https://www.nashnova.com/feed/special/u-s-military-strikes-near-irans-bushehr-nuclear-power-plant-as-conflict-6037 NashNova en 2026-07-09T11:08:22.179Z U.S. Military Strikes Near Iran's Bushehr Nuclear Power Plant as Conflict Continues to Escalate https://www.nashnova.com/feed/special/anthropic-secondary-market-valuation-surges-to-1-2-trillion-with-scarce-sellers-6024 NashNova en 2026-07-09T09:12:53.500Z Anthropic Secondary Market Valuation Surges to $1.2 Trillion with Scarce Sellers and Rare Transactions https://www.nashnova.com/feed/special/former-goldman-sachs-commodities-chief-ai-capital-misallocation-poses-hidden-6021 NashNova en 2026-07-09T09:01:10.917Z Former Goldman Sachs Commodities Chief: AI Capital Misallocation Poses Hidden Risks, Old Economy Revenge Not Over Yet https://www.nashnova.com/feed/special/morgan-stanley-predicts-global-m-and-a-volume-to-reach-6-4-trillion-in-2026-6073 NashNova en 2026-07-09T14:52:13.136Z Morgan Stanley Predicts Global M&A Volume to Reach $6.4 Trillion in 2026, Surpassing the 2021 Peak https://www.nashnova.com/feed/special/newspaper-group-seeks-sanctions-against-openai-accused-of-concealing-copyright-6072 NashNova en 2026-07-09T14:32:00.222Z Newspaper Group Seeks Sanctions Against OpenAI: Accused of Concealing Copyright Search Capabilities https://www.nashnova.com/feed/special/ny-fed-president-ai-demand-is-the-top-inflation-concern-right-now-6071 NashNova en 2026-07-09T14:27:49.898Z NY Fed President: AI Demand Is the Top Inflation Concern Right Now https://www.nashnova.com/feed/special/openais-latest-model-achieves-54-percent-token-efficiency-gain-in-agentic-coding-6070 NashNova en 2026-07-09T14:27:00.172Z OpenAI's Latest Model Achieves 54% Token Efficiency Gain in Agentic Coding https://www.nashnova.com/feed/special/meta-launches-first-paid-ai-model-muse-spark-1-1-entering-the-coding-market-6069 NashNova en 2026-07-09T14:18:56.314Z Meta Launches First Paid AI Model Muse Spark 1.1, Entering the Coding Market https://www.nashnova.com/feed/special/u-s-june-existing-home-sales-unexpectedly-decline-as-home-prices-hit-record-high-6068 NashNova en 2026-07-09T14:17:38.248Z U.S. June Existing Home Sales Unexpectedly Decline as Home Prices Hit Record High https://www.nashnova.com/feed/special/startup-squeezes-27-billion-parameter-model-into-iphone-apple-already-in-talks-6067 NashNova en 2026-07-09T14:02:26.675Z Startup Squeezes 27-Billion-Parameter Model into iPhone; Apple Already in Talks https://www.nashnova.com/feed/special/u-s-chip-stocks-rally-broadly-applied-materials-surges-nearly-10-percent-6066 NashNova en 2026-07-09T13:52:37.098Z U.S. Chip Stocks Rally Broadly, Applied Materials Surges Nearly 10% https://www.nashnova.com/feed/special/inp-supply-demand-gap-exceeds-70-percent-critical-shortage-of-key-optical-module-6065 NashNova en 2026-07-09T13:43:18.679Z InP Supply-Demand Gap Exceeds 70%: Critical Shortage of Key Optical Module Material https://www.nashnova.com/feed/special/hedgeye-initiates-short-rating-on-apple-sees-23-percent-downside-6064 NashNova en 2026-07-09T13:37:08.293Z Hedgeye Initiates Short Rating on Apple, Sees 23% Downside https://www.nashnova.com/feed/special/barclays-bets-on-earnings-as-wall-street-warns-of-an-earnings-bubble-6063 NashNova en 2026-07-09T13:27:34.421Z Barclays Bets on Earnings as Wall Street Warns of an "Earnings Bubble" https://www.nashnova.com/feed/special/apollos-35-billion-ai-chip-private-debt-deal-begins-trading-6062 NashNova en 2026-07-09T13:24:13.439Z Apollo's $35 Billion AI Chip Private Debt Deal Begins Trading https://www.nashnova.com/feed/special/apollo-warns-slowing-ai-returns-could-trigger-cascading-market-risks-6061 NashNova en 2026-07-09T13:23:08.016Z Apollo Warns: Slowing AI Returns Could Trigger Cascading Market Risks https://www.nashnova.com/feed/special/sk-hynix-adr-priced-at-149-a-3-1-percent-premium-over-korea-closing-price-6060 NashNova en 2026-07-09T13:22:00.868Z SK Hynix ADR Priced at $149, a 3.1% Premium Over Korea Closing Price https://www.nashnova.com/feed/special/us-ai-valuations-hit-extremes-as-top-fund-managers-pivot-to-china-tech-and-6059 NashNova en 2026-07-09T13:08:17.208Z US AI Valuations Hit Extremes as Top Fund Managers Pivot to China Tech and Energy https://www.nashnova.com/feed/special/u-s-30-year-treasury-yield-hits-7-week-high-on-8-day-winning-streak-6058 NashNova en 2026-07-09T13:06:52.475Z U.S. 30-Year Treasury Yield Hits 7-Week High on 8-Day Winning Streak https://www.nashnova.com/feed/special/qatar-suspends-ras-laffan-lng-expansion-tightening-global-gas-supply-further-6057 NashNova en 2026-07-09T13:03:23.791Z Qatar Suspends Ras Laffan LNG Expansion, Tightening Global Gas Supply Further https://www.nashnova.com/feed/special/lee-jae-yong-heads-to-sun-valley-summit-for-intensive-talks-with-apple-amazon-6056 NashNova en 2026-07-09T12:52:16.686Z Lee Jae-yong Heads to Sun Valley Summit for Intensive Talks with Apple, Amazon, and OpenAI on Orders https://www.nashnova.com/feed/special/cerebras-plans-multi-billion-dollar-european-compute-expansion-targeting-200mw-6055 NashNova en 2026-07-09T12:48:27.534Z Cerebras Plans Multi-Billion Dollar European Compute Expansion, Targeting 200MW by 2027 https://www.nashnova.com/feed/special/u-s-initial-jobless-claims-drop-to-215k-labor-market-remains-stable-6054 NashNova en 2026-07-09T12:47:26.844Z U.S. Initial Jobless Claims Drop to 215K, Labor Market Remains Stable https://www.nashnova.com/feed/special/wall-street-ratings-roundup-thursday-nvidia-tesla-salesforce-and-more-6053 NashNova en 2026-07-09T12:43:26.679Z Wall Street Ratings Roundup Thursday: NVIDIA, Tesla, Salesforce and More https://www.nashnova.com/feed/special/micron-plans-to-invest-up-to-3-billion-to-strengthen-u-s-chip-supply-chain-6052 NashNova en 2026-07-09T12:41:46.334Z Micron Plans to Invest Up to $3 Billion to Strengthen U.S. Chip Supply Chain https://www.nashnova.com/feed/special/william-blair-amds-valuation-premium-is-too-high-cpu-market-share-growth-set-to-6051 NashNova en 2026-07-09T12:37:25.815Z William Blair: AMD's Valuation Premium Is Too High, CPU Market Share Growth Set to Become More Difficult https://www.nashnova.com/feed/special/u-s-plans-to-lift-steering-wheel-requirement-for-self-driving-cars-6050 NashNova en 2026-07-09T12:32:02.697Z U.S. Plans to Lift Steering Wheel Requirement for Self-Driving Cars https://www.nashnova.com/feed/special/sk-hynix-eyes-nasdaq-listing-wall-street-underwriting-fees-expected-to-exceed-6049 NashNova en 2026-07-09T12:27:18.025Z SK Hynix Eyes Nasdaq Listing; Wall Street Underwriting Fees Expected to Exceed $140 Million https://www.nashnova.com/feed/special/ecb-june-meeting-energy-shock-too-significant-to-ignore-unanimous-rate-hike-to-2-6048 NashNova en 2026-07-09T12:22:11.801Z ECB June Meeting: Energy Shock Too Significant to Ignore, Unanimous Rate Hike to 2.25% https://www.nashnova.com/feed/special/microsoft-and-google-race-to-buy-nuclear-power-as-smrs-become-wall-streets-new-6047 NashNova en 2026-07-09T12:19:21.283Z Microsoft and Google Race to Buy Nuclear Power as SMRs Become Wall Street's New Bet https://www.nashnova.com/feed/special/minimax-plunges-over-18-percent-on-lock-up-expiry-day-as-price-support-pledges-6046 NashNova en 2026-07-09T12:17:44.945Z MiniMax Plunges Over 18% on Lock-Up Expiry Day as Price Support Pledges Fail to Offset Selling Pressure https://www.nashnova.com/feed/special/us-pre-market-ionis-falls-19-percent-alnylam-rises-17-percent-6045 NashNova en 2026-07-09T12:03:07.949Z US Pre-Market: Ionis Falls 19%, Alnylam Rises 17% https://www.nashnova.com/feed/special/surging-hotel-room-rates-may-push-up-services-inflation-in-u-s-june-cpi-6044 NashNova en 2026-07-09T12:01:59.410Z Surging Hotel Room Rates May Push Up Services Inflation in U.S. June CPI https://www.nashnova.com/feed/special/keybanc-downgrades-salesforce-as-agentforce-customer-feedback-weakens-6043 NashNova en 2026-07-09T11:52:01.847Z KeyBanc Downgrades Salesforce as Agentforce Customer Feedback Weakens https://www.nashnova.com/feed/special/palantir-takes-london-police-contract-rejection-to-high-court-6042 NashNova en 2026-07-09T11:47:03.685Z Palantir Takes London Police Contract Rejection to High Court https://www.nashnova.com/feed/special/chip-software-rotation-reverses-as-correlation-turns-negative-for-the-first-time-6041 NashNova en 2026-07-09T11:37:34.687Z Chip-Software Rotation Reverses as Correlation Turns Negative for the First Time https://www.nashnova.com/feed/special/metas-in-house-ai-chip-enters-mass-production-in-september-doubling-computing-6040 NashNova en 2026-07-09T11:32:05.347Z Meta's In-House AI Chip Enters Mass Production in September, Doubling Computing Power to 14 Gigawatts Next Year https://www.nashnova.com/feed/special/chinas-central-bank-increases-gold-holdings-for-20-consecutive-months-june-6039 NashNova en 2026-07-09T11:13:16.819Z China's Central Bank Increases Gold Holdings for 20 Consecutive Months, June Purchases Hit 16-Month High https://www.nashnova.com/feed/special/deutsche-bank-rising-usd-risks-as-foreign-capital-inflows-shift-toward-equity-6038 NashNova en 2026-07-09T11:12:08.037Z Deutsche Bank: Rising USD Risks as Foreign Capital Inflows Shift Toward Equity https://www.nashnova.com/feed/special/strengthening-yuan-could-be-a-tailwind-for-emerging-market-currencies-6036 NashNova en 2026-07-09T11:06:58.486Z Strengthening Yuan Could Be a Tailwind for Emerging Market Currencies https://www.nashnova.com/feed/special/morgan-stanley-maintains-overweight-on-rocket-lab-iridium-acquisition-opens-6035 NashNova en 2026-07-09T10:50:06.214Z Morgan Stanley Maintains Overweight on Rocket Lab; Iridium Acquisition Opens Valuation Upside https://www.nashnova.com/feed/special/sap-accepts-eu-commitments-to-avoid-antitrust-fine-6034 NashNova en 2026-07-09T10:20:34.167Z SAP Accepts EU Commitments to Avoid Antitrust Fine https://www.nashnova.com/feed/special/phisons-h1-revenue-surpasses-nt-100-billion-for-the-first-time-ai-order-6033 NashNova en 2026-07-09T10:17:04.885Z Phison's H1 Revenue Surpasses NT$100 Billion for the First Time; AI Order Visibility Extends to H1 2027 https://www.nashnova.com/feed/special/u-s-semiconductor-index-drops-14-percent-as-technical-warning-signals-intensify-6032 NashNova en 2026-07-09T10:15:49.497Z U.S. Semiconductor Index Drops 14% as Technical Warning Signals Intensify https://www.nashnova.com/feed/special/foxconn-industrial-internet-q2-net-profit-expected-to-surge-86-percent-101-6030 NashNova en 2026-07-09T10:05:16.001Z Foxconn Industrial Internet Q2 Net Profit Expected to Surge 86%-101% https://www.nashnova.com/feed/special/surging-ai-data-center-demand-triggers-critical-u-s-power-grid-equipment-6028 NashNova en 2026-07-09T09:50:47.547Z Surging AI Data Center Demand Triggers Critical U.S. Power Grid Equipment Shortage https://www.nashnova.com/feed/special/gigadevice-forecasts-h1-net-profit-of-6-9-billion-yuan-surging-over-11-fold-year-6027 NashNova en 2026-07-09T09:45:25.726Z GigaDevice Forecasts H1 Net Profit of 6.9 Billion Yuan, Surging Over 11-Fold Year-on-Year https://www.nashnova.com/feed/special/french-competition-authority-nvidia-antitrust-investigation-nearing-conclusion-6026 NashNova en 2026-07-09T09:35:24.768Z French Competition Authority: Nvidia Antitrust Investigation Nearing Conclusion https://www.nashnova.com/feed/special/taiwans-h1-exports-surge-47-percent-hitting-all-time-high-6025 NashNova en 2026-07-09T09:25:51.393Z Taiwan's H1 Exports Surge 47%, Hitting All-Time High https://www.nashnova.com/feed/special/blackrock-ai-capex-commitments-can-sustain-thematic-investing-for-two-to-three-6023 NashNova en 2026-07-09T09:11:42.533Z BlackRock: AI Capex Commitments Can Sustain Thematic Investing for Two to Three Years https://www.nashnova.com/feed/special/chinas-state-council-issues-15th-five-year-plan-carbon-peaking-action-plan-6022 NashNova en 2026-07-09T09:10:30.723Z China's State Council Issues "15th Five-Year Plan" Carbon Peaking Action Plan https://www.nashnova.com/feed/special/hong-kong-market-close-hang-seng-index-falls-0-7-percent-as-semiconductor-and-6020 NashNova en 2026-07-09T08:56:46.835Z Hong Kong Market Close: Hang Seng Index Falls 0.7% as Semiconductor and Computing Power Stocks Buck the Trend https://www.nashnova.com/feed/special/gold-returns-to-4-100-as-hsbc-cuts-full-year-forecast-6019 NashNova en 2026-07-09T08:52:18.395Z Gold Returns to $4,100 as HSBC Cuts Full-Year Forecast https://www.nashnova.com/feed/special/u-s-iran-conflict-escalates-european-gas-prices-hover-near-monthly-highs-6018 NashNova en 2026-07-09T08:50:58.329Z U.S.-Iran Conflict Escalates, European Gas Prices Hover Near Monthly Highs https://www.nashnova.com/feed/special/sk-hynix-adr-arbitrage-far-more-challenging-than-tsmc-6017 NashNova en 2026-07-09T08:36:31.433Z SK Hynix ADR Arbitrage Far More Challenging Than TSMC https://www.nashnova.com/feed/special/nexchips-hong-kong-grey-market-trading-up-over-8-percent-6016 NashNova en 2026-07-09T08:35:18.292Z Nexchip's Hong Kong Grey Market Trading Up Over 8% https://www.nashnova.com/feed/special/uk-long-term-bond-issuance-plans-draw-market-warnings-6015 NashNova en 2026-07-09T08:30:57.499Z UK Long-Term Bond Issuance Plans Draw Market Warnings https://www.nashnova.com/feed/special/jpmorgan-raises-asml-price-target-to-2-200-2027-outlook-is-key-to-re-rating-6014 NashNova en 2026-07-09T08:18:30.025Z JPMorgan Raises ASML Price Target to $2,200; 2027 Outlook Is Key to Re-Rating https://www.nashnova.com/feed/special/cxmt-ipo-fundraising-excludes-hbm-cooling-ai-memory-expectations-6013 NashNova en 2026-07-09T08:16:59.149Z CXMT IPO Fundraising Excludes HBM, Cooling AI Memory Expectations https://www.nashnova.com/feed/special/bofa-reiterates-buy-on-micron-with-1-550-price-target-6012 NashNova en 2026-07-09T08:15:45.789Z BofA Reiterates Buy on Micron with $1,550 Price Target https://www.nashnova.com/feed/special/taiwan-central-bank-governor-warns-of-ai-bubble-risks-6011 NashNova en 2026-07-09T08:05:18.947Z Taiwan Central Bank Governor Warns of AI Bubble Risks https://www.nashnova.com/feed/special/u-s-stock-futures-edge-higher-as-markets-digest-renewed-u-s-iran-clashes-6010 NashNova en 2026-07-09T07:55:40.479Z U.S. Stock Futures Edge Higher as Markets Digest Renewed U.S.-Iran Clashes https://www.nashnova.com/feed/special/taiwan-dollar-falls-to-14-month-low-as-dividend-season-intensifies-selling-6009 NashNova en 2026-07-09T07:51:10.341Z Taiwan Dollar Falls to 14-Month Low as Dividend Season Intensifies Selling Pressure https://www.nashnova.com/feed/special/ases-june-revenue-surges-33-percent-yoy-q2-up-27-percent-qoq-6008 NashNova en 2026-07-09T07:50:14.447Z ASE's June Revenue Surges 33% YoY, Q2 Up 27% QoQ https://www.nashnova.com/feed/special/european-tech-stocks-rebound-as-middle-east-oil-supply-risks-persist-6007 NashNova en 2026-07-09T07:40:54.441Z European Tech Stocks Rebound as Middle East Oil Supply Risks Persist https://www.nashnova.com/feed/special/swift-launches-blockchain-based-cross-border-payment-system-with-17-banks-in-6006 NashNova en 2026-07-09T07:30:31.884Z Swift Launches Blockchain-Based Cross-Border Payment System with 17 Banks in Pilot Program https://www.nashnova.com/feed/special/bofa-and-citi-both-back-nvidia-per-rack-price-hikes-cover-hbm-costs-18x-pe-hits-6005 NashNova en 2026-07-09T07:15:52.893Z BofA and Citi Both Back NVIDIA: Per-Rack Price Hikes Cover HBM Costs, 18x PE Hits Seven-Year Low https://www.nashnova.com/feed/special/astrazenecas-wainua-phase-3-trial-in-cardiac-disease-misses-primary-endpoint-6004 NashNova en 2026-07-09T07:10:34.798Z AstraZeneca's Wainua Phase 3 Trial in Cardiac Disease Misses Primary Endpoint https://www.nashnova.com/feed/special/germanys-may-exports-rise-unexpectedly-by-0-9-percent-trade-surplus-widens-to-19-6003 NashNova en 2026-07-09T06:20:27.391Z Germany's May Exports Rise Unexpectedly by 0.9%, Trade Surplus Widens to €19.1 Billion https://www.nashnova.com/feed/special/us-stock-q2-earnings-season-ai-spending-and-consumer-resilience-face-dual-stress-6002 NashNova en 2026-07-09T06:11:01.554Z US Stock Q2 Earnings Season: AI Spending and Consumer Resilience Face Dual Stress Test https://www.nashnova.com/feed/special/applied-materials-ceo-chip-expansion-cycle-to-last-several-more-years-6001 NashNova en 2026-07-09T05:11:52.928Z Applied Materials CEO: Chip Expansion Cycle to Last Several More Years https://www.nashnova.com/feed/special/wistron-and-wiwynn-both-hit-record-high-h1-revenue-as-ai-server-shipments-6000 NashNova en 2026-07-09T05:10:41.555Z Wistron and Wiwynn Both Hit Record-High H1 Revenue as AI Server Shipments Continue to Grow https://www.nashnova.com/feed/special/u-s-iran-tensions-escalate-again-bitcoin-holds-firm-while-gold-continues-to-5999 NashNova en 2026-07-09T05:06:32.746Z U.S.-Iran Tensions Escalate Again: Bitcoin Holds Firm While Gold Continues to Slide https://www.nashnova.com/feed/special/pboc-introduces-structural-divergence-concept-for-the-first-time-emphasizing-5998 NashNova en 2026-07-09T05:05:19.445Z PBOC Introduces "Structural Divergence" Concept for the First Time, Emphasizing Monetary Policy Flexibility https://www.nashnova.com/feed/special/goldman-sachs-hormuz-tensions-may-delay-middle-east-crude-supply-recovery-5997 NashNova en 2026-07-09T04:46:50.680Z Goldman Sachs: Hormuz Tensions May Delay Middle East Crude Supply Recovery https://www.nashnova.com/feed/special/hong-kong-stocks-drop-0-78-percent-at-midday-as-ai-ipo-lock-up-expirations-5996 NashNova en 2026-07-09T04:45:52.242Z Hong Kong Stocks Drop 0.78% at Midday as AI IPO Lock-Up Expirations Trigger Divergence https://www.nashnova.com/feed/special/chinese-regulators-halt-bank-underwriting-of-lgfv-bonds-maturing-within-two-5995 NashNova en 2026-07-09T04:35:44.313Z Chinese Regulators Halt Bank Underwriting of LGFV Bonds Maturing Within Two Years https://www.nashnova.com/feed/special/samsung-and-sk-hynix-delay-hybrid-bonding-adoption-timeline-5994 NashNova en 2026-07-09T04:18:57.282Z Samsung and SK Hynix Delay Hybrid Bonding Adoption Timeline https://www.nashnova.com/feed/special/chinas-rare-earth-export-controls-squeeze-japanese-competitors-5993 NashNova en 2026-07-09T04:17:35.334Z China's Rare Earth Export Controls Squeeze Japanese Competitors https://www.nashnova.com/feed/special/15-ai-chip-firms-compete-for-smics-7nm-capacity-shortage-could-reach-1-6-million-5992 NashNova en 2026-07-09T04:16:09.951Z 15 AI Chip Firms Compete for SMIC's 7nm Capacity, Shortage Could Reach 1.6 Million Wafers https://www.nashnova.com/feed/special/bain-capital-fully-exits-kioxia-ai-wave-delivers-epic-private-equity-returns-5991 NashNova en 2026-07-09T04:12:19.268Z Bain Capital Fully Exits Kioxia, AI Wave Delivers Epic Private Equity Returns https://www.nashnova.com/feed/special/quant-long-short-funds-down-3-6-percent-in-two-weeks-as-momentum-collapse-meets-5990 NashNova en 2026-07-09T04:11:06.257Z Quant Long-Short Funds Down 3.6% in Two Weeks as Momentum Collapse Meets Korean Stock Turmoil https://www.nashnova.com/feed/special/citi-summit-scaling-robotics-is-a-decade-long-marathon-5989 NashNova en 2026-07-09T03:14:58.990Z Citi Summit: Scaling Robotics Is a Decade-Long Marathon https://www.nashnova.com/feed/special/foxconn-builds-a-four-dimensional-semiconductor-ecosystem-5988 NashNova en 2026-07-09T03:13:41.216Z Foxconn Builds a Four-Dimensional Semiconductor Ecosystem https://www.nashnova.com/feed/special/sovereign-ai-emerges-as-next-growth-driver-for-chip-industry-nvidia-holds-5987 NashNova en 2026-07-09T03:12:10.671Z Sovereign AI Emerges as Next Growth Driver for Chip Industry, NVIDIA Holds Strongest Edge https://www.nashnova.com/feed/special/china-reportedly-plans-to-allow-limited-h200-imports-training-only-inference-5986 NashNova en 2026-07-09T03:10:51.227Z China Reportedly Plans to Allow Limited H200 Imports: Training Only, Inference Must Use Domestic Chips https://www.nashnova.com/feed/special/goldman-sachs-predicts-over-50-percent-upside-for-catl-in-the-next-year-5985 NashNova en 2026-07-09T02:46:14.426Z Goldman Sachs Predicts Over 50% Upside for CATL in the Next Year https://www.nashnova.com/feed/special/jensen-huang-ai-value-shifting-to-enterprise-workflows-harness-becomes-key-5984 NashNova en 2026-07-09T02:45:12.024Z Jensen Huang: AI Value Shifting to Enterprise Workflows, Harness Becomes Key Competitive Edge https://www.nashnova.com/feed/special/former-boj-official-terminal-rate-could-exceed-2-percent-5983 NashNova en 2026-07-09T02:25:36.897Z Former BOJ Official: Terminal Rate Could Exceed 2% https://www.nashnova.com/feed/special/asian-stocks-rebound-on-chip-rally-as-three-day-oil-surge-weighs-on-bond-market-5982 NashNova en 2026-07-09T02:01:41.631Z Asian Stocks Rebound on Chip Rally as Three-Day Oil Surge Weighs on Bond Market https://www.nashnova.com/feed/special/chinese-banks-claim-seven-of-worlds-top-ten-spots-with-assets-more-than-double-5981 NashNova en 2026-07-09T02:00:13.122Z Chinese Banks Claim Seven of World's Top Ten Spots, with Assets More Than Double Those of U.S. Banks https://www.nashnova.com/feed/special/us-iran-ceasefire-collapse-combined-with-hawkish-fed-minutes-triggers-sharp-5980 NashNova en 2026-07-09T01:52:35.961Z US-Iran Ceasefire Collapse Combined with Hawkish Fed Minutes Triggers Sharp Global Bond Selloff https://www.nashnova.com/feed/special/luxshare-precision-drops-over-5-percent-on-hong-kong-debut-opening-at-hk-60-5979 NashNova en 2026-07-09T01:51:06.845Z Luxshare Precision Drops Over 5% on Hong Kong Debut, Opening at HK$60 https://www.nashnova.com/feed/special/deutsche-bank-maintains-sell-rating-on-pop-mart-warns-ip-cycle-may-have-peaked-5978 NashNova en 2026-07-09T01:36:40.297Z Deutsche Bank Maintains Sell Rating on Pop Mart, Warns IP Cycle May Have Peaked https://www.nashnova.com/feed/special/chinas-june-cpi-up-1-percent-yoy-ppi-up-4-1-percent-yoy-5977 NashNova en 2026-07-09T01:35:12.744Z China's June CPI Up 1% YoY, PPI Up 4.1% YoY https://www.nashnova.com/feed/special/openai-safety-chief-departs-as-leadership-turmoil-continues-ahead-of-ipo-5976 NashNova en 2026-07-09T01:11:01.506Z OpenAI Safety Chief Departs as Leadership Turmoil Continues Ahead of IPO https://www.nashnova.com/feed/special/cxmt-ipo-subscription-opens-on-july-16-h1-net-profit-expected-to-surge-over-22-5975 NashNova en 2026-07-09T01:00:16.938Z CXMT IPO Subscription Opens on July 16; H1 Net Profit Expected to Surge Over 22-Fold https://www.nashnova.com/feed/special/global-nuclear-power-capacity-to-surge-44-percent-by-2036-china-to-overtake-u-s-5974 NashNova en 2026-07-09T00:41:32.922Z Global Nuclear Power Capacity to Surge 44% by 2036, China to Overtake U.S. as Top Producer https://www.nashnova.com/feed/special/imf-sharply-raises-south-koreas-2026-growth-forecast-to-2-6-percent-driven-by-ai-5973 NashNova en 2026-07-09T00:40:35.359Z IMF Sharply Raises South Korea's 2026 Growth Forecast to 2.6%, Driven by AI Chip Demand https://www.nashnova.com/feed/special/taiwan-ai-data-center-power-demand-to-surge-ninefold-in-five-years-grid-faces-5972 NashNova en 2026-07-09T00:15:48.346Z Taiwan AI Data Center Power Demand to Surge Ninefold in Five Years, Grid Faces Four Major Bottlenecks https://www.nashnova.com/zh/feed/special/u-s-military-strikes-near-irans-bushehr-nuclear-power-plant-as-conflict-6037 NashNova zh-cn 2026-07-09T11:08:22.179Z 美军袭击伊朗布什尔核电站周边，冲突持续升级 https://www.nashnova.com/zh/feed/special/anthropic-secondary-market-valuation-surges-to-1-2-trillion-with-scarce-sellers-6024 NashNova zh-cn 2026-07-09T09:12:53.500Z Anthropic二级市场估值升至1.2万亿美元，卖家稀缺成交罕见 https://www.nashnova.com/zh/feed/special/former-goldman-sachs-commodities-chief-ai-capital-misallocation-poses-hidden-6021 NashNova zh-cn 2026-07-09T09:01:10.917Z 前高盛商品主管：AI资本错配埋隐患，旧经济复仇未终结 https://www.nashnova.com/zh/feed/special/startup-squeezes-27-billion-parameter-model-into-iphone-apple-already-in-talks-6067 NashNova zh-cn 2026-07-09T14:02:26.675Z 初创公司将270亿参数模型塞进iPhone，苹果已与其会谈 https://www.nashnova.com/zh/feed/special/u-s-chip-stocks-rally-broadly-applied-materials-surges-nearly-10-percent-6066 NashNova zh-cn 2026-07-09T13:52:37.098Z 美股芯片股普涨，应用材料涨近10% https://www.nashnova.com/zh/feed/special/inp-supply-demand-gap-exceeds-70-percent-critical-shortage-of-key-optical-module-6065 NashNova zh-cn 2026-07-09T13:43:18.679Z 磷化铟供需缺口超70%，光模块关键材料告急 https://www.nashnova.com/zh/feed/special/hedgeye-initiates-short-rating-on-apple-sees-23-percent-downside-6064 NashNova zh-cn 2026-07-09T13:37:08.293Z Hedgeye新增苹果做空评级，看跌23% https://www.nashnova.com/zh/feed/special/barclays-bets-on-earnings-as-wall-street-warns-of-an-earnings-bubble-6063 NashNova zh-cn 2026-07-09T13:27:34.421Z 巴克莱押注盈利，华尔街警报"盈利泡沫" https://www.nashnova.com/zh/feed/special/apollos-35-billion-ai-chip-private-debt-deal-begins-trading-6062 NashNova zh-cn 2026-07-09T13:24:13.439Z Apollo 350亿美元AI芯片私募债启动交易 https://www.nashnova.com/zh/feed/special/apollo-warns-slowing-ai-returns-could-trigger-cascading-market-risks-6061 NashNova zh-cn 2026-07-09T13:23:08.016Z Apollo警告：AI回报放缓或引发市场连锁风险 https://www.nashnova.com/zh/feed/special/sk-hynix-adr-priced-at-149-a-3-1-percent-premium-over-korea-closing-price-6060 NashNova zh-cn 2026-07-09T13:22:00.868Z SK海力士ADR定价149美元，溢价韩国收盘价3.1% https://www.nashnova.com/zh/feed/special/us-ai-valuations-hit-extremes-as-top-fund-managers-pivot-to-china-tech-and-6059 NashNova zh-cn 2026-07-09T13:08:17.208Z 美股AI估值创极值，顶级基金经理转向中国科技与能源 https://www.nashnova.com/zh/feed/special/u-s-30-year-treasury-yield-hits-7-week-high-on-8-day-winning-streak-6058 NashNova zh-cn 2026-07-09T13:06:52.475Z 美国30年期国债收益率触7周高位，连涨8日 https://www.nashnova.com/zh/feed/special/qatar-suspends-ras-laffan-lng-expansion-tightening-global-gas-supply-further-6057 NashNova zh-cn 2026-07-09T13:03:23.791Z 卡塔尔暂停拉斯拉凡LNG扩产，全球气市供应再收紧 https://www.nashnova.com/zh/feed/special/lee-jae-yong-heads-to-sun-valley-summit-for-intensive-talks-with-apple-amazon-6056 NashNova zh-cn 2026-07-09T12:52:16.686Z 李在镕赴太阳谷峰会密集洽谈苹果亚马逊OpenAI订单 https://www.nashnova.com/zh/feed/special/cerebras-plans-multi-billion-dollar-european-compute-expansion-targeting-200mw-6055 NashNova zh-cn 2026-07-09T12:48:27.534Z Cerebras拟数十亿美元布局欧洲算力，2027年目标200兆瓦 https://www.nashnova.com/zh/feed/special/u-s-initial-jobless-claims-drop-to-215k-labor-market-remains-stable-6054 NashNova zh-cn 2026-07-09T12:47:26.844Z 美国初请失业金降至21.5万，就业市场维持稳定 https://www.nashnova.com/zh/feed/special/wall-street-ratings-roundup-thursday-nvidia-tesla-salesforce-and-more-6053 NashNova zh-cn 2026-07-09T12:43:26.679Z 华尔街周四评级汇总：英伟达、特斯拉、Salesforce等 https://www.nashnova.com/zh/feed/special/micron-plans-to-invest-up-to-3-billion-to-strengthen-u-s-chip-supply-chain-6052 NashNova zh-cn 2026-07-09T12:41:46.334Z 美光拟投资最高30亿美元强化美国芯片供应链 https://www.nashnova.com/zh/feed/special/william-blair-amds-valuation-premium-is-too-high-cpu-market-share-growth-set-to-6051 NashNova zh-cn 2026-07-09T12:37:25.815Z 威廉布莱尔：AMD估值溢价过高，CPU份额增长将趋难 https://www.nashnova.com/zh/feed/special/u-s-plans-to-lift-steering-wheel-requirement-for-self-driving-cars-6050 NashNova zh-cn 2026-07-09T12:32:02.697Z 美国拟放开无人驾驶车方向盘要求 https://www.nashnova.com/zh/feed/special/sk-hynix-eyes-nasdaq-listing-wall-street-underwriting-fees-expected-to-exceed-6049 NashNova zh-cn 2026-07-09T12:27:18.025Z SK海力士纳斯达克上市，华尔街承销费料超1.4亿美元 https://www.nashnova.com/zh/feed/special/ecb-june-meeting-energy-shock-too-significant-to-ignore-unanimous-rate-hike-to-2-6048 NashNova zh-cn 2026-07-09T12:22:11.801Z 欧洲央行6月会议：无法忽视能源冲击，一致加息至2.25% https://www.nashnova.com/zh/feed/special/microsoft-and-google-race-to-buy-nuclear-power-as-smrs-become-wall-streets-new-6047 NashNova zh-cn 2026-07-09T12:19:21.283Z 微软谷歌抢购核电，SMR成华尔街新押注 https://www.nashnova.com/zh/feed/special/minimax-plunges-over-18-percent-on-lock-up-expiry-day-as-price-support-pledges-6046 NashNova zh-cn 2026-07-09T12:17:44.945Z MiniMax解禁日股价跌超18%，护盘承诺难挡抛压 https://www.nashnova.com/zh/feed/special/us-pre-market-ionis-falls-19-percent-alnylam-rises-17-percent-6045 NashNova zh-cn 2026-07-09T12:03:07.949Z 美股盘前：Ionis跌19%，Alnylam涨17% https://www.nashnova.com/zh/feed/special/surging-hotel-room-rates-may-push-up-services-inflation-in-u-s-june-cpi-6044 NashNova zh-cn 2026-07-09T12:01:59.410Z 酒店房价飙升或推高美国6月CPI服务通胀 https://www.nashnova.com/zh/feed/special/keybanc-downgrades-salesforce-as-agentforce-customer-feedback-weakens-6043 NashNova zh-cn 2026-07-09T11:52:01.847Z KeyBanc下调Salesforce评级，Agentforce客户反馈疲弱 https://www.nashnova.com/zh/feed/special/palantir-takes-london-police-contract-rejection-to-high-court-6042 NashNova zh-cn 2026-07-09T11:47:03.685Z Palantir就伦敦警察合同被拒诉诸高等法院 https://www.nashnova.com/zh/feed/special/chip-software-rotation-reverses-as-correlation-turns-negative-for-the-first-time-6041 NashNova zh-cn 2026-07-09T11:37:34.687Z 芯片股与软件股轮动逆转，相关性首次转负 https://www.nashnova.com/zh/feed/special/metas-in-house-ai-chip-enters-mass-production-in-september-doubling-computing-6040 NashNova zh-cn 2026-07-09T11:32:05.347Z Meta自研AI芯片9月量产，明年算力翻倍至14吉瓦 https://www.nashnova.com/zh/feed/special/chinas-central-bank-increases-gold-holdings-for-20-consecutive-months-june-6039 NashNova zh-cn 2026-07-09T11:13:16.819Z 中国央行连续20个月增持黄金，6月创16个月新高 https://www.nashnova.com/zh/feed/special/deutsche-bank-rising-usd-risks-as-foreign-capital-inflows-shift-toward-equity-6038 NashNova zh-cn 2026-07-09T11:12:08.037Z 德意志银行：美元风险上升，外资流入转向股权 https://www.nashnova.com/zh/feed/special/strengthening-yuan-could-be-a-tailwind-for-emerging-market-currencies-6036 NashNova zh-cn 2026-07-09T11:06:58.486Z 人民币走强或成新兴市场货币顺风 https://www.nashnova.com/zh/feed/special/morgan-stanley-maintains-overweight-on-rocket-lab-iridium-acquisition-opens-6035 NashNova zh-cn 2026-07-09T10:50:06.214Z 大摩维持Rocket Lab增持，并购铱星打开估值天花板 https://www.nashnova.com/zh/feed/special/sap-accepts-eu-commitments-to-avoid-antitrust-fine-6034 NashNova zh-cn 2026-07-09T10:20:34.167Z SAP接受欧盟承诺避免反垄断罚款 https://www.nashnova.com/zh/feed/special/phisons-h1-revenue-surpasses-nt-100-billion-for-the-first-time-ai-order-6033 NashNova zh-cn 2026-07-09T10:17:04.885Z 群联上半年营收首破千亿新台币，AI订单能见度延至2027年上半年 https://www.nashnova.com/zh/feed/special/u-s-semiconductor-index-drops-14-percent-as-technical-warning-signals-intensify-6032 NashNova zh-cn 2026-07-09T10:15:49.497Z 美国半导体指数跌14%，技术面警示信号密集 https://www.nashnova.com/zh/feed/special/foxconn-industrial-internet-q2-net-profit-expected-to-surge-86-percent-101-6030 NashNova zh-cn 2026-07-09T10:05:16.001Z 工业富联Q2净利润预增86%至101% https://www.nashnova.com/zh/feed/special/surging-ai-data-center-demand-triggers-critical-u-s-power-grid-equipment-6028 NashNova zh-cn 2026-07-09T09:50:47.547Z AI数据中心需求激增，美国电网设备供应严重告急 https://www.nashnova.com/zh/feed/special/gigadevice-forecasts-h1-net-profit-of-6-9-billion-yuan-surging-over-11-fold-year-6027 NashNova zh-cn 2026-07-09T09:45:25.726Z 兆易创新预告上半年净利润69亿元，同比增逾11倍 https://www.nashnova.com/zh/feed/special/french-competition-authority-nvidia-antitrust-investigation-nearing-conclusion-6026 NashNova zh-cn 2026-07-09T09:35:24.768Z 法国竞争监管机构：英伟达反垄断调查接近尾声 https://www.nashnova.com/zh/feed/special/taiwans-h1-exports-surge-47-percent-hitting-all-time-high-6025 NashNova zh-cn 2026-07-09T09:25:51.393Z 台湾上半年出口增47%，创历史新高 https://www.nashnova.com/zh/feed/special/blackrock-ai-capex-commitments-can-sustain-thematic-investing-for-two-to-three-6023 NashNova zh-cn 2026-07-09T09:11:42.533Z 贝莱德：AI资本支出承诺可支撑主题投资两三年 https://www.nashnova.com/zh/feed/special/chinas-state-council-issues-15th-five-year-plan-carbon-peaking-action-plan-6022 NashNova zh-cn 2026-07-09T09:10:30.723Z 中国国务院印发"十五五"碳达峰行动方案 https://www.nashnova.com/zh/feed/special/hong-kong-market-close-hang-seng-index-falls-0-7-percent-as-semiconductor-and-6020 NashNova zh-cn 2026-07-09T08:56:46.835Z 港股收盘：恒指跌0.7%，半导体算力股逆市走强 https://www.nashnova.com/zh/feed/special/gold-returns-to-4-100-as-hsbc-cuts-full-year-forecast-6019 NashNova zh-cn 2026-07-09T08:52:18.395Z 黄金重回4100美元，汇丰下调全年预测 https://www.nashnova.com/zh/feed/special/u-s-iran-conflict-escalates-european-gas-prices-hover-near-monthly-highs-6018 NashNova zh-cn 2026-07-09T08:50:58.329Z 美伊冲突升级，欧洲气价徘徊月高位 https://www.nashnova.com/zh/feed/special/sk-hynix-adr-arbitrage-far-more-challenging-than-tsmc-6017 NashNova zh-cn 2026-07-09T08:36:31.433Z SK海力士ADR套利难度高于台积电 https://www.nashnova.com/zh/feed/special/nexchips-hong-kong-grey-market-trading-up-over-8-percent-6016 NashNova zh-cn 2026-07-09T08:35:18.292Z 晶合集成港股暗盘涨逾8% https://www.nashnova.com/zh/feed/special/uk-long-term-bond-issuance-plans-draw-market-warnings-6015 NashNova zh-cn 2026-07-09T08:30:57.499Z 英国长期债券发行计划遭市场警告 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-asml-price-target-to-2-200-2027-outlook-is-key-to-re-rating-6014 NashNova zh-cn 2026-07-09T08:18:30.025Z 摩根大通上调ASML目标价至2200美元，2027年展望是重估关键 https://www.nashnova.com/zh/feed/special/cxmt-ipo-fundraising-excludes-hbm-cooling-ai-memory-expectations-6013 NashNova zh-cn 2026-07-09T08:16:59.149Z 长鑫存储IPO募资不含HBM，AI存储预期降温 https://www.nashnova.com/zh/feed/special/bofa-reiterates-buy-on-micron-with-1-550-price-target-6012 NashNova zh-cn 2026-07-09T08:15:45.789Z 美银重申美光买入，目标价1550美元 https://www.nashnova.com/zh/feed/special/taiwan-central-bank-governor-warns-of-ai-bubble-risks-6011 NashNova zh-cn 2026-07-09T08:05:18.947Z 台湾央行行长警示AI泡沫风险 https://www.nashnova.com/zh/feed/special/u-s-stock-futures-edge-higher-as-markets-digest-renewed-u-s-iran-clashes-6010 NashNova zh-cn 2026-07-09T07:55:40.479Z 美股期货小幅回升，市场消化美伊再度交火 https://www.nashnova.com/zh/feed/special/taiwan-dollar-falls-to-14-month-low-as-dividend-season-intensifies-selling-6009 NashNova zh-cn 2026-07-09T07:51:10.341Z 台币跌至14个月低位，股息季加剧抛压 https://www.nashnova.com/zh/feed/special/ases-june-revenue-surges-33-percent-yoy-q2-up-27-percent-qoq-6008 NashNova zh-cn 2026-07-09T07:50:14.447Z 日月光6月营收年增33%，Q2季增27% https://www.nashnova.com/zh/feed/special/european-tech-stocks-rebound-as-middle-east-oil-supply-risks-persist-6007 NashNova zh-cn 2026-07-09T07:40:54.441Z 欧股科技股反弹，中东石油供应风险持续 https://www.nashnova.com/zh/feed/special/swift-launches-blockchain-based-cross-border-payment-system-with-17-banks-in-6006 NashNova zh-cn 2026-07-09T07:30:31.884Z Swift推出区块链跨境支付系统，17家银行参与试点 https://www.nashnova.com/zh/feed/special/bofa-and-citi-both-back-nvidia-per-rack-price-hikes-cover-hbm-costs-18x-pe-hits-6005 NashNova zh-cn 2026-07-09T07:15:52.893Z 美银花旗双双力挺英伟达：单机架提价覆盖HBM成本，18倍PE创七年低 https://www.nashnova.com/zh/feed/special/astrazenecas-wainua-phase-3-trial-in-cardiac-disease-misses-primary-endpoint-6004 NashNova zh-cn 2026-07-09T07:10:34.798Z 阿斯利康Wainua心脏病三期试验未达主要终点 https://www.nashnova.com/zh/feed/special/germanys-may-exports-rise-unexpectedly-by-0-9-percent-trade-surplus-widens-to-19-6003 NashNova zh-cn 2026-07-09T06:20:27.391Z 德国5月出口意外上升0.9%，贸易顺差扩至191亿欧元 https://www.nashnova.com/zh/feed/special/us-stock-q2-earnings-season-ai-spending-and-consumer-resilience-face-dual-stress-6002 NashNova zh-cn 2026-07-09T06:11:01.554Z 美股Q2财报季：AI支出与消费韧性成双重压力测试 https://www.nashnova.com/zh/feed/special/applied-materials-ceo-chip-expansion-cycle-to-last-several-more-years-6001 NashNova zh-cn 2026-07-09T05:11:52.928Z 应用材料CEO：芯片扩张周期将持续数年 https://www.nashnova.com/zh/feed/special/wistron-and-wiwynn-both-hit-record-high-h1-revenue-as-ai-server-shipments-6000 NashNova zh-cn 2026-07-09T05:10:41.555Z 纬创、纬颖上半年营收双创历史新高，AI服务器出货持续增长 https://www.nashnova.com/zh/feed/special/u-s-iran-tensions-escalate-again-bitcoin-holds-firm-while-gold-continues-to-5999 NashNova zh-cn 2026-07-09T05:06:32.746Z 美伊再度升级，比特币守稳黄金续跌 https://www.nashnova.com/zh/feed/special/pboc-introduces-structural-divergence-concept-for-the-first-time-emphasizing-5998 NashNova zh-cn 2026-07-09T05:05:19.445Z 中国央行首提"结构性分化"，强调货币政策灵活性 https://www.nashnova.com/zh/feed/special/goldman-sachs-hormuz-tensions-may-delay-middle-east-crude-supply-recovery-5997 NashNova zh-cn 2026-07-09T04:46:50.680Z 高盛：霍尔木兹紧张局势或拖慢中东原油供应恢复 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-drop-0-78-percent-at-midday-as-ai-ipo-lock-up-expirations-5996 NashNova zh-cn 2026-07-09T04:45:52.242Z 港股午盘跌0.78%，AI新股锁定期解禁引发分化 https://www.nashnova.com/zh/feed/special/chinese-regulators-halt-bank-underwriting-of-lgfv-bonds-maturing-within-two-5995 NashNova zh-cn 2026-07-09T04:35:44.313Z 中国监管叫停银行承销两年内城投债 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-delay-hybrid-bonding-adoption-timeline-5994 NashNova zh-cn 2026-07-09T04:18:57.282Z 三星SK海力士混合键合引入时间推迟 https://www.nashnova.com/zh/feed/special/chinas-rare-earth-export-controls-squeeze-japanese-competitors-5993 NashNova zh-cn 2026-07-09T04:17:35.334Z 中国稀土出口管制挤压日本竞争对手 https://www.nashnova.com/zh/feed/special/15-ai-chip-firms-compete-for-smics-7nm-capacity-shortage-could-reach-1-6-million-5992 NashNova zh-cn 2026-07-09T04:16:09.951Z 15家AI芯片商争抢中芯国际7nm产能，缺口或达160万片 https://www.nashnova.com/zh/feed/special/bain-capital-fully-exits-kioxia-ai-wave-delivers-epic-private-equity-returns-5991 NashNova zh-cn 2026-07-09T04:12:19.268Z 贝恩资本清仓铠侠，AI浪潮造就私募史诗级回报 https://www.nashnova.com/zh/feed/special/quant-long-short-funds-down-3-6-percent-in-two-weeks-as-momentum-collapse-meets-5990 NashNova zh-cn 2026-07-09T04:11:06.257Z 量化多空基金两周回撤3.6%，动量崩塌叠加韩股巨震 https://www.nashnova.com/zh/feed/special/citi-summit-scaling-robotics-is-a-decade-long-marathon-5989 NashNova zh-cn 2026-07-09T03:14:58.990Z 花旗峰会：机器人规模化是十年长跑 https://www.nashnova.com/zh/feed/special/foxconn-builds-a-four-dimensional-semiconductor-ecosystem-5988 NashNova zh-cn 2026-07-09T03:13:41.216Z 鸿海构建四维半导体生态系统 https://www.nashnova.com/zh/feed/special/sovereign-ai-emerges-as-next-growth-driver-for-chip-industry-nvidia-holds-5987 NashNova zh-cn 2026-07-09T03:12:10.671Z 主权AI成芯片业下一增长极，英伟达优势最明显 https://www.nashnova.com/zh/feed/special/china-reportedly-plans-to-allow-limited-h200-imports-training-only-inference-5986 NashNova zh-cn 2026-07-09T03:10:51.227Z 传中国拟限量引入H200：仅限训练，推理须用国产芯片 https://www.nashnova.com/zh/feed/special/goldman-sachs-predicts-over-50-percent-upside-for-catl-in-the-next-year-5985 NashNova zh-cn 2026-07-09T02:46:14.426Z 高盛预测宁德时代未来一年涨幅逾50% https://www.nashnova.com/zh/feed/special/jensen-huang-ai-value-shifting-to-enterprise-workflows-harness-becomes-key-5984 NashNova zh-cn 2026-07-09T02:45:12.024Z 黄仁勋：AI价值转向企业流程，Harness成竞争关键 https://www.nashnova.com/zh/feed/special/former-boj-official-terminal-rate-could-exceed-2-percent-5983 NashNova zh-cn 2026-07-09T02:25:36.897Z 前日本央行官员：终端利率或突破2% https://www.nashnova.com/zh/feed/special/asian-stocks-rebound-on-chip-rally-as-three-day-oil-surge-weighs-on-bond-market-5982 NashNova zh-cn 2026-07-09T02:01:41.631Z 亚洲股市随芯片股反弹，油价三连涨压制债市 https://www.nashnova.com/zh/feed/special/chinese-banks-claim-seven-of-worlds-top-ten-spots-with-assets-more-than-double-5981 NashNova zh-cn 2026-07-09T02:00:13.122Z 全球前十大银行中国占七席，资产规模超美国两倍 https://www.nashnova.com/zh/feed/special/us-iran-ceasefire-collapse-combined-with-hawkish-fed-minutes-triggers-sharp-5980 NashNova zh-cn 2026-07-09T01:52:35.961Z 美伊停火破裂叠加美联储鹰派纪要，全球债市遭剧烈抛售 https://www.nashnova.com/zh/feed/special/luxshare-precision-drops-over-5-percent-on-hong-kong-debut-opening-at-hk-60-5979 NashNova zh-cn 2026-07-09T01:51:06.845Z 立讯精密港股首日跌逾5%，开盘报60港元 https://www.nashnova.com/zh/feed/special/deutsche-bank-maintains-sell-rating-on-pop-mart-warns-ip-cycle-may-have-peaked-5978 NashNova zh-cn 2026-07-09T01:36:40.297Z 德银维持泡泡玛特卖出评级，预警IP周期见顶 https://www.nashnova.com/zh/feed/special/chinas-june-cpi-up-1-percent-yoy-ppi-up-4-1-percent-yoy-5977 NashNova zh-cn 2026-07-09T01:35:12.744Z 中国6月CPI同比1%，PPI同比4.1% https://www.nashnova.com/zh/feed/special/openai-safety-chief-departs-as-leadership-turmoil-continues-ahead-of-ipo-5976 NashNova zh-cn 2026-07-09T01:11:01.506Z OpenAI安全主管离职，IPO前管理层持续动荡 https://www.nashnova.com/zh/feed/special/cxmt-ipo-subscription-opens-on-july-16-h1-net-profit-expected-to-surge-over-22-5975 NashNova zh-cn 2026-07-09T01:00:16.938Z 长鑫科技7月16日申购，上半年净利预增逾22倍 https://www.nashnova.com/zh/feed/special/global-nuclear-power-capacity-to-surge-44-percent-by-2036-china-to-overtake-u-s-5974 NashNova zh-cn 2026-07-09T00:41:32.922Z 全球核电容量2036年将增44%，中国超越美国居首 https://www.nashnova.com/zh/feed/special/imf-sharply-raises-south-koreas-2026-growth-forecast-to-2-6-percent-driven-by-ai-5973 NashNova zh-cn 2026-07-09T00:40:35.359Z IMF大幅上调韩国2026年增速至2.6%，AI芯片需求居功 https://www.nashnova.com/zh/feed/special/taiwan-ai-data-center-power-demand-to-surge-ninefold-in-five-years-grid-faces-5972 NashNova zh-cn 2026-07-09T00:15:48.346Z 台湾AI数据中心电力需求五年增九倍，电网面临四大瓶颈 https://www.nashnova.com/zh/feed/special/etf-54-5971 NashNova zh-cn 2026-07-08T23:55:22.771Z 半导体ETF单日吸金54亿美元创纪录 https://www.nashnova.com/zh/feed/special/5970 NashNova zh-cn 2026-07-08T23:35:33.889Z 港股券商半年报业绩分化，头部集中趋势加速 https://www.nashnova.com/zh/feed/special/5969 NashNova zh-cn 2026-07-08T22:40:11.961Z 沃什将首次赴国会就货币政策作证 https://www.nashnova.com/zh/feed/special/flutter-draftkings-5968 NashNova zh-cn 2026-07-08T22:00:36.101Z 伯里买入Flutter和DraftKings，押注预测市场监管收紧 https://www.nashnova.com/zh/feed/special/5967 NashNova zh-cn 2026-07-08T21:51:01.006Z 派拉蒙收购华纳兄弟交割再推迟，俄勒冈州调查施压 https://www.nashnova.com/zh/feed/special/5966 NashNova zh-cn 2026-07-08T21:50:12.228Z 美参议院委员会将投票收紧中国汽车禁令 https://www.nashnova.com/zh-hant/feed/special/u-s-military-strikes-near-irans-bushehr-nuclear-power-plant-as-conflict-6037 NashNova zh-tw 2026-07-09T11:08:22.179Z 美軍襲擊伊朗布什爾核電站周邊，衝突持續升級 https://www.nashnova.com/zh-hant/feed/special/anthropic-secondary-market-valuation-surges-to-1-2-trillion-with-scarce-sellers-6024 NashNova zh-tw 2026-07-09T09:12:53.500Z Anthropic二級市場估值升至1.2萬億美元，賣家稀缺成交罕見 https://www.nashnova.com/zh-hant/feed/special/former-goldman-sachs-commodities-chief-ai-capital-misallocation-poses-hidden-6021 NashNova zh-tw 2026-07-09T09:01:10.917Z 前高盛商品主管：AI資本錯配埋隱患，舊經濟復仇未終結 https://www.nashnova.com/zh-hant/feed/special/startup-squeezes-27-billion-parameter-model-into-iphone-apple-already-in-talks-6067 NashNova zh-tw 2026-07-09T14:02:26.675Z 初創公司將270億參數模型塞進iPhone，蘋果已與其會談 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-stocks-rally-broadly-applied-materials-surges-nearly-10-percent-6066 NashNova zh-tw 2026-07-09T13:52:37.098Z 美股晶片股普漲，應用材料漲近10% https://www.nashnova.com/zh-hant/feed/special/inp-supply-demand-gap-exceeds-70-percent-critical-shortage-of-key-optical-module-6065 NashNova zh-tw 2026-07-09T13:43:18.679Z 磷化銦供需缺口超70%，光模組關鍵材料告急 https://www.nashnova.com/zh-hant/feed/special/hedgeye-initiates-short-rating-on-apple-sees-23-percent-downside-6064 NashNova zh-tw 2026-07-09T13:37:08.293Z Hedgeye新增蘋果做空評級，看跌23% https://www.nashnova.com/zh-hant/feed/special/barclays-bets-on-earnings-as-wall-street-warns-of-an-earnings-bubble-6063 NashNova zh-tw 2026-07-09T13:27:34.421Z 巴克萊押注盈利，華爾街警報「盈利泡沫」 https://www.nashnova.com/zh-hant/feed/special/apollos-35-billion-ai-chip-private-debt-deal-begins-trading-6062 NashNova zh-tw 2026-07-09T13:24:13.439Z Apollo 350億美元AI晶片私募債啟動交易 https://www.nashnova.com/zh-hant/feed/special/apollo-warns-slowing-ai-returns-could-trigger-cascading-market-risks-6061 NashNova zh-tw 2026-07-09T13:23:08.016Z Apollo警告：AI回報放緩或引發市場連鎖風險 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-priced-at-149-a-3-1-percent-premium-over-korea-closing-price-6060 NashNova zh-tw 2026-07-09T13:22:00.868Z SK海力士ADR定價149美元，溢價韓國收盤價3.1% https://www.nashnova.com/zh-hant/feed/special/us-ai-valuations-hit-extremes-as-top-fund-managers-pivot-to-china-tech-and-6059 NashNova zh-tw 2026-07-09T13:08:17.208Z 美股AI估值創極值，頂級基金經理轉向中國科技與能源 https://www.nashnova.com/zh-hant/feed/special/u-s-30-year-treasury-yield-hits-7-week-high-on-8-day-winning-streak-6058 NashNova zh-tw 2026-07-09T13:06:52.475Z 美國30年期國債收益率觸7週高位，連漲8日 https://www.nashnova.com/zh-hant/feed/special/qatar-suspends-ras-laffan-lng-expansion-tightening-global-gas-supply-further-6057 NashNova zh-tw 2026-07-09T13:03:23.791Z 卡塔爾暫停拉斯拉凡LNG擴產，全球氣市供應再收緊 https://www.nashnova.com/zh-hant/feed/special/lee-jae-yong-heads-to-sun-valley-summit-for-intensive-talks-with-apple-amazon-6056 NashNova zh-tw 2026-07-09T12:52:16.686Z 李在鎔赴太陽谷峰會密集洽談蘋果亞馬遜OpenAI訂單 https://www.nashnova.com/zh-hant/feed/special/cerebras-plans-multi-billion-dollar-european-compute-expansion-targeting-200mw-6055 NashNova zh-tw 2026-07-09T12:48:27.534Z Cerebras擬數十億美元佈局歐洲算力，2027年目標200兆瓦 https://www.nashnova.com/zh-hant/feed/special/u-s-initial-jobless-claims-drop-to-215k-labor-market-remains-stable-6054 NashNova zh-tw 2026-07-09T12:47:26.844Z 美國初請失業金降至21.5萬，就業市場維持穩定 https://www.nashnova.com/zh-hant/feed/special/wall-street-ratings-roundup-thursday-nvidia-tesla-salesforce-and-more-6053 NashNova zh-tw 2026-07-09T12:43:26.679Z 華爾街週四評級匯總：輝達、特斯拉、Salesforce等 https://www.nashnova.com/zh-hant/feed/special/micron-plans-to-invest-up-to-3-billion-to-strengthen-u-s-chip-supply-chain-6052 NashNova zh-tw 2026-07-09T12:41:46.334Z 美光擬投資最高30億美元強化美國晶片供應鏈 https://www.nashnova.com/zh-hant/feed/special/william-blair-amds-valuation-premium-is-too-high-cpu-market-share-growth-set-to-6051 NashNova zh-tw 2026-07-09T12:37:25.815Z 威廉布萊爾：AMD估值溢價過高，CPU份額增長將趨難 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-lift-steering-wheel-requirement-for-self-driving-cars-6050 NashNova zh-tw 2026-07-09T12:32:02.697Z 美國擬放開無人駕駛車方向盤要求 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-eyes-nasdaq-listing-wall-street-underwriting-fees-expected-to-exceed-6049 NashNova zh-tw 2026-07-09T12:27:18.025Z SK海力士納斯達克上市，華爾街承銷費料超1.4億美元 https://www.nashnova.com/zh-hant/feed/special/ecb-june-meeting-energy-shock-too-significant-to-ignore-unanimous-rate-hike-to-2-6048 NashNova zh-tw 2026-07-09T12:22:11.801Z 歐洲央行6月會議：無法忽視能源衝擊，一致加息至2.25% https://www.nashnova.com/zh-hant/feed/special/microsoft-and-google-race-to-buy-nuclear-power-as-smrs-become-wall-streets-new-6047 NashNova zh-tw 2026-07-09T12:19:21.283Z 微軟谷歌搶購核電，SMR成華爾街新押注 https://www.nashnova.com/zh-hant/feed/special/minimax-plunges-over-18-percent-on-lock-up-expiry-day-as-price-support-pledges-6046 NashNova zh-tw 2026-07-09T12:17:44.945Z MiniMax解禁日股價跌超18%，護盤承諾難擋拋壓 https://www.nashnova.com/zh-hant/feed/special/us-pre-market-ionis-falls-19-percent-alnylam-rises-17-percent-6045 NashNova zh-tw 2026-07-09T12:03:07.949Z 美股盤前：Ionis跌19%，Alnylam漲17% https://www.nashnova.com/zh-hant/feed/special/surging-hotel-room-rates-may-push-up-services-inflation-in-u-s-june-cpi-6044 NashNova zh-tw 2026-07-09T12:01:59.410Z 酒店房價飆升或推高美國6月CPI服務通脹 https://www.nashnova.com/zh-hant/feed/special/keybanc-downgrades-salesforce-as-agentforce-customer-feedback-weakens-6043 NashNova zh-tw 2026-07-09T11:52:01.847Z KeyBanc下調Salesforce評級，Agentforce客戶反饋疲弱 https://www.nashnova.com/zh-hant/feed/special/palantir-takes-london-police-contract-rejection-to-high-court-6042 NashNova zh-tw 2026-07-09T11:47:03.685Z Palantir就倫敦警察合同被拒訴諸高等法院 https://www.nashnova.com/zh-hant/feed/special/chip-software-rotation-reverses-as-correlation-turns-negative-for-the-first-time-6041 NashNova zh-tw 2026-07-09T11:37:34.687Z 晶片股與軟體股輪動逆轉，相關性首次轉負 https://www.nashnova.com/zh-hant/feed/special/metas-in-house-ai-chip-enters-mass-production-in-september-doubling-computing-6040 NashNova zh-tw 2026-07-09T11:32:05.347Z Meta自研AI晶片9月量產，明年算力翻倍至14吉瓦 https://www.nashnova.com/zh-hant/feed/special/chinas-central-bank-increases-gold-holdings-for-20-consecutive-months-june-6039 NashNova zh-tw 2026-07-09T11:13:16.819Z 中國央行連續20個月增持黃金，6月創16個月新高 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-rising-usd-risks-as-foreign-capital-inflows-shift-toward-equity-6038 NashNova zh-tw 2026-07-09T11:12:08.037Z 德意志銀行：美元風險上升，外資流入轉向股權 https://www.nashnova.com/zh-hant/feed/special/strengthening-yuan-could-be-a-tailwind-for-emerging-market-currencies-6036 NashNova zh-tw 2026-07-09T11:06:58.486Z 人民幣走強或成新興市場貨幣順風 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-maintains-overweight-on-rocket-lab-iridium-acquisition-opens-6035 NashNova zh-tw 2026-07-09T10:50:06.214Z 大摩維持Rocket Lab增持，併購銥星打開估值天花板 https://www.nashnova.com/zh-hant/feed/special/sap-accepts-eu-commitments-to-avoid-antitrust-fine-6034 NashNova zh-tw 2026-07-09T10:20:34.167Z SAP接受歐盟承諾避免反壟斷罰款 https://www.nashnova.com/zh-hant/feed/special/phisons-h1-revenue-surpasses-nt-100-billion-for-the-first-time-ai-order-6033 NashNova zh-tw 2026-07-09T10:17:04.885Z 群聯上半年營收首破千億新台幣，AI訂單能見度延至2027年上半年 https://www.nashnova.com/zh-hant/feed/special/u-s-semiconductor-index-drops-14-percent-as-technical-warning-signals-intensify-6032 NashNova zh-tw 2026-07-09T10:15:49.497Z 美國半導體指數跌14%，技術面警示信號密集 https://www.nashnova.com/zh-hant/feed/special/foxconn-industrial-internet-q2-net-profit-expected-to-surge-86-percent-101-6030 NashNova zh-tw 2026-07-09T10:05:16.001Z 工業富聯Q2淨利潤預增86%至101% https://www.nashnova.com/zh-hant/feed/special/surging-ai-data-center-demand-triggers-critical-u-s-power-grid-equipment-6028 NashNova zh-tw 2026-07-09T09:50:47.547Z AI數據中心需求激增，美國電網設備供應嚴重告急 https://www.nashnova.com/zh-hant/feed/special/gigadevice-forecasts-h1-net-profit-of-6-9-billion-yuan-surging-over-11-fold-year-6027 NashNova zh-tw 2026-07-09T09:45:25.726Z 兆易創新預告上半年淨利潤69億元，同比增逾11倍 https://www.nashnova.com/zh-hant/feed/special/french-competition-authority-nvidia-antitrust-investigation-nearing-conclusion-6026 NashNova zh-tw 2026-07-09T09:35:24.768Z 法國競爭監管機構：輝達反壟斷調查接近尾聲 https://www.nashnova.com/zh-hant/feed/special/taiwans-h1-exports-surge-47-percent-hitting-all-time-high-6025 NashNova zh-tw 2026-07-09T09:25:51.393Z 台灣上半年出口增47%，創歷史新高 https://www.nashnova.com/zh-hant/feed/special/blackrock-ai-capex-commitments-can-sustain-thematic-investing-for-two-to-three-6023 NashNova zh-tw 2026-07-09T09:11:42.533Z 貝萊德：AI資本支出承諾可支撐主題投資兩三年 https://www.nashnova.com/zh-hant/feed/special/chinas-state-council-issues-15th-five-year-plan-carbon-peaking-action-plan-6022 NashNova zh-tw 2026-07-09T09:10:30.723Z 中國國務院印發「十五五」碳達峰行動方案 https://www.nashnova.com/zh-hant/feed/special/hong-kong-market-close-hang-seng-index-falls-0-7-percent-as-semiconductor-and-6020 NashNova zh-tw 2026-07-09T08:56:46.835Z 港股收盤：恒指跌0.7%，半導體算力股逆市走強 https://www.nashnova.com/zh-hant/feed/special/gold-returns-to-4-100-as-hsbc-cuts-full-year-forecast-6019 NashNova zh-tw 2026-07-09T08:52:18.395Z 黃金重回4100美元，匯豐下調全年預測 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-conflict-escalates-european-gas-prices-hover-near-monthly-highs-6018 NashNova zh-tw 2026-07-09T08:50:58.329Z 美伊衝突升級，歐洲氣價徘徊月高位 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-arbitrage-far-more-challenging-than-tsmc-6017 NashNova zh-tw 2026-07-09T08:36:31.433Z SK海力士ADR套利難度高於台積電 https://www.nashnova.com/zh-hant/feed/special/nexchips-hong-kong-grey-market-trading-up-over-8-percent-6016 NashNova zh-tw 2026-07-09T08:35:18.292Z 晶合集成港股暗盤漲逾8% https://www.nashnova.com/zh-hant/feed/special/uk-long-term-bond-issuance-plans-draw-market-warnings-6015 NashNova zh-tw 2026-07-09T08:30:57.499Z 英國長期債券發行計劃遭市場警告 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-asml-price-target-to-2-200-2027-outlook-is-key-to-re-rating-6014 NashNova zh-tw 2026-07-09T08:18:30.025Z 摩根大通上調ASML目標價至2200美元，2027年展望是重估關鍵 https://www.nashnova.com/zh-hant/feed/special/cxmt-ipo-fundraising-excludes-hbm-cooling-ai-memory-expectations-6013 NashNova zh-tw 2026-07-09T08:16:59.149Z 長鑫存儲IPO募資不含HBM，AI存儲預期降溫 https://www.nashnova.com/zh-hant/feed/special/bofa-reiterates-buy-on-micron-with-1-550-price-target-6012 NashNova zh-tw 2026-07-09T08:15:45.789Z 美銀重申美光買入，目標價1550美元 https://www.nashnova.com/zh-hant/feed/special/taiwan-central-bank-governor-warns-of-ai-bubble-risks-6011 NashNova zh-tw 2026-07-09T08:05:18.947Z 台灣央行行長警示AI泡沫風險 https://www.nashnova.com/zh-hant/feed/special/u-s-stock-futures-edge-higher-as-markets-digest-renewed-u-s-iran-clashes-6010 NashNova zh-tw 2026-07-09T07:55:40.479Z 美股期貨小幅回升，市場消化美伊再度交火 https://www.nashnova.com/zh-hant/feed/special/taiwan-dollar-falls-to-14-month-low-as-dividend-season-intensifies-selling-6009 NashNova zh-tw 2026-07-09T07:51:10.341Z 台幣跌至14個月低位，股息季加劇拋壓 https://www.nashnova.com/zh-hant/feed/special/ases-june-revenue-surges-33-percent-yoy-q2-up-27-percent-qoq-6008 NashNova zh-tw 2026-07-09T07:50:14.447Z 日月光6月營收年增33%，Q2季增27% https://www.nashnova.com/zh-hant/feed/special/european-tech-stocks-rebound-as-middle-east-oil-supply-risks-persist-6007 NashNova zh-tw 2026-07-09T07:40:54.441Z 歐股科技股反彈，中東石油供應風險持續 https://www.nashnova.com/zh-hant/feed/special/swift-launches-blockchain-based-cross-border-payment-system-with-17-banks-in-6006 NashNova zh-tw 2026-07-09T07:30:31.884Z Swift推出區塊鏈跨境支付系統，17家銀行參與試點 https://www.nashnova.com/zh-hant/feed/special/bofa-and-citi-both-back-nvidia-per-rack-price-hikes-cover-hbm-costs-18x-pe-hits-6005 NashNova zh-tw 2026-07-09T07:15:52.893Z 美銀花旗雙雙力挺輝達：單機架提價覆蓋HBM成本，18倍PE創七年低 https://www.nashnova.com/zh-hant/feed/special/astrazenecas-wainua-phase-3-trial-in-cardiac-disease-misses-primary-endpoint-6004 NashNova zh-tw 2026-07-09T07:10:34.798Z 阿斯利康Wainua心臟病三期試驗未達主要終點 https://www.nashnova.com/zh-hant/feed/special/germanys-may-exports-rise-unexpectedly-by-0-9-percent-trade-surplus-widens-to-19-6003 NashNova zh-tw 2026-07-09T06:20:27.391Z 德國5月出口意外上升0.9%，貿易順差擴至191億歐元 https://www.nashnova.com/zh-hant/feed/special/us-stock-q2-earnings-season-ai-spending-and-consumer-resilience-face-dual-stress-6002 NashNova zh-tw 2026-07-09T06:11:01.554Z 美股Q2財報季：AI支出與消費韌性成雙重壓力測試 https://www.nashnova.com/zh-hant/feed/special/applied-materials-ceo-chip-expansion-cycle-to-last-several-more-years-6001 NashNova zh-tw 2026-07-09T05:11:52.928Z 應用材料CEO：晶片擴張週期將持續數年 https://www.nashnova.com/zh-hant/feed/special/wistron-and-wiwynn-both-hit-record-high-h1-revenue-as-ai-server-shipments-6000 NashNova zh-tw 2026-07-09T05:10:41.555Z 緯創、緯穎上半年營收雙創歷史新高，AI伺服器出貨持續增長 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-tensions-escalate-again-bitcoin-holds-firm-while-gold-continues-to-5999 NashNova zh-tw 2026-07-09T05:06:32.746Z 美伊再度升級，比特幣守穩黃金續跌 https://www.nashnova.com/zh-hant/feed/special/pboc-introduces-structural-divergence-concept-for-the-first-time-emphasizing-5998 NashNova zh-tw 2026-07-09T05:05:19.445Z 中國央行首提「結構性分化」，強調貨幣政策靈活性 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-hormuz-tensions-may-delay-middle-east-crude-supply-recovery-5997 NashNova zh-tw 2026-07-09T04:46:50.680Z 高盛：霍爾木茲緊張局勢或拖慢中東原油供應恢復 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-drop-0-78-percent-at-midday-as-ai-ipo-lock-up-expirations-5996 NashNova zh-tw 2026-07-09T04:45:52.242Z 港股午盤跌0.78%，AI新股鎖定期解禁引發分化 https://www.nashnova.com/zh-hant/feed/special/chinese-regulators-halt-bank-underwriting-of-lgfv-bonds-maturing-within-two-5995 NashNova zh-tw 2026-07-09T04:35:44.313Z 中國監管叫停銀行承銷兩年內城投債 https://www.nashnova.com/zh-hant/feed/special/samsung-and-sk-hynix-delay-hybrid-bonding-adoption-timeline-5994 NashNova zh-tw 2026-07-09T04:18:57.282Z 三星SK海力士混合鍵合引入時間推遲 https://www.nashnova.com/zh-hant/feed/special/chinas-rare-earth-export-controls-squeeze-japanese-competitors-5993 NashNova zh-tw 2026-07-09T04:17:35.334Z 中國稀土出口管制擠壓日本競爭對手 https://www.nashnova.com/zh-hant/feed/special/15-ai-chip-firms-compete-for-smics-7nm-capacity-shortage-could-reach-1-6-million-5992 NashNova zh-tw 2026-07-09T04:16:09.951Z 15家AI晶片商爭搶中芯國際7nm產能，缺口或達160萬片 https://www.nashnova.com/zh-hant/feed/special/bain-capital-fully-exits-kioxia-ai-wave-delivers-epic-private-equity-returns-5991 NashNova zh-tw 2026-07-09T04:12:19.268Z 貝恩資本清倉鎧俠，AI浪潮造就私募史詩級回報 https://www.nashnova.com/zh-hant/feed/special/quant-long-short-funds-down-3-6-percent-in-two-weeks-as-momentum-collapse-meets-5990 NashNova zh-tw 2026-07-09T04:11:06.257Z 量化多空基金兩週回撤3.6%，動量崩塌疊加韓股巨震 https://www.nashnova.com/zh-hant/feed/special/citi-summit-scaling-robotics-is-a-decade-long-marathon-5989 NashNova zh-tw 2026-07-09T03:14:58.990Z 花旗峰會：機器人規模化是十年長跑 https://www.nashnova.com/zh-hant/feed/special/foxconn-builds-a-four-dimensional-semiconductor-ecosystem-5988 NashNova zh-tw 2026-07-09T03:13:41.216Z 鴻海構建四維半導體生態系統 https://www.nashnova.com/zh-hant/feed/special/sovereign-ai-emerges-as-next-growth-driver-for-chip-industry-nvidia-holds-5987 NashNova zh-tw 2026-07-09T03:12:10.671Z 主權AI成晶片業下一增長極，輝達優勢最明顯 https://www.nashnova.com/zh-hant/feed/special/china-reportedly-plans-to-allow-limited-h200-imports-training-only-inference-5986 NashNova zh-tw 2026-07-09T03:10:51.227Z 傳中國擬限量引入H200：僅限訓練，推理須用國產晶片 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-predicts-over-50-percent-upside-for-catl-in-the-next-year-5985 NashNova zh-tw 2026-07-09T02:46:14.426Z 高盛預測寧德時代未來一年漲幅逾50% https://www.nashnova.com/zh-hant/feed/special/jensen-huang-ai-value-shifting-to-enterprise-workflows-harness-becomes-key-5984 NashNova zh-tw 2026-07-09T02:45:12.024Z 黃仁勳：AI價值轉向企業流程，Harness成競爭關鍵 https://www.nashnova.com/zh-hant/feed/special/former-boj-official-terminal-rate-could-exceed-2-percent-5983 NashNova zh-tw 2026-07-09T02:25:36.897Z 前日本央行官員：終端利率或突破2% https://www.nashnova.com/zh-hant/feed/special/asian-stocks-rebound-on-chip-rally-as-three-day-oil-surge-weighs-on-bond-market-5982 NashNova zh-tw 2026-07-09T02:01:41.631Z 亞洲股市隨晶片股反彈，油價三連漲壓制債市 https://www.nashnova.com/zh-hant/feed/special/chinese-banks-claim-seven-of-worlds-top-ten-spots-with-assets-more-than-double-5981 NashNova zh-tw 2026-07-09T02:00:13.122Z 全球前十大銀行中國佔七席，資產規模超美國兩倍 https://www.nashnova.com/zh-hant/feed/special/us-iran-ceasefire-collapse-combined-with-hawkish-fed-minutes-triggers-sharp-5980 NashNova zh-tw 2026-07-09T01:52:35.961Z 美伊停火破裂疊加美聯儲鷹派紀要，全球債市遭劇烈拋售 https://www.nashnova.com/zh-hant/feed/special/luxshare-precision-drops-over-5-percent-on-hong-kong-debut-opening-at-hk-60-5979 NashNova zh-tw 2026-07-09T01:51:06.845Z 立訊精密港股首日跌逾5%，開盤報60港元 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-maintains-sell-rating-on-pop-mart-warns-ip-cycle-may-have-peaked-5978 NashNova zh-tw 2026-07-09T01:36:40.297Z 德銀維持泡泡瑪特賣出評級，預警IP週期見頂 https://www.nashnova.com/zh-hant/feed/special/chinas-june-cpi-up-1-percent-yoy-ppi-up-4-1-percent-yoy-5977 NashNova zh-tw 2026-07-09T01:35:12.744Z 中國6月CPI同比1%，PPI同比4.1% https://www.nashnova.com/zh-hant/feed/special/openai-safety-chief-departs-as-leadership-turmoil-continues-ahead-of-ipo-5976 NashNova zh-tw 2026-07-09T01:11:01.506Z OpenAI安全主管離職，IPO前管理層持續動盪 https://www.nashnova.com/zh-hant/feed/special/cxmt-ipo-subscription-opens-on-july-16-h1-net-profit-expected-to-surge-over-22-5975 NashNova zh-tw 2026-07-09T01:00:16.938Z 長鑫科技7月16日申購，上半年淨利預增逾22倍 https://www.nashnova.com/zh-hant/feed/special/global-nuclear-power-capacity-to-surge-44-percent-by-2036-china-to-overtake-u-s-5974 NashNova zh-tw 2026-07-09T00:41:32.922Z 全球核電容量2036年將增44%，中國超越美國居首 https://www.nashnova.com/zh-hant/feed/special/imf-sharply-raises-south-koreas-2026-growth-forecast-to-2-6-percent-driven-by-ai-5973 NashNova zh-tw 2026-07-09T00:40:35.359Z IMF大幅上調韓國2026年增速至2.6%，AI晶片需求居功 https://www.nashnova.com/zh-hant/feed/special/taiwan-ai-data-center-power-demand-to-surge-ninefold-in-five-years-grid-faces-5972 NashNova zh-tw 2026-07-09T00:15:48.346Z 台灣AI資料中心電力需求五年增九倍，電網面臨四大瓶頸 https://www.nashnova.com/zh-hant/feed/special/etf-54-5971 NashNova zh-tw 2026-07-08T23:55:22.771Z 半導體ETF單日吸金54億美元創紀錄 https://www.nashnova.com/zh-hant/feed/special/5970 NashNova zh-tw 2026-07-08T23:35:33.889Z 港股券商半年報業績分化，頭部集中趨勢加速 https://www.nashnova.com/zh-hant/feed/special/5969 NashNova zh-tw 2026-07-08T22:40:11.961Z 沃什將首次赴國會就貨幣政策作證 https://www.nashnova.com/zh-hant/feed/special/flutter-draftkings-5968 NashNova zh-tw 2026-07-08T22:00:36.101Z 伯里買入Flutter和DraftKings，押注預測市場監管收緊 https://www.nashnova.com/zh-hant/feed/special/5967 NashNova zh-tw 2026-07-08T21:51:01.006Z 派拉蒙收購華納兄弟交割再推遲，俄勒岡州調查施壓 https://www.nashnova.com/zh-hant/feed/special/5966 NashNova zh-tw 2026-07-08T21:50:12.228Z 美參議院委員會將投票收緊中國汽車禁令