https://www.nashnova.com/feed/special/chinese-brokerages-a-share-tech-and-chip-sector-pullback-is-merely-a-correction-8397 nashnova en 2026-08-03T23:09:29.612Z Chinese Brokerages: A-Share Tech & Chip Sector Pullback Is Merely a Correction, Not Deleveraging https://www.nashnova.com/feed/special/citadel-securities-retail-speculation-cools-but-u-s-stock-rally-logic-remains-8396 nashnova en 2026-08-03T22:34:22.719Z Citadel Securities: Retail Speculation Cools, but U.S. Stock Rally Logic Remains Intact https://www.nashnova.com/feed/special/tech-giants-unrealized-ai-equity-gains-inflate-s-and-p-500-earnings-growth-8395 nashnova en 2026-08-03T22:04:44.735Z Tech Giants' Unrealized AI Equity Gains Inflate S&P 500 Earnings Growth https://www.nashnova.com/feed/special/jpmorgan-raises-long-end-u-s-treasury-yield-forecasts-as-wall-street-views-8394 nashnova en 2026-08-03T21:25:02.566Z JPMorgan Raises Long-End U.S. Treasury Yield Forecasts as Wall Street Views Diverge https://www.nashnova.com/feed/special/ntt-data-plans-9-billion-data-center-expansion-in-japan-8393 nashnova en 2026-08-03T21:19:49.525Z NTT Data Plans $9 Billion Data Center Expansion in Japan https://www.nashnova.com/feed/special/korean-companies-aggressively-expanded-short-term-debt-before-market-turmoil-8392 nashnova en 2026-08-03T21:14:27.120Z Korean Companies Aggressively Expanded Short-Term Debt Before Market Turmoil https://www.nashnova.com/feed/special/on-semiconductor-q2-results-beat-expectations-ai-data-center-revenue-expected-to-8391 nashnova en 2026-08-03T20:29:34.791Z ON Semiconductor Q2 Results Beat Expectations, AI Data Center Revenue Expected to Double https://www.nashnova.com/feed/special/snap-q2-revenue-beats-expectations-stock-jumps-10-percent-after-hours-8390 nashnova en 2026-08-03T20:26:21.036Z Snap Q2 Revenue Beats Expectations, Stock Jumps 10% After Hours https://www.nashnova.com/feed/special/apples-incoming-ceo-recalls-retired-executives-to-build-new-leadership-team-8389 nashnova en 2026-08-03T20:25:07.572Z Apple's Incoming CEO Recalls Retired Executives to Build New Leadership Team https://www.nashnova.com/feed/special/palantir-q2-revenue-surges-93-percent-yoy-full-year-guidance-significantly-8388 nashnova en 2026-08-03T20:19:52.681Z Palantir Q2 Revenue Surges 93% YoY, Full-Year Guidance Significantly Raised https://www.nashnova.com/feed/special/top-private-equity-funds-positions-hit-new-annual-high-electronics-sector-8387 nashnova en 2026-08-03T19:59:57.489Z Top Private Equity Funds' Positions Hit New Annual High, Electronics Sector Favored https://www.nashnova.com/feed/special/25-u-s-states-sue-federal-government-over-latest-tariff-measures-8386 nashnova en 2026-08-03T19:39:22.416Z 25 U.S. States Sue Federal Government Over Latest Tariff Measures https://www.nashnova.com/feed/special/evercore-fed-repo-facility-may-ironically-invite-markets-to-test-usd-jpy-8385 nashnova en 2026-08-03T19:34:59.386Z Evercore: Fed Repo Facility May Ironically Invite Markets to Test USD/JPY Intervention Resolve https://www.nashnova.com/feed/special/deutsche-bank-maintains-year-end-gold-target-at-4-600-8384 nashnova en 2026-08-03T19:15:40.762Z Deutsche Bank Maintains Year-End Gold Target at $4,600 https://www.nashnova.com/feed/special/u-s-treasury-raises-q3-borrowing-estimate-to-739-billion-8383 nashnova en 2026-08-03T19:14:24.692Z U.S. Treasury Raises Q3 Borrowing Estimate to $739 Billion https://www.nashnova.com/feed/special/goldman-sachs-earnings-to-drive-s-and-p-500-to-new-highs-this-year-8382 nashnova en 2026-08-03T18:29:42.791Z Goldman Sachs: Earnings to Drive S&P 500 to New Highs This Year https://www.nashnova.com/feed/special/apple-sues-uk-government-again-over-encryption-backdoor-order-8381 nashnova en 2026-08-03T18:14:33.178Z Apple Sues UK Government Again Over Encryption Backdoor Order https://www.nashnova.com/feed/special/ai-stock-volatility-drags-millennium-management-to-2-1-percent-loss-in-july-8380 nashnova en 2026-08-03T17:59:55.391Z AI Stock Volatility Drags Millennium Management to 2.1% Loss in July https://www.nashnova.com/feed/special/semiconductor-index-rebound-falters-raising-doubts-about-market-leadership-8379 nashnova en 2026-08-03T17:51:26.320Z Semiconductor Index Rebound Falters, Raising Doubts About Market Leadership https://www.nashnova.com/feed/special/citadel-securities-questions-lack-of-clarity-in-wallers-anti-inflation-stance-8378 nashnova en 2026-08-03T17:50:21.678Z Citadel Securities Questions Lack of Clarity in Waller's Anti-Inflation Stance https://www.nashnova.com/feed/special/pfizer-and-merck-q2-earnings-preview-new-growth-drivers-under-pressure-as-legacy-8377 nashnova en 2026-08-03T17:49:19.956Z Pfizer & Merck Q2 Earnings Preview: New Growth Drivers Under Pressure as Legacy Businesses Weigh https://www.nashnova.com/feed/special/ism-manufacturing-pmi-hits-4-year-high-inflation-pressure-exceeds-pandemic-8376 nashnova en 2026-08-03T17:09:53.261Z ISM Manufacturing PMI Hits 4-Year High, Inflation Pressure Exceeds Pandemic Levels https://www.nashnova.com/feed/special/boeing-737-max-7-receives-faa-type-certification-8375 nashnova en 2026-08-03T16:49:40.151Z Boeing 737 MAX 7 Receives FAA Type Certification https://www.nashnova.com/feed/special/ai-demand-drives-copper-prices-near-record-highs-8374 nashnova en 2026-08-03T16:44:53.671Z AI Demand Drives Copper Prices Near Record Highs https://www.nashnova.com/feed/special/mastercard-completes-acquisition-of-bvnk-expanding-stablecoin-payment-8373 nashnova en 2026-08-03T16:24:21.633Z Mastercard Completes Acquisition of BVNK, Expanding Stablecoin Payment Capabilities https://www.nashnova.com/feed/special/central-banks-stand-pat-amid-iran-war-risk-letting-bond-markets-do-the-8372 nashnova en 2026-08-03T16:20:06.367Z Central Banks Stand Pat Amid Iran War Risk, Letting Bond Markets Do the Tightening https://www.nashnova.com/feed/special/fed-may-cut-annual-policy-meetings-to-six-8371 nashnova en 2026-08-03T16:09:50.004Z Fed May Cut Annual Policy Meetings to Six https://www.nashnova.com/feed/special/hugging-face-ceo-chinese-open-source-ai-models-already-leading-may-dominate-8370 nashnova en 2026-08-03T15:59:35.964Z Hugging Face CEO: Chinese Open-Source AI Models Already Leading, May Dominate Frontier AI by Year-End https://www.nashnova.com/feed/special/dow-and-s-and-p-500-approaching-all-time-closing-highs-8369 nashnova en 2026-08-03T15:49:28.685Z Dow and S&P 500 Approaching All-Time Closing Highs https://www.nashnova.com/feed/special/saudi-arabias-july-oil-exports-decline-as-red-sea-and-strait-of-hormuz-routes-8368 nashnova en 2026-08-03T15:44:56.680Z Saudi Arabia's July Oil Exports Decline as Red Sea and Strait of Hormuz Routes Face Disruptions https://www.nashnova.com/feed/special/white-house-officially-confirms-voluntary-ai-cybersecurity-testing-framework-8367 nashnova en 2026-08-03T15:39:51.310Z White House Officially Confirms Voluntary AI Cybersecurity Testing Framework https://www.nashnova.com/feed/special/citadel-securities-ai-chip-financing-debt-could-exceed-500-billion-by-2028-8366 nashnova en 2026-08-03T15:19:38.343Z Citadel Securities: AI Chip Financing Debt Could Exceed $500 Billion by 2028 https://www.nashnova.com/feed/special/gold-and-bitcoin-both-lag-behind-the-current-market-rally-8365 nashnova en 2026-08-03T15:09:19.220Z Gold and Bitcoin Both Lag Behind the Current Market Rally https://www.nashnova.com/feed/special/copper-floods-into-the-u-s-at-fastest-pace-in-12-years-8364 nashnova en 2026-08-03T14:50:22.709Z Copper Floods Into the U.S. at Fastest Pace in 12 Years https://www.nashnova.com/feed/special/u-s-june-construction-spending-unexpectedly-declines-0-1-percent-8363 nashnova en 2026-08-03T14:44:37.388Z U.S. June Construction Spending Unexpectedly Declines 0.1% https://www.nashnova.com/feed/special/genius-act-not-placed-on-senate-agenda-circle-stock-drops-over-6-8-percent-8362 nashnova en 2026-08-03T14:30:01.937Z GENIUS Act Not Placed on Senate Agenda, Circle Stock Drops Over 6.8% https://www.nashnova.com/feed/special/google-deepmind-executive-ai-capital-expenditure-bets-on-recursive-self-8361 nashnova en 2026-08-03T14:15:37.881Z Google DeepMind Executive: AI Capital Expenditure Bets on Recursive Self-Improvement https://www.nashnova.com/feed/special/ubs-fined-125-million-by-u-s-for-anti-money-laundering-violations-8360 nashnova en 2026-08-03T14:14:33.400Z UBS Fined $125 Million by U.S. for Anti-Money Laundering Violations https://www.nashnova.com/feed/special/u-s-july-manufacturing-pmi-final-reading-at-53-9-unchanged-from-june-8359 nashnova en 2026-08-03T13:59:02.551Z U.S. July Manufacturing PMI Final Reading at 53.9, Unchanged from June https://www.nashnova.com/feed/special/amazon-market-cap-surpasses-3-trillion-for-the-first-time-8358 nashnova en 2026-08-03T13:54:39.543Z Amazon Market Cap Surpasses $3 Trillion for the First Time https://www.nashnova.com/feed/special/bofa-fed-must-hike-in-september-or-treasuries-will-keep-falling-8357 nashnova en 2026-08-03T13:51:15.059Z BofA: Fed Must Hike in September or Treasuries Will Keep Falling https://www.nashnova.com/feed/special/dow-opens-at-record-high-as-easing-u-s-iran-tensions-boost-stocks-8356 nashnova en 2026-08-03T13:50:01.301Z Dow Opens at Record High as Easing U.S.-Iran Tensions Boost Stocks https://www.nashnova.com/feed/special/u-s-treasurys-growing-reliance-on-short-term-debt-raises-short-end-rate-shock-8355 nashnova en 2026-08-03T13:44:50.713Z U.S. Treasury's Growing Reliance on Short-Term Debt Raises Short-End Rate Shock Risk https://www.nashnova.com/feed/special/boeing-receives-rare-double-upgrade-80-percent-of-analysts-rate-it-a-buy-8354 nashnova en 2026-08-03T13:29:31.200Z Boeing Receives Rare Double Upgrade; 80% of Analysts Rate It a Buy https://www.nashnova.com/feed/special/iran-war-leaves-belgium-fully-dependent-on-russian-lng-in-july-8353 nashnova en 2026-08-03T13:25:45.905Z Iran War Leaves Belgium Fully Dependent on Russian LNG in July https://www.nashnova.com/feed/special/blackrock-launches-two-tokenized-money-market-funds-targeting-stablecoin-8352 nashnova en 2026-08-03T13:24:32.041Z BlackRock Launches Two Tokenized Money Market Funds Targeting Stablecoin Reserves https://www.nashnova.com/feed/special/goldman-sachs-global-ai-actual-investment-to-exceed-1-trillion-in-2026-8351 nashnova en 2026-08-03T13:20:04.934Z Goldman Sachs: Global AI Actual Investment to Exceed $1 Trillion in 2026 https://www.nashnova.com/feed/special/kkr-raises-19-2-billion-for-its-largest-infrastructure-fund-ever-8350 nashnova en 2026-08-03T13:16:11.191Z KKR Raises $19.2 Billion for Its Largest Infrastructure Fund Ever https://www.nashnova.com/feed/special/deutsche-bank-software-stocks-can-hedge-chip-volatility-8349 nashnova en 2026-08-03T13:14:52.159Z Deutsche Bank: Software Stocks Can Hedge Chip Volatility https://www.nashnova.com/feed/special/ft-asmls-grip-on-chip-manufacturing-is-weakening-8348 nashnova en 2026-08-03T13:09:20.672Z FT: ASML's Grip on Chip Manufacturing Is Weakening https://www.nashnova.com/feed/special/northrop-grumman-signs-over-3-billion-missile-defense-production-agreement-8347 nashnova en 2026-08-03T13:00:13.586Z Northrop Grumman Signs Over $3 Billion Missile Defense Production Agreement https://www.nashnova.com/feed/special/visa-acquires-anti-fraud-firm-biocatch-for-2-4-billion-8346 nashnova en 2026-08-03T12:59:20.864Z Visa Acquires Anti-Fraud Firm BioCatch for $2.4 Billion https://www.nashnova.com/feed/special/u-s-treasury-sells-euros-to-buy-yen-hsbc-says-move-may-be-unprecedented-8345 nashnova en 2026-08-03T12:41:40.925Z U.S. Treasury Sells Euros to Buy Yen; HSBC Says Move May Be Unprecedented https://www.nashnova.com/feed/special/italy-plans-to-sell-4-9-percent-stake-in-monte-dei-paschi-paving-the-way-for-8344 nashnova en 2026-08-03T12:40:19.338Z Italy Plans to Sell 4.9% Stake in Monte dei Paschi, Paving the Way for Intesa Acquisition https://www.nashnova.com/feed/special/nvidia-stock-stuck-in-200-range-august-earnings-could-be-the-catalyst-8343 nashnova en 2026-08-03T12:25:45.117Z Nvidia Stock Stuck in $200 Range, August Earnings Could Be the Catalyst https://www.nashnova.com/feed/special/strategy-sells-1-638-bitcoin-while-simultaneously-repurchasing-strc-preferred-8342 nashnova en 2026-08-03T12:24:31.863Z Strategy Sells 1,638 Bitcoin While Simultaneously Repurchasing STRC Preferred Stock https://www.nashnova.com/feed/special/banks-use-crash-put-options-to-hedge-leveraged-etf-tail-risk-8341 nashnova en 2026-08-03T12:19:52.570Z Banks Use "Crash Put Options" to Hedge Leveraged ETF Tail Risk https://www.nashnova.com/feed/special/japans-ldp-pushes-food-tax-cut-raising-dual-risks-of-fiscal-strain-and-inflation-8340 nashnova en 2026-08-03T11:55:03.002Z Japan's LDP Pushes Food Tax Cut, Raising Dual Risks of Fiscal Strain and Inflation https://www.nashnova.com/feed/special/goldman-sachs-valuation-gap-between-big-tech-and-broader-market-nearly-vanishes-8339 nashnova en 2026-08-03T11:39:39.930Z Goldman Sachs: Valuation Gap Between Big Tech and Broader Market Nearly Vanishes https://www.nashnova.com/feed/special/pentagon-opens-military-bases-for-ai-data-center-construction-8338 nashnova en 2026-08-03T11:30:01.529Z Pentagon Opens Military Bases for AI Data Center Construction https://www.nashnova.com/feed/special/bank-of-korea-resumes-gold-purchases-after-13-years-also-investing-in-gold-etfs-8337 nashnova en 2026-08-03T11:25:13.967Z Bank of Korea Resumes Gold Purchases After 13 Years, Also Investing in Gold ETFs https://www.nashnova.com/feed/special/cathie-wood-adds-spacex-coreweave-and-tesla-while-trimming-shopify-8336 nashnova en 2026-08-03T11:14:22.699Z Cathie Wood Adds SpaceX, CoreWeave, and Tesla While Trimming Shopify https://www.nashnova.com/feed/special/china-revises-ic-layout-design-protection-regulations-introducing-punitive-8335 nashnova en 2026-08-03T11:06:04.269Z China Revises IC Layout Design Protection Regulations, Introducing Punitive Damages https://www.nashnova.com/feed/special/hang-seng-index-surges-13-1-percent-in-july-led-by-consumer-discretionary-8334 nashnova en 2026-08-03T11:04:46.045Z Hang Seng Index Surges 13.1% in July, Led by Consumer Discretionary https://www.nashnova.com/feed/special/wuxi-apptec-pentagon-listing-damages-reputation-and-u-s-business-8333 nashnova en 2026-08-03T11:01:30.528Z WuXi AppTec: Pentagon Listing Damages Reputation and U.S. Business https://www.nashnova.com/feed/special/micron-falls-in-sympathy-with-sk-hynix-alibaba-rises-4-2-percent-8332 nashnova en 2026-08-03T11:00:18.921Z Micron Falls in Sympathy with SK Hynix; Alibaba Rises 4.2% https://www.nashnova.com/feed/special/u-s-adds-43-chinese-companies-to-forced-labor-blacklist-8331 nashnova en 2026-08-03T10:59:20.438Z U.S. Adds 43 Chinese Companies to Forced Labor Blacklist https://www.nashnova.com/feed/special/alibaba-merges-three-products-into-qwen-office-targeting-enterprise-ai-market-8330 nashnova en 2026-08-03T10:54:58.881Z Alibaba Merges Three Products into Qwen Office, Targeting Enterprise AI Market https://www.nashnova.com/feed/special/southbound-funds-net-bought-hk-11-billion-loading-up-on-tracker-fund-and-tech-8329 nashnova en 2026-08-03T10:40:04.323Z Southbound Funds Net Bought HK$11 Billion, Loading Up on Tracker Fund and Tech Stocks https://www.nashnova.com/feed/special/spacex-releases-first-ever-earnings-report-ai-spending-scale-in-focus-8328 nashnova en 2026-08-03T10:31:47.448Z SpaceX Releases First-Ever Earnings Report; AI Spending Scale in Focus https://www.nashnova.com/feed/special/ddr4-and-nand-prices-hit-multi-year-highs-as-ai-capacity-competition-extends-8327 nashnova en 2026-08-03T10:30:29.109Z DDR4 and NAND Prices Hit Multi-Year Highs as AI Capacity Competition Extends Upcycle https://www.nashnova.com/feed/special/amecs-net-profit-expected-to-surge-over-282-percent-in-h1-8326 nashnova en 2026-08-03T10:29:19.874Z AMEC's Net Profit Expected to Surge Over 282% in H1 https://www.nashnova.com/feed/special/ny-feds-williams-wont-hesitate-to-raise-rates-if-inflation-doesnt-come-down-8325 nashnova en 2026-08-03T10:26:00.983Z NY Fed's Williams: Won't Hesitate to Raise Rates If Inflation Doesn't Come Down https://www.nashnova.com/feed/special/bitcoin-futures-yield-falls-below-u-s-treasuries-as-arbitrage-spread-continues-8324 nashnova en 2026-08-03T10:24:36.078Z Bitcoin Futures Yield Falls Below U.S. Treasuries as Arbitrage Spread Continues to Narrow https://www.nashnova.com/feed/special/memory-makers-race-to-expand-capacity-as-kioxia-sticks-to-technology-first-8323 nashnova en 2026-08-03T10:09:41.054Z Memory Makers Race to Expand Capacity as Kioxia Sticks to Technology-First Strategy https://www.nashnova.com/feed/special/yen-surge-weighs-on-japanese-stocks-strategists-say-earnings-downgrade-risk-is-8322 nashnova en 2026-08-03T09:44:26.598Z Yen Surge Weighs on Japanese Stocks; Strategists Say Earnings Downgrade Risk Is Limited https://www.nashnova.com/feed/special/india-plans-to-extend-contract-manufacturing-tax-incentives-to-2041-benefiting-8321 nashnova en 2026-08-03T09:34:41.473Z India Plans to Extend Contract Manufacturing Tax Incentives to 2041, Benefiting Apple https://www.nashnova.com/feed/special/wall-street-banks-tech-deleveraging-nearing-end-macro-risks-take-the-baton-8320 nashnova en 2026-08-03T09:25:38.304Z Wall Street Banks: Tech Deleveraging Nearing End, Macro Risks Take the Baton https://www.nashnova.com/feed/special/ai-coding-tools-are-eroding-nvidias-cuda-software-moat-8319 nashnova en 2026-08-03T09:11:37.626Z AI Coding Tools Are Eroding NVIDIA's CUDA Software Moat https://www.nashnova.com/feed/special/ndrc-and-nea-release-new-power-system-plan-for-the-15th-five-year-period-8318 nashnova en 2026-08-03T09:10:18.506Z NDRC and NEA Release New Power System Plan for the 15th Five-Year Period https://www.nashnova.com/feed/special/amd-q2-earnings-preview-ai-chip-revenue-and-h2-guidance-are-key-8317 nashnova en 2026-08-03T09:04:51.627Z AMD Q2 Earnings Preview: AI Chip Revenue and H2 Guidance Are Key https://www.nashnova.com/feed/special/iran-says-hormuz-negotiations-nearing-conclusion-as-trump-calls-off-military-8316 nashnova en 2026-08-03T09:00:36.758Z Iran Says Hormuz Negotiations Nearing Conclusion as Trump Calls Off Military Strike https://www.nashnova.com/feed/special/hong-kong-stocks-start-august-on-a-high-note-hsi-gains-0-48-percent-to-reclaim-8315 nashnova en 2026-08-03T08:47:29.654Z Hong Kong stocks start August on a high note, HSI gains 0.48% to reclaim 26,000 https://www.nashnova.com/feed/special/asml-optics-supplier-zeiss-ai-demand-can-be-met-capacity-continues-to-expand-8314 nashnova en 2026-08-03T08:45:49.122Z ASML Optics Supplier Zeiss: AI Demand Can Be Met, Capacity Continues to Expand https://www.nashnova.com/feed/special/boj-ai-demand-may-exert-sustained-upward-pressure-on-inflation-8313 nashnova en 2026-08-03T08:44:25.530Z BOJ: AI Demand May Exert Sustained Upward Pressure on Inflation https://www.nashnova.com/feed/special/germanys-june-retail-sales-drop-1-1-percent-mom-marking-largest-monthly-decline-8312 nashnova en 2026-08-03T08:39:19.155Z Germany's June Retail Sales Drop 1.1% MoM, Marking Largest Monthly Decline in Over a Year https://www.nashnova.com/feed/special/us-ai-chain-q2-earnings-beat-expectations-by-71-percent-setting-a-multi-decade-8311 nashnova en 2026-08-03T08:29:26.995Z US AI Chain Q2 Earnings Beat Expectations by 71%, Setting a Multi-Decade Record https://www.nashnova.com/feed/special/eurozone-july-manufacturing-pmi-rises-to-51-9-output-hits-4-5-year-high-but-8310 nashnova en 2026-08-03T08:15:37.073Z Eurozone July Manufacturing PMI Rises to 51.9, Output Hits 4.5-Year High but Demand Remains Weak https://www.nashnova.com/feed/special/ecb-iran-war-severely-undermines-eurozone-consumer-confidence-8309 nashnova en 2026-08-03T08:14:30.829Z ECB: Iran War Severely Undermines Eurozone Consumer Confidence https://www.nashnova.com/feed/special/germanys-july-manufacturing-pmi-rises-to-52-2-strongest-in-four-and-a-half-years-8308 nashnova en 2026-08-03T08:09:24.891Z Germany's July Manufacturing PMI Rises to 52.2, Strongest in Four and a Half Years https://www.nashnova.com/feed/special/tesla-july-european-registrations-diverge-france-up-86-percent-norway-down-97-8307 nashnova en 2026-08-03T08:04:22.628Z Tesla July European Registrations Diverge: France Up 86%, Norway Down 97% https://www.nashnova.com/feed/special/yen-appreciation-drives-asian-currencies-higher-korean-won-most-sensitive-8306 nashnova en 2026-08-03T07:45:38.376Z Yen Appreciation Drives Asian Currencies Higher; Korean Won Most Sensitive https://www.nashnova.com/feed/special/u-s-iran-diplomacy-lifts-european-stocks-energy-shares-drop-2-percent-while-8305 nashnova en 2026-08-03T07:44:37.595Z U.S.-Iran Diplomacy Lifts European Stocks: Energy Shares Drop 2% While Travel Stocks Gain 2.1% https://www.nashnova.com/feed/special/mufg-q1-net-profit-surges-48-percent-beating-analyst-expectations-8304 nashnova en 2026-08-03T07:29:45.837Z MUFG Q1 Net Profit Surges 48%, Beating Analyst Expectations https://www.nashnova.com/feed/special/oxford-economics-chinas-q3-fiscal-push-window-has-arrived-8303 nashnova en 2026-08-03T07:19:21.137Z Oxford Economics: China's Q3 Fiscal Push Window Has Arrived https://www.nashnova.com/feed/special/goldman-sachs-china-ai-stocks-severely-underweight-hong-kong-market-may-present-8302 nashnova en 2026-08-03T07:09:20.196Z Goldman Sachs: China AI Stocks Severely Underweight, Hong Kong Market May Present Rotation Opportunity https://www.nashnova.com/feed/special/chinas-social-security-fund-increased-a-share-holdings-in-first-seven-months-8301 nashnova en 2026-08-03T06:49:25.871Z China's Social Security Fund Increased A-Share Holdings in First Seven Months, Semiconductors Account for Nearly 60% of Portfolio https://www.nashnova.com/feed/special/palantir-q2-earnings-preview-growth-and-margins-may-both-be-peaking-8300 nashnova en 2026-08-03T06:39:34.099Z Palantir Q2 Earnings Preview: Growth and Margins May Both Be Peaking https://www.nashnova.com/feed/special/japan-july-manufacturing-pmi-final-reading-at-54-5-expanding-for-seven-8299 nashnova en 2026-08-03T06:19:22.458Z Japan July Manufacturing PMI Final Reading at 54.5, Expanding for Seven Consecutive Months https://www.nashnova.com/feed/special/deepseek-v4-flash-operating-costs-far-below-comparable-models-8298 nashnova en 2026-08-03T05:54:22.825Z DeepSeek V4-Flash Operating Costs Far Below Comparable Models https://www.nashnova.com/zh/feed/special/citadel-securities-retail-speculation-cools-but-u-s-stock-rally-logic-remains-8396 nashnova zh-cn 2026-08-03T22:34:22.719Z 城堡证券：散户投机降温，美股上涨逻辑仍完好 https://www.nashnova.com/zh/feed/special/tech-giants-unrealized-ai-equity-gains-inflate-s-and-p-500-earnings-growth-8395 nashnova zh-cn 2026-08-03T22:04:44.735Z 科技巨头AI未上市股权虚增标普500盈利增速 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-long-end-u-s-treasury-yield-forecasts-as-wall-street-views-8394 nashnova zh-cn 2026-08-03T21:25:02.566Z 摩根大通上调美债长端收益率预测，华尔街各行观点分歧 https://www.nashnova.com/zh/feed/special/ntt-data-plans-9-billion-data-center-expansion-in-japan-8393 nashnova zh-cn 2026-08-03T21:19:49.525Z NTT Data拟90亿美元扩建日本数据中心 https://www.nashnova.com/zh/feed/special/korean-companies-aggressively-expanded-short-term-debt-before-market-turmoil-8392 nashnova zh-cn 2026-08-03T21:14:27.120Z 韩国企业市场动荡前大举扩张短期债务 https://www.nashnova.com/zh/feed/special/on-semiconductor-q2-results-beat-expectations-ai-data-center-revenue-expected-to-8391 nashnova zh-cn 2026-08-03T20:29:34.791Z 安森美Q2业绩超预期，AI数据中心营收料翻倍 https://www.nashnova.com/zh/feed/special/snap-q2-revenue-beats-expectations-stock-jumps-10-percent-after-hours-8390 nashnova zh-cn 2026-08-03T20:26:21.036Z Snap Q2营收超预期，盘后涨10% https://www.nashnova.com/zh/feed/special/apples-incoming-ceo-recalls-retired-executives-to-build-new-leadership-team-8389 nashnova zh-cn 2026-08-03T20:25:07.572Z 苹果候任CEO召回退休高管组建新团队 https://www.nashnova.com/zh/feed/special/palantir-q2-revenue-surges-93-percent-yoy-full-year-guidance-significantly-8388 nashnova zh-cn 2026-08-03T20:19:52.681Z Palantir Q2营收同比增93%，全年指引大幅上调 https://www.nashnova.com/zh/feed/special/top-private-equity-funds-positions-hit-new-annual-high-electronics-sector-8387 nashnova zh-cn 2026-08-03T19:59:57.489Z 百亿级私募仓位创年内新高，电子板块受青睐 https://www.nashnova.com/zh/feed/special/25-u-s-states-sue-federal-government-over-latest-tariff-measures-8386 nashnova zh-cn 2026-08-03T19:39:22.416Z 美国25州起诉联邦政府最新关税措施 https://www.nashnova.com/zh/feed/special/evercore-fed-repo-facility-may-ironically-invite-markets-to-test-usd-jpy-8385 nashnova zh-cn 2026-08-03T19:34:59.386Z Evercore：美联储回购工具或反令市场试探美日护盘决心 https://www.nashnova.com/zh/feed/special/deutsche-bank-maintains-year-end-gold-target-at-4-600-8384 nashnova zh-cn 2026-08-03T19:15:40.762Z 德意志银行维持黄金年末目标价4600美元 https://www.nashnova.com/zh/feed/special/u-s-treasury-raises-q3-borrowing-estimate-to-739-billion-8383 nashnova zh-cn 2026-08-03T19:14:24.692Z 美国财政部上调三季度借款预估至7390亿美元 https://www.nashnova.com/zh/feed/special/goldman-sachs-earnings-to-drive-s-and-p-500-to-new-highs-this-year-8382 nashnova zh-cn 2026-08-03T18:29:42.791Z 高盛：盈利驱动标普500年内创新高 https://www.nashnova.com/zh/feed/special/apple-sues-uk-government-again-over-encryption-backdoor-order-8381 nashnova zh-cn 2026-08-03T18:14:33.178Z 苹果再度起诉英国政府加密后门令 https://www.nashnova.com/zh/feed/special/ai-stock-volatility-drags-millennium-management-to-2-1-percent-loss-in-july-8380 nashnova zh-cn 2026-08-03T17:59:55.391Z AI股震荡拖累千禧管理7月亏损2.1% https://www.nashnova.com/zh/feed/special/semiconductor-index-rebound-falters-raising-doubts-about-market-leadership-8379 nashnova zh-cn 2026-08-03T17:51:26.320Z 半导体指数反弹乏力，市场领涨逻辑存疑 https://www.nashnova.com/zh/feed/special/citadel-securities-questions-lack-of-clarity-in-wallers-anti-inflation-stance-8378 nashnova zh-cn 2026-08-03T17:50:21.678Z 城堡证券质疑沃什抗通胀立场缺乏清晰度 https://www.nashnova.com/zh/feed/special/pfizer-and-merck-q2-earnings-preview-new-growth-drivers-under-pressure-as-legacy-8377 nashnova zh-cn 2026-08-03T17:49:19.956Z 辉瑞、默克Q2财报前瞻：新增长点承压旧业务拖累 https://www.nashnova.com/zh/feed/special/ism-manufacturing-pmi-hits-4-year-high-inflation-pressure-exceeds-pandemic-8376 nashnova zh-cn 2026-08-03T17:09:53.261Z ISM制造业PMI创四年高，通胀压力超疫情 https://www.nashnova.com/zh/feed/special/boeing-737-max-7-receives-faa-type-certification-8375 nashnova zh-cn 2026-08-03T16:49:40.151Z 波音737 MAX 7获美国FAA型号认证 https://www.nashnova.com/zh/feed/special/ai-demand-drives-copper-prices-near-record-highs-8374 nashnova zh-cn 2026-08-03T16:44:53.671Z AI需求驱动铜价逼近历史高位 https://www.nashnova.com/zh/feed/special/mastercard-completes-acquisition-of-bvnk-expanding-stablecoin-payment-8373 nashnova zh-cn 2026-08-03T16:24:21.633Z 万事达完成收购BVNK，扩展稳定币支付能力 https://www.nashnova.com/zh/feed/special/central-banks-stand-pat-amid-iran-war-risk-letting-bond-markets-do-the-8372 nashnova zh-cn 2026-08-03T16:20:06.367Z 伊朗战争风险下各国央行按兵不动，债市代劳收紧 https://www.nashnova.com/zh/feed/special/fed-may-cut-annual-policy-meetings-to-six-8371 nashnova zh-cn 2026-08-03T16:09:50.004Z 美联储或削减年度政策会议至六次 https://www.nashnova.com/zh/feed/special/hugging-face-ceo-chinese-open-source-ai-models-already-leading-may-dominate-8370 nashnova zh-cn 2026-08-03T15:59:35.964Z Hugging Face CEO：中国开源AI模型已领先，或年内称霸前沿 https://www.nashnova.com/zh/feed/special/dow-and-s-and-p-500-approaching-all-time-closing-highs-8369 nashnova zh-cn 2026-08-03T15:49:28.685Z 道指标普500逼近历史收盘高点 https://www.nashnova.com/zh/feed/special/saudi-arabias-july-oil-exports-decline-as-red-sea-and-strait-of-hormuz-routes-8368 nashnova zh-cn 2026-08-03T15:44:56.680Z 沙特7月石油出口下滑，红海霍尔木兹双线受阻 https://www.nashnova.com/zh/feed/special/white-house-officially-confirms-voluntary-ai-cybersecurity-testing-framework-8367 nashnova zh-cn 2026-08-03T15:39:51.310Z 白宫正式确认AI网络安全自愿测试框架落地 https://www.nashnova.com/zh/feed/special/citadel-securities-ai-chip-financing-debt-could-exceed-500-billion-by-2028-8366 nashnova zh-cn 2026-08-03T15:19:38.343Z Citadel Securities：AI芯片融资债务2028年或超5000亿美元 https://www.nashnova.com/zh/feed/special/gold-and-bitcoin-both-lag-behind-the-current-market-rally-8365 nashnova zh-cn 2026-08-03T15:09:19.220Z 黄金与比特币双双落后本轮市场反弹 https://www.nashnova.com/zh/feed/special/copper-floods-into-the-u-s-at-fastest-pace-in-12-years-8364 nashnova zh-cn 2026-08-03T14:50:22.709Z 铜涌入美国创十二年最快速度 https://www.nashnova.com/zh/feed/special/u-s-june-construction-spending-unexpectedly-declines-0-1-percent-8363 nashnova zh-cn 2026-08-03T14:44:37.388Z 美国6月建筑支出意外下滑0.1% https://www.nashnova.com/zh/feed/special/genius-act-not-placed-on-senate-agenda-circle-stock-drops-over-6-8-percent-8362 nashnova zh-cn 2026-08-03T14:30:01.937Z 《清晰法案》未列入参议院议程，Circle股价跌超6.8% https://www.nashnova.com/zh/feed/special/google-deepmind-executive-ai-capital-expenditure-bets-on-recursive-self-8361 nashnova zh-cn 2026-08-03T14:15:37.881Z 谷歌DeepMind高管：AI资本开支押注递归自我改进 https://www.nashnova.com/zh/feed/special/ubs-fined-125-million-by-u-s-for-anti-money-laundering-violations-8360 nashnova zh-cn 2026-08-03T14:14:33.400Z UBS因反洗钱违规遭美国罚款1.25亿美元 https://www.nashnova.com/zh/feed/special/u-s-july-manufacturing-pmi-final-reading-at-53-9-unchanged-from-june-8359 nashnova zh-cn 2026-08-03T13:59:02.551Z 美国7月制造业PMI终值53.9，与6月持平 https://www.nashnova.com/zh/feed/special/amazon-market-cap-surpasses-3-trillion-for-the-first-time-8358 nashnova zh-cn 2026-08-03T13:54:39.543Z 亚马逊市值首破3万亿美元 https://www.nashnova.com/zh/feed/special/bofa-fed-must-hike-in-september-or-treasuries-will-keep-falling-8357 nashnova zh-cn 2026-08-03T13:51:15.059Z 美银：美联储须9月加息，否则美债将续跌 https://www.nashnova.com/zh/feed/special/dow-opens-at-record-high-as-easing-u-s-iran-tensions-boost-stocks-8356 nashnova zh-cn 2026-08-03T13:50:01.301Z 道指开盘创历史新高，美伊紧张局势缓和提振美股 https://www.nashnova.com/zh/feed/special/u-s-treasurys-growing-reliance-on-short-term-debt-raises-short-end-rate-shock-8355 nashnova zh-cn 2026-08-03T13:44:50.713Z 美财政部短债依赖加剧，短端利率冲击风险上升 https://www.nashnova.com/zh/feed/special/boeing-receives-rare-double-upgrade-80-percent-of-analysts-rate-it-a-buy-8354 nashnova zh-cn 2026-08-03T13:29:31.200Z 波音获罕见双级上调，八成分析师看买入 https://www.nashnova.com/zh/feed/special/iran-war-leaves-belgium-fully-dependent-on-russian-lng-in-july-8353 nashnova zh-cn 2026-08-03T13:25:45.905Z 伊朗战争致比利时7月LNG全量依赖俄罗斯 https://www.nashnova.com/zh/feed/special/blackrock-launches-two-tokenized-money-market-funds-targeting-stablecoin-8352 nashnova zh-cn 2026-08-03T13:24:32.041Z 贝莱德推两款代币化货币市场基金，瞄准稳定币储备 https://www.nashnova.com/zh/feed/special/goldman-sachs-global-ai-actual-investment-to-exceed-1-trillion-in-2026-8351 nashnova zh-cn 2026-08-03T13:20:04.934Z 高盛：2026年全球AI实际投资超1万亿美元 https://www.nashnova.com/zh/feed/special/kkr-raises-19-2-billion-for-its-largest-infrastructure-fund-ever-8350 nashnova zh-cn 2026-08-03T13:16:11.191Z KKR史上最大基础设施基金募资192亿美元 https://www.nashnova.com/zh/feed/special/deutsche-bank-software-stocks-can-hedge-chip-volatility-8349 nashnova zh-cn 2026-08-03T13:14:52.159Z 德意志银行：软件股可对冲芯片波动 https://www.nashnova.com/zh/feed/special/ft-asmls-grip-on-chip-manufacturing-is-weakening-8348 nashnova zh-cn 2026-08-03T13:09:20.672Z FT：ASML对芯片制造业的掌控力正在减弱 https://www.nashnova.com/zh/feed/special/northrop-grumman-signs-over-3-billion-missile-defense-production-agreement-8347 nashnova zh-cn 2026-08-03T13:00:13.586Z 诺斯罗普·格鲁曼签逾30亿美元导弹防御生产协议 https://www.nashnova.com/zh/feed/special/visa-acquires-anti-fraud-firm-biocatch-for-2-4-billion-8346 nashnova zh-cn 2026-08-03T12:59:20.864Z Visa以24亿美元收购反欺诈公司BioCatch https://www.nashnova.com/zh/feed/special/u-s-treasury-sells-euros-to-buy-yen-hsbc-says-move-may-be-unprecedented-8345 nashnova zh-cn 2026-08-03T12:41:40.925Z 美财政部卖欧元买日元，汇丰称或史无前例 https://www.nashnova.com/zh/feed/special/italy-plans-to-sell-4-9-percent-stake-in-monte-dei-paschi-paving-the-way-for-8344 nashnova zh-cn 2026-08-03T12:40:19.338Z 意大利拟出售蒙特帕斯奇4.9%股权，为Intesa收购铺路 https://www.nashnova.com/zh/feed/special/nvidia-stock-stuck-in-200-range-august-earnings-could-be-the-catalyst-8343 nashnova zh-cn 2026-08-03T12:25:45.117Z 英伟达股价困于200美元区间，8月财报或成催化剂 https://www.nashnova.com/zh/feed/special/strategy-sells-1-638-bitcoin-while-simultaneously-repurchasing-strc-preferred-8342 nashnova zh-cn 2026-08-03T12:24:31.863Z Strategy减持比特币1638枚，同步回购STRC优先股 https://www.nashnova.com/zh/feed/special/banks-use-crash-put-options-to-hedge-leveraged-etf-tail-risk-8341 nashnova zh-cn 2026-08-03T12:19:52.570Z 银行用"崩盘看跌期权"对冲杠杆ETF尾部风险 https://www.nashnova.com/zh/feed/special/japans-ldp-pushes-food-tax-cut-raising-dual-risks-of-fiscal-strain-and-inflation-8340 nashnova zh-cn 2026-08-03T11:55:03.002Z 日本自民党强推食品减税，财政与通胀双重风险升温 https://www.nashnova.com/zh/feed/special/goldman-sachs-valuation-gap-between-big-tech-and-broader-market-nearly-vanishes-8339 nashnova zh-cn 2026-08-03T11:39:39.930Z 高盛：大科技与大盘估值差近乎消失 https://www.nashnova.com/zh/feed/special/pentagon-opens-military-bases-for-ai-data-center-construction-8338 nashnova zh-cn 2026-08-03T11:30:01.529Z 五角大楼开放军事基地建AI数据中心 https://www.nashnova.com/zh/feed/special/bank-of-korea-resumes-gold-purchases-after-13-years-also-investing-in-gold-etfs-8337 nashnova zh-cn 2026-08-03T11:25:13.967Z 韩国央行时隔13年重启购金，同步布局黄金ETF https://www.nashnova.com/zh/feed/special/cathie-wood-adds-spacex-coreweave-and-tesla-while-trimming-shopify-8336 nashnova zh-cn 2026-08-03T11:14:22.699Z 木头姐加仓SpaceX、CoreWeave和特斯拉，减持Shopify https://www.nashnova.com/zh/feed/special/china-revises-ic-layout-design-protection-regulations-introducing-punitive-8335 nashnova zh-cn 2026-08-03T11:06:04.269Z 中国修订芯片布图设计保护条例，引入惩罚性赔偿 https://www.nashnova.com/zh/feed/special/hang-seng-index-surges-13-1-percent-in-july-led-by-consumer-discretionary-8334 nashnova zh-cn 2026-08-03T11:04:46.045Z 恒生指数7月涨13.1%，非必需消费领涨 https://www.nashnova.com/zh/feed/special/wuxi-apptec-pentagon-listing-damages-reputation-and-u-s-business-8333 nashnova zh-cn 2026-08-03T11:01:30.528Z 药明康德：五角大楼列名损害声誉及美国业务 https://www.nashnova.com/zh/feed/special/micron-falls-in-sympathy-with-sk-hynix-alibaba-rises-4-2-percent-8332 nashnova zh-cn 2026-08-03T11:00:18.921Z 美光跟跌SK海力士，阿里巴巴涨4.2% https://www.nashnova.com/zh/feed/special/u-s-adds-43-chinese-companies-to-forced-labor-blacklist-8331 nashnova zh-cn 2026-08-03T10:59:20.438Z 美国将43家中国企业列入强迫劳动黑名单 https://www.nashnova.com/zh/feed/special/alibaba-merges-three-products-into-qwen-office-targeting-enterprise-ai-market-8330 nashnova zh-cn 2026-08-03T10:54:58.881Z 阿里三产品合并成千问办公，剑指企业级AI市场 https://www.nashnova.com/zh/feed/special/southbound-funds-net-bought-hk-11-billion-loading-up-on-tracker-fund-and-tech-8329 nashnova zh-cn 2026-08-03T10:40:04.323Z 北水净买入110亿港元，重仓盈富基金及科网股 https://www.nashnova.com/zh/feed/special/spacex-releases-first-ever-earnings-report-ai-spending-scale-in-focus-8328 nashnova zh-cn 2026-08-03T10:31:47.448Z SpaceX首份财报发布，AI支出规模成焦点 https://www.nashnova.com/zh/feed/special/ddr4-and-nand-prices-hit-multi-year-highs-as-ai-capacity-competition-extends-8327 nashnova zh-cn 2026-08-03T10:30:29.109Z DDR4与NAND价格双创多年新高，AI抢产能推涨价周期延续 https://www.nashnova.com/zh/feed/special/amecs-net-profit-expected-to-surge-over-282-percent-in-h1-8326 nashnova zh-cn 2026-08-03T10:29:19.874Z 中微公司上半年净利润预增逾282% https://www.nashnova.com/zh/feed/special/ny-feds-williams-wont-hesitate-to-raise-rates-if-inflation-doesnt-come-down-8325 nashnova zh-cn 2026-08-03T10:26:00.983Z 纽约联储威廉姆斯：通胀若不降将不惜加息 https://www.nashnova.com/zh/feed/special/bitcoin-futures-yield-falls-below-u-s-treasuries-as-arbitrage-spread-continues-8324 nashnova zh-cn 2026-08-03T10:24:36.078Z 比特币期货收益率跌破美国国债，套利空间持续收窄 https://www.nashnova.com/zh/feed/special/memory-makers-race-to-expand-capacity-as-kioxia-sticks-to-technology-first-8323 nashnova zh-cn 2026-08-03T10:09:41.054Z 存储厂商竞相扩产，铠侠坚守技术优先策略 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https://www.nashnova.com/zh/feed/special/germanys-june-retail-sales-drop-1-1-percent-mom-marking-largest-monthly-decline-8312 nashnova zh-cn 2026-08-03T08:39:19.155Z 德国6月零售销售环比降1.1%，创逾一年最大单月跌幅 https://www.nashnova.com/zh/feed/special/us-ai-chain-q2-earnings-beat-expectations-by-71-percent-setting-a-multi-decade-8311 nashnova zh-cn 2026-08-03T08:29:26.995Z 美股AI链Q2盈利超预期71%，创数十年纪录 https://www.nashnova.com/zh/feed/special/eurozone-july-manufacturing-pmi-rises-to-51-9-output-hits-4-5-year-high-but-8310 nashnova zh-cn 2026-08-03T08:15:37.073Z 欧元区7月制造业PMI升至51.9，产出创四年半新高但需求仍疲软 https://www.nashnova.com/zh/feed/special/ecb-iran-war-severely-undermines-eurozone-consumer-confidence-8309 nashnova zh-cn 2026-08-03T08:14:30.829Z 欧洲央行：伊朗战争重创欧元区消费信心 https://www.nashnova.com/zh/feed/special/germanys-july-manufacturing-pmi-rises-to-52-2-strongest-in-four-and-a-half-years-8308 nashnova zh-cn 2026-08-03T08:09:24.891Z 德国7月制造业PMI升至52.2，创四年半来最强 https://www.nashnova.com/zh/feed/special/tesla-july-european-registrations-diverge-france-up-86-percent-norway-down-97-8307 nashnova zh-cn 2026-08-03T08:04:22.628Z 特斯拉7月欧洲注册量分化：法国涨86%，挪威跌97% https://www.nashnova.com/zh/feed/special/yen-appreciation-drives-asian-currencies-higher-korean-won-most-sensitive-8306 nashnova zh-cn 2026-08-03T07:45:38.376Z 日元升值带动亚洲货币走强，韩元最敏感 https://www.nashnova.com/zh/feed/special/u-s-iran-diplomacy-lifts-european-stocks-energy-shares-drop-2-percent-while-8305 nashnova zh-cn 2026-08-03T07:44:37.595Z 美伊外交提振欧股，能源股跌2%旅游股涨2.1% https://www.nashnova.com/zh/feed/special/mufg-q1-net-profit-surges-48-percent-beating-analyst-expectations-8304 nashnova zh-cn 2026-08-03T07:29:45.837Z 三菱日联Q1净利润大增48%，超分析师预期 https://www.nashnova.com/zh/feed/special/oxford-economics-chinas-q3-fiscal-push-window-has-arrived-8303 nashnova zh-cn 2026-08-03T07:19:21.137Z 牛津经济研究院：中国Q3财政发力窗口已至 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2026-08-03T04:11:40.455Z 苹果称先进制程产能吃紧，2nm争夺加剧 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-retail-speculation-cools-but-u-s-stock-rally-logic-remains-8396 nashnova zh-tw 2026-08-03T22:34:22.719Z 城堡證券：散戶投機降溫，美股上漲邏輯仍完好 https://www.nashnova.com/zh-hant/feed/special/tech-giants-unrealized-ai-equity-gains-inflate-s-and-p-500-earnings-growth-8395 nashnova zh-tw 2026-08-03T22:04:44.735Z 科技巨頭AI未上市股權虛增標普500盈利增速 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-long-end-u-s-treasury-yield-forecasts-as-wall-street-views-8394 nashnova zh-tw 2026-08-03T21:25:02.566Z 摩根大通上調美債長端殖利率預測，華爾街各行觀點分歧 https://www.nashnova.com/zh-hant/feed/special/ntt-data-plans-9-billion-data-center-expansion-in-japan-8393 nashnova zh-tw 2026-08-03T21:19:49.525Z NTT Data擬90億美元擴建日本數據中心 https://www.nashnova.com/zh-hant/feed/special/korean-companies-aggressively-expanded-short-term-debt-before-market-turmoil-8392 nashnova zh-tw 2026-08-03T21:14:27.120Z 韓國企業市場動盪前大舉擴張短期債務 https://www.nashnova.com/zh-hant/feed/special/on-semiconductor-q2-results-beat-expectations-ai-data-center-revenue-expected-to-8391 nashnova zh-tw 2026-08-03T20:29:34.791Z 安森美Q2業績超預期，AI數據中心營收料翻倍 https://www.nashnova.com/zh-hant/feed/special/snap-q2-revenue-beats-expectations-stock-jumps-10-percent-after-hours-8390 nashnova zh-tw 2026-08-03T20:26:21.036Z Snap Q2營收超預期，盤後漲10% https://www.nashnova.com/zh-hant/feed/special/apples-incoming-ceo-recalls-retired-executives-to-build-new-leadership-team-8389 nashnova zh-tw 2026-08-03T20:25:07.572Z 蘋果候任CEO召回退休高管組建新團隊 https://www.nashnova.com/zh-hant/feed/special/palantir-q2-revenue-surges-93-percent-yoy-full-year-guidance-significantly-8388 nashnova zh-tw 2026-08-03T20:19:52.681Z Palantir Q2營收同比增93%，全年指引大幅上調 https://www.nashnova.com/zh-hant/feed/special/top-private-equity-funds-positions-hit-new-annual-high-electronics-sector-8387 nashnova zh-tw 2026-08-03T19:59:57.489Z 百億級私募倉位創年內新高，電子板塊受青睞 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nashnova zh-tw 2026-08-03T18:14:33.178Z 蘋果再度起訴英國政府加密後門令 https://www.nashnova.com/zh-hant/feed/special/ai-stock-volatility-drags-millennium-management-to-2-1-percent-loss-in-july-8380 nashnova zh-tw 2026-08-03T17:59:55.391Z AI股震盪拖累千禧管理7月虧損2.1% https://www.nashnova.com/zh-hant/feed/special/semiconductor-index-rebound-falters-raising-doubts-about-market-leadership-8379 nashnova zh-tw 2026-08-03T17:51:26.320Z 半導體指數反彈乏力，市場領漲邏輯存疑 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-questions-lack-of-clarity-in-wallers-anti-inflation-stance-8378 nashnova zh-tw 2026-08-03T17:50:21.678Z 城堡證券質疑沃什抗通膨立場缺乏清晰度 https://www.nashnova.com/zh-hant/feed/special/pfizer-and-merck-q2-earnings-preview-new-growth-drivers-under-pressure-as-legacy-8377 nashnova zh-tw 2026-08-03T17:49:19.956Z 輝瑞、默克Q2財報前瞻：新增長點承壓舊業務拖累 https://www.nashnova.com/zh-hant/feed/special/ism-manufacturing-pmi-hits-4-year-high-inflation-pressure-exceeds-pandemic-8376 nashnova zh-tw 2026-08-03T17:09:53.261Z ISM製造業PMI創四年高，通膨壓力超疫情 https://www.nashnova.com/zh-hant/feed/special/boeing-737-max-7-receives-faa-type-certification-8375 nashnova zh-tw 2026-08-03T16:49:40.151Z 波音737 MAX 7獲美國FAA型號認證 https://www.nashnova.com/zh-hant/feed/special/ai-demand-drives-copper-prices-near-record-highs-8374 nashnova zh-tw 2026-08-03T16:44:53.671Z AI需求驅動銅價逼近歷史高位 https://www.nashnova.com/zh-hant/feed/special/mastercard-completes-acquisition-of-bvnk-expanding-stablecoin-payment-8373 nashnova zh-tw 2026-08-03T16:24:21.633Z 萬事達完成收購BVNK，擴展穩定幣支付能力 https://www.nashnova.com/zh-hant/feed/special/central-banks-stand-pat-amid-iran-war-risk-letting-bond-markets-do-the-8372 nashnova zh-tw 2026-08-03T16:20:06.367Z 伊朗戰爭風險下各國央行按兵不動，債市代勞收緊 https://www.nashnova.com/zh-hant/feed/special/fed-may-cut-annual-policy-meetings-to-six-8371 nashnova zh-tw 2026-08-03T16:09:50.004Z 美聯儲或削減年度政策會議至六次 https://www.nashnova.com/zh-hant/feed/special/hugging-face-ceo-chinese-open-source-ai-models-already-leading-may-dominate-8370 nashnova zh-tw 2026-08-03T15:59:35.964Z Hugging Face CEO：中國開源AI模型已領先，或年內稱霸前沿 https://www.nashnova.com/zh-hant/feed/special/dow-and-s-and-p-500-approaching-all-time-closing-highs-8369 nashnova zh-tw 2026-08-03T15:49:28.685Z 道指標普500逼近歷史收盤高點 https://www.nashnova.com/zh-hant/feed/special/saudi-arabias-july-oil-exports-decline-as-red-sea-and-strait-of-hormuz-routes-8368 nashnova zh-tw 2026-08-03T15:44:56.680Z 沙特7月石油出口下滑，紅海霍爾木茲雙線受阻 https://www.nashnova.com/zh-hant/feed/special/white-house-officially-confirms-voluntary-ai-cybersecurity-testing-framework-8367 nashnova zh-tw 2026-08-03T15:39:51.310Z 白宮正式確認AI網路安全自願測試框架落地 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-ai-chip-financing-debt-could-exceed-500-billion-by-2028-8366 nashnova zh-tw 2026-08-03T15:19:38.343Z Citadel Securities：AI晶片融資債務2028年或超5000億美元 https://www.nashnova.com/zh-hant/feed/special/gold-and-bitcoin-both-lag-behind-the-current-market-rally-8365 nashnova zh-tw 2026-08-03T15:09:19.220Z 黃金與比特幣雙雙落後本輪市場反彈 https://www.nashnova.com/zh-hant/feed/special/copper-floods-into-the-u-s-at-fastest-pace-in-12-years-8364 nashnova zh-tw 2026-08-03T14:50:22.709Z 銅湧入美國創十二年最快速度 https://www.nashnova.com/zh-hant/feed/special/u-s-june-construction-spending-unexpectedly-declines-0-1-percent-8363 nashnova zh-tw 2026-08-03T14:44:37.388Z 美國6月建築支出意外下滑0.1% https://www.nashnova.com/zh-hant/feed/special/genius-act-not-placed-on-senate-agenda-circle-stock-drops-over-6-8-percent-8362 nashnova zh-tw 2026-08-03T14:30:01.937Z 《清晰法案》未列入參議院議程，Circle股價跌逾6.8% https://www.nashnova.com/zh-hant/feed/special/google-deepmind-executive-ai-capital-expenditure-bets-on-recursive-self-8361 nashnova zh-tw 2026-08-03T14:15:37.881Z 谷歌DeepMind高管：AI資本開支押注遞歸自我改進 https://www.nashnova.com/zh-hant/feed/special/ubs-fined-125-million-by-u-s-for-anti-money-laundering-violations-8360 nashnova zh-tw 2026-08-03T14:14:33.400Z UBS因反洗錢違規遭美國罰款1.25億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-july-manufacturing-pmi-final-reading-at-53-9-unchanged-from-june-8359 nashnova zh-tw 2026-08-03T13:59:02.551Z 美國7月製造業PMI終值53.9，與6月持平 https://www.nashnova.com/zh-hant/feed/special/amazon-market-cap-surpasses-3-trillion-for-the-first-time-8358 nashnova zh-tw 2026-08-03T13:54:39.543Z 亞馬遜市值首破3萬億美元 https://www.nashnova.com/zh-hant/feed/special/bofa-fed-must-hike-in-september-or-treasuries-will-keep-falling-8357 nashnova zh-tw 2026-08-03T13:51:15.059Z 美銀：聯準會須9月升息，否則美債將續跌 https://www.nashnova.com/zh-hant/feed/special/dow-opens-at-record-high-as-easing-u-s-iran-tensions-boost-stocks-8356 nashnova zh-tw 2026-08-03T13:50:01.301Z 道指開盤創歷史新高，美伊緊張局勢緩和提振美股 https://www.nashnova.com/zh-hant/feed/special/u-s-treasurys-growing-reliance-on-short-term-debt-raises-short-end-rate-shock-8355 nashnova zh-tw 2026-08-03T13:44:50.713Z 美財政部短債依賴加劇，短端利率衝擊風險上升 https://www.nashnova.com/zh-hant/feed/special/boeing-receives-rare-double-upgrade-80-percent-of-analysts-rate-it-a-buy-8354 nashnova zh-tw 2026-08-03T13:29:31.200Z 波音獲罕見雙級上調，八成分析師看買入 https://www.nashnova.com/zh-hant/feed/special/iran-war-leaves-belgium-fully-dependent-on-russian-lng-in-july-8353 nashnova zh-tw 2026-08-03T13:25:45.905Z 伊朗戰爭致比利時7月LNG全量依賴俄羅斯 https://www.nashnova.com/zh-hant/feed/special/blackrock-launches-two-tokenized-money-market-funds-targeting-stablecoin-8352 nashnova zh-tw 2026-08-03T13:24:32.041Z 貝萊德推兩款代幣化貨幣市場基金，瞄準穩定幣儲備 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-global-ai-actual-investment-to-exceed-1-trillion-in-2026-8351 nashnova zh-tw 2026-08-03T13:20:04.934Z 高盛：2026年全球AI實際投資超1萬億美元 https://www.nashnova.com/zh-hant/feed/special/kkr-raises-19-2-billion-for-its-largest-infrastructure-fund-ever-8350 nashnova zh-tw 2026-08-03T13:16:11.191Z KKR史上最大基礎設施基金募資192億美元 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-software-stocks-can-hedge-chip-volatility-8349 nashnova zh-tw 2026-08-03T13:14:52.159Z 德意志銀行：軟體股可對沖晶片波動 https://www.nashnova.com/zh-hant/feed/special/ft-asmls-grip-on-chip-manufacturing-is-weakening-8348 nashnova zh-tw 2026-08-03T13:09:20.672Z FT：ASML對晶片製造業的掌控力正在減弱 https://www.nashnova.com/zh-hant/feed/special/northrop-grumman-signs-over-3-billion-missile-defense-production-agreement-8347 nashnova zh-tw 2026-08-03T13:00:13.586Z 諾斯羅普·格魯曼簽逾30億美元導彈防禦生產協議 https://www.nashnova.com/zh-hant/feed/special/visa-acquires-anti-fraud-firm-biocatch-for-2-4-billion-8346 nashnova zh-tw 2026-08-03T12:59:20.864Z Visa以24億美元收購反詐欺公司BioCatch https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-sells-euros-to-buy-yen-hsbc-says-move-may-be-unprecedented-8345 nashnova zh-tw 2026-08-03T12:41:40.925Z 美財政部賣歐元買日圓，匯豐稱或史無前例 https://www.nashnova.com/zh-hant/feed/special/italy-plans-to-sell-4-9-percent-stake-in-monte-dei-paschi-paving-the-way-for-8344 nashnova zh-tw 2026-08-03T12:40:19.338Z 意大利擬出售蒙特帕斯奇4.9%股權，為Intesa收購鋪路 https://www.nashnova.com/zh-hant/feed/special/nvidia-stock-stuck-in-200-range-august-earnings-could-be-the-catalyst-8343 nashnova zh-tw 2026-08-03T12:25:45.117Z 輝達股價困於200美元區間，8月財報或成催化劑 https://www.nashnova.com/zh-hant/feed/special/strategy-sells-1-638-bitcoin-while-simultaneously-repurchasing-strc-preferred-8342 nashnova zh-tw 2026-08-03T12:24:31.863Z Strategy減持比特幣1638枚，同步回購STRC優先股 https://www.nashnova.com/zh-hant/feed/special/banks-use-crash-put-options-to-hedge-leveraged-etf-tail-risk-8341 nashnova zh-tw 2026-08-03T12:19:52.570Z 銀行用「崩盤看跌期權」對沖槓桿ETF尾部風險 https://www.nashnova.com/zh-hant/feed/special/japans-ldp-pushes-food-tax-cut-raising-dual-risks-of-fiscal-strain-and-inflation-8340 nashnova zh-tw 2026-08-03T11:55:03.002Z 日本自民黨強推食品減稅，財政與通膨雙重風險升溫 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-valuation-gap-between-big-tech-and-broader-market-nearly-vanishes-8339 nashnova zh-tw 2026-08-03T11:39:39.930Z 高盛：大科技與大盤估值差近乎消失 https://www.nashnova.com/zh-hant/feed/special/pentagon-opens-military-bases-for-ai-data-center-construction-8338 nashnova zh-tw 2026-08-03T11:30:01.529Z 五角大廈開放軍事基地建AI數據中心 https://www.nashnova.com/zh-hant/feed/special/bank-of-korea-resumes-gold-purchases-after-13-years-also-investing-in-gold-etfs-8337 nashnova zh-tw 2026-08-03T11:25:13.967Z 韓國央行時隔13年重啟購金，同步佈局黃金ETF https://www.nashnova.com/zh-hant/feed/special/cathie-wood-adds-spacex-coreweave-and-tesla-while-trimming-shopify-8336 nashnova zh-tw 2026-08-03T11:14:22.699Z 木頭姐加倉SpaceX、CoreWeave和特斯拉，減持Shopify https://www.nashnova.com/zh-hant/feed/special/china-revises-ic-layout-design-protection-regulations-introducing-punitive-8335 nashnova zh-tw 2026-08-03T11:06:04.269Z 中國修訂晶片布圖設計保護條例，引入懲罰性賠償 https://www.nashnova.com/zh-hant/feed/special/hang-seng-index-surges-13-1-percent-in-july-led-by-consumer-discretionary-8334 nashnova zh-tw 2026-08-03T11:04:46.045Z 恒生指數7月漲13.1%，非必需消費領漲 https://www.nashnova.com/zh-hant/feed/special/wuxi-apptec-pentagon-listing-damages-reputation-and-u-s-business-8333 nashnova zh-tw 2026-08-03T11:01:30.528Z 藥明康德：五角大樓列名損害聲譽及美國業務 https://www.nashnova.com/zh-hant/feed/special/micron-falls-in-sympathy-with-sk-hynix-alibaba-rises-4-2-percent-8332 nashnova zh-tw 2026-08-03T11:00:18.921Z 美光跟跌SK海力士，阿里巴巴漲4.2% https://www.nashnova.com/zh-hant/feed/special/u-s-adds-43-chinese-companies-to-forced-labor-blacklist-8331 nashnova zh-tw 2026-08-03T10:59:20.438Z 美國將43家中國企業列入強迫勞動黑名單 https://www.nashnova.com/zh-hant/feed/special/alibaba-merges-three-products-into-qwen-office-targeting-enterprise-ai-market-8330 nashnova zh-tw 2026-08-03T10:54:58.881Z 阿里三產品合併成千問辦公，劍指企業級AI市場 https://www.nashnova.com/zh-hant/feed/special/southbound-funds-net-bought-hk-11-billion-loading-up-on-tracker-fund-and-tech-8329 nashnova zh-tw 2026-08-03T10:40:04.323Z 北水淨買入110億港元，重倉盈富基金及科網股 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https://www.nashnova.com/zh-hant/feed/special/memory-makers-race-to-expand-capacity-as-kioxia-sticks-to-technology-first-8323 nashnova zh-tw 2026-08-03T10:09:41.054Z 儲存廠商競相擴產，鎧俠堅守技術優先策略 https://www.nashnova.com/zh-hant/feed/special/yen-surge-weighs-on-japanese-stocks-strategists-say-earnings-downgrade-risk-is-8322 nashnova zh-tw 2026-08-03T09:44:26.598Z 日圓急漲壓制日股，策略師：盈利下調風險有限 https://www.nashnova.com/zh-hant/feed/special/india-plans-to-extend-contract-manufacturing-tax-incentives-to-2041-benefiting-8321 nashnova zh-tw 2026-08-03T09:34:41.473Z 印度擬將合同製造稅收優惠延至2041年，利好蘋果 https://www.nashnova.com/zh-hant/feed/special/wall-street-banks-tech-deleveraging-nearing-end-macro-risks-take-the-baton-8320 nashnova zh-tw 2026-08-03T09:25:38.304Z 華爾街大行：科技股去槓桿近尾聲，宏觀風險接棒 https://www.nashnova.com/zh-hant/feed/special/ai-coding-tools-are-eroding-nvidias-cuda-software-moat-8319 nashnova zh-tw 2026-08-03T09:11:37.626Z AI程式設計工具正在侵蝕輝達CUDA軟體護城河 https://www.nashnova.com/zh-hant/feed/special/ndrc-and-nea-release-new-power-system-plan-for-the-15th-five-year-period-8318 nashnova zh-tw 2026-08-03T09:10:18.506Z 發改委能源局發布新型電力系統十五五規劃 https://www.nashnova.com/zh-hant/feed/special/amd-q2-earnings-preview-ai-chip-revenue-and-h2-guidance-are-key-8317 nashnova zh-tw 2026-08-03T09:04:51.627Z AMD Q2財報前瞻：AI晶片收入與下半年指引是關鍵 https://www.nashnova.com/zh-hant/feed/special/iran-says-hormuz-negotiations-nearing-conclusion-as-trump-calls-off-military-8316 nashnova zh-tw 2026-08-03T09:00:36.758Z 伊朗稱霍爾木茲談判進入尾聲，特朗普取消軍事打擊 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-start-august-on-a-high-note-hsi-gains-0-48-percent-to-reclaim-8315 nashnova zh-tw 2026-08-03T08:47:29.654Z 港股8月開門紅，恒指漲0.48%收復兩萬六 https://www.nashnova.com/zh-hant/feed/special/asml-optics-supplier-zeiss-ai-demand-can-be-met-capacity-continues-to-expand-8314 nashnova zh-tw 2026-08-03T08:45:49.122Z ASML光學供應商蔡司：AI需求可滿足，產能持續擴張 https://www.nashnova.com/zh-hant/feed/special/boj-ai-demand-may-exert-sustained-upward-pressure-on-inflation-8313 nashnova zh-tw 2026-08-03T08:44:25.530Z 日本央行：AI需求或對通膨產生持續上行壓力 https://www.nashnova.com/zh-hant/feed/special/germanys-june-retail-sales-drop-1-1-percent-mom-marking-largest-monthly-decline-8312 nashnova zh-tw 2026-08-03T08:39:19.155Z 德國6月零售銷售環比降1.1%，創逾一年最大單月跌幅 https://www.nashnova.com/zh-hant/feed/special/us-ai-chain-q2-earnings-beat-expectations-by-71-percent-setting-a-multi-decade-8311 nashnova zh-tw 2026-08-03T08:29:26.995Z 美股AI鏈Q2盈利超預期71%，創數十年紀錄 https://www.nashnova.com/zh-hant/feed/special/eurozone-july-manufacturing-pmi-rises-to-51-9-output-hits-4-5-year-high-but-8310 nashnova zh-tw 2026-08-03T08:15:37.073Z 歐元區7月製造業PMI升至51.9，產出創四年半新高但需求仍疲軟 https://www.nashnova.com/zh-hant/feed/special/ecb-iran-war-severely-undermines-eurozone-consumer-confidence-8309 nashnova zh-tw 2026-08-03T08:14:30.829Z 歐洲央行：伊朗戰爭重創歐元區消費信心 https://www.nashnova.com/zh-hant/feed/special/germanys-july-manufacturing-pmi-rises-to-52-2-strongest-in-four-and-a-half-years-8308 nashnova zh-tw 2026-08-03T08:09:24.891Z 德國7月製造業PMI升至52.2，創四年半來最強 https://www.nashnova.com/zh-hant/feed/special/tesla-july-european-registrations-diverge-france-up-86-percent-norway-down-97-8307 nashnova zh-tw 2026-08-03T08:04:22.628Z 特斯拉7月歐洲註冊量分化：法國漲86%，挪威跌97% https://www.nashnova.com/zh-hant/feed/special/yen-appreciation-drives-asian-currencies-higher-korean-won-most-sensitive-8306 nashnova zh-tw 2026-08-03T07:45:38.376Z 日圓升值帶動亞洲貨幣走強，韓元最敏感 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-diplomacy-lifts-european-stocks-energy-shares-drop-2-percent-while-8305 nashnova zh-tw 2026-08-03T07:44:37.595Z 美伊外交提振歐股，能源股跌2%旅遊股漲2.1% https://www.nashnova.com/zh-hant/feed/special/mufg-q1-net-profit-surges-48-percent-beating-analyst-expectations-8304 nashnova zh-tw 2026-08-03T07:29:45.837Z 三菱日聯Q1淨利潤大增48%，超分析師預期 https://www.nashnova.com/zh-hant/feed/special/oxford-economics-chinas-q3-fiscal-push-window-has-arrived-8303 nashnova zh-tw 2026-08-03T07:19:21.137Z 牛津經濟研究院：中國Q3財政發力窗口已至 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-china-ai-stocks-severely-underweight-hong-kong-market-may-present-8302 nashnova zh-tw 2026-08-03T07:09:20.196Z 高盛：中國AI股配置嚴重不足，港股或成輪動機會 https://www.nashnova.com/zh-hant/feed/special/chinas-social-security-fund-increased-a-share-holdings-in-first-seven-months-8301 nashnova zh-tw 2026-08-03T06:49:25.871Z 中國社保基金前七月增持A股，半導體佔持倉近六成 https://www.nashnova.com/zh-hant/feed/special/palantir-q2-earnings-preview-growth-and-margins-may-both-be-peaking-8300 nashnova zh-tw 2026-08-03T06:39:34.099Z Palantir Q2財報前瞻：增速與利潤率或雙雙見頂 https://www.nashnova.com/zh-hant/feed/special/japan-july-manufacturing-pmi-final-reading-at-54-5-expanding-for-seven-8299 nashnova zh-tw 2026-08-03T06:19:22.458Z 日本7月製造業PMI終值54.5，連續擴張七個月 https://www.nashnova.com/zh-hant/feed/special/deepseek-v4-flash-operating-costs-far-below-comparable-models-8298 nashnova zh-tw 2026-08-03T05:54:22.825Z DeepSeek V4-Flash運行成本遠低同類模型 https://www.nashnova.com/zh-hant/feed/special/2nm-8297 nashnova zh-tw 2026-08-03T04:11:40.455Z 蘋果稱先進製程產能吃緊，2nm爭奪加劇