samsung and SK Hynix https://www.nashnova.com/feed/special/jpmorgan-golds-allocation-value-stands-out-after-pullback-favored-across-16226 nashnova en 2026-10-28T01:25:47.155Z JPMorgan: Gold's Allocation Value Stands Out After Pullback, Favored Across Multiple Scenarios https://www.nashnova.com/feed/special/japans-topix-largest-ever-rebalancing-triggers-60-billion-in-passive-trades-as-16225 nashnova en 2026-10-28T01:16:56.904Z Japan's TOPIX Largest-Ever Rebalancing Triggers $60 Billion in Passive Trades as Hedge Funds Position Across the Board https://www.nashnova.com/feed/special/anthropic-ipo-selects-jpmorgan-to-lead-u-s-retail-offering-16224 nashnova en 2026-10-28T01:15:44.167Z Anthropic IPO Selects JPMorgan to Lead U.S. Retail Offering https://www.nashnova.com/feed/special/trump-envoy-proposes-u-s-oil-companies-return-to-russia-u-s-russia-ukraine-16223 nashnova en 2026-10-28T01:06:31.511Z Trump Envoy Proposes U.S. Oil Companies' Return to Russia; U.S.-Russia-Ukraine Trilateral Talks Set for Abu Dhabi Next Month https://www.nashnova.com/feed/special/google-prioritizes-frontier-ai-computing-power-cloud-business-forced-to-yield-16222 nashnova en 2026-10-28T01:03:23.978Z Google Prioritizes Frontier AI Computing Power, Cloud Business Forced to Yield https://www.nashnova.com/feed/special/onsemi-in-talks-to-acquire-chip-startup-ferric-for-approximately-1-billion-16221 nashnova en 2026-10-28T01:02:14.692Z onsemi in Talks to Acquire Chip Startup Ferric for Approximately $1 Billion https://www.nashnova.com/feed/special/cxmt-rejects-apples-dram-inquiry-prioritizing-supply-for-chinese-market-16220 nashnova en 2026-10-28T01:01:12.707Z CXMT Rejects Apple's DRAM Inquiry, Prioritizing Supply for Chinese Market https://www.nashnova.com/feed/special/bofa-ai-selloff-has-morphed-into-a-growth-shock-launches-nasdaq-linked-rate-16219 nashnova en 2026-10-28T00:57:03.201Z BofA: AI Selloff Has Morphed into a Growth Shock — Launches Nasdaq-Linked Rate-Contingent Hedging Strategy https://www.nashnova.com/feed/special/cloud-giants-free-cash-flow-strengthens-external-ai-funding-wave-may-be-nearing-16218 nashnova en 2026-10-28T00:55:34.239Z Cloud Giants' Free Cash Flow Strengthens, External AI Funding Wave May Be Nearing Its Peak https://www.nashnova.com/feed/special/a-share-premium-over-hong-kong-stocks-widens-to-nearly-17-month-high-driven-16217 nashnova en 2026-10-28T00:25:56.592Z A-Share Premium Over Hong Kong Stocks Widens to Nearly 17-Month High, Driven Mainly by National Team's Market Support https://www.nashnova.com/feed/special/mutual-fund-q3-reports-innolight-retains-top-spot-cxmt-rises-to-fourth-16216 nashnova en 2026-10-28T00:17:31.003Z Mutual Fund Q3 Reports: Innolight Retains Top Spot, CXMT Rises to Fourth https://www.nashnova.com/feed/special/astrazeneca-ceo-mrna-technology-built-over-years-cancer-vaccine-progress-to-be-16215 nashnova en 2026-10-28T00:16:00.778Z AstraZeneca CEO: mRNA Technology Built Over Years, Cancer Vaccine Progress to Be Disclosed Within Months https://www.nashnova.com/feed/special/mitsubishi-power-gas-turbine-demand-surges-lead-times-extended-to-2031-16214 nashnova en 2026-10-28T00:10:45.843Z Mitsubishi Power: Gas Turbine Demand Surges, Lead Times Extended to 2031 https://www.nashnova.com/feed/special/openai-plans-to-purchase-google-tpus-in-bid-to-diversify-chip-supply-16213 nashnova en 2026-10-28T00:05:55.730Z OpenAI Plans to Purchase Google TPUs in Bid to Diversify Chip Supply https://www.nashnova.com/feed/special/sk-hynix-q3-revenue-beats-expectations-but-net-profit-falls-short-of-market-16212 nashnova en 2026-10-27T23:40:40.418Z SK Hynix Q3 Revenue Beats Expectations, but Net Profit Falls Short of Market Estimates https://www.nashnova.com/feed/special/asmpt-quarterly-new-orders-hit-record-high-ai-packaging-demand-drives-turnaround-16211 nashnova en 2026-10-27T23:30:52.647Z ASMPT Quarterly New Orders Hit Record High, AI Packaging Demand Drives Turnaround to Profitability https://www.nashnova.com/feed/special/china-ai-hardware-stocks-face-earnings-test-after-sharp-selloff-16210 nashnova en 2026-10-27T23:28:37.060Z China AI Hardware Stocks Face Earnings Test After Sharp Selloff https://www.nashnova.com/feed/special/dongshan-precisions-hong-kong-ipo-raises-1-3-billion-grey-market-drops-12-16209 nashnova en 2026-10-27T23:27:08.559Z Dongshan Precision's Hong Kong IPO Raises $1.3 Billion, Grey Market Drops 12% on First Day https://www.nashnova.com/feed/special/barclays-stronger-dollar-and-rate-volatility-signal-the-end-of-the-carry-trade-16208 nashnova en 2026-10-27T23:25:39.270Z Barclays: Stronger Dollar and Rate Volatility Signal the End of the Carry Trade Sweet Spot https://www.nashnova.com/feed/special/shanghai-releases-satellite-internet-action-plan-targeting-core-industry-scale-16207 nashnova en 2026-10-27T23:06:02.923Z Shanghai Releases Satellite Internet Action Plan, Targeting Core Industry Scale Exceeding 80 Billion Yuan by 2030 https://www.nashnova.com/feed/special/bofa-u-s-large-cap-earnings-options-are-underpriced-european-ones-are-overpriced-16206 nashnova en 2026-10-27T22:11:02.406Z BofA: U.S. Large-Cap Earnings Options Are Underpriced, European Ones Are Overpriced https://www.nashnova.com/feed/special/oracle-expands-partnership-with-openai-stock-price-rises-16205 nashnova en 2026-10-27T22:00:32.547Z Oracle Expands Partnership with OpenAI, Stock Price Rises https://www.nashnova.com/feed/special/teradyne-q3-revenue-and-profit-both-rise-driven-by-semiconductor-test-business-16204 nashnova en 2026-10-27T21:15:30.227Z Teradyne Q3 Revenue and Profit Both Rise, Driven by Semiconductor Test Business https://www.nashnova.com/feed/special/deepening-divisions-within-the-fed-over-communication-strategy-as-october-rate-16203 nashnova en 2026-10-27T20:56:09.993Z Deepening Divisions Within the Fed Over Communication Strategy as October Rate Hike Expectations Plunge to 15% https://www.nashnova.com/feed/special/treasury-long-positions-hit-multi-month-highs-hawkish-fed-signals-could-trigger-16202 nashnova en 2026-10-27T20:50:59.772Z Treasury Long Positions Hit Multi-Month Highs; Hawkish Fed Signals Could Trigger Reversal https://www.nashnova.com/feed/special/nxp-q4-revenue-guidance-misses-expectations-stock-falls-7-percent-after-hours-16201 nashnova en 2026-10-27T20:46:36.420Z NXP Q4 Revenue Guidance Misses Expectations, Stock Falls ~7% After Hours https://www.nashnova.com/feed/special/u-s-treasury-secretary-bessent-digital-assets-will-strengthen-the-dollars-global-16200 nashnova en 2026-10-27T20:45:35.872Z U.S. Treasury Secretary Bessent: Digital Assets Will Strengthen the Dollar's Global Standing https://www.nashnova.com/feed/special/visa-q4-payment-volume-up-9-percent-to-4-08-trillion-eps-beats-expectations-16199 nashnova en 2026-10-27T20:41:00.208Z Visa Q4 Payment Volume Up 9% to $4.08 Trillion, EPS Beats Expectations https://www.nashnova.com/feed/special/ge-vernova-q3-earnings-approaching-wall-street-expects-44-percent-yoy-order-16198 nashnova en 2026-10-27T20:32:08.714Z GE Vernova Q3 Earnings Approaching: Wall Street Expects 44% YoY Order Growth https://www.nashnova.com/feed/special/robinhood-q3-revenue-up-12-percent-event-contracts-surge-offsets-crypto-decline-16197 nashnova en 2026-10-27T20:31:00.954Z Robinhood Q3 Revenue Up 12%; Event Contracts Surge Offsets Crypto Decline https://www.nashnova.com/feed/special/seagate-q1-revenue-of-4-2b-beats-expectations-but-disappointing-q2-guidance-16196 nashnova en 2026-10-27T20:20:32.418Z Seagate Q1 Revenue of $4.2B Beats Expectations, but Disappointing Q2 Guidance Sends Shares Down Over 8% After Hours https://www.nashnova.com/feed/special/ai-sector-leads-rally-ahead-of-fed-decision-as-broadcom-financing-and-meta-bond-16195 nashnova en 2026-10-27T20:17:24.046Z AI Sector Leads Rally Ahead of Fed Decision as Broadcom Financing and Meta Bond Offering Boost Sentiment https://www.nashnova.com/feed/special/fujifilm-invests-tens-of-billions-of-yen-to-expand-magnetic-tape-production-16194 nashnova en 2026-10-27T20:16:02.710Z Fujifilm Invests Tens of Billions of Yen to Expand Magnetic Tape Production Capacity, Largest Investment in Two Decades Driven by AI Data Storage Demand https://www.nashnova.com/feed/special/anthropic-prospectus-multi-chip-strategy-may-erode-nvidias-pricing-power-16193 nashnova en 2026-10-27T19:45:48.985Z Anthropic Prospectus: Multi-Chip Strategy May Erode NVIDIA's Pricing Power https://www.nashnova.com/feed/special/btig-u-s-refining-stocks-plunge-nearly-7-percent-in-a-single-day-the-strongest-16192 nashnova en 2026-10-27T19:27:33.033Z BTIG: U.S. Refining Stocks Plunge Nearly 7% in a Single Day — The Strongest Rally in Three Decades May Be Unraveling https://www.nashnova.com/feed/special/metas-27-billion-data-center-bonds-drop-to-92-cents-yields-approaching-junk-bond-16191 nashnova en 2026-10-27T19:26:08.717Z Meta's $27 Billion Data Center Bonds Drop to 92 Cents, Yields Approaching Junk Bond Levels https://www.nashnova.com/feed/special/u-s-stock-margin-balance-growth-plunges-as-bofa-warns-of-accumulating-market-top-16190 nashnova en 2026-10-27T19:05:43.765Z U.S. Stock Margin Balance Growth Plunges as BofA Warns of Accumulating Market Top Signals https://www.nashnova.com/feed/special/anthropic-ipo-prospectus-natural-gas-supply-risk-listed-as-one-of-the-biggest-16189 nashnova en 2026-10-27T18:41:40.647Z Anthropic IPO Prospectus: Natural Gas Supply Risk Listed as One of the Biggest Near-Term Threats https://www.nashnova.com/feed/special/chip-equipment-maker-asm-international-raises-2027-sales-guidance-again-to-over-16188 nashnova en 2026-10-27T17:40:52.155Z Chip Equipment Maker ASM International Raises 2027 Sales Guidance Again to Over €5.7 Billion https://www.nashnova.com/feed/special/mango-excellent-medias-net-profit-drops-79-percent-in-first-three-quarters-aigc-16187 nashnova en 2026-10-27T17:22:46.119Z Mango Excellent Media's Net Profit Drops 79% in First Three Quarters; AIGC Commercialization Yet to Be Proven https://www.nashnova.com/feed/special/western-economists-question-chinas-gdp-data-as-independent-estimates-diverge-16186 nashnova en 2026-10-27T17:21:19.160Z Western Economists Question China's GDP Data as Independent Estimates Diverge Sharply from Official Figures https://www.nashnova.com/feed/special/ai-infrastructure-demand-growth-hits-nearly-30-year-high-as-u-s-durable-goods-16185 nashnova en 2026-10-27T17:11:04.699Z AI Infrastructure Demand Growth Hits Nearly 30-Year High as U.S. Durable Goods Orders Remain Strong https://www.nashnova.com/feed/special/google-releases-genie-4-ai-world-model-video-game-stocks-hit-again-16184 nashnova en 2026-10-27T17:00:55.830Z Google Releases Genie 4 AI World Model, Video Game Stocks Hit Again https://www.nashnova.com/feed/special/goldman-sachs-ai-wealth-effect-peaking-downside-risks-to-2027-growth-16183 nashnova en 2026-10-27T16:46:21.483Z Goldman Sachs: AI Wealth Effect Peaking, Downside Risks to 2027 Growth https://www.nashnova.com/feed/special/oracle-expands-nvidia-chip-deal-and-introduces-google-tpu-for-the-first-time-16182 nashnova en 2026-10-27T16:21:05.534Z Oracle Expands Nvidia Chip Deal and Introduces Google TPU for the First Time https://www.nashnova.com/feed/special/u-s-government-offers-constellation-energy-up-to-5-billion-loan-for-nuclear-16181 nashnova en 2026-10-27T16:10:46.099Z U.S. Government Offers Constellation Energy Up to $5 Billion Loan for Nuclear Power Upgrades https://www.nashnova.com/feed/special/half-of-first-active-etfs-close-subscriptions-early-as-8-firms-boost-stakes-with-16180 nashnova en 2026-10-27T16:06:01.833Z Half of First Active ETFs Close Subscriptions Early as 8 Firms Boost Stakes with Self-Purchases https://www.nashnova.com/feed/special/u-s-september-new-home-sales-down-0-6-percent-mom-prices-fall-3-9-percent-yoy-16179 nashnova en 2026-10-27T15:55:53.812Z U.S. September New Home Sales Down 0.6% MoM, Prices Fall 3.9% YoY https://www.nashnova.com/feed/special/microsoft-earnings-disclose-azure-dollar-revenue-for-the-first-time-16178 nashnova en 2026-10-27T15:05:49.720Z Microsoft Earnings Disclose Azure Dollar Revenue for the First Time https://www.nashnova.com/feed/special/u-s-october-consumer-confidence-index-rises-to-91-7-first-rebound-in-four-months-16177 nashnova en 2026-10-27T14:25:43.213Z U.S. October Consumer Confidence Index Rises to 91.7, First Rebound in Four Months https://www.nashnova.com/feed/special/barclays-life-insurers-ai-debt-exposure-averages-24-percent-of-surplus-exceeding-16176 nashnova en 2026-10-27T13:31:21.555Z Barclays: Life Insurers' AI Debt Exposure Averages 24% of Surplus, Exceeding 100% at Some Companies https://www.nashnova.com/feed/special/apple-unveils-m6-imac-and-entry-level-macbook-pro-available-november-6-16175 nashnova en 2026-10-27T13:25:51.412Z Apple Unveils M6 iMac and Entry-Level MacBook Pro, Available November 6 https://www.nashnova.com/feed/special/acm-model-shows-market-expects-average-u-s-short-term-rate-of-4-3-percent-over-16174 nashnova en 2026-10-27T13:17:10.149Z ACM Model Shows Market Expects Average U.S. Short-Term Rate of 4.3% Over the Next Decade https://www.nashnova.com/feed/special/bernstein-lowers-coreweave-funding-gap-estimate-maintains-underperform-rating-16173 nashnova en 2026-10-27T13:15:47.096Z Bernstein Lowers CoreWeave Funding Gap Estimate, Maintains "Underperform" Rating https://www.nashnova.com/feed/special/global-memory-giants-earnings-week-can-ai-driven-demand-momentum-continue-16172 nashnova en 2026-10-27T12:47:51.909Z Global Memory Giants' Earnings Week: Can AI-Driven Demand Momentum Continue? https://www.nashnova.com/feed/special/us-fcc-warns-tp-link-over-four-routers-exceeding-power-limits-16171 nashnova en 2026-10-27T12:46:09.381Z US FCC Warns TP-Link Over Four Routers Exceeding Power Limits https://www.nashnova.com/feed/special/u-s-september-durable-goods-orders-rise-1-8-percent-mom-slightly-below-16170 nashnova en 2026-10-27T12:40:26.286Z U.S. September Durable Goods Orders Rise 1.8% MoM, Slightly Below Expectations https://www.nashnova.com/feed/special/wall-street-ratings-roundup-tuesday-broadcom-upgraded-to-buy-apple-target-raised-16169 nashnova en 2026-10-27T12:36:23.157Z Wall Street Ratings Roundup Tuesday: Broadcom Upgraded to Buy, Apple Target Raised to $390 https://www.nashnova.com/feed/special/burry-anthropic-prospectus-doesnt-change-his-bearish-ai-trade-thesis-16168 nashnova en 2026-10-27T12:16:17.742Z Burry: Anthropic Prospectus Doesn't Change His Bearish AI Trade Thesis https://www.nashnova.com/feed/special/citadel-securities-ai-trade-unraveling-capital-expenditure-becomes-a-two-way-16167 nashnova en 2026-10-27T12:01:18.692Z Citadel Securities: AI Trade Unraveling, Capital Expenditure Becomes a Two-Way Risk https://www.nashnova.com/feed/special/boeing-q3-eps-loss-exceeds-expectations-as-commercial-aviation-drags-while-16166 nashnova en 2026-10-27T11:56:11.383Z Boeing Q3 EPS Loss Exceeds Expectations as Commercial Aviation Drags While Defense and Services Show Dual-Line Improvement https://www.nashnova.com/feed/special/ubs-ai-stock-valuation-logic-may-revert-to-normal-under-high-interest-rates-16165 nashnova en 2026-10-27T11:46:03.931Z UBS: AI Stock Valuation Logic May Revert to Normal Under High Interest Rates https://www.nashnova.com/feed/special/corning-q3-core-revenue-of-5-081b-beats-expectations-optical-communications-up-16164 nashnova en 2026-10-27T11:40:53.977Z Corning Q3 Core Revenue of $5.081B Beats Expectations, Optical Communications Up 44% https://www.nashnova.com/feed/special/cnbc-survey-93-percent-of-respondents-expect-fed-to-hold-steady-in-october-76-16163 nashnova en 2026-10-27T11:27:37.916Z CNBC Survey: 93% of Respondents Expect Fed to Hold Steady in October, 76% Bet on December Rate Hike https://www.nashnova.com/feed/special/paypal-q3-adjusted-eps-beats-expectations-full-year-guidance-raised-to-5-60-16162 nashnova en 2026-10-27T11:26:10.733Z PayPal Q3 Adjusted EPS Beats Expectations, Full-Year Guidance Raised to $5.60 https://www.nashnova.com/feed/special/kingsoft-office-reports-net-profit-of-2-637-billion-yuan-for-first-three-16161 nashnova en 2026-10-27T11:10:27.454Z Kingsoft Office Reports Net Profit of 2.637 Billion Yuan for First Three Quarters, Up 123.77% YoY https://www.nashnova.com/feed/special/cspcs-sys6043-phase-i-ii-breast-cancer-data-presented-at-esmo-orr-exceeds-50-16160 nashnova en 2026-10-27T11:06:20.373Z CSPC's SYS6043 Phase I/II Breast Cancer Data Presented at ESMO: ORR Exceeds 50% Across All Three Subtypes https://www.nashnova.com/feed/special/general-motors-to-transfer-listing-from-nyse-to-nasdaq-on-november-17-16159 nashnova en 2026-10-27T10:40:38.153Z General Motors to Transfer Listing from NYSE to Nasdaq on November 17 https://www.nashnova.com/feed/special/wus-printed-circuit-q3-net-profit-hits-record-2-7-billion-yuan-up-161-percent-16158 nashnova en 2026-10-27T10:37:00.182Z WUS Printed Circuit Q3 Net Profit Hits Record 2.7 Billion Yuan, Up 161% YoY https://www.nashnova.com/feed/special/aia-group-management-reshuffle-chief-strategy-officer-departs-16157 nashnova en 2026-10-27T10:35:39.825Z AIA Group Management Reshuffle: Chief Strategy Officer Departs https://www.nashnova.com/feed/special/bond-investors-turn-focus-to-ai-and-fiscal-deficits-16156 nashnova en 2026-10-27T10:25:18.449Z Bond Investors Turn Focus to AI and Fiscal Deficits https://www.nashnova.com/feed/special/crypto-industry-bets-176-million-on-2026-midterm-elections-16155 nashnova en 2026-10-27T10:24:05.319Z Crypto Industry Bets $176 Million on 2026 Midterm Elections https://www.nashnova.com/feed/special/u-s-treasury-yields-surge-putting-pressure-on-bank-bond-portfolios-16154 nashnova en 2026-10-27T10:22:47.685Z U.S. Treasury Yields Surge, Putting Pressure on Bank Bond Portfolios https://www.nashnova.com/feed/special/big-tech-q3-earnings-put-ai-returns-to-the-test-cloud-growth-becomes-key-16153 nashnova en 2026-10-27T10:21:24.251Z Big Tech Q3 Earnings Put AI Returns to the Test, Cloud Growth Becomes Key Validation Point https://www.nashnova.com/feed/special/jensen-huang-and-elon-musk-gpu-useful-life-far-exceeds-financial-depreciation-16152 nashnova en 2026-10-27T10:17:21.807Z Jensen Huang and Elon Musk: GPU Useful Life Far Exceeds Financial Depreciation Assumptions https://www.nashnova.com/feed/special/gelsinger-ai-compute-efficiency-must-improve-10-000x-power-storage-and-fab-16151 nashnova en 2026-10-27T10:16:08.954Z Gelsinger: AI Compute Efficiency Must Improve 10,000x; Power, Storage, and Fab Constraints Prevent Linear Scaling https://www.nashnova.com/feed/special/iran-warns-of-legal-action-against-worlds-largest-tanker-owner-sinokor-16150 nashnova en 2026-10-27T10:10:58.966Z Iran Warns of Legal Action Against World's Largest Tanker Owner Sinokor https://www.nashnova.com/feed/special/nidec-sues-founder-in-japans-largest-accounting-fraud-case-in-a-decade-16149 nashnova en 2026-10-27T09:56:10.075Z Nidec Sues Founder in Japan's Largest Accounting Fraud Case in a Decade https://www.nashnova.com/feed/special/ares-acquires-apollos-private-credit-fund-midcap-16148 nashnova en 2026-10-27T09:47:36.741Z Ares Acquires Apollo's Private Credit Fund MidCap https://www.nashnova.com/feed/special/mercedes-benz-cuts-profit-margin-outlook-as-stock-falls-over-one-third-year-to-16147 nashnova en 2026-10-27T09:46:29.346Z Mercedes-Benz Cuts Profit Margin Outlook as Stock Falls Over One-Third Year-to-Date https://www.nashnova.com/feed/special/opec-sunday-meeting-expected-to-keep-december-production-targets-unchanged-16146 nashnova en 2026-10-27T09:45:28.420Z OPEC+ Sunday Meeting Expected to Keep December Production Targets Unchanged https://www.nashnova.com/feed/special/fed-holds-rates-steady-in-october-warsh-faces-pressure-to-explain-why-not-hike-16145 nashnova en 2026-10-27T09:42:48.858Z Fed Holds Rates Steady in October; Warsh Faces Pressure to Explain "Why Not Hike" https://www.nashnova.com/feed/special/axa-investment-the-worst-is-over-for-gold-target-raised-to-4-500-16144 nashnova en 2026-10-27T09:41:25.883Z AXA Investment: The Worst Is Over for Gold, Target Raised to $4,500 https://www.nashnova.com/feed/special/rockchip-q3-net-profit-surges-90-percent-edge-ai-chips-enter-mass-production-16143 nashnova en 2026-10-27T09:30:54.850Z Rockchip Q3 Net Profit Surges 90%: Edge AI Chips Enter Mass Production https://www.nashnova.com/zh/feed/special/nvidia-backed-indonesian-ai-platform-zankore-launches-3-1-billion-gpu-loan-16228 nashnova zh-cn 2026-10-28T02:05:49.430Z 英伟达背书印尼AI平台Zankore发行31亿美元GPU贷款 https://www.nashnova.com/zh/feed/special/alibaba-tencent-and-bytedance-seek-long-term-dram-contracts-with-samsung-and-sk-16227 nashnova zh-cn 2026-10-28T02:00:49.962Z 阿里腾讯字节跳动寻求与三星SK海力士签DRAM长期合同 https://www.nashnova.com/zh/feed/special/jpmorgan-golds-allocation-value-stands-out-after-pullback-favored-across-16226 nashnova zh-cn 2026-10-28T01:25:47.155Z 摩根大通:金价回调后配置价值凸显,多情景下黄金均占优 https://www.nashnova.com/zh/feed/special/japans-topix-largest-ever-rebalancing-triggers-60-billion-in-passive-trades-as-16225 nashnova zh-cn 2026-10-28T01:16:56.904Z 日本TOPIX史上最大重组触发600亿美元被动交易,对冲基金全面布局 https://www.nashnova.com/zh/feed/special/anthropic-ipo-selects-jpmorgan-to-lead-u-s-retail-offering-16224 nashnova zh-cn 2026-10-28T01:15:44.167Z Anthropic IPO选定摩根大通主导美国零售发行 https://www.nashnova.com/zh/feed/special/trump-envoy-proposes-u-s-oil-companies-return-to-russia-u-s-russia-ukraine-16223 nashnova zh-cn 2026-10-28T01:06:31.511Z 特朗普特使提议美国石油公司重返俄罗斯,美俄乌三方会谈下月阿布扎比举行 https://www.nashnova.com/zh/feed/special/google-prioritizes-frontier-ai-computing-power-cloud-business-forced-to-yield-16222 nashnova zh-cn 2026-10-28T01:03:23.978Z 谷歌优先保障前沿AI算力,云业务被迫让步 https://www.nashnova.com/zh/feed/special/onsemi-in-talks-to-acquire-chip-startup-ferric-for-approximately-1-billion-16221 nashnova zh-cn 2026-10-28T01:02:14.692Z 安森美洽购芯片初创公司Ferric,报价约10亿美元 https://www.nashnova.com/zh/feed/special/cxmt-rejects-apples-dram-inquiry-prioritizing-supply-for-chinese-market-16220 nashnova zh-cn 2026-10-28T01:01:12.707Z 长鑫存储拒绝苹果DRAM询单,优先供应中国市场 https://www.nashnova.com/zh/feed/special/bofa-ai-selloff-has-morphed-into-a-growth-shock-launches-nasdaq-linked-rate-16219 nashnova zh-cn 2026-10-28T00:57:03.201Z 美银:AI抛售已转为增长冲击,推出纳指挂钩利率联动对冲策略 https://www.nashnova.com/zh/feed/special/cloud-giants-free-cash-flow-strengthens-external-ai-funding-wave-may-be-nearing-16218 nashnova zh-cn 2026-10-28T00:55:34.239Z 云巨头自有现金流增强,AI外部融资潮或近顶峰 https://www.nashnova.com/zh/feed/special/a-share-premium-over-hong-kong-stocks-widens-to-nearly-17-month-high-driven-16217 nashnova zh-cn 2026-10-28T00:25:56.592Z A股相对港股溢价扩至近17个月高位,国家队托底是主因 https://www.nashnova.com/zh/feed/special/mutual-fund-q3-reports-innolight-retains-top-spot-cxmt-rises-to-fourth-16216 nashnova zh-cn 2026-10-28T00:17:31.003Z 公募三季报:中际旭创蝉联第一,长鑫科技跻身第四 https://www.nashnova.com/zh/feed/special/astrazeneca-ceo-mrna-technology-built-over-years-cancer-vaccine-progress-to-be-16215 nashnova zh-cn 2026-10-28T00:16:00.778Z 阿斯利康CEO:mRNA技术积累多年,数月内将披露癌症疫苗进展 https://www.nashnova.com/zh/feed/special/mitsubishi-power-gas-turbine-demand-surges-lead-times-extended-to-2031-16214 nashnova zh-cn 2026-10-28T00:10:45.843Z 三菱电力:燃气轮机需求激增,交期已延至2031年 https://www.nashnova.com/zh/feed/special/openai-plans-to-purchase-google-tpus-in-bid-to-diversify-chip-supply-16213 nashnova zh-cn 2026-10-28T00:05:55.730Z OpenAI计划采购谷歌TPU 寻求多元化芯片供应 https://www.nashnova.com/zh/feed/special/sk-hynix-q3-revenue-beats-expectations-but-net-profit-falls-short-of-market-16212 nashnova zh-cn 2026-10-27T23:40:40.418Z SK海力士Q3销售额超预期,净利润不及市场预期 https://www.nashnova.com/zh/feed/special/asmpt-quarterly-new-orders-hit-record-high-ai-packaging-demand-drives-turnaround-16211 nashnova zh-cn 2026-10-27T23:30:52.647Z ASMPT季度新增订单创新高,AI封装需求驱动扭亏为盈 https://www.nashnova.com/zh/feed/special/china-ai-hardware-stocks-face-earnings-test-after-sharp-selloff-16210 nashnova zh-cn 2026-10-27T23:28:37.060Z 中国AI硬件股大跌后迎财报季考验 https://www.nashnova.com/zh/feed/special/dongshan-precisions-hong-kong-ipo-raises-1-3-billion-grey-market-drops-12-16209 nashnova zh-cn 2026-10-27T23:27:08.559Z 东山精密港股IPO募资13亿美元,首日灰市跌12% https://www.nashnova.com/zh/feed/special/barclays-stronger-dollar-and-rate-volatility-signal-the-end-of-the-carry-trade-16208 nashnova zh-cn 2026-10-27T23:25:39.270Z 巴克莱:美元走强叠加利率波动,套息交易甜蜜期终结 https://www.nashnova.com/zh/feed/special/shanghai-releases-satellite-internet-action-plan-targeting-core-industry-scale-16207 nashnova zh-cn 2026-10-27T23:06:02.923Z 上海发布卫星互联网行动方案,2030年目标核心产业规模破800亿元 https://www.nashnova.com/zh/feed/special/bofa-u-s-large-cap-earnings-options-are-underpriced-european-ones-are-overpriced-16206 nashnova zh-cn 2026-10-27T22:11:02.406Z 美银:美国大市值股票财报期权定价偏低,欧洲偏高 https://www.nashnova.com/zh/feed/special/oracle-expands-partnership-with-openai-stock-price-rises-16205 nashnova zh-cn 2026-10-27T22:00:32.547Z 甲骨文扩大与OpenAI合作 股价上涨 https://www.nashnova.com/zh/feed/special/teradyne-q3-revenue-and-profit-both-rise-driven-by-semiconductor-test-business-16204 nashnova zh-cn 2026-10-27T21:15:30.227Z Teradyne Q3营收利润双升,半导体测试业务驱动 https://www.nashnova.com/zh/feed/special/deepening-divisions-within-the-fed-over-communication-strategy-as-october-rate-16203 nashnova zh-cn 2026-10-27T20:56:09.993Z 美联储内部沟通路线分歧加剧,10月加息预期骤降至15% https://www.nashnova.com/zh/feed/special/treasury-long-positions-hit-multi-month-highs-hawkish-fed-signals-could-trigger-16202 nashnova zh-cn 2026-10-27T20:50:59.772Z 美债多头仓位创近月新高,鹰派美联储信号或触发反转 https://www.nashnova.com/zh/feed/special/nxp-q4-revenue-guidance-misses-expectations-stock-falls-7-percent-after-hours-16201 nashnova zh-cn 2026-10-27T20:46:36.420Z 恩智浦Q4营收指引低于预期,盘后跌约7% https://www.nashnova.com/zh/feed/special/u-s-treasury-secretary-bessent-digital-assets-will-strengthen-the-dollars-global-16200 nashnova zh-cn 2026-10-27T20:45:35.872Z 美国财长贝森特:数字资产将巩固美元全球地位 https://www.nashnova.com/zh/feed/special/visa-q4-payment-volume-up-9-percent-to-4-08-trillion-eps-beats-expectations-16199 nashnova zh-cn 2026-10-27T20:41:00.208Z Visa Q4支付量增9%至4.08万亿美元,EPS超预期 https://www.nashnova.com/zh/feed/special/ge-vernova-q3-earnings-approaching-wall-street-expects-44-percent-yoy-order-16198 nashnova zh-cn 2026-10-27T20:32:08.714Z GE Vernova三季报在即,华尔街预期订单同比增44% https://www.nashnova.com/zh/feed/special/robinhood-q3-revenue-up-12-percent-event-contracts-surge-offsets-crypto-decline-16197 nashnova zh-cn 2026-10-27T20:31:00.954Z Robinhood Q3营收增12%,事件合约爆发抵消加密下滑 https://www.nashnova.com/zh/feed/special/seagate-q1-revenue-of-4-2b-beats-expectations-but-disappointing-q2-guidance-16196 nashnova zh-cn 2026-10-27T20:20:32.418Z 希捷科技Q1营收42亿美元超预期,次季指引令市场失望盘后跌超8% https://www.nashnova.com/zh/feed/special/ai-sector-leads-rally-ahead-of-fed-decision-as-broadcom-financing-and-meta-bond-16195 nashnova zh-cn 2026-10-27T20:17:24.046Z 美联储决议前AI板块领涨,博通融资与Meta增发提振情绪 https://www.nashnova.com/zh/feed/special/fujifilm-invests-tens-of-billions-of-yen-to-expand-magnetic-tape-production-16194 nashnova zh-cn 2026-10-27T20:16:02.710Z 富士胶片斥资百亿日元扩磁带产能,AI数据存储需求驱动二十年最大投资 https://www.nashnova.com/zh/feed/special/anthropic-prospectus-multi-chip-strategy-may-erode-nvidias-pricing-power-16193 nashnova zh-cn 2026-10-27T19:45:48.985Z Anthropic招股书:多芯片策略或削弱英伟达定价权 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https://www.nashnova.com/zh/feed/special/mango-excellent-medias-net-profit-drops-79-percent-in-first-three-quarters-aigc-16187 nashnova zh-cn 2026-10-27T17:22:46.119Z 芒果超媒前三季度净利降79%,AIGC商业化尚待验证 https://www.nashnova.com/zh/feed/special/western-economists-question-chinas-gdp-data-as-independent-estimates-diverge-16186 nashnova zh-cn 2026-10-27T17:21:19.160Z 西方经济学家质疑中国GDP数据,独立估算与官方差距悬殊 https://www.nashnova.com/zh/feed/special/ai-infrastructure-demand-growth-hits-nearly-30-year-high-as-u-s-durable-goods-16185 nashnova zh-cn 2026-10-27T17:11:04.699Z AI基建需求增速创近30年新高,美国耐用品订单延续强势 https://www.nashnova.com/zh/feed/special/google-releases-genie-4-ai-world-model-video-game-stocks-hit-again-16184 nashnova zh-cn 2026-10-27T17:00:55.830Z 谷歌发布Genie 4 AI世界模型,视频游戏股再受冲击 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-wealth-effect-peaking-downside-risks-to-2027-growth-16183 nashnova zh-cn 2026-10-27T16:46:21.483Z 高盛:AI财富效应见顶,2027年增长风险偏下行 https://www.nashnova.com/zh/feed/special/oracle-expands-nvidia-chip-deal-and-introduces-google-tpu-for-the-first-time-16182 nashnova zh-cn 2026-10-27T16:21:05.534Z 甲骨文扩大英伟达芯片协议并首次引入谷歌TPU https://www.nashnova.com/zh/feed/special/u-s-government-offers-constellation-energy-up-to-5-billion-loan-for-nuclear-16181 nashnova zh-cn 2026-10-27T16:10:46.099Z 美国政府向星座能源提供最高50亿美元核电升级贷款 https://www.nashnova.com/zh/feed/special/half-of-first-active-etfs-close-subscriptions-early-as-8-firms-boost-stakes-with-16180 nashnova zh-cn 2026-10-27T16:06:01.833Z 首批主动ETF半数提前结募,8家机构自购加码 https://www.nashnova.com/zh/feed/special/u-s-september-new-home-sales-down-0-6-percent-mom-prices-fall-3-9-percent-yoy-16179 nashnova zh-cn 2026-10-27T15:55:53.812Z 美国9月新屋销售环比降0.6%,房价同比跌3.9% https://www.nashnova.com/zh/feed/special/microsoft-earnings-disclose-azure-dollar-revenue-for-the-first-time-16178 nashnova zh-cn 2026-10-27T15:05:49.720Z 微软财报首次披露Azure美元收入 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https://www.nashnova.com/zh/feed/special/global-memory-giants-earnings-week-can-ai-driven-demand-momentum-continue-16172 nashnova zh-cn 2026-10-27T12:47:51.909Z 全球存储巨头财报周:AI需求景气能否延续 https://www.nashnova.com/zh/feed/special/us-fcc-warns-tp-link-over-four-routers-exceeding-power-limits-16171 nashnova zh-cn 2026-10-27T12:46:09.381Z 美国FCC警告TP-Link四款路由器超功率违规 https://www.nashnova.com/zh/feed/special/u-s-september-durable-goods-orders-rise-1-8-percent-mom-slightly-below-16170 nashnova zh-cn 2026-10-27T12:40:26.286Z 美国9月耐用品订单环比增1.8%,略低于预期 https://www.nashnova.com/zh/feed/special/wall-street-ratings-roundup-tuesday-broadcom-upgraded-to-buy-apple-target-raised-16169 nashnova zh-cn 2026-10-27T12:36:23.157Z 华尔街周二评级汇总:博通升买入,苹果目标价升至390美元 https://www.nashnova.com/zh/feed/special/burry-anthropic-prospectus-doesnt-change-his-bearish-ai-trade-thesis-16168 nashnova zh-cn 2026-10-27T12:16:17.742Z 伯里:Anthropic招股书未改变看空AI交易立场 https://www.nashnova.com/zh/feed/special/citadel-securities-ai-trade-unraveling-capital-expenditure-becomes-a-two-way-16167 nashnova zh-cn 2026-10-27T12:01:18.692Z 城堡证券:AI交易瓦解,资本开支成双向风险 https://www.nashnova.com/zh/feed/special/boeing-q3-eps-loss-exceeds-expectations-as-commercial-aviation-drags-while-16166 nashnova zh-cn 2026-10-27T11:56:11.383Z 波音Q3每股亏损超预期,商业航空拖累防务服务双线改善 https://www.nashnova.com/zh/feed/special/ubs-ai-stock-valuation-logic-may-revert-to-normal-under-high-interest-rates-16165 nashnova zh-cn 2026-10-27T11:46:03.931Z 瑞银:高利率下AI股估值逻辑或将回归常规 https://www.nashnova.com/zh/feed/special/corning-q3-core-revenue-of-5-081b-beats-expectations-optical-communications-up-16164 nashnova zh-cn 2026-10-27T11:40:53.977Z 康宁Q3核心营收50.81亿美元超预期,光通信增44% https://www.nashnova.com/zh/feed/special/cnbc-survey-93-percent-of-respondents-expect-fed-to-hold-steady-in-october-76-16163 nashnova zh-cn 2026-10-27T11:27:37.916Z CNBC调查:93%受访者预计美联储10月按兵不动,76%押注12月加息 https://www.nashnova.com/zh/feed/special/paypal-q3-adjusted-eps-beats-expectations-full-year-guidance-raised-to-5-60-16162 nashnova zh-cn 2026-10-27T11:26:10.733Z PayPal Q3调整后EPS超预期,上调全年指引至5.60美元 https://www.nashnova.com/zh/feed/special/kingsoft-office-reports-net-profit-of-2-637-billion-yuan-for-first-three-16161 nashnova zh-cn 2026-10-27T11:10:27.454Z 金山办公前三季度归母净利润26.37亿元,同比增123.77% https://www.nashnova.com/zh/feed/special/cspcs-sys6043-phase-i-ii-breast-cancer-data-presented-at-esmo-orr-exceeds-50-16160 nashnova zh-cn 2026-10-27T11:06:20.373Z 石药SYS6043乳腺癌I/II期数据亮相ESMO,三亚型ORR均超50% https://www.nashnova.com/zh/feed/special/general-motors-to-transfer-listing-from-nyse-to-nasdaq-on-november-17-16159 nashnova zh-cn 2026-10-27T10:40:38.153Z 通用汽车将于11月17日从纽交所迁至纳斯达克 https://www.nashnova.com/zh/feed/special/wus-printed-circuit-q3-net-profit-hits-record-2-7-billion-yuan-up-161-percent-16158 nashnova zh-cn 2026-10-27T10:37:00.182Z 沪电股份Q3净利润27亿元创历史纪录,同比增161% 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2026-10-27T10:17:21.807Z 黄仁勋与马斯克:GPU使用寿命远超财务折旧假设 https://www.nashnova.com/zh/feed/special/gelsinger-ai-compute-efficiency-must-improve-10-000x-power-storage-and-fab-16151 nashnova zh-cn 2026-10-27T10:16:08.954Z 格尔辛格:AI算力效率须提升万倍,功耗存储晶圆厂制约难以线性扩张 https://www.nashnova.com/zh/feed/special/iran-warns-of-legal-action-against-worlds-largest-tanker-owner-sinokor-16150 nashnova zh-cn 2026-10-27T10:10:58.966Z 伊朗警告将对全球最大油轮船东Sinokor采取法律行动 https://www.nashnova.com/zh/feed/special/nidec-sues-founder-in-japans-largest-accounting-fraud-case-in-a-decade-16149 nashnova zh-cn 2026-10-27T09:56:10.075Z 日本电产起诉创始人,十年最大会计欺诈案追责 https://www.nashnova.com/zh/feed/special/ares-acquires-apollos-private-credit-fund-midcap-16148 nashnova zh-cn 2026-10-27T09:47:36.741Z Ares收购Apollo旗下私信贷基金MidCap https://www.nashnova.com/zh/feed/special/mercedes-benz-cuts-profit-margin-outlook-as-stock-falls-over-one-third-year-to-16147 nashnova zh-cn 2026-10-27T09:46:29.346Z 梅赛德斯-奔驰下调利润率展望,股价年内跌逾三分之一 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2026-10-28T01:02:14.692Z 安森美洽購晶片初創公司Ferric,報價約10億美元 https://www.nashnova.com/zh-hant/feed/special/cxmt-rejects-apples-dram-inquiry-prioritizing-supply-for-chinese-market-16220 nashnova zh-tw 2026-10-28T01:01:12.707Z 長鑫存儲拒絕蘋果DRAM詢單,優先供應中國市場 https://www.nashnova.com/zh-hant/feed/special/bofa-ai-selloff-has-morphed-into-a-growth-shock-launches-nasdaq-linked-rate-16219 nashnova zh-tw 2026-10-28T00:57:03.201Z 美銀:AI拋售已轉為增長衝擊,推出納指掛鉤利率聯動對沖策略 https://www.nashnova.com/zh-hant/feed/special/cloud-giants-free-cash-flow-strengthens-external-ai-funding-wave-may-be-nearing-16218 nashnova zh-tw 2026-10-28T00:55:34.239Z 雲巨頭自有現金流增強,AI外部融資潮或近頂峰 https://www.nashnova.com/zh-hant/feed/special/a-share-premium-over-hong-kong-stocks-widens-to-nearly-17-month-high-driven-16217 nashnova zh-tw 2026-10-28T00:25:56.592Z A股相對港股溢價擴至近17個月高位,國家隊托底是主因 https://www.nashnova.com/zh-hant/feed/special/mutual-fund-q3-reports-innolight-retains-top-spot-cxmt-rises-to-fourth-16216 nashnova zh-tw 2026-10-28T00:17:31.003Z 公募三季報:中際旭創蟬聯第一,長鑫科技躋身第四 https://www.nashnova.com/zh-hant/feed/special/astrazeneca-ceo-mrna-technology-built-over-years-cancer-vaccine-progress-to-be-16215 nashnova zh-tw 2026-10-28T00:16:00.778Z 阿斯利康CEO:mRNA技術積累多年,數月內將披露癌症疫苗進展 https://www.nashnova.com/zh-hant/feed/special/mitsubishi-power-gas-turbine-demand-surges-lead-times-extended-to-2031-16214 nashnova zh-tw 2026-10-28T00:10:45.843Z 三菱電力:燃氣輪機需求激增,交期已延至2031年 https://www.nashnova.com/zh-hant/feed/special/openai-plans-to-purchase-google-tpus-in-bid-to-diversify-chip-supply-16213 nashnova zh-tw 2026-10-28T00:05:55.730Z OpenAI計劃採購谷歌TPU 尋求多元化晶片供應 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-q3-revenue-beats-expectations-but-net-profit-falls-short-of-market-16212 nashnova zh-tw 2026-10-27T23:40:40.418Z SK海力士Q3銷售額超預期,淨利潤不及市場預期 https://www.nashnova.com/zh-hant/feed/special/asmpt-quarterly-new-orders-hit-record-high-ai-packaging-demand-drives-turnaround-16211 nashnova zh-tw 2026-10-27T23:30:52.647Z ASMPT季度新增訂單創新高,AI封裝需求驅動扭虧為盈 https://www.nashnova.com/zh-hant/feed/special/china-ai-hardware-stocks-face-earnings-test-after-sharp-selloff-16210 nashnova zh-tw 2026-10-27T23:28:37.060Z 中國AI硬體股大跌後迎財報季考驗 https://www.nashnova.com/zh-hant/feed/special/dongshan-precisions-hong-kong-ipo-raises-1-3-billion-grey-market-drops-12-16209 nashnova zh-tw 2026-10-27T23:27:08.559Z 東山精密港股IPO募資13億美元,首日灰市跌12% https://www.nashnova.com/zh-hant/feed/special/barclays-stronger-dollar-and-rate-volatility-signal-the-end-of-the-carry-trade-16208 nashnova zh-tw 2026-10-27T23:25:39.270Z 巴克萊:美元走強疊加利率波動,套息交易甜蜜期終結 https://www.nashnova.com/zh-hant/feed/special/shanghai-releases-satellite-internet-action-plan-targeting-core-industry-scale-16207 nashnova zh-tw 2026-10-27T23:06:02.923Z 上海發布衛星互聯網行動方案,2030年目標核心產業規模破800億元 https://www.nashnova.com/zh-hant/feed/special/bofa-u-s-large-cap-earnings-options-are-underpriced-european-ones-are-overpriced-16206 nashnova zh-tw 2026-10-27T22:11:02.406Z 美銀:美國大市值股票財報期權定價偏低,歐洲偏高 https://www.nashnova.com/zh-hant/feed/special/oracle-expands-partnership-with-openai-stock-price-rises-16205 nashnova zh-tw 2026-10-27T22:00:32.547Z 甲骨文擴大與OpenAI合作 股價上漲 https://www.nashnova.com/zh-hant/feed/special/teradyne-q3-revenue-and-profit-both-rise-driven-by-semiconductor-test-business-16204 nashnova zh-tw 2026-10-27T21:15:30.227Z Teradyne Q3營收利潤雙升,半導體測試業務驅動 https://www.nashnova.com/zh-hant/feed/special/deepening-divisions-within-the-fed-over-communication-strategy-as-october-rate-16203 nashnova zh-tw 2026-10-27T20:56:09.993Z 聯準會內部溝通路線分歧加劇,10月升息預期驟降至15% https://www.nashnova.com/zh-hant/feed/special/treasury-long-positions-hit-multi-month-highs-hawkish-fed-signals-could-trigger-16202 nashnova zh-tw 2026-10-27T20:50:59.772Z 美債多頭倉位創近月新高,鷹派美聯儲信號或觸發反轉 https://www.nashnova.com/zh-hant/feed/special/nxp-q4-revenue-guidance-misses-expectations-stock-falls-7-percent-after-hours-16201 nashnova zh-tw 2026-10-27T20:46:36.420Z 恩智浦Q4營收指引低於預期,盤後跌約7% https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-secretary-bessent-digital-assets-will-strengthen-the-dollars-global-16200 nashnova zh-tw 2026-10-27T20:45:35.872Z 美國財長貝森特:數位資產將鞏固美元全球地位 https://www.nashnova.com/zh-hant/feed/special/visa-q4-payment-volume-up-9-percent-to-4-08-trillion-eps-beats-expectations-16199 nashnova zh-tw 2026-10-27T20:41:00.208Z Visa Q4支付量增9%至4.08萬億美元,EPS超預期 https://www.nashnova.com/zh-hant/feed/special/ge-vernova-q3-earnings-approaching-wall-street-expects-44-percent-yoy-order-16198 nashnova zh-tw 2026-10-27T20:32:08.714Z GE Vernova三季報在即,華爾街預期訂單同比增44% https://www.nashnova.com/zh-hant/feed/special/robinhood-q3-revenue-up-12-percent-event-contracts-surge-offsets-crypto-decline-16197 nashnova zh-tw 2026-10-27T20:31:00.954Z Robinhood Q3營收增12%,事件合約爆發抵消加密下滑 https://www.nashnova.com/zh-hant/feed/special/seagate-q1-revenue-of-4-2b-beats-expectations-but-disappointing-q2-guidance-16196 nashnova zh-tw 2026-10-27T20:20:32.418Z 希捷科技Q1營收42億美元超預期,次季指引令市場失望盤後跌逾8% https://www.nashnova.com/zh-hant/feed/special/ai-sector-leads-rally-ahead-of-fed-decision-as-broadcom-financing-and-meta-bond-16195 nashnova zh-tw 2026-10-27T20:17:24.046Z 美聯儲決議前AI板塊領漲,博通融資與Meta增發提振情緒 https://www.nashnova.com/zh-hant/feed/special/fujifilm-invests-tens-of-billions-of-yen-to-expand-magnetic-tape-production-16194 nashnova zh-tw 2026-10-27T20:16:02.710Z 富士膠片斥資百億日圓擴磁帶產能,AI數據存儲需求驅動二十年最大投資 https://www.nashnova.com/zh-hant/feed/special/anthropic-prospectus-multi-chip-strategy-may-erode-nvidias-pricing-power-16193 nashnova zh-tw 2026-10-27T19:45:48.985Z Anthropic招股書:多晶片策略或削弱輝達定價權 https://www.nashnova.com/zh-hant/feed/special/btig-u-s-refining-stocks-plunge-nearly-7-percent-in-a-single-day-the-strongest-16192 nashnova zh-tw 2026-10-27T19:27:33.033Z BTIG:美國煉油股單日跌近7%,三十年最強漲勢或開始瓦解 https://www.nashnova.com/zh-hant/feed/special/metas-27-billion-data-center-bonds-drop-to-92-cents-yields-approaching-junk-bond-16191 nashnova zh-tw 2026-10-27T19:26:08.717Z Meta 270億美元數據中心債券跌至92美分,收益率逼近垃圾債 https://www.nashnova.com/zh-hant/feed/special/u-s-stock-margin-balance-growth-plunges-as-bofa-warns-of-accumulating-market-top-16190 nashnova zh-tw 2026-10-27T19:05:43.765Z 美股融資餘額增速驟降,美銀警告市場頂部信號積聚 https://www.nashnova.com/zh-hant/feed/special/anthropic-ipo-prospectus-natural-gas-supply-risk-listed-as-one-of-the-biggest-16189 nashnova zh-tw 2026-10-27T18:41:40.647Z Anthropic IPO招股書:天然氣供應風險列為近期最大威脅之一 https://www.nashnova.com/zh-hant/feed/special/chip-equipment-maker-asm-international-raises-2027-sales-guidance-again-to-over-16188 nashnova zh-tw 2026-10-27T17:40:52.155Z 晶片設備商ASM International再度上調2027年銷售指引至逾57億歐元 https://www.nashnova.com/zh-hant/feed/special/mango-excellent-medias-net-profit-drops-79-percent-in-first-three-quarters-aigc-16187 nashnova zh-tw 2026-10-27T17:22:46.119Z 芒果超媒前三季度淨利降79%,AIGC商業化尚待驗證 https://www.nashnova.com/zh-hant/feed/special/western-economists-question-chinas-gdp-data-as-independent-estimates-diverge-16186 nashnova zh-tw 2026-10-27T17:21:19.160Z 西方經濟學家質疑中國GDP數據,獨立估算與官方差距懸殊 https://www.nashnova.com/zh-hant/feed/special/ai-infrastructure-demand-growth-hits-nearly-30-year-high-as-u-s-durable-goods-16185 nashnova zh-tw 2026-10-27T17:11:04.699Z AI基建需求增速創近30年新高,美國耐用品訂單延續強勢 https://www.nashnova.com/zh-hant/feed/special/google-releases-genie-4-ai-world-model-video-game-stocks-hit-again-16184 nashnova zh-tw 2026-10-27T17:00:55.830Z 谷歌發布Genie 4 AI世界模型,電子遊戲股再受衝擊 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-wealth-effect-peaking-downside-risks-to-2027-growth-16183 nashnova zh-tw 2026-10-27T16:46:21.483Z 高盛:AI財富效應見頂,2027年增長風險偏下行 https://www.nashnova.com/zh-hant/feed/special/oracle-expands-nvidia-chip-deal-and-introduces-google-tpu-for-the-first-time-16182 nashnova zh-tw 2026-10-27T16:21:05.534Z 甲骨文擴大輝達晶片協議並首次引入谷歌TPU https://www.nashnova.com/zh-hant/feed/special/u-s-government-offers-constellation-energy-up-to-5-billion-loan-for-nuclear-16181 nashnova zh-tw 2026-10-27T16:10:46.099Z 美國政府向星座能源提供最高50億美元核電升級貸款 https://www.nashnova.com/zh-hant/feed/special/half-of-first-active-etfs-close-subscriptions-early-as-8-firms-boost-stakes-with-16180 nashnova zh-tw 2026-10-27T16:06:01.833Z 首批主動ETF半數提前結募,8家機構自購加碼 https://www.nashnova.com/zh-hant/feed/special/u-s-september-new-home-sales-down-0-6-percent-mom-prices-fall-3-9-percent-yoy-16179 nashnova zh-tw 2026-10-27T15:55:53.812Z 美國9月新屋銷售環比降0.6%,房價同比跌3.9% https://www.nashnova.com/zh-hant/feed/special/microsoft-earnings-disclose-azure-dollar-revenue-for-the-first-time-16178 nashnova zh-tw 2026-10-27T15:05:49.720Z 微軟財報首次披露Azure美元收入 https://www.nashnova.com/zh-hant/feed/special/u-s-october-consumer-confidence-index-rises-to-91-7-first-rebound-in-four-months-16177 nashnova zh-tw 2026-10-27T14:25:43.213Z 美國10月消費者信心指數升至91.7,四個月來首次回升 https://www.nashnova.com/zh-hant/feed/special/barclays-life-insurers-ai-debt-exposure-averages-24-percent-of-surplus-exceeding-16176 nashnova zh-tw 2026-10-27T13:31:21.555Z 巴克萊:壽險公司AI債務敞口平均佔盈餘24%,部分險企超100% https://www.nashnova.com/zh-hant/feed/special/apple-unveils-m6-imac-and-entry-level-macbook-pro-available-november-6-16175 nashnova zh-tw 2026-10-27T13:25:51.412Z 蘋果發布M6 iMac與入門級MacBook Pro,11月6日開售 https://www.nashnova.com/zh-hant/feed/special/acm-model-shows-market-expects-average-u-s-short-term-rate-of-4-3-percent-over-16174 nashnova zh-tw 2026-10-27T13:17:10.149Z ACM模型顯示市場預期未來十年美國短期利率均值4.3% https://www.nashnova.com/zh-hant/feed/special/bernstein-lowers-coreweave-funding-gap-estimate-maintains-underperform-rating-16173 nashnova zh-tw 2026-10-27T13:15:47.096Z 伯恩斯坦下調CoreWeave資金缺口測算,維持「跑輸大盤」評級 https://www.nashnova.com/zh-hant/feed/special/global-memory-giants-earnings-week-can-ai-driven-demand-momentum-continue-16172 nashnova zh-tw 2026-10-27T12:47:51.909Z 全球儲存巨頭財報週:AI需求景氣能否延續 https://www.nashnova.com/zh-hant/feed/special/us-fcc-warns-tp-link-over-four-routers-exceeding-power-limits-16171 nashnova zh-tw 2026-10-27T12:46:09.381Z 美國FCC警告TP-Link四款路由器超功率違規 https://www.nashnova.com/zh-hant/feed/special/u-s-september-durable-goods-orders-rise-1-8-percent-mom-slightly-below-16170 nashnova zh-tw 2026-10-27T12:40:26.286Z 美國9月耐用品訂單環比增1.8%,略低於預期 https://www.nashnova.com/zh-hant/feed/special/wall-street-ratings-roundup-tuesday-broadcom-upgraded-to-buy-apple-target-raised-16169 nashnova zh-tw 2026-10-27T12:36:23.157Z 華爾街週二評級匯總:博通升買入,蘋果目標價升至390美元 https://www.nashnova.com/zh-hant/feed/special/burry-anthropic-prospectus-doesnt-change-his-bearish-ai-trade-thesis-16168 nashnova zh-tw 2026-10-27T12:16:17.742Z 伯里:Anthropic招股書未改變看空AI交易立場 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-ai-trade-unraveling-capital-expenditure-becomes-a-two-way-16167 nashnova zh-tw 2026-10-27T12:01:18.692Z 城堡證券:AI交易瓦解,資本開支成雙向風險 https://www.nashnova.com/zh-hant/feed/special/boeing-q3-eps-loss-exceeds-expectations-as-commercial-aviation-drags-while-16166 nashnova zh-tw 2026-10-27T11:56:11.383Z 波音Q3每股虧損超預期,商業航空拖累防務服務雙線改善 https://www.nashnova.com/zh-hant/feed/special/ubs-ai-stock-valuation-logic-may-revert-to-normal-under-high-interest-rates-16165 nashnova zh-tw 2026-10-27T11:46:03.931Z 瑞銀:高利率下AI股估值邏輯或將回歸常規 https://www.nashnova.com/zh-hant/feed/special/corning-q3-core-revenue-of-5-081b-beats-expectations-optical-communications-up-16164 nashnova zh-tw 2026-10-27T11:40:53.977Z 康寧Q3核心營收50.81億美元超預期,光通信增44% https://www.nashnova.com/zh-hant/feed/special/cnbc-survey-93-percent-of-respondents-expect-fed-to-hold-steady-in-october-76-16163 nashnova zh-tw 2026-10-27T11:27:37.916Z CNBC調查:93%受訪者預計美聯儲10月按兵不動,76%押注12月加息 https://www.nashnova.com/zh-hant/feed/special/paypal-q3-adjusted-eps-beats-expectations-full-year-guidance-raised-to-5-60-16162 nashnova zh-tw 2026-10-27T11:26:10.733Z PayPal Q3調整後EPS超預期,上調全年指引至5.60美元 https://www.nashnova.com/zh-hant/feed/special/kingsoft-office-reports-net-profit-of-2-637-billion-yuan-for-first-three-16161 nashnova zh-tw 2026-10-27T11:10:27.454Z 金山辦公前三季度歸母淨利潤26.37億元,同比增123.77% 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