https://www.nashnova.com/feed/special/jefferies-upgrades-shopify-positioning-it-as-ai-merchant-infrastructure-6348 NashNova en 2026-07-13T10:46:56.522Z Jefferies Upgrades Shopify, Positioning It as AI Merchant Infrastructure https://www.nashnova.com/feed/special/middle-east-escalation-drags-down-crypto-market-bitcoin-falls-to-63-100-6347 NashNova en 2026-07-13T10:42:29.857Z Middle East Escalation Drags Down Crypto Market, Bitcoin Falls to $63,100 https://www.nashnova.com/feed/special/tesla-robotaxi-commercialization-enters-final-sprint-6346 NashNova en 2026-07-13T10:26:47.587Z Tesla Robotaxi Commercialization Enters Final Sprint https://www.nashnova.com/feed/special/seres-group-drops-over-50-percent-year-to-date-q2-loss-exceeds-2-2-billion-yuan-6345 NashNova en 2026-07-13T10:22:23.380Z Seres Group Drops Over 50% Year-to-Date, Q2 Loss Exceeds 2.2 Billion Yuan https://www.nashnova.com/feed/special/u-s-chip-stocks-volatile-in-july-as-valuation-and-ai-capex-outlook-face-scrutiny-6344 NashNova en 2026-07-13T10:19:52.611Z U.S. Chip Stocks Volatile in July as Valuation and AI Capex Outlook Face Scrutiny https://www.nashnova.com/feed/special/u-s-major-banks-kick-off-q2-earnings-season-with-five-giants-reporting-6343 NashNova en 2026-07-13T10:18:34.154Z U.S. Major Banks Kick Off Q2 Earnings Season with Five Giants Reporting https://www.nashnova.com/feed/special/white-house-plans-to-unite-utilities-and-data-centers-to-prevent-ai-power-cost-6342 NashNova en 2026-07-13T10:17:08.396Z White House Plans to Unite Utilities and Data Centers to Prevent AI Power Cost Pass-Through https://www.nashnova.com/feed/special/samsung-develops-glass-interposer-as-tsmc-expands-chiayi-packaging-facility-to-6341 NashNova en 2026-07-13T10:13:07.745Z Samsung Develops Glass Interposer as TSMC Expands Chiayi Packaging Facility to Four Fabs https://www.nashnova.com/feed/special/southbound-net-buying-reaches-hk-9b-zhipu-receives-hk-4-7b-in-added-positions-6340 NashNova en 2026-07-13T10:02:39.819Z Southbound Net Buying Reaches HK$9B; Zhipu Receives HK$4.7B in Added Positions https://www.nashnova.com/feed/special/meta-adds-40-billion-investment-in-louisiana-data-center-6339 NashNova en 2026-07-13T09:41:47.079Z Meta Adds $40 Billion Investment in Louisiana Data Center https://www.nashnova.com/feed/special/state-council-approves-consumer-15th-five-year-plan-targeting-60-trillion-yuan-6338 NashNova en 2026-07-13T09:37:29.776Z State Council Approves Consumer "15th Five-Year" Plan, Targeting 60 Trillion Yuan in Total Retail Sales by 2030 https://www.nashnova.com/feed/special/after-sk-hynixs-u-s-listing-foreign-investors-grow-selective-on-asian-tech-stock-6337 NashNova en 2026-07-13T09:17:14.991Z After SK Hynix's U.S. Listing, Foreign Investors Grow Selective on Asian Tech Stock Fundraising https://www.nashnova.com/feed/special/sk-hynix-ships-hbm4-to-nvidia-ahead-of-schedule-6336 NashNova en 2026-07-13T09:14:24.228Z SK Hynix Ships HBM4 to Nvidia Ahead of Schedule https://www.nashnova.com/feed/special/treasury-yields-hold-steady-as-core-inflation-data-and-warsh-hearing-take-center-6335 NashNova en 2026-07-13T09:13:08.503Z Treasury Yields Hold Steady as Core Inflation Data and Warsh Hearing Take Center Stage This Week https://www.nashnova.com/feed/special/vw-ceo-internal-memo-potential-additional-50-000-job-cuts-6334 NashNova en 2026-07-13T09:11:59.211Z VW CEO Internal Memo: Potential Additional 50,000 Job Cuts https://www.nashnova.com/feed/special/eu-plans-legislation-to-restrict-childrens-access-to-social-media-6333 NashNova en 2026-07-13T09:03:08.039Z EU Plans Legislation to Restrict Children's Access to Social Media https://www.nashnova.com/feed/special/morgan-stanley-private-meeting-ai-trade-overcrowded-hk-internet-stocks-enter-6332 NashNova en 2026-07-13T08:57:26.647Z Morgan Stanley Private Meeting: AI Trade Overcrowded, HK Internet Stocks Enter Recovery Window https://www.nashnova.com/feed/special/hk-stock-close-hang-seng-index-up-0-16-percent-memory-stocks-plunge-oil-and-gas-6331 NashNova en 2026-07-13T08:53:09.799Z HK Stock Close: Hang Seng Index Up 0.16%, Memory Stocks Plunge, Oil & Gas Stocks Active https://www.nashnova.com/feed/special/xi-jinping-attends-world-artificial-intelligence-conference-for-the-first-time-6330 NashNova en 2026-07-13T08:46:55.946Z Xi Jinping Attends World Artificial Intelligence Conference for the First Time https://www.nashnova.com/feed/special/middle-east-tensions-push-oil-prices-higher-european-stocks-slightly-diverge-on-6329 NashNova en 2026-07-13T08:42:13.566Z Middle East Tensions Push Oil Prices Higher; European Stocks Slightly Diverge on July 13 https://www.nashnova.com/feed/special/bofa-ai-and-tech-to-dominate-chinas-stock-market-in-q3-6328 NashNova en 2026-07-13T08:36:47.052Z BofA: AI and Tech to Dominate China's Stock Market in Q3 https://www.nashnova.com/feed/special/bofa-sharply-raises-tencent-capex-forecast-ai-agent-strategy-underestimated-6327 NashNova en 2026-07-13T08:27:21.362Z BofA Sharply Raises Tencent Capex Forecast, AI Agent Strategy Underestimated https://www.nashnova.com/feed/special/mastercard-plans-to-sell-majority-stake-in-vocalink-deliveryco-may-take-over-6326 NashNova en 2026-07-13T08:16:56.015Z Mastercard Plans to Sell Majority Stake in Vocalink, DeliveryCo May Take Over https://www.nashnova.com/feed/special/chinas-q2-gdp-growth-expected-to-slow-to-4-5-percent-stimulus-policy-6325 NashNova en 2026-07-13T08:07:09.276Z China's Q2 GDP Growth Expected to Slow to 4.5%, Stimulus Policy Expectations Heat Up https://www.nashnova.com/feed/special/morgan-stanleys-wilson-earnings-growth-accelerating-beyond-tech-us-stock-rally-6324 NashNova en 2026-07-13T07:43:25.155Z Morgan Stanley's Wilson: Earnings Growth Accelerating Beyond Tech, US Stock Rally Expected to Broaden https://www.nashnova.com/feed/special/tsmc-notifies-clients-mature-process-node-prices-to-rise-starting-2027-6323 NashNova en 2026-07-13T07:42:08.842Z TSMC Notifies Clients: Mature Process Node Prices to Rise Starting 2027 https://www.nashnova.com/feed/special/goldman-sachs-raises-applied-materials-price-target-to-645-bullish-on-dram-and-6322 NashNova en 2026-07-13T07:17:48.200Z Goldman Sachs Raises Applied Materials Price Target to $645, Bullish on DRAM and HBM Growth https://www.nashnova.com/feed/special/intel-cpus-in-short-supply-company-wide-price-hikes-restore-pricing-power-6321 NashNova en 2026-07-13T07:16:27.982Z Intel CPUs in Short Supply, Company-Wide Price Hikes Restore Pricing Power https://www.nashnova.com/feed/special/goldman-sachs-raises-sandisk-price-target-to-2-200-bullish-on-august-earnings-6320 NashNova en 2026-07-13T07:15:07.401Z Goldman Sachs Raises SanDisk Price Target to $2,200, Bullish on August Earnings https://www.nashnova.com/feed/special/yen-drops-0-4-percent-on-reports-gpif-will-keep-allocation-unchanged-6319 NashNova en 2026-07-13T07:13:39.055Z Yen Drops 0.4% on Reports GPIF Will Keep Allocation Unchanged https://www.nashnova.com/feed/special/mitsubishi-ufj-surpasses-toyota-to-become-japans-most-valuable-company-6318 NashNova en 2026-07-13T07:12:41.950Z Mitsubishi UFJ Surpasses Toyota to Become Japan's Most Valuable Company https://www.nashnova.com/feed/special/sk-hynix-q1-u-s-revenue-share-exceeds-64-percent-as-domestic-market-cools-6317 NashNova en 2026-07-13T07:11:57.517Z SK Hynix Q1 U.S. Revenue Share Exceeds 64% as Domestic Market Cools https://www.nashnova.com/feed/special/european-healthcare-stocks-at-valuation-lows-as-multiple-institutions-favor-6316 NashNova en 2026-07-13T06:47:31.182Z European Healthcare Stocks at Valuation Lows as Multiple Institutions Favor Defensive Rotation https://www.nashnova.com/feed/special/intel-evaluates-14a2-backside-power-delivery-to-catch-up-with-tsmc-6315 NashNova en 2026-07-13T06:42:06.411Z Intel Evaluates 14A2 Backside Power Delivery to Catch Up with TSMC https://www.nashnova.com/feed/special/goldman-sachs-us-iran-conflict-inflation-shock-fading-fed-expected-to-hold-6314 NashNova en 2026-07-13T06:27:24.293Z Goldman Sachs: US-Iran Conflict Inflation Shock Fading, Fed Expected to Hold Steady in 2026 https://www.nashnova.com/feed/special/south-koreas-top-five-banks-have-exhausted-85-percent-of-lending-quotas-stock-6313 NashNova en 2026-07-13T06:08:08.813Z South Korea's Top Five Banks Have Exhausted 85% of Lending Quotas, Stock Market Leverage Faces Contraction https://www.nashnova.com/feed/special/samsung-completes-tesla-ai5-chip-tape-out-taylor-fab-set-for-mass-production-6312 NashNova en 2026-07-13T06:07:01.997Z Samsung Completes Tesla AI5 Chip Tape-Out, Taylor Fab Set for Mass Production Next Year https://www.nashnova.com/feed/special/ai-giants-bond-issuance-hits-244b-doubling-year-over-year-pressuring-credit-6311 NashNova en 2026-07-13T06:03:35.694Z AI Giants' Bond Issuance Hits $244B, Doubling Year-Over-Year, Pressuring Credit Markets https://www.nashnova.com/feed/special/chinas-crude-oil-imports-rebound-in-july-restocking-may-resume-in-q4-6310 NashNova en 2026-07-13T05:39:04.965Z China's Crude Oil Imports Rebound in July, Restocking May Resume in Q4 https://www.nashnova.com/feed/special/global-funds-net-bought-1-3-billion-in-indian-stocks-in-a-single-week-6309 NashNova en 2026-07-13T05:37:46.782Z Global Funds Net Bought $1.3 Billion in Indian Stocks in a Single Week https://www.nashnova.com/feed/special/tsmc-june-revenue-surges-67-9-percent-year-over-year-6308 NashNova en 2026-07-13T05:36:51.436Z TSMC June Revenue Surges 67.9% Year-over-Year https://www.nashnova.com/feed/special/south-korea-establishes-future-response-fund-betting-on-chips-ai-data-centers-6307 NashNova en 2026-07-13T05:21:53.410Z South Korea Establishes "Future Response Fund" Betting on Chips, AI Data Centers, and Physical AI https://www.nashnova.com/feed/special/european-jet-fuel-stocks-below-30-days-as-strait-of-hormuz-disruption-risks-6306 NashNova en 2026-07-13T05:18:00.723Z European Jet Fuel Stocks Below 30 Days as Strait of Hormuz Disruption Risks Resurface https://www.nashnova.com/feed/special/shein-receives-csrc-approval-for-hong-kong-ipo-6305 NashNova en 2026-07-13T05:01:45.840Z Shein Receives CSRC Approval for Hong Kong IPO https://www.nashnova.com/feed/special/huawei-reportedly-partnering-with-shenzhen-manufacturer-to-build-12-inch-dram-6304 NashNova en 2026-07-13T04:22:19.765Z Huawei Reportedly Partnering with Shenzhen Manufacturer to Build 12-Inch DRAM Wafer Fab https://www.nashnova.com/feed/special/western-companies-turn-to-chinese-ai-models-to-cut-costs-6303 NashNova en 2026-07-13T04:21:10.675Z Western Companies Turn to Chinese AI Models to Cut Costs https://www.nashnova.com/feed/special/four-years-into-citis-overhaul-fraser-cuts-roles-and-jobs-but-profitability-6302 NashNova en 2026-07-13T04:19:43.973Z Four Years Into Citi's Overhaul: Fraser Cuts Roles and Jobs, but Profitability Still Trails JPMorgan https://www.nashnova.com/feed/special/chinas-notebook-odms-accelerate-order-grab-taiwans-manufacturing-dominance-at-6301 NashNova en 2026-07-13T04:18:23.937Z China's Notebook ODMs Accelerate Order Grab, Taiwan's Manufacturing Dominance at Inflection Point https://www.nashnova.com/feed/special/u-s-chip-factory-labor-shortfall-could-reach-157-000-by-2030-6300 NashNova en 2026-07-13T04:17:07.289Z U.S. Chip Factory Labor Shortfall Could Reach 157,000 by 2030 https://www.nashnova.com/feed/special/infineon-urges-tsmc-to-build-second-fab-in-dresden-6299 NashNova en 2026-07-13T04:12:46.386Z Infineon Urges TSMC to Build Second Fab in Dresden https://www.nashnova.com/feed/special/the-cost-of-western-de-sinicization-an-estimated-23-6-trillion-6298 NashNova en 2026-07-13T04:11:28.566Z The Cost of Western De-Sinicization: An Estimated $23.6 Trillion https://www.nashnova.com/feed/special/tsmc-adds-two-advanced-packaging-fabs-at-chiayi-science-park-6297 NashNova en 2026-07-13T03:56:57.929Z TSMC Adds Two Advanced Packaging Fabs at Chiayi Science Park https://www.nashnova.com/feed/special/jpmorgan-cuts-minimax-price-target-by-another-20-percent-stock-drops-over-18-6296 NashNova en 2026-07-13T03:47:22.229Z JPMorgan Cuts MiniMax Price Target by Another 20%, Stock Drops Over 18% https://www.nashnova.com/feed/special/chinas-june-exports-expected-to-rise-18-2-percent-supported-by-ai-demand-6295 NashNova en 2026-07-13T03:42:12.994Z China's June Exports Expected to Rise 18.2%, Supported by AI Demand https://www.nashnova.com/feed/special/beijing-establishes-guangyan-international-investment-company-to-strengthen-6294 NashNova en 2026-07-13T03:32:18.461Z Beijing Establishes Guangyan International Investment Company to Strengthen Mineral Supply Chain Control https://www.nashnova.com/feed/special/institutions-trim-ai-chip-stocks-as-foreign-holdings-in-china-hard-tech-hit-6293 NashNova en 2026-07-13T03:22:28.779Z Institutions Trim AI Chip Stocks as Foreign Holdings in China Hard-Tech Hit Record Highs https://www.nashnova.com/feed/special/multiple-ai-executives-push-back-on-computing-power-glut-theory-demand-is-6292 NashNova en 2026-07-13T03:17:37.196Z Multiple AI Executives Push Back on Computing Power Glut Theory: Demand Is Limitless, Energy Is the Bottleneck https://www.nashnova.com/feed/special/apple-accelerates-ai-chip-roadmap-m7-skips-generations-to-focus-on-neural-6291 NashNova en 2026-07-13T03:12:24.936Z Apple Accelerates AI Chip Roadmap: M7 Skips Generations to Focus on Neural Processing https://www.nashnova.com/feed/special/standard-chartered-hk-stock-rally-may-be-sustainable-balanced-allocation-6290 NashNova en 2026-07-13T02:52:19.751Z Standard Chartered: HK Stock Rally May Be Sustainable; Balanced Allocation Recommended for Tech Stocks https://www.nashnova.com/feed/special/socgen-recommends-long-taiwan-short-korea-earnings-sustainability-takes-priority-6289 NashNova en 2026-07-13T02:22:10.064Z SocGen Recommends Long Taiwan, Short Korea: Earnings Sustainability Takes Priority https://www.nashnova.com/feed/special/wallers-first-fomc-as-chair-will-2025-rate-cuts-be-walked-back-6288 NashNova en 2026-07-13T02:12:05.986Z Waller's First FOMC as Chair: Will 2025 Rate Cuts Be Walked Back? https://www.nashnova.com/feed/special/korea-exchange-activates-sidecar-mechanism-to-halt-kospi-program-selling-6287 NashNova en 2026-07-13T01:41:49.193Z Korea Exchange Activates SIDECAR Mechanism to Halt KOSPI Program Selling https://www.nashnova.com/feed/special/goldman-sachs-reaffirms-a-share-hard-tech-leadership-h-share-internet-enters-6286 NashNova en 2026-07-13T01:13:36.230Z Goldman Sachs Reaffirms A-Share Hard Tech Leadership, H-Share Internet Enters Watch Zone https://www.nashnova.com/feed/special/mediatek-q2-revenue-exceeds-guidance-upper-end-seasonal-demand-expected-in-h2-6285 NashNova en 2026-07-13T01:12:03.017Z MediaTek Q2 Revenue Exceeds Guidance Upper End; Seasonal Demand Expected in H2 https://www.nashnova.com/feed/special/s-and-p-downgrades-oracle-rating-citing-openai-as-key-credit-risk-6284 NashNova en 2026-07-13T01:07:19.035Z S&P Downgrades Oracle Rating, Citing OpenAI as Key Credit Risk https://www.nashnova.com/feed/special/sk-hynix-seoul-shares-drop-4-4-percent-after-nasdaq-debut-surge-6283 NashNova en 2026-07-13T00:41:57.926Z SK Hynix Seoul Shares Drop 4.4% After Nasdaq Debut Surge https://www.nashnova.com/feed/special/long-march-10b-maiden-flight-succeeds-commercial-aerospace-stocks-in-focus-6282 NashNova en 2026-07-13T00:38:14.687Z Long March 10B Maiden Flight Succeeds, Commercial Aerospace Stocks in Focus https://www.nashnova.com/feed/special/hkex-board-lot-reform-advances-hsbcs-minimum-investment-threshold-expected-to-6281 NashNova en 2026-07-13T00:36:57.961Z HKEX Board Lot Reform Advances, HSBC's Minimum Investment Threshold Expected to Drop Significantly https://www.nashnova.com/feed/special/u-s-strikes-iran-again-wti-crude-jumps-3-percent-hormuz-strait-passage-under-6280 NashNova en 2026-07-13T00:32:13.120Z U.S. Strikes Iran Again, WTI Crude Jumps 3%, Hormuz Strait Passage Under Dispute https://www.nashnova.com/feed/special/chip-big-fours-fcf-expected-to-hit-record-430-billion-6279 NashNova en 2026-07-13T00:17:06.964Z Chip Big Four's FCF Expected to Hit Record $430 Billion https://www.nashnova.com/feed/special/u-s-and-china-simultaneously-tighten-regulation-on-frontier-ai-models-6278 NashNova en 2026-07-13T00:07:15.743Z U.S. and China Simultaneously Tighten Regulation on Frontier AI Models https://www.nashnova.com/feed/special/sk-hynix-moves-early-on-hybrid-bonding-targeting-hbm5-6277 NashNova en 2026-07-13T00:05:55.608Z SK Hynix Moves Early on Hybrid Bonding, Targeting HBM5 https://www.nashnova.com/feed/special/arm-ceo-ai-agents-driving-surge-in-cpu-demand-6276 NashNova en 2026-07-13T00:04:33.519Z Arm CEO: AI Agents Driving Surge in CPU Demand https://www.nashnova.com/feed/special/ai-infrastructure-boom-tightens-mlcc-supply-demand-taiwan-makers-eye-overflow-6275 NashNova en 2026-07-13T00:03:28.177Z AI Infrastructure Boom Tightens MLCC Supply-Demand, Taiwan Makers Eye Overflow Orders in H2 https://www.nashnova.com/feed/special/ai-infrastructure-demand-drives-record-q2-revenue-for-wt-microelectronics-and-6274 NashNova en 2026-07-13T00:02:05.945Z AI Infrastructure Demand Drives Record Q2 Revenue for WT Microelectronics and WPG Holdings https://www.nashnova.com/feed/special/panda-bond-outstanding-exceeds-500-billion-yuan-for-the-first-time-issuance-up-6273 NashNova en 2026-07-12T23:57:23.602Z Panda Bond Outstanding Exceeds 500 Billion Yuan for the First Time, Issuance Up Over 70% YoY This Year https://www.nashnova.com/feed/special/dollar-strengthens-as-treasuries-come-under-pressure-investors-seek-strategies-6272 NashNova en 2026-07-12T19:17:28.285Z Dollar Strengthens as Treasuries Come Under Pressure: Investors Seek Strategies to Navigate https://www.nashnova.com/feed/special/ai-giants-race-to-cut-operating-costs-6271 NashNova en 2026-07-12T17:01:51.694Z AI Giants Race to Cut Operating Costs https://www.nashnova.com/feed/special/goldman-sachs-fed-resuming-rate-hikes-may-pressure-stocks-in-the-short-term-6270 NashNova en 2026-07-12T15:36:40.211Z Goldman Sachs: Fed Resuming Rate Hikes May Pressure Stocks in the Short Term https://www.nashnova.com/feed/special/citic-securities-bullish-on-us-tech-as-core-theme-favoring-mid-to-downstream-of-6269 NashNova en 2026-07-12T12:32:25.014Z CITIC Securities: Bullish on US Tech as Core Theme, Favoring Mid-to-Downstream of the Computing Power Chain https://www.nashnova.com/feed/special/hong-kong-stock-short-squeeze-and-pair-trading-converge-as-u-s-ai-momentum-6268 NashNova en 2026-07-12T12:02:26.709Z Hong Kong Stock Short Squeeze and Pair Trading Converge as U.S. AI Momentum Returns https://www.nashnova.com/feed/special/citic-securities-quantitative-rebalancing-intensifies-k-shaped-divergence-6267 NashNova en 2026-07-12T11:52:34.491Z CITIC Securities: Quantitative Rebalancing Intensifies K-Shaped Divergence, Recovery in Non-AI Sectors Worth Watching https://www.nashnova.com/feed/special/prediction-markets-oil-prices-expected-to-rise-modestly-after-u-s-iran-military-6266 NashNova en 2026-07-12T11:16:50.353Z Prediction Markets: Oil Prices Expected to Rise Modestly After U.S.-Iran Military Conflict; Expectations for Strait of Hormuz Transit Restoration Cool https://www.nashnova.com/feed/special/gf-securities-a-share-tech-stock-correction-sufficient-in-magnitude-but-slightly-6265 NashNova en 2026-07-12T08:52:08.136Z GF Securities: A-Share Tech Stock Correction Sufficient in Magnitude, but Slightly Insufficient in Duration https://www.nashnova.com/feed/special/industry-insiders-hbm4-prices-could-double-by-2027-6264 NashNova en 2026-07-12T07:52:09.677Z Industry Insiders: HBM4 Prices Could Double by 2027 https://www.nashnova.com/feed/special/chinese-automakers-hit-record-eu-market-share-as-analysts-warn-growth-may-be-6263 NashNova en 2026-07-12T07:12:06.032Z Chinese Automakers Hit Record EU Market Share as Analysts Warn Growth May Be Peaking https://www.nashnova.com/feed/special/ymtc-ipo-guidance-first-phase-report-disclosed-6262 NashNova en 2026-07-12T06:26:55.731Z YMTC IPO Guidance First Phase Report Disclosed https://www.nashnova.com/feed/special/tsmc-leads-in-switch-cpo-samsung-bets-on-xpu-optical-packaging-6261 NashNova en 2026-07-12T05:57:28.535Z TSMC Leads in Switch CPO, Samsung Bets on XPU Optical Packaging https://www.nashnova.com/feed/special/tesla-q2-deliveries-hit-record-high-yet-stock-drops-over-8-percent-6260 NashNova en 2026-07-12T04:36:46.447Z Tesla Q2 Deliveries Hit Record High, Yet Stock Drops Over 8% https://www.nashnova.com/feed/special/key-events-next-week-china-gdp-u-s-cpi-and-tsmc-earnings-all-in-focus-6259 NashNova en 2026-07-12T04:32:43.030Z Key Events Next Week: China GDP, U.S. CPI, and TSMC Earnings All in Focus https://www.nashnova.com/feed/special/chinas-central-bank-pressures-rating-agencies-to-cut-top-corporate-bond-ratings-6258 NashNova en 2026-07-12T04:17:28.915Z China's Central Bank Pressures Rating Agencies to Cut Top Corporate Bond Ratings https://www.nashnova.com/feed/special/memory-capacity-expansion-plus-overseas-equipment-delivery-disruptions-domestic-6257 NashNova en 2026-07-12T04:07:41.274Z Memory Capacity Expansion Plus Overseas Equipment Delivery Disruptions: Domestic Semiconductor Equipment Faces Dual Growth Drivers https://www.nashnova.com/feed/special/samsungs-first-yongin-chip-fab-production-moved-up-to-2029-6256 NashNova en 2026-07-12T03:21:52.469Z Samsung's First Yongin Chip Fab Production Moved Up to 2029 https://www.nashnova.com/feed/special/taiwans-top-three-pcb-makers-raise-over-nt-100-billion-combined-to-bet-on-ai-6255 NashNova en 2026-07-12T02:47:07.764Z Taiwan's Top Three PCB Makers Raise Over NT$100 Billion Combined to Bet on AI Data Centers https://www.nashnova.com/feed/special/irans-irgc-announces-closure-of-the-strait-of-hormuz-6254 NashNova en 2026-07-11T22:36:58.798Z Iran's IRGC Announces Closure of the Strait of Hormuz https://www.nashnova.com/feed/special/primary-dealers-net-short-on-corporate-bonds-hits-record-for-the-first-time-6253 NashNova en 2026-07-11T19:22:37.569Z Primary Dealers' Net Short on Corporate Bonds Hits Record for the First Time https://www.nashnova.com/feed/special/citi-q2-software-preview-palantir-microsoft-among-top-picks-6252 NashNova en 2026-07-11T12:07:00.534Z Citi Q2 Software Preview: Palantir, Microsoft Among Top Picks https://www.nashnova.com/feed/special/zhipu-ais-tang-jie-issues-internal-memo-betting-on-agi-abandoning-short-term-6251 NashNova en 2026-07-11T11:41:34.202Z Zhipu AI's Tang Jie Issues Internal Memo: Betting on AGI, Abandoning Short-Term Monetization https://www.nashnova.com/zh/feed/special/u-s-chip-stocks-volatile-in-july-as-valuation-and-ai-capex-outlook-face-scrutiny-6344 NashNova zh-cn 2026-07-13T10:19:52.611Z 美股芯片板块7月震荡，估值与AI资本开支前景存疑 https://www.nashnova.com/zh/feed/special/u-s-major-banks-kick-off-q2-earnings-season-with-five-giants-reporting-6343 NashNova zh-cn 2026-07-13T10:18:34.154Z 美国大型银行Q2财报季启动，五大行集中披露 https://www.nashnova.com/zh/feed/special/white-house-plans-to-unite-utilities-and-data-centers-to-prevent-ai-power-cost-6342 NashNova zh-cn 2026-07-13T10:17:08.396Z 白宫拟联合电力公司与数据中心防AI电费转嫁 https://www.nashnova.com/zh/feed/special/samsung-develops-glass-interposer-as-tsmc-expands-chiayi-packaging-facility-to-6341 NashNova zh-cn 2026-07-13T10:13:07.745Z 三星研发玻璃中介层，台积电嘉义封装厂扩至四座 https://www.nashnova.com/zh/feed/special/southbound-net-buying-reaches-hk-9b-zhipu-receives-hk-4-7b-in-added-positions-6340 NashNova zh-cn 2026-07-13T10:02:39.819Z 北水净买入90亿，智谱获加仓47亿港元 https://www.nashnova.com/zh/feed/special/meta-adds-40-billion-investment-in-louisiana-data-center-6339 NashNova zh-cn 2026-07-13T09:41:47.079Z Meta追加400亿美元投资路易斯安那州数据中心 https://www.nashnova.com/zh/feed/special/state-council-approves-consumer-15th-five-year-plan-targeting-60-trillion-yuan-6338 NashNova zh-cn 2026-07-13T09:37:29.776Z 国务院批复消费"十五五"规划，2030年社零目标60万亿 https://www.nashnova.com/zh/feed/special/after-sk-hynixs-u-s-listing-foreign-investors-grow-selective-on-asian-tech-stock-6337 NashNova zh-cn 2026-07-13T09:17:14.991Z SK海力士赴美上市后，外资对亚洲科技股融资趋于挑剔 https://www.nashnova.com/zh/feed/special/sk-hynix-ships-hbm4-to-nvidia-ahead-of-schedule-6336 NashNova zh-cn 2026-07-13T09:14:24.228Z SK海力士提前向英伟达发货HBM4 https://www.nashnova.com/zh/feed/special/treasury-yields-hold-steady-as-core-inflation-data-and-warsh-hearing-take-center-6335 NashNova zh-cn 2026-07-13T09:13:08.503Z 美债收益率平稳，核心通胀数据与沃什听证本周登场 https://www.nashnova.com/zh/feed/special/vw-ceo-internal-memo-potential-additional-50-000-job-cuts-6334 NashNova zh-cn 2026-07-13T09:11:59.211Z 大众CEO内部备忘录：或再裁员5万人 https://www.nashnova.com/zh/feed/special/eu-plans-legislation-to-restrict-childrens-access-to-social-media-6333 NashNova zh-cn 2026-07-13T09:03:08.039Z 欧盟拟立法限制儿童访问社交媒体 https://www.nashnova.com/zh/feed/special/morgan-stanley-private-meeting-ai-trade-overcrowded-hk-internet-stocks-enter-6332 NashNova zh-cn 2026-07-13T08:57:26.647Z 大摩闭门会：AI交易拥挤，港股互联网迎修复窗口 https://www.nashnova.com/zh/feed/special/hk-stock-close-hang-seng-index-up-0-16-percent-memory-stocks-plunge-oil-and-gas-6331 NashNova zh-cn 2026-07-13T08:53:09.799Z 港股收盘：恒指涨0.16%，存储股重挫，油气股活跃 https://www.nashnova.com/zh/feed/special/xi-jinping-attends-world-artificial-intelligence-conference-for-the-first-time-6330 NashNova zh-cn 2026-07-13T08:46:55.946Z 习近平首次出席世界人工智能大会 https://www.nashnova.com/zh/feed/special/middle-east-tensions-push-oil-prices-higher-european-stocks-slightly-diverge-on-6329 NashNova zh-cn 2026-07-13T08:42:13.566Z 中东局势推升油价，欧洲股市7月13日小幅分化 https://www.nashnova.com/zh/feed/special/bofa-ai-and-tech-to-dominate-chinas-stock-market-in-q3-6328 NashNova zh-cn 2026-07-13T08:36:47.052Z 美银：AI与科技将主导中国股市三季度走势 https://www.nashnova.com/zh/feed/special/bofa-sharply-raises-tencent-capex-forecast-ai-agent-strategy-underestimated-6327 NashNova zh-cn 2026-07-13T08:27:21.362Z 美银大幅上调腾讯资本开支预期，AI智能体布局被低估 https://www.nashnova.com/zh/feed/special/mastercard-plans-to-sell-majority-stake-in-vocalink-deliveryco-may-take-over-6326 NashNova zh-cn 2026-07-13T08:16:56.015Z 万事达卡拟出售Vocalink逾半股权，DeliveryCo或接盘 https://www.nashnova.com/zh/feed/special/chinas-q2-gdp-growth-expected-to-slow-to-4-5-percent-stimulus-policy-6325 NashNova zh-cn 2026-07-13T08:07:09.276Z 中国二季度GDP增速预计降至4.5%，刺激政策预期升温 https://www.nashnova.com/zh/feed/special/morgan-stanleys-wilson-earnings-growth-accelerating-beyond-tech-us-stock-rally-6324 NashNova zh-cn 2026-07-13T07:43:25.155Z 大摩威尔逊：科技股以外盈利提速，美股涨势料扩散 https://www.nashnova.com/zh/feed/special/tsmc-notifies-clients-mature-process-node-prices-to-rise-starting-2027-6323 NashNova zh-cn 2026-07-13T07:42:08.842Z 台积电通知客户：成熟制程2027年起涨价 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-applied-materials-price-target-to-645-bullish-on-dram-and-6322 NashNova zh-cn 2026-07-13T07:17:48.200Z 高盛上调应用材料目标价至645美元，看好DRAM与HBM增长 https://www.nashnova.com/zh/feed/special/intel-cpus-in-short-supply-company-wide-price-hikes-restore-pricing-power-6321 NashNova zh-cn 2026-07-13T07:16:27.982Z 英特尔CPU供不应求，全线提价重获定价权 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-sandisk-price-target-to-2-200-bullish-on-august-earnings-6320 NashNova zh-cn 2026-07-13T07:15:07.401Z 高盛上调闪迪目标价至2200美元，看好8月财报 https://www.nashnova.com/zh/feed/special/yen-drops-0-4-percent-on-reports-gpif-will-keep-allocation-unchanged-6319 NashNova zh-cn 2026-07-13T07:13:39.055Z GPIF配置不变传闻致日元跌0.4% https://www.nashnova.com/zh/feed/special/mitsubishi-ufj-surpasses-toyota-to-become-japans-most-valuable-company-6318 NashNova zh-cn 2026-07-13T07:12:41.950Z 三菱日联超越丰田，成日本市值最高公司 https://www.nashnova.com/zh/feed/special/sk-hynix-q1-u-s-revenue-share-exceeds-64-percent-as-domestic-market-cools-6317 NashNova zh-cn 2026-07-13T07:11:57.517Z SK海力士Q1美国营收占比超64%，本土市场降温 https://www.nashnova.com/zh/feed/special/european-healthcare-stocks-at-valuation-lows-as-multiple-institutions-favor-6316 NashNova zh-cn 2026-07-13T06:47:31.182Z 欧洲医疗保健股估值低位，多机构看好防御轮动 https://www.nashnova.com/zh/feed/special/intel-evaluates-14a2-backside-power-delivery-to-catch-up-with-tsmc-6315 NashNova zh-cn 2026-07-13T06:42:06.411Z 英特尔评估14A2双面供电，追赶台积电 https://www.nashnova.com/zh/feed/special/goldman-sachs-us-iran-conflict-inflation-shock-fading-fed-expected-to-hold-6314 NashNova zh-cn 2026-07-13T06:27:24.293Z 高盛：美伊冲突通胀冲击消退，美联储2026年料按兵不动 https://www.nashnova.com/zh/feed/special/south-koreas-top-five-banks-have-exhausted-85-percent-of-lending-quotas-stock-6313 NashNova zh-cn 2026-07-13T06:08:08.813Z 韩国五大银行贷款额度耗尽85%，股市杠杆资金面临收缩 https://www.nashnova.com/zh/feed/special/samsung-completes-tesla-ai5-chip-tape-out-taylor-fab-set-for-mass-production-6312 NashNova zh-cn 2026-07-13T06:07:01.997Z 三星完成特斯拉AI5芯片流片，泰勒厂明年量产 https://www.nashnova.com/zh/feed/special/ai-giants-bond-issuance-hits-244b-doubling-year-over-year-pressuring-credit-6311 NashNova zh-cn 2026-07-13T06:03:35.694Z AI巨头发债2440亿美元较去年翻倍，债市承压 https://www.nashnova.com/zh/feed/special/chinas-crude-oil-imports-rebound-in-july-restocking-may-resume-in-q4-6310 NashNova zh-cn 2026-07-13T05:39:04.965Z 中国原油进口7月回升，四季度或重启囤货 https://www.nashnova.com/zh/feed/special/global-funds-net-bought-1-3-billion-in-indian-stocks-in-a-single-week-6309 NashNova zh-cn 2026-07-13T05:37:46.782Z 全球基金单周净买入印度股票13亿美元 https://www.nashnova.com/zh/feed/special/tsmc-june-revenue-surges-67-9-percent-year-over-year-6308 NashNova zh-cn 2026-07-13T05:36:51.436Z 台积电6月营收同比增67.9% https://www.nashnova.com/zh/feed/special/south-korea-establishes-future-response-fund-betting-on-chips-ai-data-centers-6307 NashNova zh-cn 2026-07-13T05:21:53.410Z 韩国设"未来应对基金"押注芯片、AI数据中心和物理AI https://www.nashnova.com/zh/feed/special/european-jet-fuel-stocks-below-30-days-as-strait-of-hormuz-disruption-risks-6306 NashNova zh-cn 2026-07-13T05:18:00.723Z 欧洲航油库存不足30天，霍尔木兹暗渡频现 https://www.nashnova.com/zh/feed/special/shein-receives-csrc-approval-for-hong-kong-ipo-6305 NashNova zh-cn 2026-07-13T05:01:45.840Z Shein获中国证监会批准赴港上市 https://www.nashnova.com/zh/feed/special/huawei-reportedly-partnering-with-shenzhen-manufacturer-to-build-12-inch-dram-6304 NashNova zh-cn 2026-07-13T04:22:19.765Z 传华为联手深圳厂商筹建12英寸DRAM晶圆厂 https://www.nashnova.com/zh/feed/special/western-companies-turn-to-chinese-ai-models-to-cut-costs-6303 NashNova zh-cn 2026-07-13T04:21:10.675Z 欧美企业转向中国AI模型降本 https://www.nashnova.com/zh/feed/special/four-years-into-citis-overhaul-fraser-cuts-roles-and-jobs-but-profitability-6302 NashNova zh-cn 2026-07-13T04:19:43.973Z 花旗重组四年：弗雷泽削职裁员，盈利仍落后摩根大通 https://www.nashnova.com/zh/feed/special/chinas-notebook-odms-accelerate-order-grab-taiwans-manufacturing-dominance-at-6301 NashNova zh-cn 2026-07-13T04:18:23.937Z 中国笔记本ODM加速抢单，台湾制造地位临拐点 https://www.nashnova.com/zh/feed/special/u-s-chip-factory-labor-shortfall-could-reach-157-000-by-2030-6300 NashNova zh-cn 2026-07-13T04:17:07.289Z 美国芯片厂劳动力缺口2030年或达15.7万人 https://www.nashnova.com/zh/feed/special/infineon-urges-tsmc-to-build-second-fab-in-dresden-6299 NashNova zh-cn 2026-07-13T04:12:46.386Z 英飞凌敦促台积电在德累斯顿建第二座晶圆厂 https://www.nashnova.com/zh/feed/special/the-cost-of-western-de-sinicization-an-estimated-23-6-trillion-6298 NashNova zh-cn 2026-07-13T04:11:28.566Z 西方去中国化代价：23.6万亿美元估算 https://www.nashnova.com/zh/feed/special/tsmc-adds-two-advanced-packaging-fabs-at-chiayi-science-park-6297 NashNova zh-cn 2026-07-13T03:56:57.929Z 台积电嘉义科学园区新增两座先进封装厂 https://www.nashnova.com/zh/feed/special/jpmorgan-cuts-minimax-price-target-by-another-20-percent-stock-drops-over-18-6296 NashNova zh-cn 2026-07-13T03:47:22.229Z 摩根大通再削MiniMax目标价20%，股价跌逾18% https://www.nashnova.com/zh/feed/special/chinas-june-exports-expected-to-rise-18-2-percent-supported-by-ai-demand-6295 NashNova zh-cn 2026-07-13T03:42:12.994Z 中国6月出口预计增18.2%，AI需求支撑整体韧性 https://www.nashnova.com/zh/feed/special/beijing-establishes-guangyan-international-investment-company-to-strengthen-6294 NashNova zh-cn 2026-07-13T03:32:18.461Z 北京设立广岩国际投资公司强化矿产供应链管控 https://www.nashnova.com/zh/feed/special/institutions-trim-ai-chip-stocks-as-foreign-holdings-in-china-hard-tech-hit-6293 NashNova zh-cn 2026-07-13T03:22:28.779Z 机构减持AI芯片股，中国硬科技股外资持仓创新高 https://www.nashnova.com/zh/feed/special/multiple-ai-executives-push-back-on-computing-power-glut-theory-demand-is-6292 NashNova zh-cn 2026-07-13T03:17:37.196Z 多位AI高管驳算力过剩论：需求无限，能源是瓶颈 https://www.nashnova.com/zh/feed/special/apple-accelerates-ai-chip-roadmap-m7-skips-generations-to-focus-on-neural-6291 NashNova zh-cn 2026-07-13T03:12:24.936Z 苹果加速AI芯片路线图 M7跳代直攻神经处理 https://www.nashnova.com/zh/feed/special/standard-chartered-hk-stock-rally-may-be-sustainable-balanced-allocation-6290 NashNova zh-cn 2026-07-13T02:52:19.751Z 渣打：港股反弹或具持续性，科技股宜均衡配置 https://www.nashnova.com/zh/feed/special/socgen-recommends-long-taiwan-short-korea-earnings-sustainability-takes-priority-6289 NashNova zh-cn 2026-07-13T02:22:10.064Z 法兴推荐做多台股做空韩股：盈利持续性更受重视 https://www.nashnova.com/zh/feed/special/wallers-first-fomc-as-chair-will-2025-rate-cuts-be-walked-back-6288 NashNova zh-cn 2026-07-13T02:12:05.986Z 沃什首次主持FOMC：是否撤回2025年降息 https://www.nashnova.com/zh/feed/special/korea-exchange-activates-sidecar-mechanism-to-halt-kospi-program-selling-6287 NashNova zh-cn 2026-07-13T01:41:49.193Z 韩国交易所启动SIDECAR机制暂停KOSPI程序化抛盘 https://www.nashnova.com/zh/feed/special/goldman-sachs-reaffirms-a-share-hard-tech-leadership-h-share-internet-enters-6286 NashNova zh-cn 2026-07-13T01:13:36.230Z 高盛重申A股硬科技占优，H股互联网进入观察区 https://www.nashnova.com/zh/feed/special/mediatek-q2-revenue-exceeds-guidance-upper-end-seasonal-demand-expected-in-h2-6285 NashNova zh-cn 2026-07-13T01:12:03.017Z 联发科Q2营收超指引上限，下半年季节性需求可期 https://www.nashnova.com/zh/feed/special/s-and-p-downgrades-oracle-rating-citing-openai-as-key-credit-risk-6284 NashNova zh-cn 2026-07-13T01:07:19.035Z 标普下调甲骨文评级，指OpenAI为关键信用风险 https://www.nashnova.com/zh/feed/special/sk-hynix-seoul-shares-drop-4-4-percent-after-nasdaq-debut-surge-6283 NashNova zh-cn 2026-07-13T00:41:57.926Z SK海力士纳斯达克首秀大涨后，首尔股价回落4.4% https://www.nashnova.com/zh/feed/special/long-march-10b-maiden-flight-succeeds-commercial-aerospace-stocks-in-focus-6282 NashNova zh-cn 2026-07-13T00:38:14.687Z 长征十号乙首飞成功，商业航天概念股受关注 https://www.nashnova.com/zh/feed/special/hkex-board-lot-reform-advances-hsbcs-minimum-investment-threshold-expected-to-6281 NashNova zh-cn 2026-07-13T00:36:57.961Z 港交所手数改革推进，汇丰最低入场费料大幅下降 https://www.nashnova.com/zh/feed/special/u-s-strikes-iran-again-wti-crude-jumps-3-percent-hormuz-strait-passage-under-6280 NashNova zh-cn 2026-07-13T00:32:13.120Z 美再袭伊朗，WTI原油涨3%，霍尔木兹通行存争议 https://www.nashnova.com/zh/feed/special/chip-big-fours-fcf-expected-to-hit-record-430-billion-6279 NashNova zh-cn 2026-07-13T00:17:06.964Z 芯片四巨头FCF预计破纪录达4300亿美元 https://www.nashnova.com/zh/feed/special/u-s-and-china-simultaneously-tighten-regulation-on-frontier-ai-models-6278 NashNova zh-cn 2026-07-13T00:07:15.743Z 美中同步收紧前沿AI模型监管 https://www.nashnova.com/zh/feed/special/sk-hynix-moves-early-on-hybrid-bonding-targeting-hbm5-6277 NashNova zh-cn 2026-07-13T00:05:55.608Z SK海力士提前布局混合键合，剑指HBM5 https://www.nashnova.com/zh/feed/special/arm-ceo-ai-agents-driving-surge-in-cpu-demand-6276 NashNova zh-cn 2026-07-13T00:04:33.519Z Arm CEO：AI agent驱动CPU需求激增 https://www.nashnova.com/zh/feed/special/ai-infrastructure-boom-tightens-mlcc-supply-demand-taiwan-makers-eye-overflow-6275 NashNova zh-cn 2026-07-13T00:03:28.177Z AI建设加速MLCC供需吃紧，台湾厂商瞄准下半年溢出订单 https://www.nashnova.com/zh/feed/special/ai-infrastructure-demand-drives-record-q2-revenue-for-wt-microelectronics-and-6274 NashNova zh-cn 2026-07-13T00:02:05.945Z AI基建需求驱动，文晔与大联大Q2营收双创纪录 https://www.nashnova.com/zh/feed/special/panda-bond-outstanding-exceeds-500-billion-yuan-for-the-first-time-issuance-up-6273 NashNova zh-cn 2026-07-12T23:57:23.602Z 熊猫债存量首破5000亿元，今年发行同比增逾七成 https://www.nashnova.com/zh/feed/special/dollar-strengthens-as-treasuries-come-under-pressure-investors-seek-strategies-6272 NashNova zh-cn 2026-07-12T19:17:28.285Z 美元走强与美债承压并行，投资者寻路应对 https://www.nashnova.com/zh/feed/special/ai-giants-race-to-cut-operating-costs-6271 NashNova zh-cn 2026-07-12T17:01:51.694Z AI巨头竞相降低运营成本 https://www.nashnova.com/zh/feed/special/goldman-sachs-fed-resuming-rate-hikes-may-pressure-stocks-in-the-short-term-6270 NashNova zh-cn 2026-07-12T15:36:40.211Z 高盛：美联储重启加息或短期承压股市 https://www.nashnova.com/zh/feed/special/citic-securities-bullish-on-us-tech-as-core-theme-favoring-mid-to-downstream-of-6269 NashNova zh-cn 2026-07-12T12:32:25.014Z 中信证券：看好美股科技主线，偏好算力链中下游 https://www.nashnova.com/zh/feed/special/hong-kong-stock-short-squeeze-and-pair-trading-converge-as-u-s-ai-momentum-6268 NashNova zh-cn 2026-07-12T12:02:26.709Z 港股逼空与pair trading共现，美股AI动能回归 https://www.nashnova.com/zh/feed/special/citic-securities-quantitative-rebalancing-intensifies-k-shaped-divergence-6267 NashNova zh-cn 2026-07-12T11:52:34.491Z 中信证券：量化调仓加剧K型分化，非AI板块修复值得关注 https://www.nashnova.com/zh/feed/special/prediction-markets-oil-prices-expected-to-rise-modestly-after-u-s-iran-military-6266 NashNova zh-cn 2026-07-12T11:16:50.353Z 预测市场：美伊军事冲突后油价料小幅上涨，霍尔木兹海峡通行恢复预期降温 https://www.nashnova.com/zh/feed/special/gf-securities-a-share-tech-stock-correction-sufficient-in-magnitude-but-slightly-6265 NashNova zh-cn 2026-07-12T08:52:08.136Z 广发证券：A股科技股调整幅度已充分，时间仍略有不足 https://www.nashnova.com/zh/feed/special/industry-insiders-hbm4-prices-could-double-by-2027-6264 NashNova zh-cn 2026-07-12T07:52:09.677Z 行业人士：HBM4价格2027年或翻倍 https://www.nashnova.com/zh/feed/special/chinese-automakers-hit-record-eu-market-share-as-analysts-warn-growth-may-be-6263 NashNova zh-cn 2026-07-12T07:12:06.032Z 中国车企欧盟份额创新高，分析师警告增长或触顶 https://www.nashnova.com/zh/feed/special/ymtc-ipo-guidance-first-phase-report-disclosed-6262 NashNova zh-cn 2026-07-12T06:26:55.731Z 长江存储IPO辅导第一期报告披露 https://www.nashnova.com/zh/feed/special/tsmc-leads-in-switch-cpo-samsung-bets-on-xpu-optical-packaging-6261 NashNova zh-cn 2026-07-12T05:57:28.535Z 台积电领跑交换机CPO，三星押注XPU光学封装 https://www.nashnova.com/zh/feed/special/tesla-q2-deliveries-hit-record-high-yet-stock-drops-over-8-percent-6260 NashNova zh-cn 2026-07-12T04:36:46.447Z 特斯拉Q2交付创纪录，股价反跌逾8% https://www.nashnova.com/zh/feed/special/key-events-next-week-china-gdp-u-s-cpi-and-tsmc-earnings-all-in-focus-6259 NashNova zh-cn 2026-07-12T04:32:43.030Z 下周重磅：中国GDP、美国CPI与台积电财报集中亮相 https://www.nashnova.com/zh/feed/special/chinas-central-bank-pressures-rating-agencies-to-cut-top-corporate-bond-ratings-6258 NashNova zh-cn 2026-07-12T04:17:28.915Z 中国央行施压评级机构削减企业债最高评级 https://www.nashnova.com/zh/feed/special/memory-capacity-expansion-plus-overseas-equipment-delivery-disruptions-domestic-6257 NashNova zh-cn 2026-07-12T04:07:41.274Z 存储扩产叠加海外设备交付受阻，国产半导体设备迎双重增量 https://www.nashnova.com/zh/feed/special/samsungs-first-yongin-chip-fab-production-moved-up-to-2029-6256 NashNova zh-cn 2026-07-12T03:21:52.469Z 三星龙仁首座芯片厂投产提前至2029年 https://www.nashnova.com/zh/feed/special/taiwans-top-three-pcb-makers-raise-over-nt-100-billion-combined-to-bet-on-ai-6255 NashNova zh-cn 2026-07-12T02:47:07.764Z 台湾PCB三巨头合计融资逾百亿押注AI数据中心 https://www.nashnova.com/zh/feed/special/irans-irgc-announces-closure-of-the-strait-of-hormuz-6254 NashNova zh-cn 2026-07-11T22:36:58.798Z 伊朗伊斯兰革命卫队宣布关闭霍尔木兹海峡 https://www.nashnova.com/zh/feed/special/primary-dealers-net-short-on-corporate-bonds-hits-record-for-the-first-time-6253 NashNova zh-cn 2026-07-11T19:22:37.569Z 主要交易商企业债净空头首破纪录 https://www.nashnova.com/zh/feed/special/citi-q2-software-preview-palantir-microsoft-among-top-picks-6252 NashNova zh-cn 2026-07-11T12:07:00.534Z 花旗Q2软件前瞻：Palantir、微软等获优选 https://www.nashnova.com/zh/feed/special/zhipu-ais-tang-jie-issues-internal-memo-betting-on-agi-abandoning-short-term-6251 NashNova zh-cn 2026-07-11T11:41:34.202Z 智谱唐杰发内部信：押注AGI放弃短期变现 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-stocks-volatile-in-july-as-valuation-and-ai-capex-outlook-face-scrutiny-6344 NashNova zh-tw 2026-07-13T10:19:52.611Z 美股晶片板塊7月震盪，估值與AI資本開支前景存疑 https://www.nashnova.com/zh-hant/feed/special/u-s-major-banks-kick-off-q2-earnings-season-with-five-giants-reporting-6343 NashNova zh-tw 2026-07-13T10:18:34.154Z 美國大型銀行Q2財報季啟動，五大行集中披露 https://www.nashnova.com/zh-hant/feed/special/white-house-plans-to-unite-utilities-and-data-centers-to-prevent-ai-power-cost-6342 NashNova zh-tw 2026-07-13T10:17:08.396Z 白宮擬聯合電力公司與數據中心防AI電費轉嫁 https://www.nashnova.com/zh-hant/feed/special/samsung-develops-glass-interposer-as-tsmc-expands-chiayi-packaging-facility-to-6341 NashNova zh-tw 2026-07-13T10:13:07.745Z 三星研發玻璃中介層，台積電嘉義封裝廠擴至四座 https://www.nashnova.com/zh-hant/feed/special/southbound-net-buying-reaches-hk-9b-zhipu-receives-hk-4-7b-in-added-positions-6340 NashNova zh-tw 2026-07-13T10:02:39.819Z 北水淨買入90億，智譜獲加倉47億港元 https://www.nashnova.com/zh-hant/feed/special/meta-adds-40-billion-investment-in-louisiana-data-center-6339 NashNova zh-tw 2026-07-13T09:41:47.079Z Meta追加400億美元投資路易斯安那州數據中心 https://www.nashnova.com/zh-hant/feed/special/state-council-approves-consumer-15th-five-year-plan-targeting-60-trillion-yuan-6338 NashNova zh-tw 2026-07-13T09:37:29.776Z 國務院批覆消費「十五五」規劃，2030年社零目標60萬億 https://www.nashnova.com/zh-hant/feed/special/after-sk-hynixs-u-s-listing-foreign-investors-grow-selective-on-asian-tech-stock-6337 NashNova zh-tw 2026-07-13T09:17:14.991Z SK海力士赴美上市後，外資對亞洲科技股融資趨於挑剔 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-ships-hbm4-to-nvidia-ahead-of-schedule-6336 NashNova zh-tw 2026-07-13T09:14:24.228Z SK海力士提前向輝達發貨HBM4 https://www.nashnova.com/zh-hant/feed/special/treasury-yields-hold-steady-as-core-inflation-data-and-warsh-hearing-take-center-6335 NashNova zh-tw 2026-07-13T09:13:08.503Z 美債收益率平穩，核心通脹數據與沃什聽證本週登場 https://www.nashnova.com/zh-hant/feed/special/vw-ceo-internal-memo-potential-additional-50-000-job-cuts-6334 NashNova zh-tw 2026-07-13T09:11:59.211Z 大眾CEO內部備忘錄：或再裁員5萬人 https://www.nashnova.com/zh-hant/feed/special/eu-plans-legislation-to-restrict-childrens-access-to-social-media-6333 NashNova zh-tw 2026-07-13T09:03:08.039Z 歐盟擬立法限制兒童訪問社交媒體 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-private-meeting-ai-trade-overcrowded-hk-internet-stocks-enter-6332 NashNova zh-tw 2026-07-13T08:57:26.647Z 大摩閉門會：AI交易擁擠，港股互聯網迎修復窗口 https://www.nashnova.com/zh-hant/feed/special/hk-stock-close-hang-seng-index-up-0-16-percent-memory-stocks-plunge-oil-and-gas-6331 NashNova zh-tw 2026-07-13T08:53:09.799Z 港股收盤：恒指漲0.16%，存儲股重挫，油氣股活躍 https://www.nashnova.com/zh-hant/feed/special/xi-jinping-attends-world-artificial-intelligence-conference-for-the-first-time-6330 NashNova zh-tw 2026-07-13T08:46:55.946Z 習近平首次出席世界人工智慧大會 https://www.nashnova.com/zh-hant/feed/special/middle-east-tensions-push-oil-prices-higher-european-stocks-slightly-diverge-on-6329 NashNova zh-tw 2026-07-13T08:42:13.566Z 中東局勢推升油價，歐洲股市7月13日小幅分化 https://www.nashnova.com/zh-hant/feed/special/bofa-ai-and-tech-to-dominate-chinas-stock-market-in-q3-6328 NashNova zh-tw 2026-07-13T08:36:47.052Z 美銀：AI與科技將主導中國股市第三季走勢 https://www.nashnova.com/zh-hant/feed/special/bofa-sharply-raises-tencent-capex-forecast-ai-agent-strategy-underestimated-6327 NashNova zh-tw 2026-07-13T08:27:21.362Z 美銀大幅上調騰訊資本開支預期，AI智能體佈局被低估 https://www.nashnova.com/zh-hant/feed/special/mastercard-plans-to-sell-majority-stake-in-vocalink-deliveryco-may-take-over-6326 NashNova zh-tw 2026-07-13T08:16:56.015Z 萬事達卡擬出售Vocalink逾半股權，DeliveryCo或接盤 https://www.nashnova.com/zh-hant/feed/special/chinas-q2-gdp-growth-expected-to-slow-to-4-5-percent-stimulus-policy-6325 NashNova zh-tw 2026-07-13T08:07:09.276Z 中國第二季GDP增速預計降至4.5%，刺激政策預期升溫 https://www.nashnova.com/zh-hant/feed/special/morgan-stanleys-wilson-earnings-growth-accelerating-beyond-tech-us-stock-rally-6324 NashNova zh-tw 2026-07-13T07:43:25.155Z 大摩威爾遜：科技股以外盈利提速，美股漲勢料擴散 https://www.nashnova.com/zh-hant/feed/special/tsmc-notifies-clients-mature-process-node-prices-to-rise-starting-2027-6323 NashNova zh-tw 2026-07-13T07:42:08.842Z 台積電通知客戶：成熟製程2027年起漲價 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-applied-materials-price-target-to-645-bullish-on-dram-and-6322 NashNova zh-tw 2026-07-13T07:17:48.200Z 高盛上調應用材料目標價至645美元，看好DRAM與HBM增長 https://www.nashnova.com/zh-hant/feed/special/intel-cpus-in-short-supply-company-wide-price-hikes-restore-pricing-power-6321 NashNova zh-tw 2026-07-13T07:16:27.982Z 英特爾CPU供不應求，全線提價重獲定價權 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-sandisk-price-target-to-2-200-bullish-on-august-earnings-6320 NashNova zh-tw 2026-07-13T07:15:07.401Z 高盛上調閃迪目標價至2200美元，看好8月財報 https://www.nashnova.com/zh-hant/feed/special/yen-drops-0-4-percent-on-reports-gpif-will-keep-allocation-unchanged-6319 NashNova zh-tw 2026-07-13T07:13:39.055Z GPIF配置不變傳聞致日圓跌0.4% https://www.nashnova.com/zh-hant/feed/special/mitsubishi-ufj-surpasses-toyota-to-become-japans-most-valuable-company-6318 NashNova zh-tw 2026-07-13T07:12:41.950Z 三菱日聯超越豐田，成日本市值最高公司 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-q1-u-s-revenue-share-exceeds-64-percent-as-domestic-market-cools-6317 NashNova zh-tw 2026-07-13T07:11:57.517Z SK海力士Q1美國營收佔比超64%，本土市場降溫 https://www.nashnova.com/zh-hant/feed/special/european-healthcare-stocks-at-valuation-lows-as-multiple-institutions-favor-6316 NashNova zh-tw 2026-07-13T06:47:31.182Z 歐洲醫療保健股估值低位，多機構看好防禦輪動 https://www.nashnova.com/zh-hant/feed/special/intel-evaluates-14a2-backside-power-delivery-to-catch-up-with-tsmc-6315 NashNova zh-tw 2026-07-13T06:42:06.411Z 英特爾評估14A2雙面供電，追趕台積電 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-us-iran-conflict-inflation-shock-fading-fed-expected-to-hold-6314 NashNova zh-tw 2026-07-13T06:27:24.293Z 高盛：美伊衝突通膨衝擊消退，聯準會2026年料按兵不動 https://www.nashnova.com/zh-hant/feed/special/south-koreas-top-five-banks-have-exhausted-85-percent-of-lending-quotas-stock-6313 NashNova zh-tw 2026-07-13T06:08:08.813Z 韓國五大銀行貸款額度耗盡85%，股市槓桿資金面臨收縮 https://www.nashnova.com/zh-hant/feed/special/samsung-completes-tesla-ai5-chip-tape-out-taylor-fab-set-for-mass-production-6312 NashNova zh-tw 2026-07-13T06:07:01.997Z 三星完成特斯拉AI5晶片流片，泰勒廠明年量產 https://www.nashnova.com/zh-hant/feed/special/ai-giants-bond-issuance-hits-244b-doubling-year-over-year-pressuring-credit-6311 NashNova zh-tw 2026-07-13T06:03:35.694Z AI巨頭發債2440億美元較去年翻倍，債市承壓 https://www.nashnova.com/zh-hant/feed/special/chinas-crude-oil-imports-rebound-in-july-restocking-may-resume-in-q4-6310 NashNova zh-tw 2026-07-13T05:39:04.965Z 中國原油進口7月回升，四季度或重啟囤貨 https://www.nashnova.com/zh-hant/feed/special/global-funds-net-bought-1-3-billion-in-indian-stocks-in-a-single-week-6309 NashNova zh-tw 2026-07-13T05:37:46.782Z 全球基金單週淨買入印度股票13億美元 https://www.nashnova.com/zh-hant/feed/special/tsmc-june-revenue-surges-67-9-percent-year-over-year-6308 NashNova zh-tw 2026-07-13T05:36:51.436Z 台積電6月營收同比增67.9% https://www.nashnova.com/zh-hant/feed/special/south-korea-establishes-future-response-fund-betting-on-chips-ai-data-centers-6307 NashNova zh-tw 2026-07-13T05:21:53.410Z 韓國設「未來應對基金」押注晶片、AI數據中心和物理AI https://www.nashnova.com/zh-hant/feed/special/european-jet-fuel-stocks-below-30-days-as-strait-of-hormuz-disruption-risks-6306 NashNova zh-tw 2026-07-13T05:18:00.723Z 歐洲航油庫存不足30天，霍爾木茲暗渡頻現 https://www.nashnova.com/zh-hant/feed/special/shein-receives-csrc-approval-for-hong-kong-ipo-6305 NashNova zh-tw 2026-07-13T05:01:45.840Z Shein獲中國證監會批准赴港上市 https://www.nashnova.com/zh-hant/feed/special/huawei-reportedly-partnering-with-shenzhen-manufacturer-to-build-12-inch-dram-6304 NashNova zh-tw 2026-07-13T04:22:19.765Z 傳華為聯手深圳廠商籌建12英寸DRAM晶圓廠 https://www.nashnova.com/zh-hant/feed/special/western-companies-turn-to-chinese-ai-models-to-cut-costs-6303 NashNova zh-tw 2026-07-13T04:21:10.675Z 歐美企業轉向中國AI模型降本 https://www.nashnova.com/zh-hant/feed/special/four-years-into-citis-overhaul-fraser-cuts-roles-and-jobs-but-profitability-6302 NashNova zh-tw 2026-07-13T04:19:43.973Z 花旗重組四年：弗雷澤削職裁員，盈利仍落後摩根大通 https://www.nashnova.com/zh-hant/feed/special/chinas-notebook-odms-accelerate-order-grab-taiwans-manufacturing-dominance-at-6301 NashNova zh-tw 2026-07-13T04:18:23.937Z 中國筆電ODM加速搶單，台灣製造地位臨拐點 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-factory-labor-shortfall-could-reach-157-000-by-2030-6300 NashNova zh-tw 2026-07-13T04:17:07.289Z 美國晶片廠勞動力缺口2030年或達15.7萬人 https://www.nashnova.com/zh-hant/feed/special/infineon-urges-tsmc-to-build-second-fab-in-dresden-6299 NashNova zh-tw 2026-07-13T04:12:46.386Z 英飛凌敦促台積電在德累斯頓建第二座晶圓廠 https://www.nashnova.com/zh-hant/feed/special/the-cost-of-western-de-sinicization-an-estimated-23-6-trillion-6298 NashNova zh-tw 2026-07-13T04:11:28.566Z 西方去中國化代價：23.6兆美元估算 https://www.nashnova.com/zh-hant/feed/special/tsmc-adds-two-advanced-packaging-fabs-at-chiayi-science-park-6297 NashNova zh-tw 2026-07-13T03:56:57.929Z 台積電嘉義科學園區新增兩座先進封裝廠 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-cuts-minimax-price-target-by-another-20-percent-stock-drops-over-18-6296 NashNova zh-tw 2026-07-13T03:47:22.229Z 摩根大通再削MiniMax目標價20%，股價跌逾18% https://www.nashnova.com/zh-hant/feed/special/chinas-june-exports-expected-to-rise-18-2-percent-supported-by-ai-demand-6295 NashNova zh-tw 2026-07-13T03:42:12.994Z 中國6月出口預計增18.2%，AI需求支撐整體韌性 https://www.nashnova.com/zh-hant/feed/special/beijing-establishes-guangyan-international-investment-company-to-strengthen-6294 NashNova zh-tw 2026-07-13T03:32:18.461Z 北京設立廣岩國際投資公司強化礦產供應鏈管控 https://www.nashnova.com/zh-hant/feed/special/institutions-trim-ai-chip-stocks-as-foreign-holdings-in-china-hard-tech-hit-6293 NashNova zh-tw 2026-07-13T03:22:28.779Z 機構減持AI晶片股，中國硬科技股外資持倉創新高 https://www.nashnova.com/zh-hant/feed/special/multiple-ai-executives-push-back-on-computing-power-glut-theory-demand-is-6292 NashNova zh-tw 2026-07-13T03:17:37.196Z 多位AI高管駁算力過剩論：需求無限，能源是瓶頸 https://www.nashnova.com/zh-hant/feed/special/apple-accelerates-ai-chip-roadmap-m7-skips-generations-to-focus-on-neural-6291 NashNova zh-tw 2026-07-13T03:12:24.936Z 蘋果加速AI晶片路線圖 M7跳代直攻神經處理 https://www.nashnova.com/zh-hant/feed/special/standard-chartered-hk-stock-rally-may-be-sustainable-balanced-allocation-6290 NashNova zh-tw 2026-07-13T02:52:19.751Z 渣打：港股反彈或具持續性，科技股宜均衡配置 https://www.nashnova.com/zh-hant/feed/special/socgen-recommends-long-taiwan-short-korea-earnings-sustainability-takes-priority-6289 NashNova zh-tw 2026-07-13T02:22:10.064Z 法興推薦做多台股做空韓股：盈利持續性更受重視 https://www.nashnova.com/zh-hant/feed/special/wallers-first-fomc-as-chair-will-2025-rate-cuts-be-walked-back-6288 NashNova zh-tw 2026-07-13T02:12:05.986Z 沃什首次主持FOMC：是否撤回2025年降息 https://www.nashnova.com/zh-hant/feed/special/korea-exchange-activates-sidecar-mechanism-to-halt-kospi-program-selling-6287 NashNova zh-tw 2026-07-13T01:41:49.193Z 韓國交易所啟動SIDECAR機制暫停KOSPI程式化拋盤 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-reaffirms-a-share-hard-tech-leadership-h-share-internet-enters-6286 NashNova zh-tw 2026-07-13T01:13:36.230Z 高盛重申A股硬科技佔優，H股互聯網進入觀察區 https://www.nashnova.com/zh-hant/feed/special/mediatek-q2-revenue-exceeds-guidance-upper-end-seasonal-demand-expected-in-h2-6285 NashNova zh-tw 2026-07-13T01:12:03.017Z 聯發科Q2營收超指引上限，下半年季節性需求可期 https://www.nashnova.com/zh-hant/feed/special/s-and-p-downgrades-oracle-rating-citing-openai-as-key-credit-risk-6284 NashNova zh-tw 2026-07-13T01:07:19.035Z 標普下調甲骨文評級，指OpenAI為關鍵信用風險 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-seoul-shares-drop-4-4-percent-after-nasdaq-debut-surge-6283 NashNova zh-tw 2026-07-13T00:41:57.926Z SK海力士納斯達克首秀大漲後，首爾股價回落4.4% https://www.nashnova.com/zh-hant/feed/special/long-march-10b-maiden-flight-succeeds-commercial-aerospace-stocks-in-focus-6282 NashNova zh-tw 2026-07-13T00:38:14.687Z 長征十號乙首飛成功，商業航天概念股受關注 https://www.nashnova.com/zh-hant/feed/special/hkex-board-lot-reform-advances-hsbcs-minimum-investment-threshold-expected-to-6281 NashNova zh-tw 2026-07-13T00:36:57.961Z 港交所手數改革推進，匯豐最低入場費料大幅下降 https://www.nashnova.com/zh-hant/feed/special/u-s-strikes-iran-again-wti-crude-jumps-3-percent-hormuz-strait-passage-under-6280 NashNova zh-tw 2026-07-13T00:32:13.120Z 美再襲伊朗，WTI原油漲3%，霍爾木茲通行存爭議 https://www.nashnova.com/zh-hant/feed/special/chip-big-fours-fcf-expected-to-hit-record-430-billion-6279 NashNova zh-tw 2026-07-13T00:17:06.964Z 晶片四巨頭FCF預計破紀錄達4300億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-and-china-simultaneously-tighten-regulation-on-frontier-ai-models-6278 NashNova zh-tw 2026-07-13T00:07:15.743Z 美中同步收緊前沿AI模型監管 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-moves-early-on-hybrid-bonding-targeting-hbm5-6277 NashNova zh-tw 2026-07-13T00:05:55.608Z SK海力士提前佈局混合鍵合，劍指HBM5 https://www.nashnova.com/zh-hant/feed/special/arm-ceo-ai-agents-driving-surge-in-cpu-demand-6276 NashNova zh-tw 2026-07-13T00:04:33.519Z Arm CEO：AI agent驅動CPU需求激增 https://www.nashnova.com/zh-hant/feed/special/ai-infrastructure-boom-tightens-mlcc-supply-demand-taiwan-makers-eye-overflow-6275 NashNova zh-tw 2026-07-13T00:03:28.177Z AI建設加速MLCC供需吃緊，台灣廠商瞄準下半年溢出訂單 https://www.nashnova.com/zh-hant/feed/special/ai-infrastructure-demand-drives-record-q2-revenue-for-wt-microelectronics-and-6274 NashNova zh-tw 2026-07-13T00:02:05.945Z AI基建需求驅動，文曄與大聯大Q2營收雙創紀錄 https://www.nashnova.com/zh-hant/feed/special/panda-bond-outstanding-exceeds-500-billion-yuan-for-the-first-time-issuance-up-6273 NashNova zh-tw 2026-07-12T23:57:23.602Z 熊貓債存量首破5000億元，今年發行同比增逾七成 https://www.nashnova.com/zh-hant/feed/special/dollar-strengthens-as-treasuries-come-under-pressure-investors-seek-strategies-6272 NashNova zh-tw 2026-07-12T19:17:28.285Z 美元走強與美債承壓並行，投資者尋路應對 https://www.nashnova.com/zh-hant/feed/special/ai-giants-race-to-cut-operating-costs-6271 NashNova zh-tw 2026-07-12T17:01:51.694Z AI巨頭競相降低營運成本 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-fed-resuming-rate-hikes-may-pressure-stocks-in-the-short-term-6270 NashNova zh-tw 2026-07-12T15:36:40.211Z 高盛：聯準會重啟升息或短期承壓股市 https://www.nashnova.com/zh-hant/feed/special/citic-securities-bullish-on-us-tech-as-core-theme-favoring-mid-to-downstream-of-6269 NashNova zh-tw 2026-07-12T12:32:25.014Z 中信證券：看好美股科技主線，偏好算力鏈中下游 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stock-short-squeeze-and-pair-trading-converge-as-u-s-ai-momentum-6268 NashNova zh-tw 2026-07-12T12:02:26.709Z 港股逼空與pair trading共現，美股AI動能回歸 https://www.nashnova.com/zh-hant/feed/special/citic-securities-quantitative-rebalancing-intensifies-k-shaped-divergence-6267 NashNova zh-tw 2026-07-12T11:52:34.491Z 中信證券：量化調倉加劇K型分化，非AI板塊修復值得關注 https://www.nashnova.com/zh-hant/feed/special/prediction-markets-oil-prices-expected-to-rise-modestly-after-u-s-iran-military-6266 NashNova zh-tw 2026-07-12T11:16:50.353Z 預測市場：美伊軍事衝突後油價料小幅上漲，霍爾木茲海峽通行恢復預期降溫 https://www.nashnova.com/zh-hant/feed/special/gf-securities-a-share-tech-stock-correction-sufficient-in-magnitude-but-slightly-6265 NashNova zh-tw 2026-07-12T08:52:08.136Z 廣發證券：A股科技股調整幅度已充分，時間仍略有不足 https://www.nashnova.com/zh-hant/feed/special/industry-insiders-hbm4-prices-could-double-by-2027-6264 NashNova zh-tw 2026-07-12T07:52:09.677Z 行業人士：HBM4價格2027年或翻倍 https://www.nashnova.com/zh-hant/feed/special/chinese-automakers-hit-record-eu-market-share-as-analysts-warn-growth-may-be-6263 NashNova zh-tw 2026-07-12T07:12:06.032Z 中國車企歐盟份額創新高，分析師警告增長或觸頂 https://www.nashnova.com/zh-hant/feed/special/ymtc-ipo-guidance-first-phase-report-disclosed-6262 NashNova zh-tw 2026-07-12T06:26:55.731Z 長江存儲IPO輔導第一期報告披露 https://www.nashnova.com/zh-hant/feed/special/tsmc-leads-in-switch-cpo-samsung-bets-on-xpu-optical-packaging-6261 NashNova zh-tw 2026-07-12T05:57:28.535Z 台積電領跑交換機CPO，三星押注XPU光學封裝 https://www.nashnova.com/zh-hant/feed/special/tesla-q2-deliveries-hit-record-high-yet-stock-drops-over-8-percent-6260 NashNova zh-tw 2026-07-12T04:36:46.447Z 特斯拉Q2交付創紀錄，股價反跌逾8% https://www.nashnova.com/zh-hant/feed/special/key-events-next-week-china-gdp-u-s-cpi-and-tsmc-earnings-all-in-focus-6259 NashNova zh-tw 2026-07-12T04:32:43.030Z 下週重磅：中國GDP、美國CPI與台積電財報集中亮相 https://www.nashnova.com/zh-hant/feed/special/chinas-central-bank-pressures-rating-agencies-to-cut-top-corporate-bond-ratings-6258 NashNova zh-tw 2026-07-12T04:17:28.915Z 中國央行施壓評級機構削減企業債最高評級 https://www.nashnova.com/zh-hant/feed/special/memory-capacity-expansion-plus-overseas-equipment-delivery-disruptions-domestic-6257 NashNova zh-tw 2026-07-12T04:07:41.274Z 存儲擴產疊加海外設備交付受阻，國產半導體設備迎雙重增量 https://www.nashnova.com/zh-hant/feed/special/samsungs-first-yongin-chip-fab-production-moved-up-to-2029-6256 NashNova zh-tw 2026-07-12T03:21:52.469Z 三星龍仁首座晶片廠投產提前至2029年 https://www.nashnova.com/zh-hant/feed/special/taiwans-top-three-pcb-makers-raise-over-nt-100-billion-combined-to-bet-on-ai-6255 NashNova zh-tw 2026-07-12T02:47:07.764Z 台灣PCB三巨頭合計融資逾百億押注AI數據中心 https://www.nashnova.com/zh-hant/feed/special/irans-irgc-announces-closure-of-the-strait-of-hormuz-6254 NashNova zh-tw 2026-07-11T22:36:58.798Z 伊朗伊斯蘭革命衛隊宣布關閉霍爾木茲海峽 https://www.nashnova.com/zh-hant/feed/special/primary-dealers-net-short-on-corporate-bonds-hits-record-for-the-first-time-6253 NashNova zh-tw 2026-07-11T19:22:37.569Z 主要交易商企業債淨空頭首破紀錄 https://www.nashnova.com/zh-hant/feed/special/citi-q2-software-preview-palantir-microsoft-among-top-picks-6252 NashNova zh-tw 2026-07-11T12:07:00.534Z 花旗Q2軟體前瞻：Palantir、微軟等獲優選 https://www.nashnova.com/zh-hant/feed/special/zhipu-ais-tang-jie-issues-internal-memo-betting-on-agi-abandoning-short-term-6251 NashNova zh-tw 2026-07-11T11:41:34.202Z 智譜唐傑發內部信：押注AGI放棄短期變現