https://www.nashnova.com/feed/special/bofa-upgrades-salesforce-to-buy-raises-price-target-from-160-to-285-14742 nashnova en 2026-10-12T11:29:44.066Z BofA Upgrades Salesforce to Buy, Raises Price Target from $160 to $285 https://www.nashnova.com/feed/special/bristol-myers-squibb-hits-primary-endpoints-in-two-phase-3-trials-shares-up-14741 nashnova en 2026-10-12T11:24:52.468Z Bristol-Myers Squibb Hits Primary Endpoints in Two Phase 3 Trials, Shares Up Nearly 6% Premarket https://www.nashnova.com/feed/special/u-s-earnings-season-kicks-off-year-end-rally-hinges-on-profit-delivery-14740 nashnova en 2026-10-12T11:21:50.738Z U.S. Earnings Season Kicks Off: Year-End Rally Hinges on Profit Delivery https://www.nashnova.com/feed/special/citi-accelerates-lifting-of-consent-orders-internal-audit-to-be-submitted-before-14739 nashnova en 2026-10-12T11:20:24.744Z Citi Accelerates Lifting of Consent Orders, Internal Audit to Be Submitted Before Year-End https://www.nashnova.com/feed/special/shanghai-port-group-in-talks-to-acquire-lme-warehousing-firm-eyeing-metals-flow-14738 nashnova en 2026-10-12T11:15:10.050Z Shanghai Port Group in Talks to Acquire LME Warehousing Firm, Eyeing Metals Flow Data https://www.nashnova.com/feed/special/hong-kong-sfc-amends-listing-rules-introduces-post-listing-conditions-and-14737 nashnova en 2026-10-12T11:04:52.675Z Hong Kong SFC Amends Listing Rules: Introduces Post-Listing Conditions and Independent Review Mechanism https://www.nashnova.com/feed/special/brookings-ai-infrastructure-spending-averages-3-6-percent-of-gdp-annually-1-6x-14736 nashnova en 2026-10-12T10:25:45.593Z Brookings: AI Infrastructure Spending Averages 3.6% of GDP Annually, 1.6x the Railroad Era https://www.nashnova.com/feed/special/africas-largest-phone-maker-transsions-hong-kong-ipo-sees-lukewarm-subscription-14735 nashnova en 2026-10-12T10:10:50.035Z Africa's Largest Phone Maker Transsion's Hong Kong IPO Sees Lukewarm Subscription at Only 3.5x Oversubscribed https://www.nashnova.com/feed/special/sia-report-u-s-chip-supply-chain-dependence-on-china-far-exceeds-surface-level-14734 nashnova en 2026-10-12T10:09:46.581Z SIA Report: U.S. Chip Supply Chain Dependence on China Far Exceeds Surface-Level Data https://www.nashnova.com/feed/special/ubs-next-phase-of-ai-trade-focuses-on-power-and-data-center-supply-14733 nashnova en 2026-10-12T10:04:48.249Z UBS: Next Phase of AI Trade Focuses on Power and Data Center Supply https://www.nashnova.com/feed/special/2026-nobel-prize-in-economics-announced-hall-and-woodford-win-the-award-14732 nashnova en 2026-10-12T09:55:02.477Z 2026 Nobel Prize in Economics Announced: Hall and Woodford Win the Award https://www.nashnova.com/feed/special/new-model-gpt-rosalind-discovery-appears-on-openai-life-sciences-api-14731 nashnova en 2026-10-12T09:30:33.108Z New Model gpt-rosalind-discovery Appears on OpenAI Life Sciences API https://www.nashnova.com/feed/special/hkex-partners-with-s-and-p-dow-jones-to-launch-cross-market-tech-100-index-14730 nashnova en 2026-10-12T09:20:44.856Z HKEX Partners with S&P Dow Jones to Launch Cross-Market Tech 100 Index https://www.nashnova.com/feed/special/chinas-ministry-of-finance-cuts-export-tax-rebate-rate-for-nevs-to-9-percent-14729 nashnova en 2026-10-12T09:19:48.618Z China's Ministry of Finance Cuts Export Tax Rebate Rate for NEVs to 9% https://www.nashnova.com/feed/special/china-regulator-unconditionally-approves-geelys-acquisition-of-fords-spanish-14728 nashnova en 2026-10-12T08:59:40.814Z China Regulator Unconditionally Approves Geely's Acquisition of Ford's Spanish Subsidiary https://www.nashnova.com/feed/special/hk-stock-close-hsi-up-0-25-percent-chinese-banks-hit-new-highs-lithium-and-gold-14727 nashnova en 2026-10-12T08:49:41.806Z HK Stock Close: HSI Up 0.25%, Chinese Banks Hit New Highs, Lithium & Gold Stocks Under Pressure https://www.nashnova.com/feed/special/goldman-sachs-upgrades-global-equities-back-to-overweight-raises-bonds-to-14726 nashnova en 2026-10-12T08:48:14.675Z Goldman Sachs Upgrades Global Equities Back to Overweight, Raises Bonds to Overweight Over Medium-to-Long Term https://www.nashnova.com/feed/special/china-thermal-coal-prices-hit-three-year-high-as-multiple-factors-constrain-14725 nashnova en 2026-10-12T08:46:39.707Z China Thermal Coal Prices Hit Three-Year High as Multiple Factors Constrain Supply https://www.nashnova.com/feed/special/barclays-estimates-s-and-p-500-can-still-achieve-double-digit-growth-even-with-14724 nashnova en 2026-10-12T08:45:20.671Z Barclays Estimates: S&P 500 Can Still Achieve Double-Digit Growth Even with 15% Chip Earnings Downgrade https://www.nashnova.com/feed/special/moonshot-ai-faces-equity-dispute-before-hong-kong-ipo-claims-may-exceed-700-14723 nashnova en 2026-10-12T08:17:54.895Z Moonshot AI Faces Equity Dispute Before Hong Kong IPO, Claims May Exceed $700 Million https://www.nashnova.com/feed/special/biren-technology-br20x-gpu-lights-up-but-u-s-export-controls-constrain-mass-14722 nashnova en 2026-10-12T08:16:37.795Z Biren Technology BR20X GPU Lights Up, but U.S. Export Controls Constrain Mass Production https://www.nashnova.com/feed/special/largan-precision-warns-smartphone-peak-season-tops-out-early-q4-demand-under-14721 nashnova en 2026-10-12T08:15:08.940Z Largan Precision Warns: Smartphone Peak Season Tops Out Early, Q4 Demand Under Pressure https://www.nashnova.com/feed/special/intel-ceo-chinas-adoption-of-frontier-ai-models-is-very-fast-14720 nashnova en 2026-10-12T07:59:39.032Z Intel CEO: China's Adoption of Frontier AI Models Is "Very Fast" https://www.nashnova.com/feed/special/morgan-stanley-muse-costs-up-to-130-user-month-user-growth-plunges-62-percent-14719 nashnova en 2026-10-12T07:45:44.601Z Morgan Stanley: Muse Costs Up to $130/User/Month, User Growth Plunges 62% https://www.nashnova.com/feed/special/ase-q3-revenue-surges-nearly-45-percent-yoy-atm-business-up-51-percent-14718 nashnova en 2026-10-12T07:40:43.922Z ASE Q3 Revenue Surges Nearly 45% YoY, ATM Business Up 51% https://www.nashnova.com/feed/special/huawei-backed-luxury-ev-suffers-brake-failure-chinas-miit-plans-new-vehicle-14717 nashnova en 2026-10-12T07:39:45.561Z Huawei-Backed Luxury EV Suffers Brake Failure; China's MIIT Plans New Vehicle Testing Rules https://www.nashnova.com/feed/special/creditease-founder-criminally-detained-u-s-listed-subsidiary-yiren-digital-14716 nashnova en 2026-10-12T07:34:50.467Z CreditEase Founder Criminally Detained; U.S.-Listed Subsidiary Yiren Digital Caught in the Fallout https://www.nashnova.com/feed/special/forecast-samsungs-hbm-market-share-to-surpass-sk-hynix-by-2027-14715 nashnova en 2026-10-12T07:20:19.864Z Forecast: Samsung's HBM Market Share to Surpass SK Hynix by 2027 https://www.nashnova.com/feed/special/burry-increases-byd-position-calling-it-potentially-the-worlds-lowest-cost-14714 nashnova en 2026-10-12T07:05:56.654Z Burry Increases BYD Position, Calling It Potentially the World's Lowest-Cost Automaker https://www.nashnova.com/feed/special/broadcom-ceo-capital-not-memory-chips-is-the-biggest-bottleneck-for-ai-growth-14713 nashnova en 2026-10-12T07:04:50.016Z Broadcom CEO: Capital, Not Memory Chips, Is the Biggest Bottleneck for AI Growth https://www.nashnova.com/feed/special/volkswagen-q3-global-deliveries-drop-14-3-percent-yoy-china-market-plunges-14712 nashnova en 2026-10-12T06:54:42.597Z Volkswagen Q3 Global Deliveries Drop 14.3% YoY, China Market Plunges Nearly 40% https://www.nashnova.com/feed/special/morgan-stanley-bond-vigilantes-target-french-sovereign-debt-spreads-exceed-14711 nashnova en 2026-10-12T06:51:39.921Z Morgan Stanley: Bond Vigilantes Target French Sovereign Debt, Spreads Exceed Eurozone Crisis Peak https://www.nashnova.com/feed/special/burry-shifts-to-fannie-mae-and-freddie-mac-preferred-shares-warns-of-dilution-14710 nashnova en 2026-10-12T06:50:17.743Z Burry Shifts to Fannie Mae and Freddie Mac Preferred Shares, Warns of Dilution Risk from Treasury Share Conversion https://www.nashnova.com/feed/special/lithium-carbonate-futures-fall-below-110-000-yuan-hitting-a-new-low-for-the-year-14709 nashnova en 2026-10-12T06:25:06.826Z Lithium Carbonate Futures Fall Below 110,000 Yuan, Hitting a New Low for the Year https://www.nashnova.com/feed/special/qualcomm-ceo-smartphones-will-run-100-billion-parameter-ai-models-by-2028-14708 nashnova en 2026-10-12T06:00:13.161Z Qualcomm CEO: Smartphones Will Run 100-Billion-Parameter AI Models by 2028 https://www.nashnova.com/feed/special/taiwans-september-exports-hit-single-month-record-first-nine-months-exports-to-14707 nashnova en 2026-10-12T05:15:06.703Z Taiwan's September Exports Hit Single-Month Record; First Nine Months' Exports to the U.S. Surpass $200 Billion for the First Time https://www.nashnova.com/feed/special/vix-risk-signals-intensify-as-hedge-funds-hold-record-heavy-tech-positions-14706 nashnova en 2026-10-12T04:56:39.895Z VIX Risk Signals Intensify as Hedge Funds Hold Record-Heavy Tech Positions https://www.nashnova.com/feed/special/eu-and-china-agree-to-launch-consultations-on-inverter-market-access-14705 nashnova en 2026-10-12T04:49:57.340Z EU and China Agree to Launch Consultations on Inverter Market Access https://www.nashnova.com/feed/special/morgan-stanley-ccc-spreads-hit-record-bank-stocks-most-oversold-since-1993-14704 nashnova en 2026-10-12T04:41:09.749Z Morgan Stanley: CCC Spreads Hit Record, Bank Stocks Most Oversold Since 1993 https://www.nashnova.com/feed/special/tsmc-and-asml-advance-12-inch-photomask-development-plan-pilot-production-line-14703 nashnova en 2026-10-12T04:26:18.474Z TSMC and ASML Advance 12-Inch Photomask Development, Plan Pilot Production Line by 2031 to Unlock High-NA EUV Full-Field Exposure https://www.nashnova.com/feed/special/copper-prices-rise-0-5-percent-shifting-rate-cut-expectations-combined-with-14702 nashnova en 2026-10-12T04:25:01.569Z Copper Prices Rise 0.5%: Shifting Rate Cut Expectations Combined with Chilean Mine Avalanche Disrupting Supply https://www.nashnova.com/feed/special/traders-bet-70-percent-probability-of-bank-of-korea-hiking-rates-by-50-basis-14701 nashnova en 2026-10-12T04:15:00.242Z Traders Bet 70% Probability of Bank of Korea Hiking Rates by 50 Basis Points Over Next Six Months https://www.nashnova.com/feed/special/imf-ai-investment-underpins-3-percent-global-growth-asia-benefits-significantly-14700 nashnova en 2026-10-12T04:04:55.976Z IMF: AI Investment Underpins ~3% Global Growth, Asia Benefits Significantly https://www.nashnova.com/feed/special/goldman-sachs-maintains-bullish-stance-on-pjm-power-ipp-sector-top-picks-tln-nrg-14699 nashnova en 2026-10-12T03:25:23.239Z Goldman Sachs Maintains Bullish Stance on PJM Power IPP Sector, Top Picks: TLN, NRG, VST https://www.nashnova.com/feed/special/goldman-sachs-china-ai-stocks-near-5-trillion-market-cap-two-investment-themes-14698 nashnova en 2026-10-12T03:20:38.254Z Goldman Sachs: China AI Stocks Near $5 Trillion Market Cap, Two Investment Themes Identified — Exports vs. Domestic Demand https://www.nashnova.com/feed/special/u-s-65-percent-domestic-content-rule-may-reshape-value-distribution-in-chinas-14697 nashnova en 2026-10-12T03:11:22.034Z U.S. 65% Domestic Content Rule May Reshape Value Distribution in China's Optical Supply Chain https://www.nashnova.com/feed/special/suzhou-dongshan-precision-plans-hong-kong-ipo-seeking-up-to-3-billion-14696 nashnova en 2026-10-12T03:10:06.592Z Suzhou Dongshan Precision Plans Hong Kong IPO, Seeking Up to $3 Billion https://www.nashnova.com/feed/special/chinext-index-falls-below-3-000-points-banks-hit-record-highs-copper-clad-14695 nashnova en 2026-10-12T02:45:40.608Z ChiNext Index Falls Below 3,000 Points, Banks Hit Record Highs, Copper-Clad Laminates Lead Declines https://www.nashnova.com/feed/special/jpmorgan-alibaba-cloud-profits-to-cover-ai-losses-for-the-first-time-in-q4-2026-14694 nashnova en 2026-10-12T02:40:15.284Z JPMorgan: Alibaba Cloud Profits to Cover AI Losses for the First Time in Q4 2026 https://www.nashnova.com/feed/special/mediateks-flagship-ap-market-share-set-to-surpass-samsung-tsmcs-2nm-capacity-is-14693 nashnova en 2026-10-12T02:16:09.642Z MediaTek's Flagship AP Market Share Set to Surpass Samsung; TSMC's 2nm Capacity Is Key https://www.nashnova.com/feed/special/dbs-bank-ceo-markets-are-repricing-ai-financing-risks-14692 nashnova en 2026-10-12T02:15:00.916Z DBS Bank CEO: Markets Are Repricing AI Financing Risks https://www.nashnova.com/feed/special/ubs-hawkish-expectations-largely-priced-in-falling-treasury-yields-to-drive-gold-14691 nashnova en 2026-10-12T01:59:46.997Z UBS: Hawkish Expectations Largely Priced In, Falling Treasury Yields to Drive Gold Rebound https://www.nashnova.com/feed/special/citic-securities-hong-kong-stocks-have-foundation-to-resume-uptrend-recommends-14690 nashnova en 2026-10-12T00:35:25.405Z CITIC Securities: Hong Kong Stocks Have Foundation to Resume Uptrend; Recommends Dividend, AI Hardware and Other Sectors https://www.nashnova.com/feed/special/ai-halo-fades-korean-stocks-swing-from-global-best-to-global-worst-14689 nashnova en 2026-10-12T00:25:23.542Z AI Halo Fades: Korean Stocks Swing from Global Best to Global Worst https://www.nashnova.com/feed/special/global-bond-selloff-does-central-banks-job-yields-break-4-percent-hitting-25-14688 nashnova en 2026-10-11T23:10:25.832Z Global Bond Selloff Does Central Banks' Job: Yields Break 4%, Hitting 25-Year Highs https://www.nashnova.com/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova en 2026-10-11T20:39:58.395Z Amazon Plans ~$7 Billion Acquisition of AI Chip Adaptation Startup Decart https://www.nashnova.com/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova en 2026-10-11T15:40:11.918Z Riyadh Airport Hit Again, Physical Brent Crude Reaches Highest Since 1991 https://www.nashnova.com/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova en 2026-10-11T15:20:19.956Z Goldman Sachs Forecasts U.S. Equity Issuance to Reach $600 Billion by 2027 https://www.nashnova.com/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova en 2026-10-11T15:15:27.701Z Anthropic Data Center Expansion: Potential Monthly Revenue Exceeding $1.3 Billion https://www.nashnova.com/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova en 2026-10-11T14:56:24.962Z China and EU Reach 16-Point Consensus: Hybrid Vehicle Export Restrictions in Exchange for Trade War Buffer https://www.nashnova.com/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova en 2026-10-11T14:55:09.083Z Trump Announces Russia-Ukraine Energy Ceasefire; Diesel Market Watches for Implementation https://www.nashnova.com/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova en 2026-10-11T13:14:45.788Z IMF: Tokenized Stocks Suffer Low Liquidity and High Volatility, but Real Demand Exists https://www.nashnova.com/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova en 2026-10-11T12:18:24.898Z CITIC Securities: Navigating High Interest Rates Through Sector Momentum and Supply-Side Clearing, Tracking the AI Investment Cycle Inflection Point https://www.nashnova.com/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova en 2026-10-11T12:16:42.726Z Palladium Down 30% YTD as 40% of Global Refining Capacity Concentrated in One Plant Raises Supply Concerns https://www.nashnova.com/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova en 2026-10-11T12:15:11.093Z Morgan Stanley: Market Underestimates CATL's Resilience, Maintains A-Share Overweight with Target Price of RMB 500 https://www.nashnova.com/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova en 2026-10-11T11:58:23.705Z Trump Says Considering Joining Saudi Arabia in Striking Houthis; Saudi Arabia Requests Emergency U.S. Defense Support https://www.nashnova.com/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova en 2026-10-11T11:57:01.509Z CXMT Receives Dual "Outperform" Ratings from CLSA and Bernstein as Global Market Share Expansion Thesis Faces Scrutiny https://www.nashnova.com/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova en 2026-10-11T11:55:45.132Z Top Six U.S. Banks Report Q3 Earnings This Week: Net Interest Margin and Investment Banking Fees Are Key Focus https://www.nashnova.com/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova en 2026-10-11T11:15:19.162Z CSC: Post-Holiday A-Shares Underperform Expectations, Prioritize Defense While Awaiting Catalysts https://www.nashnova.com/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova en 2026-10-11T11:04:57.416Z NVIDIA's Off-Balance-Sheet Commitments Surge to $530 Billion in a Single Quarter https://www.nashnova.com/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova en 2026-10-11T08:05:07.670Z Saudi Stocks Drop 1% Day After Riyadh Airport Attack https://www.nashnova.com/feed/special/goldman-sachs-ai-trade-narrative-shifts-from-hardware-to-application-layer-14671 nashnova en 2026-10-11T06:00:08.925Z Goldman Sachs: AI Trade Narrative Shifts from Hardware to Application Layer https://www.nashnova.com/feed/special/80-percent-of-samsungs-memory-capacity-for-next-year-already-locked-in-by-long-14670 nashnova en 2026-10-11T05:20:19.680Z 80% of Samsung's Memory Capacity for Next Year Already Locked in by Long-Term Agreements as Tech Giants Scramble for Remaining Share https://www.nashnova.com/feed/special/goldman-sachs-warns-of-italian-government-bond-risks-as-widening-deficit-could-14669 nashnova en 2026-10-11T05:05:11.662Z Goldman Sachs Warns of Italian Government Bond Risks as Widening Deficit Could Push Debt to Europe's Highest https://www.nashnova.com/feed/special/imf-world-bank-bangkok-annual-meetings-middle-east-war-and-high-debt-dominate-14668 nashnova en 2026-10-11T04:30:19.044Z IMF-World Bank Bangkok Annual Meetings: Middle East War and High Debt Dominate the Agenda https://www.nashnova.com/feed/special/deutsche-bank-downgrades-u-s-tech-stocks-warns-of-inverted-v-reversal-risk-14667 nashnova en 2026-10-11T04:00:13.769Z Deutsche Bank Downgrades U.S. Tech Stocks, Warns of "Inverted-V Reversal" Risk https://www.nashnova.com/feed/special/luxshare-precision-faces-itc-patent-investigation-in-the-u-s-says-impact-is-14666 nashnova en 2026-10-11T03:29:55.510Z Luxshare Precision Faces ITC Patent Investigation in the U.S., Says Impact Is Limited https://www.nashnova.com/feed/special/u-s-military-strikes-commercial-oil-tanker-in-gulf-of-oman-claiming-it-attempted-14665 nashnova en 2026-10-11T03:15:18.752Z U.S. Military Strikes Commercial Oil Tanker in Gulf of Oman, Claiming It Attempted to Breach Iran Blockade https://www.nashnova.com/feed/special/ubs-copper-supply-gap-extends-into-the-2030s-most-bullish-commodity-14664 nashnova en 2026-10-11T02:00:02.209Z UBS: Copper Supply Gap Extends Into the 2030s, Most Bullish Commodity https://www.nashnova.com/feed/special/american-express-hit-with-350-million-anti-money-laundering-fine-for-failing-to-14662 nashnova en 2026-10-10T22:49:56.279Z American Express Hit with $350 Million Anti-Money Laundering Fine for Failing to Report ~$13 Billion in Suspicious Transactions https://www.nashnova.com/feed/special/microsoft-ceo-nadella-calls-for-emergency-brake-mechanism-for-advanced-ai-14661 nashnova en 2026-10-10T18:55:08.639Z Microsoft CEO Nadella Calls for "Emergency Brake" Mechanism for Advanced AI https://www.nashnova.com/feed/special/nvidia-in-talks-to-acquire-ai-startup-reflection-ai-at-25-billion-valuation-14660 nashnova en 2026-10-10T18:25:14.075Z Nvidia in Talks to Acquire AI Startup Reflection AI at $25 Billion Valuation https://www.nashnova.com/feed/special/houthi-attack-on-riyadh-airport-forces-saudi-arabia-to-suspend-operations-over-14659 nashnova en 2026-10-10T17:04:56.013Z Houthi Attack on Riyadh Airport Forces Saudi Arabia to Suspend Operations, Over 260 Flights Canceled https://www.nashnova.com/feed/special/goldman-sachs-10-stocks-drive-68-percent-of-q3-earnings-growth-dont-fight-the-14658 nashnova en 2026-10-10T16:39:57.319Z Goldman Sachs: 10 Stocks Drive 68% of Q3 Earnings Growth — Don't Fight the Concentration https://www.nashnova.com/feed/special/white-house-mandates-ai-companies-to-report-safety-incidents-anthropic-violation-14657 nashnova en 2026-10-10T13:24:58.888Z White House Mandates AI Companies to Report Safety Incidents; Anthropic Violation Triggers Regulatory Order https://www.nashnova.com/zh/feed/special/moonshot-ai-faces-equity-dispute-before-hong-kong-ipo-claims-may-exceed-700-14723 nashnova zh-cn 2026-10-12T08:17:54.895Z 月之暗面港股IPO前遭股权争议,索赔或超7亿美元 https://www.nashnova.com/zh/feed/special/biren-technology-br20x-gpu-lights-up-but-u-s-export-controls-constrain-mass-14722 nashnova zh-cn 2026-10-12T08:16:37.795Z 壁仞科技BR20X GPU点亮,美国出口管制制约量产 https://www.nashnova.com/zh/feed/special/largan-precision-warns-smartphone-peak-season-tops-out-early-q4-demand-under-14721 nashnova zh-cn 2026-10-12T08:15:08.940Z 大立光示警:智能手机旺季提前见顶,四季度需求承压 https://www.nashnova.com/zh/feed/special/intel-ceo-chinas-adoption-of-frontier-ai-models-is-very-fast-14720 nashnova zh-cn 2026-10-12T07:59:39.032Z 英特尔CEO:中国前沿AI模型采用速度"非常快" https://www.nashnova.com/zh/feed/special/morgan-stanley-muse-costs-up-to-130-user-month-user-growth-plunges-62-percent-14719 nashnova zh-cn 2026-10-12T07:45:44.601Z 摩根士丹利:Muse每用户月成本最高130美元,用户增速骤降62% https://www.nashnova.com/zh/feed/special/ase-q3-revenue-surges-nearly-45-percent-yoy-atm-business-up-51-percent-14718 nashnova zh-cn 2026-10-12T07:40:43.922Z 日月光Q3营收同比增近45%,ATM业务增51% https://www.nashnova.com/zh/feed/special/huawei-backed-luxury-ev-suffers-brake-failure-chinas-miit-plans-new-vehicle-14717 nashnova zh-cn 2026-10-12T07:39:45.561Z 华为系豪华电动车刹车断裂,中国工信部拟出台新车型测试规则 https://www.nashnova.com/zh/feed/special/creditease-founder-criminally-detained-u-s-listed-subsidiary-yiren-digital-14716 nashnova zh-cn 2026-10-12T07:34:50.467Z 宜信实控人遭刑事拘留,旗下美股平台宜人数科波及 https://www.nashnova.com/zh/feed/special/forecast-samsungs-hbm-market-share-to-surpass-sk-hynix-by-2027-14715 nashnova zh-cn 2026-10-12T07:20:19.864Z 预测:三星2027年HBM市占率将超越SK海力士 https://www.nashnova.com/zh/feed/special/burry-increases-byd-position-calling-it-potentially-the-worlds-lowest-cost-14714 nashnova zh-cn 2026-10-12T07:05:56.654Z 伯里增持比亚迪,称其或为全球最低成本车企 https://www.nashnova.com/zh/feed/special/broadcom-ceo-capital-not-memory-chips-is-the-biggest-bottleneck-for-ai-growth-14713 nashnova zh-cn 2026-10-12T07:04:50.016Z 博通CEO:AI增长最大瓶颈是资本而非存储芯片 https://www.nashnova.com/zh/feed/special/volkswagen-q3-global-deliveries-drop-14-3-percent-yoy-china-market-plunges-14712 nashnova zh-cn 2026-10-12T06:54:42.597Z 大众汽车Q3全球交付量同比降14.3%,中国市场跌幅近四成 https://www.nashnova.com/zh/feed/special/morgan-stanley-bond-vigilantes-target-french-sovereign-debt-spreads-exceed-14711 nashnova zh-cn 2026-10-12T06:51:39.921Z 大摩:债券义警锁定法国主权债,利差超欧债危机峰值 https://www.nashnova.com/zh/feed/special/burry-shifts-to-fannie-mae-and-freddie-mac-preferred-shares-warns-of-dilution-14710 nashnova zh-cn 2026-10-12T06:50:17.743Z 伯里转持房利美房地美优先股,警示国债转股稀释风险 https://www.nashnova.com/zh/feed/special/lithium-carbonate-futures-fall-below-110-000-yuan-hitting-a-new-low-for-the-year-14709 nashnova zh-cn 2026-10-12T06:25:06.826Z 碳酸锂期货跌破11万元,创年内新低 https://www.nashnova.com/zh/feed/special/qualcomm-ceo-smartphones-will-run-100-billion-parameter-ai-models-by-2028-14708 nashnova zh-cn 2026-10-12T06:00:13.161Z 高通CEO:2028年手机将运行千亿参数AI模型 https://www.nashnova.com/zh/feed/special/taiwans-september-exports-hit-single-month-record-first-nine-months-exports-to-14707 nashnova zh-cn 2026-10-12T05:15:06.703Z 台湾9月出口创单月纪录,前九月对美出口首破2000亿美元 https://www.nashnova.com/zh/feed/special/vix-risk-signals-intensify-as-hedge-funds-hold-record-heavy-tech-positions-14706 nashnova zh-cn 2026-10-12T04:56:39.895Z 对冲基金史上最重科技仓位下VIX风险信号升温 https://www.nashnova.com/zh/feed/special/eu-and-china-agree-to-launch-consultations-on-inverter-market-access-14705 nashnova zh-cn 2026-10-12T04:49:57.340Z 欧中同意就逆变器市场准入问题展开磋商 https://www.nashnova.com/zh/feed/special/morgan-stanley-ccc-spreads-hit-record-bank-stocks-most-oversold-since-1993-14704 nashnova zh-cn 2026-10-12T04:41:09.749Z 大摩:CCC级利差创纪录,银行股超卖程度为1993年来最高 https://www.nashnova.com/zh/feed/special/tsmc-and-asml-advance-12-inch-photomask-development-plan-pilot-production-line-14703 nashnova zh-cn 2026-10-12T04:26:18.474Z 台积电与ASML推进12英寸光掩模 拟2031年建试产线解锁High-NA EUV全场曝光 https://www.nashnova.com/zh/feed/special/copper-prices-rise-0-5-percent-shifting-rate-cut-expectations-combined-with-14702 nashnova zh-cn 2026-10-12T04:25:01.569Z 铜价涨0.5%:降息预期松动叠加智利矿山雪崩冲击供应 https://www.nashnova.com/zh/feed/special/traders-bet-70-percent-probability-of-bank-of-korea-hiking-rates-by-50-basis-14701 nashnova zh-cn 2026-10-12T04:15:00.242Z 交易员押注韩国央行未来六个月加息50基点概率达70% https://www.nashnova.com/zh/feed/special/imf-ai-investment-underpins-3-percent-global-growth-asia-benefits-significantly-14700 nashnova zh-cn 2026-10-12T04:04:55.976Z IMF:AI投资支撑全球增长约3%,亚洲受益显著 https://www.nashnova.com/zh/feed/special/goldman-sachs-maintains-bullish-stance-on-pjm-power-ipp-sector-top-picks-tln-nrg-14699 nashnova zh-cn 2026-10-12T03:25:23.239Z 高盛维持PJM电力IPP板块看多,首选TLN、NRG、VST https://www.nashnova.com/zh/feed/special/goldman-sachs-china-ai-stocks-near-5-trillion-market-cap-two-investment-themes-14698 nashnova zh-cn 2026-10-12T03:20:38.254Z 高盛:中国AI股市值近5万亿美元,划定出口与内需两条投资主线 https://www.nashnova.com/zh/feed/special/u-s-65-percent-domestic-content-rule-may-reshape-value-distribution-in-chinas-14697 nashnova zh-cn 2026-10-12T03:11:22.034Z 美国65%本地内容规则或重塑中国光学供应链价值分配 https://www.nashnova.com/zh/feed/special/suzhou-dongshan-precision-plans-hong-kong-ipo-seeking-up-to-3-billion-14696 nashnova zh-cn 2026-10-12T03:10:06.592Z 苏州东山精密拟赴港IPO,募资最高30亿美元 https://www.nashnova.com/zh/feed/special/chinext-index-falls-below-3-000-points-banks-hit-record-highs-copper-clad-14695 nashnova zh-cn 2026-10-12T02:45:40.608Z 创业板指跌破3000点 银行创历史新高 覆铜板领跌 https://www.nashnova.com/zh/feed/special/jpmorgan-alibaba-cloud-profits-to-cover-ai-losses-for-the-first-time-in-q4-2026-14694 nashnova zh-cn 2026-10-12T02:40:15.284Z 摩根大通:阿里云利润将于2026年四季度首次覆盖AI亏损 https://www.nashnova.com/zh/feed/special/mediateks-flagship-ap-market-share-set-to-surpass-samsung-tsmcs-2nm-capacity-is-14693 nashnova zh-cn 2026-10-12T02:16:09.642Z 联发科旗舰AP市占率将超三星,台积电2纳米产能是关键 https://www.nashnova.com/zh/feed/special/dbs-bank-ceo-markets-are-repricing-ai-financing-risks-14692 nashnova zh-cn 2026-10-12T02:15:00.916Z 星展银行CEO:市场正重新为AI融资风险定价 https://www.nashnova.com/zh/feed/special/ubs-hawkish-expectations-largely-priced-in-falling-treasury-yields-to-drive-gold-14691 nashnova zh-cn 2026-10-12T01:59:46.997Z 瑞银:鹰派预期已大部分定价,美债收益率回落将推动黄金反弹 https://www.nashnova.com/zh/feed/special/citic-securities-hong-kong-stocks-have-foundation-to-resume-uptrend-recommends-14690 nashnova zh-cn 2026-10-12T00:35:25.405Z 中信证券:港股具备重拾上行基础,荐红利、AI硬件等方向 https://www.nashnova.com/zh/feed/special/ai-halo-fades-korean-stocks-swing-from-global-best-to-global-worst-14689 nashnova zh-cn 2026-10-12T00:25:23.542Z AI光环褪色,韩股从全球最强跌至全球最弱 https://www.nashnova.com/zh/feed/special/global-bond-selloff-does-central-banks-job-yields-break-4-percent-hitting-25-14688 nashnova zh-cn 2026-10-11T23:10:25.832Z 全球债市抛售替央行加息,收益率破4%创25年新高 https://www.nashnova.com/zh/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova zh-cn 2026-10-11T20:39:58.395Z 亚马逊拟约70亿美元收购AI芯片适配初创Decart https://www.nashnova.com/zh/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova zh-cn 2026-10-11T15:40:11.918Z 利雅得机场再遭袭击,实物布伦特油价创1991年来新高 https://www.nashnova.com/zh/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova zh-cn 2026-10-11T15:20:19.956Z 高盛预测2027年美股股权发行规模达6000亿美元 https://www.nashnova.com/zh/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova zh-cn 2026-10-11T15:15:27.701Z Anthropic数据中心扩张:每月潜在营收逾13亿美元 https://www.nashnova.com/zh/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova zh-cn 2026-10-11T14:56:24.962Z 中欧达成16点共识,混合车出口限制换取贸易战缓冲 https://www.nashnova.com/zh/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova zh-cn 2026-10-11T14:55:09.083Z 特朗普宣布俄乌能源停火,柴油市场关注落实 https://www.nashnova.com/zh/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova zh-cn 2026-10-11T13:14:45.788Z IMF:代币化股票流动性低、波动大,但需求真实存在 https://www.nashnova.com/zh/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova zh-cn 2026-10-11T12:18:24.898Z 中信证券:景气与供给出清应对高利率,跟踪AI投资周期拐点 https://www.nashnova.com/zh/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova zh-cn 2026-10-11T12:16:42.726Z 钯金年内跌30%,全球40%精炼产能集中一厂引发供应隐忧 https://www.nashnova.com/zh/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova zh-cn 2026-10-11T12:15:11.093Z 大摩:市场低估宁德时代韧性,维持A股增持目标价500元 https://www.nashnova.com/zh/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova zh-cn 2026-10-11T11:58:23.705Z 特朗普称考虑加入沙特打击胡塞武装,沙特请求美国紧急防务支援 https://www.nashnova.com/zh/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova zh-cn 2026-10-11T11:57:01.509Z 长鑫存储获里昂、伯恩斯坦双重"跑赢"评级,全球市占率扩张逻辑受考验 https://www.nashnova.com/zh/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova zh-cn 2026-10-11T11:55:45.132Z 美国六大银行本周密集披露三季报,净息差与投行费用是核心看点 https://www.nashnova.com/zh/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova zh-cn 2026-10-11T11:15:19.162Z 中信建投:节后A股低于预期,防御优先等待转机 https://www.nashnova.com/zh/feed/special/nvidias-off-balance-sheet-commitments-surge-to-530-billion-in-a-single-quarter-14673 nashnova zh-cn 2026-10-11T11:04:57.416Z 英伟达表外承诺单季飙升至5300亿美元 https://www.nashnova.com/zh/feed/special/saudi-stocks-drop-1-percent-day-after-riyadh-airport-attack-14672 nashnova zh-cn 2026-10-11T08:05:07.670Z 利雅得机场遭袭次日,沙特股市下跌1% https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-trade-narrative-shifts-from-hardware-to-application-layer-14671 nashnova zh-cn 2026-10-11T06:00:08.925Z 高盛:AI交易叙事从硬件转向应用层 https://www.nashnova.com/zh/feed/special/80-percent-of-samsungs-memory-capacity-for-next-year-already-locked-in-by-long-14670 nashnova zh-cn 2026-10-11T05:20:19.680Z 三星明年存储产能80%已被长协锁定,科技巨头争抢剩余份额 https://www.nashnova.com/zh/feed/special/goldman-sachs-warns-of-italian-government-bond-risks-as-widening-deficit-could-14669 nashnova zh-cn 2026-10-11T05:05:11.662Z 高盛警示意大利国债风险 赤字扩大或推高债务至欧洲最高 https://www.nashnova.com/zh/feed/special/imf-world-bank-bangkok-annual-meetings-middle-east-war-and-high-debt-dominate-14668 nashnova zh-cn 2026-10-11T04:30:19.044Z IMF世界银行曼谷年会:中东战争与高债务主导议程 https://www.nashnova.com/zh/feed/special/deutsche-bank-downgrades-u-s-tech-stocks-warns-of-inverted-v-reversal-risk-14667 nashnova zh-cn 2026-10-11T04:00:13.769Z 德银下调美股科技股评级,警示"倒V反转"风险 https://www.nashnova.com/zh/feed/special/luxshare-precision-faces-itc-patent-investigation-in-the-u-s-says-impact-is-14666 nashnova zh-cn 2026-10-11T03:29:55.510Z 立讯精密遭美国国际贸易委员会专利调查,称影响有限 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-commercial-oil-tanker-in-gulf-of-oman-claiming-it-attempted-14665 nashnova zh-cn 2026-10-11T03:15:18.752Z 美军击中阿曼湾商业油轮,称其试图突破对伊封锁 https://www.nashnova.com/zh/feed/special/ubs-copper-supply-gap-extends-into-the-2030s-most-bullish-commodity-14664 nashnova zh-cn 2026-10-11T02:00:02.209Z 瑞银:铜供给缺口延续至2030年代,最看涨大宗商品 https://www.nashnova.com/zh/feed/special/4f2-ddr5-14663 nashnova zh-cn 2026-10-11T01:00:10.169Z 长鑫科技4F2架构取得突破,年底推DDR5服务器内存 https://www.nashnova.com/zh/feed/special/american-express-hit-with-350-million-anti-money-laundering-fine-for-failing-to-14662 nashnova zh-cn 2026-10-10T22:49:56.279Z 美国运通遭3.5亿美元反洗钱罚款,漏报约130亿美元可疑交易 https://www.nashnova.com/zh/feed/special/microsoft-ceo-nadella-calls-for-emergency-brake-mechanism-for-advanced-ai-14661 nashnova zh-cn 2026-10-10T18:55:08.639Z 微软CEO纳德拉呼吁为高级AI设置"紧急制动"机制 https://www.nashnova.com/zh/feed/special/nvidia-in-talks-to-acquire-ai-startup-reflection-ai-at-25-billion-valuation-14660 nashnova zh-cn 2026-10-10T18:25:14.075Z 英伟达洽购AI初创公司Reflection AI,后者估值250亿美元 https://www.nashnova.com/zh/feed/special/houthi-attack-on-riyadh-airport-forces-saudi-arabia-to-suspend-operations-over-14659 nashnova zh-cn 2026-10-10T17:04:56.013Z 胡塞武装袭击利雅得机场,沙特暂停运营逾260航班取消 https://www.nashnova.com/zh/feed/special/goldman-sachs-10-stocks-drive-68-percent-of-q3-earnings-growth-dont-fight-the-14658 nashnova zh-cn 2026-10-10T16:39:57.319Z 高盛:10只股票贡献Q3盈利增长68%,集中度不宜对抗 https://www.nashnova.com/zh/feed/special/white-house-mandates-ai-companies-to-report-safety-incidents-anthropic-violation-14657 nashnova zh-cn 2026-10-10T13:24:58.888Z 美国白宫强制AI公司报告安全事件,Anthropic违规触发监管令 https://www.nashnova.com/zh-hant/feed/special/moonshot-ai-faces-equity-dispute-before-hong-kong-ipo-claims-may-exceed-700-14723 nashnova zh-tw 2026-10-12T08:17:54.895Z 月之暗面港股IPO前遭股權爭議,索賠或超7億美元 https://www.nashnova.com/zh-hant/feed/special/biren-technology-br20x-gpu-lights-up-but-u-s-export-controls-constrain-mass-14722 nashnova zh-tw 2026-10-12T08:16:37.795Z 壁仞科技BR20X GPU點亮,美國出口管制制約量產 https://www.nashnova.com/zh-hant/feed/special/largan-precision-warns-smartphone-peak-season-tops-out-early-q4-demand-under-14721 nashnova zh-tw 2026-10-12T08:15:08.940Z 大立光示警:智慧型手機旺季提前見頂,四季度需求承壓 https://www.nashnova.com/zh-hant/feed/special/intel-ceo-chinas-adoption-of-frontier-ai-models-is-very-fast-14720 nashnova zh-tw 2026-10-12T07:59:39.032Z 英特爾CEO:中國前沿AI模型採用速度「非常快」 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-muse-costs-up-to-130-user-month-user-growth-plunges-62-percent-14719 nashnova zh-tw 2026-10-12T07:45:44.601Z 摩根士丹利:Muse每用戶月成本最高130美元,用戶增速驟降62% https://www.nashnova.com/zh-hant/feed/special/ase-q3-revenue-surges-nearly-45-percent-yoy-atm-business-up-51-percent-14718 nashnova zh-tw 2026-10-12T07:40:43.922Z 日月光Q3營收同比增近45%,ATM業務增51% https://www.nashnova.com/zh-hant/feed/special/huawei-backed-luxury-ev-suffers-brake-failure-chinas-miit-plans-new-vehicle-14717 nashnova zh-tw 2026-10-12T07:39:45.561Z 華為系豪華電動車剎車斷裂,中國工信部擬出台新車型測試規則 https://www.nashnova.com/zh-hant/feed/special/creditease-founder-criminally-detained-u-s-listed-subsidiary-yiren-digital-14716 nashnova zh-tw 2026-10-12T07:34:50.467Z 宜信實控人遭刑事拘留,旗下美股平台宜人數科波及 https://www.nashnova.com/zh-hant/feed/special/forecast-samsungs-hbm-market-share-to-surpass-sk-hynix-by-2027-14715 nashnova zh-tw 2026-10-12T07:20:19.864Z 預測:三星2027年HBM市佔率將超越SK海力士 https://www.nashnova.com/zh-hant/feed/special/burry-increases-byd-position-calling-it-potentially-the-worlds-lowest-cost-14714 nashnova zh-tw 2026-10-12T07:05:56.654Z 伯里增持比亞迪,稱其或為全球最低成本車企 https://www.nashnova.com/zh-hant/feed/special/broadcom-ceo-capital-not-memory-chips-is-the-biggest-bottleneck-for-ai-growth-14713 nashnova zh-tw 2026-10-12T07:04:50.016Z 博通CEO:AI增長最大瓶頸是資本而非存儲晶片 https://www.nashnova.com/zh-hant/feed/special/volkswagen-q3-global-deliveries-drop-14-3-percent-yoy-china-market-plunges-14712 nashnova zh-tw 2026-10-12T06:54:42.597Z 大眾汽車Q3全球交付量同比降14.3%,中國市場跌幅近四成 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-bond-vigilantes-target-french-sovereign-debt-spreads-exceed-14711 nashnova zh-tw 2026-10-12T06:51:39.921Z 大摩:債券義警鎖定法國主權債,利差超歐債危機峰值 https://www.nashnova.com/zh-hant/feed/special/burry-shifts-to-fannie-mae-and-freddie-mac-preferred-shares-warns-of-dilution-14710 nashnova zh-tw 2026-10-12T06:50:17.743Z 伯里轉持房利美房地美優先股,警示國債轉股稀釋風險 https://www.nashnova.com/zh-hant/feed/special/lithium-carbonate-futures-fall-below-110-000-yuan-hitting-a-new-low-for-the-year-14709 nashnova zh-tw 2026-10-12T06:25:06.826Z 碳酸鋰期貨跌破11萬元,創年內新低 https://www.nashnova.com/zh-hant/feed/special/qualcomm-ceo-smartphones-will-run-100-billion-parameter-ai-models-by-2028-14708 nashnova zh-tw 2026-10-12T06:00:13.161Z 高通CEO:2028年手機將運行千億參數AI模型 https://www.nashnova.com/zh-hant/feed/special/taiwans-september-exports-hit-single-month-record-first-nine-months-exports-to-14707 nashnova zh-tw 2026-10-12T05:15:06.703Z 台灣9月出口創單月紀錄,前九月對美出口首破2000億美元 https://www.nashnova.com/zh-hant/feed/special/vix-risk-signals-intensify-as-hedge-funds-hold-record-heavy-tech-positions-14706 nashnova zh-tw 2026-10-12T04:56:39.895Z 對沖基金史上最重科技倉位下VIX風險信號升溫 https://www.nashnova.com/zh-hant/feed/special/eu-and-china-agree-to-launch-consultations-on-inverter-market-access-14705 nashnova zh-tw 2026-10-12T04:49:57.340Z 歐中同意就逆變器市場準入問題展開磋商 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-ccc-spreads-hit-record-bank-stocks-most-oversold-since-1993-14704 nashnova zh-tw 2026-10-12T04:41:09.749Z 大摩:CCC級利差創紀錄,銀行股超賣程度為1993年來最高 https://www.nashnova.com/zh-hant/feed/special/tsmc-and-asml-advance-12-inch-photomask-development-plan-pilot-production-line-14703 nashnova zh-tw 2026-10-12T04:26:18.474Z 台積電與ASML推進12英寸光掩模 擬2031年建試產線解鎖High-NA EUV全場曝光 https://www.nashnova.com/zh-hant/feed/special/copper-prices-rise-0-5-percent-shifting-rate-cut-expectations-combined-with-14702 nashnova zh-tw 2026-10-12T04:25:01.569Z 銅價漲0.5%:降息預期鬆動疊加智利礦山雪崩衝擊供應 https://www.nashnova.com/zh-hant/feed/special/traders-bet-70-percent-probability-of-bank-of-korea-hiking-rates-by-50-basis-14701 nashnova zh-tw 2026-10-12T04:15:00.242Z 交易員押注韓國央行未來六個月加息50基點概率達70% https://www.nashnova.com/zh-hant/feed/special/imf-ai-investment-underpins-3-percent-global-growth-asia-benefits-significantly-14700 nashnova zh-tw 2026-10-12T04:04:55.976Z IMF:AI投資支撐全球增長約3%,亞洲受益顯著 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-maintains-bullish-stance-on-pjm-power-ipp-sector-top-picks-tln-nrg-14699 nashnova zh-tw 2026-10-12T03:25:23.239Z 高盛維持PJM電力IPP板塊看多,首選TLN、NRG、VST https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-china-ai-stocks-near-5-trillion-market-cap-two-investment-themes-14698 nashnova zh-tw 2026-10-12T03:20:38.254Z 高盛:中國AI股市值近5萬億美元,劃定出口與內需兩條投資主線 https://www.nashnova.com/zh-hant/feed/special/u-s-65-percent-domestic-content-rule-may-reshape-value-distribution-in-chinas-14697 nashnova zh-tw 2026-10-12T03:11:22.034Z 美國65%本地內容規則或重塑中國光學供應鏈價值分配 https://www.nashnova.com/zh-hant/feed/special/suzhou-dongshan-precision-plans-hong-kong-ipo-seeking-up-to-3-billion-14696 nashnova zh-tw 2026-10-12T03:10:06.592Z 蘇州東山精密擬赴港IPO,募資最高30億美元 https://www.nashnova.com/zh-hant/feed/special/chinext-index-falls-below-3-000-points-banks-hit-record-highs-copper-clad-14695 nashnova zh-tw 2026-10-12T02:45:40.608Z 創業板指跌破3000點 銀行創歷史新高 覆銅板領跌 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-alibaba-cloud-profits-to-cover-ai-losses-for-the-first-time-in-q4-2026-14694 nashnova zh-tw 2026-10-12T02:40:15.284Z 摩根大通:阿里雲利潤將於2026年四季度首次覆蓋AI虧損 https://www.nashnova.com/zh-hant/feed/special/mediateks-flagship-ap-market-share-set-to-surpass-samsung-tsmcs-2nm-capacity-is-14693 nashnova zh-tw 2026-10-12T02:16:09.642Z 聯發科旗艦AP市佔率將超三星,台積電2奈米產能是關鍵 https://www.nashnova.com/zh-hant/feed/special/dbs-bank-ceo-markets-are-repricing-ai-financing-risks-14692 nashnova zh-tw 2026-10-12T02:15:00.916Z 星展銀行CEO:市場正重新為AI融資風險定價 https://www.nashnova.com/zh-hant/feed/special/ubs-hawkish-expectations-largely-priced-in-falling-treasury-yields-to-drive-gold-14691 nashnova zh-tw 2026-10-12T01:59:46.997Z 瑞銀:鷹派預期已大部分定價,美債收益率回落將推動黃金反彈 https://www.nashnova.com/zh-hant/feed/special/citic-securities-hong-kong-stocks-have-foundation-to-resume-uptrend-recommends-14690 nashnova zh-tw 2026-10-12T00:35:25.405Z 中信證券:港股具備重拾上行基礎,薦紅利、AI硬體等方向 https://www.nashnova.com/zh-hant/feed/special/ai-halo-fades-korean-stocks-swing-from-global-best-to-global-worst-14689 nashnova zh-tw 2026-10-12T00:25:23.542Z AI光環褪色,韓股從全球最強跌至全球最弱 https://www.nashnova.com/zh-hant/feed/special/global-bond-selloff-does-central-banks-job-yields-break-4-percent-hitting-25-14688 nashnova zh-tw 2026-10-11T23:10:25.832Z 全球債市拋售替央行加息,收益率破4%創25年新高 https://www.nashnova.com/zh-hant/feed/special/amazon-plans-7-billion-acquisition-of-ai-chip-adaptation-startup-decart-14687 nashnova zh-tw 2026-10-11T20:39:58.395Z 亞馬遜擬約70億美元收購AI晶片適配初創Decart https://www.nashnova.com/zh-hant/feed/special/riyadh-airport-hit-again-physical-brent-crude-reaches-highest-since-1991-14686 nashnova zh-tw 2026-10-11T15:40:11.918Z 利雅得機場再遭襲擊,實物布倫特油價創1991年來新高 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-forecasts-u-s-equity-issuance-to-reach-600-billion-by-2027-14685 nashnova zh-tw 2026-10-11T15:20:19.956Z 高盛預測2027年美股股權發行規模達6000億美元 https://www.nashnova.com/zh-hant/feed/special/anthropic-data-center-expansion-potential-monthly-revenue-exceeding-1-3-billion-14684 nashnova zh-tw 2026-10-11T15:15:27.701Z Anthropic數據中心擴張:每月潛在營收逾13億美元 https://www.nashnova.com/zh-hant/feed/special/china-and-eu-reach-16-point-consensus-hybrid-vehicle-export-restrictions-in-14683 nashnova zh-tw 2026-10-11T14:56:24.962Z 中歐達成16點共識,混合車出口限制換取貿易戰緩衝 https://www.nashnova.com/zh-hant/feed/special/trump-announces-russia-ukraine-energy-ceasefire-diesel-market-watches-for-14682 nashnova zh-tw 2026-10-11T14:55:09.083Z 特朗普宣佈俄烏能源停火,柴油市場關注落實 https://www.nashnova.com/zh-hant/feed/special/imf-tokenized-stocks-suffer-low-liquidity-and-high-volatility-but-real-demand-14681 nashnova zh-tw 2026-10-11T13:14:45.788Z IMF:代幣化股票流動性低、波動大,但需求真實存在 https://www.nashnova.com/zh-hant/feed/special/citic-securities-navigating-high-interest-rates-through-sector-momentum-and-14680 nashnova zh-tw 2026-10-11T12:18:24.898Z 中信證券:景氣與供給出清應對高利率,追蹤AI投資週期拐點 https://www.nashnova.com/zh-hant/feed/special/palladium-down-30-percent-ytd-as-40-percent-of-global-refining-capacity-14679 nashnova zh-tw 2026-10-11T12:16:42.726Z 鈀金年內跌30%,全球40%精煉產能集中一廠引發供應隱憂 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-market-underestimates-catls-resilience-maintains-a-share-14678 nashnova zh-tw 2026-10-11T12:15:11.093Z 大摩:市場低估寧德時代韌性,維持A股增持目標價500元 https://www.nashnova.com/zh-hant/feed/special/trump-says-considering-joining-saudi-arabia-in-striking-houthis-saudi-arabia-14677 nashnova zh-tw 2026-10-11T11:58:23.705Z 特朗普稱考慮加入沙特打擊胡塞武裝,沙特請求美國緊急防務支援 https://www.nashnova.com/zh-hant/feed/special/cxmt-receives-dual-outperform-ratings-from-clsa-and-bernstein-as-global-market-14676 nashnova zh-tw 2026-10-11T11:57:01.509Z 長鑫存儲獲里昂、伯恩斯坦雙重「跑贏」評級,全球市佔率擴張邏輯受考驗 https://www.nashnova.com/zh-hant/feed/special/top-six-u-s-banks-report-q3-earnings-this-week-net-interest-margin-and-14675 nashnova zh-tw 2026-10-11T11:55:45.132Z 美國六大銀行本週密集披露三季報,淨息差與投行費用是核心看點 https://www.nashnova.com/zh-hant/feed/special/csc-post-holiday-a-shares-underperform-expectations-prioritize-defense-while-14674 nashnova zh-tw 2026-10-11T11:15:19.162Z 中信建投:節後A股低於預期,防禦優先等待轉機 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