https://www.nashnova.com/feed/special/iran-war-pushes-vlcc-daily-rates-past-1-2-million-for-the-first-time-13134 nashnova en 2026-09-23T04:09:30.457Z Iran War Pushes VLCC Daily Rates Past $1.2 Million for the First Time https://www.nashnova.com/feed/special/nomura-japans-bond-market-flashing-fiscal-risk-warning-signals-13133 nashnova en 2026-09-23T04:07:54.646Z Nomura: Japan's Bond Market Flashing Fiscal Risk Warning Signals https://www.nashnova.com/feed/special/citic-securities-leadership-change-zou-yingguang-succeeds-zhang-youjun-as-13132 nashnova en 2026-09-23T04:02:57.774Z CITIC Securities Leadership Change: Zou Yingguang Succeeds Zhang Youjun as Chairman https://www.nashnova.com/feed/special/deepseek-publishes-agent-training-infrastructure-paper-co-authored-by-liang-13131 nashnova en 2026-09-23T03:23:34.416Z DeepSeek Publishes Agent Training Infrastructure Paper, Co-authored by Liang Wenfeng https://www.nashnova.com/feed/special/big-short-burry-doubles-down-on-micron-short-betting-on-memory-oversupply-13130 nashnova en 2026-09-23T03:19:42.405Z Big Short Burry Doubles Down on Micron Short, Betting on Memory Oversupply https://www.nashnova.com/feed/special/goldman-sachs-tariffs-and-ai-statistical-bias-overstate-u-s-inflation-by-3-4-13129 nashnova en 2026-09-23T03:18:22.590Z Goldman Sachs: Tariffs and AI Statistical Bias Overstate U.S. Inflation by ~3.4 Percentage Points https://www.nashnova.com/feed/special/goldman-sachs-s-and-p-500-target-at-8-700-treasury-yields-to-drop-to-4-5-percent-13128 nashnova en 2026-09-23T02:43:25.575Z Goldman Sachs: S&P 500 Target at 8,700, Treasury Yields to Drop to 4.5% https://www.nashnova.com/feed/special/goldman-sachs-chinas-q4-crude-oil-imports-expected-to-see-modest-recovery-13127 nashnova en 2026-09-23T02:38:05.501Z Goldman Sachs: China's Q4 Crude Oil Imports Expected to See Modest Recovery, Unlikely to Be a Major Driver of Oil Price Upside https://www.nashnova.com/feed/special/anthropic-in-talks-to-lease-1gw-data-center-seeking-direct-control-over-13126 nashnova en 2026-09-23T02:28:45.217Z Anthropic in Talks to Lease 1GW Data Center, Seeking Direct Control Over Computing Power by Bypassing Cloud Providers https://www.nashnova.com/feed/special/alibaba-cloud-launches-enterprise-grade-agent-platform-agentcore-13125 nashnova en 2026-09-23T02:14:25.670Z Alibaba Cloud Launches Enterprise-Grade Agent Platform AgentCore https://www.nashnova.com/feed/special/taiwans-august-export-orders-surpass-100-billion-13124 nashnova en 2026-09-23T02:12:59.275Z Taiwan's August Export Orders Surpass $100 Billion https://www.nashnova.com/feed/special/bnp-paribas-asset-management-shorts-china-interest-rate-swaps-to-hedge-emerging-13123 nashnova en 2026-09-23T01:23:52.016Z BNP Paribas Asset Management Shorts China Interest Rate Swaps to Hedge Emerging Market Bond Long Positions https://www.nashnova.com/feed/special/china-ai-export-stocks-outperform-domestic-peers-by-27-percentage-points-13122 nashnova en 2026-09-23T01:18:23.073Z China AI Export Stocks Outperform Domestic Peers by 27 Percentage Points https://www.nashnova.com/feed/special/nvidia-management-custom-chips-unlikely-to-shake-cuda-ecosystem-cloud-provider-13121 nashnova en 2026-09-23T01:03:14.410Z NVIDIA Management: Custom Chips Unlikely to Shake CUDA Ecosystem, Cloud Provider Revenue Share Rises to 20% https://www.nashnova.com/feed/special/gpu-futures-launch-stalled-as-cftc-extends-review-to-november-13120 nashnova en 2026-09-23T00:14:16.508Z GPU Futures Launch Stalled as CFTC Extends Review to November https://www.nashnova.com/feed/special/microsoft-copilot-launches-super-app-with-enterprise-discounts-up-to-50-percent-13119 nashnova en 2026-09-23T00:13:17.891Z Microsoft Copilot Launches Super App with Enterprise Discounts Up to 50% https://www.nashnova.com/feed/special/kalshis-5-billion-anomalous-trading-volume-draws-cftc-regulatory-scrutiny-13118 nashnova en 2026-09-22T23:00:22.676Z Kalshi's $5 Billion+ Anomalous Trading Volume Draws CFTC Regulatory Scrutiny https://www.nashnova.com/feed/special/mckinsey-warns-ai-agent-costs-can-vary-by-up-to-30x-13117 nashnova en 2026-09-22T22:59:07.402Z McKinsey Warns: AI Agent Costs Can Vary by Up to 30x https://www.nashnova.com/feed/special/benioff-salesforces-investment-in-anthropic-could-yield-tens-of-billions-in-13116 nashnova en 2026-09-22T22:57:58.728Z Benioff: Salesforce's Investment in Anthropic Could Yield Tens of Billions in Returns https://www.nashnova.com/feed/special/ecbs-nagel-does-not-rule-out-moving-into-mildly-restrictive-rate-territory-13115 nashnova en 2026-09-22T22:38:24.539Z ECB's Nagel: Does Not Rule Out Moving Into Mildly Restrictive Rate Territory https://www.nashnova.com/feed/special/muni-bond-etfs-draw-record-nearly-3-billion-in-single-week-inflows-as-yields-13114 nashnova en 2026-09-22T22:28:33.640Z Muni Bond ETFs Draw Record Nearly $3 Billion in Single-Week Inflows as Yields Rise to Multi-Year Highs https://www.nashnova.com/feed/special/u-s-plans-10-billion-fund-with-arab-allies-to-bypass-strait-of-hormuz-13113 nashnova en 2026-09-22T22:10:44.721Z U.S. Plans $10 Billion Fund with Arab Allies to Bypass Strait of Hormuz https://www.nashnova.com/feed/special/reuters-bessent-may-also-serve-as-u-s-ai-czar-details-of-u-s-china-ai-13112 nashnova en 2026-09-22T22:09:29.249Z Reuters: Bessent May Also Serve as U.S. AI Czar, Details of U.S.-China AI Negotiations Revealed https://www.nashnova.com/feed/special/u-s-stocks-close-mixed-as-oil-prices-come-under-pressure-from-u-s-iran-13111 nashnova en 2026-09-22T22:08:20.473Z U.S. Stocks Close Mixed as Oil Prices Come Under Pressure from U.S.-Iran Diplomatic Progress https://www.nashnova.com/feed/special/traders-ramp-up-hedges-against-fed-hiking-less-than-expected-13110 nashnova en 2026-09-22T21:40:36.294Z Traders Ramp Up Hedges Against Fed Hiking Less Than Expected https://www.nashnova.com/feed/special/perli-treasury-bill-purchases-not-on-a-preset-path-will-monitor-october-net-13109 nashnova en 2026-09-22T21:39:14.168Z Perli: Treasury Bill Purchases Not on a Preset Path; Will Monitor October Net Issuance Shock https://www.nashnova.com/feed/special/brent-put-options-hit-record-levels-as-bears-bet-on-oil-price-pullback-13108 nashnova en 2026-09-22T21:38:13.876Z Brent Put Options Hit Record Levels as Bears Bet on Oil Price Pullback https://www.nashnova.com/feed/special/trumps-july-disclosure-reveals-over-1-000-securities-trades-with-single-sales-of-13107 nashnova en 2026-09-22T21:33:37.160Z Trump's July Disclosure Reveals Over 1,000 Securities Trades, With Single Sales of Microsoft and Amazon Up to $25 Million Each https://www.nashnova.com/feed/special/bernstein-reiterates-buy-on-nvidia-and-broadcom-as-sox-index-breaks-above-13106 nashnova en 2026-09-22T20:53:59.890Z Bernstein Reiterates Buy on NVIDIA and Broadcom as SOX Index Breaks Above Technical Resistance https://www.nashnova.com/feed/special/u-s-genius-act-stalls-in-senate-as-sec-and-cftc-move-to-set-rules-independently-13105 nashnova en 2026-09-22T20:39:01.587Z U.S. GENIUS Act Stalls in Senate as SEC and CFTC Move to Set Rules Independently https://www.nashnova.com/feed/special/iran-plans-to-impose-20-percent-cargo-value-fine-on-unauthorized-vessels-13104 nashnova en 2026-09-22T20:23:16.132Z Iran Plans to Impose 20% Cargo Value Fine on Unauthorized Vessels Transiting Strait of Hormuz https://www.nashnova.com/feed/special/boli-consortium-bids-for-lukoils-overseas-assets-as-u-s-government-and-gulf-13103 nashnova en 2026-09-22T20:20:02.941Z Boli Consortium Bids for Lukoil's Overseas Assets as U.S. Government and Gulf Consortium Enter the Fray https://www.nashnova.com/feed/special/hormuz-supply-shock-spreads-to-jet-fuel-as-airlines-cut-flights-again-13102 nashnova en 2026-09-22T20:18:28.471Z Hormuz Supply Shock Spreads to Jet Fuel as Airlines Cut Flights Again https://www.nashnova.com/feed/special/qualcomm-unveils-snapdragon-8-elite-gen-6-series-flagship-can-run-30-billion-13101 nashnova en 2026-09-22T20:08:33.894Z Qualcomm Unveils Snapdragon 8 Elite Gen 6 Series; Flagship Can Run 30-Billion-Parameter AI Models Locally https://www.nashnova.com/feed/special/u-s-treasury-yield-curve-flattening-signals-pressure-on-financial-stocks-13100 nashnova en 2026-09-22T19:18:40.264Z U.S. Treasury Yield Curve Flattening Signals Pressure on Financial Stocks https://www.nashnova.com/feed/special/russian-crude-exports-decline-as-u-s-sanctions-and-saudi-production-restart-13099 nashnova en 2026-09-22T19:14:01.420Z Russian Crude Exports Decline as U.S. Sanctions and Saudi Production Restart Apply Dual Pressure https://www.nashnova.com/feed/special/netflix-hit-with-two-downgrades-in-one-week-down-23-percent-year-to-date-13098 nashnova en 2026-09-22T19:02:55.714Z Netflix Hit with Two Downgrades in One Week, Down 23% Year-to-Date https://www.nashnova.com/feed/special/oaktrees-howard-marks-u-s-lacks-fiscal-discipline-suppressing-long-end-yields-13097 nashnova en 2026-09-22T18:58:17.318Z Oaktree's Howard Marks: U.S. Lacks Fiscal Discipline, Suppressing Long-End Yields Treats Symptoms Not Causes https://www.nashnova.com/feed/special/meta-muse-disrupts-consumer-inertia-stocks-finance-insurance-and-travel-sectors-13096 nashnova en 2026-09-22T18:54:43.328Z Meta Muse Disrupts "Consumer Inertia" Stocks; Finance, Insurance, and Travel Sectors Broadly Decline https://www.nashnova.com/feed/special/apollos-atlas-may-lose-over-1-1-billion-due-to-uk-mfs-collapse-13095 nashnova en 2026-09-22T18:53:21.759Z Apollo's Atlas May Lose Over $1.1 Billion Due to UK MFS Collapse https://www.nashnova.com/feed/special/u-s-treasury-secretary-government-reviewing-feasibility-of-diesel-export-ban-13094 nashnova en 2026-09-22T18:23:03.539Z U.S. Treasury Secretary: Government Reviewing Feasibility of Diesel Export Ban https://www.nashnova.com/feed/special/citi-survey-inflation-surpasses-tariffs-as-top-concern-for-family-offices-gold-13093 nashnova en 2026-09-22T18:09:20.068Z Citi Survey: Inflation Surpasses Tariffs as Top Concern for Family Offices; Gold and U.S. Equities See Increased Allocation https://www.nashnova.com/feed/special/openai-launches-gpt-6-sol-and-luna-api-pricing-cut-50-percent-from-previous-13092 nashnova en 2026-09-22T18:08:17.642Z OpenAI Launches GPT-6 Sol and Luna, API Pricing Cut 50% from Previous Generation https://www.nashnova.com/feed/special/anthropic-launches-opus-5-5-priced-60-percent-below-flagship-model-13091 nashnova en 2026-09-22T18:03:41.505Z Anthropic Launches Opus 5.5, Priced 60% Below Flagship Model https://www.nashnova.com/feed/special/u-s-69-billion-2-year-treasury-auction-shows-weak-demand-yield-hits-over-3-year-13090 nashnova en 2026-09-22T17:33:08.666Z U.S. $69 Billion 2-Year Treasury Auction Shows Weak Demand, Yield Hits Over 3-Year High https://www.nashnova.com/feed/special/apple-reportedly-developing-screenless-fitness-tracker-to-rival-whoop-13089 nashnova en 2026-09-22T17:17:47.871Z Apple Reportedly Developing Screenless Fitness Tracker to Rival Whoop https://www.nashnova.com/feed/special/nvidia-options-implied-volatility-drops-to-year-low-as-traders-position-for-13088 nashnova en 2026-09-22T17:13:19.781Z NVIDIA Options Implied Volatility Drops to Year-Low as Traders Position for Breakout in Either Direction https://www.nashnova.com/feed/special/japans-major-banks-see-first-sustained-recovery-in-domestic-loan-market-share-13087 nashnova en 2026-09-22T17:09:23.955Z Japan's Major Banks See First Sustained Recovery in Domestic Loan Market Share Since Bubble Burst https://www.nashnova.com/feed/special/barkin-u-s-economy-stabilizing-inflation-risks-outweigh-employment-concerns-13086 nashnova en 2026-09-22T17:08:05.043Z Barkin: U.S. Economy Stabilizing, Inflation Risks Outweigh Employment Concerns https://www.nashnova.com/feed/special/swiss-finance-minister-and-ubs-ceo-clash-publicly-over-capital-rules-13085 nashnova en 2026-09-22T16:43:02.975Z Swiss Finance Minister and UBS CEO Clash Publicly Over Capital Rules https://www.nashnova.com/feed/special/trump-mentions-iran-peace-prospects-at-un-speech-defense-stocks-broadly-decline-13084 nashnova en 2026-09-22T16:17:51.984Z Trump Mentions Iran Peace Prospects at UN Speech, Defense Stocks Broadly Decline https://www.nashnova.com/feed/special/bernstein-samsungs-q3-hbm-revenue-may-reach-11-4-billion-up-72-percent-qoq-13083 nashnova en 2026-09-22T15:28:22.244Z Bernstein: Samsung's Q3 HBM Revenue May Reach $11.4 Billion, Up 72% QoQ https://www.nashnova.com/feed/special/berkshire-increases-stake-in-lennar-stock-rises-over-4-percent-13082 nashnova en 2026-09-22T15:22:43.286Z Berkshire Increases Stake in Lennar, Stock Rises Over 4% https://www.nashnova.com/feed/special/bernstein-prediction-markets-could-reach-10-trillion-by-2035-robinhood-well-13081 nashnova en 2026-09-22T14:53:33.995Z Bernstein: Prediction Markets Could Reach $10 Trillion by 2035, Robinhood Well-Positioned to Lead https://www.nashnova.com/feed/special/u-s-systematically-building-critical-mineral-supply-chains-as-greenland-13080 nashnova en 2026-09-22T14:48:33.272Z U.S. Systematically Building Critical Mineral Supply Chains as Greenland Agreement Triggers Rare Earth Stock Surge https://www.nashnova.com/feed/special/lg-electronics-liquid-cooling-equipment-receives-nvidia-certification-korean-13079 nashnova en 2026-09-22T14:38:07.435Z LG Electronics' Liquid Cooling Equipment Receives NVIDIA Certification, Korean Stock Surges Nearly 7% https://www.nashnova.com/feed/special/doubaos-conversational-ai-team-cut-by-nearly-half-accelerating-commercial-pivot-13078 nashnova en 2026-09-22T14:33:28.039Z Doubao's Conversational AI Team Cut by Nearly Half, Accelerating Commercial Pivot https://www.nashnova.com/feed/special/ny-fed-president-williams-interest-rate-tools-working-well-will-adjust-as-13077 nashnova en 2026-09-22T14:18:09.674Z NY Fed President Williams: Interest Rate Tools Working Well, Will Adjust as Markets Evolve https://www.nashnova.com/feed/special/weight-loss-drug-vk2735-maintains-efficacy-with-less-frequent-dosing-viking-13076 nashnova en 2026-09-22T14:07:58.292Z Weight-Loss Drug VK2735 Maintains Efficacy With Less Frequent Dosing, Viking Therapeutics Surges Over 30% in a Single Day https://www.nashnova.com/feed/special/cloud-giants-post-record-q2-revenue-and-backlog-bernstein-bullish-on-amazon-and-13075 nashnova en 2026-09-22T13:59:07.190Z Cloud Giants Post Record Q2 Revenue and Backlog; Bernstein Bullish on Amazon and Microsoft https://www.nashnova.com/feed/special/goldman-sachs-in-talks-to-acquire-37-billion-credit-manager-palmer-square-13074 nashnova en 2026-09-22T13:52:47.863Z Goldman Sachs in Talks to Acquire $37 Billion Credit Manager Palmer Square https://www.nashnova.com/feed/special/rising-rates-weigh-on-small-caps-as-russell-2000-outperformance-narrows-to-2-13073 nashnova en 2026-09-22T13:43:20.860Z Rising Rates Weigh on Small Caps as Russell 2000 Outperformance Narrows to 2 Percentage Points https://www.nashnova.com/feed/special/institutional-equity-allocation-hits-25-year-peak-matching-2007-pre-crisis-13072 nashnova en 2026-09-22T13:37:59.738Z Institutional Equity Allocation Hits 25-Year Peak, Matching 2007 Pre-Crisis Levels https://www.nashnova.com/feed/special/amgens-phase-3-trial-for-sjogrens-syndrome-hits-primary-endpoint-filling-gap-13071 nashnova en 2026-09-22T13:33:00.427Z Amgen's Phase 3 Trial for Sjögren's Syndrome Hits Primary Endpoint, Filling Gap With No Approved Therapies https://www.nashnova.com/feed/special/ai-accounts-for-77-percent-of-global-vc-funding-as-exit-market-becomes-highly-13070 nashnova en 2026-09-22T13:23:29.554Z AI Accounts for 77% of Global VC Funding as Exit Market Becomes Highly Concentrated https://www.nashnova.com/feed/special/apples-new-macs-bet-on-local-ai-to-cut-costs-taking-aim-at-microsofts-enterprise-13069 nashnova en 2026-09-22T13:15:45.753Z Apple's New Macs Bet on Local AI to Cut Costs, Taking Aim at Microsoft's Enterprise Market https://www.nashnova.com/feed/special/goldman-sachs-trading-desk-market-flashing-fomo-signals-as-inference-economy-13068 nashnova en 2026-09-22T13:14:23.172Z Goldman Sachs Trading Desk: Market Flashing FOMO Signals as Inference Economy Accelerates https://www.nashnova.com/feed/special/putin-speaks-with-saudi-crown-prince-calls-for-safe-passage-through-strait-of-13067 nashnova en 2026-09-22T13:13:13.249Z Putin Speaks with Saudi Crown Prince, Calls for Safe Passage Through Strait of Hormuz and Bab el-Mandeb https://www.nashnova.com/feed/special/legacy-software-vendors-offer-discounts-to-retain-clients-as-anthropic-and-13066 nashnova en 2026-09-22T13:08:09.820Z Legacy Software Vendors Offer Discounts to Retain Clients as Anthropic and OpenAI Poach Deals https://www.nashnova.com/feed/special/asml-executive-zero-chip-fabs-in-europe-companys-european-sales-at-zero-13065 nashnova en 2026-09-22T12:33:11.863Z ASML Executive: Zero Chip Fabs in Europe, Company's European Sales at Zero https://www.nashnova.com/feed/special/sofi-partners-with-mastercard-to-launch-stablecoin-settlement-migrating-25-13064 nashnova en 2026-09-22T12:27:59.312Z SoFi Partners with Mastercard to Launch Stablecoin Settlement, Migrating $25 Billion Card Program https://www.nashnova.com/feed/special/ecb-chinas-industrial-expansion-squeezes-eu-exports-germany-hit-hardest-13063 nashnova en 2026-09-22T12:23:08.405Z ECB: China's Industrial Expansion Squeezes EU Exports, Germany Hit Hardest https://www.nashnova.com/feed/special/palo-alto-networks-launches-ai-multi-model-security-scanning-subscription-13062 nashnova en 2026-09-22T12:08:56.027Z Palo Alto Networks Launches AI Multi-Model Security Scanning Subscription Service https://www.nashnova.com/feed/special/bernstein-huawei-kirin-9050-pro-narrows-gap-with-apple-chips-to-about-three-13061 nashnova en 2026-09-22T12:07:58.621Z Bernstein: Huawei Kirin 9050 Pro Narrows Gap with Apple Chips to About Three Years https://www.nashnova.com/feed/special/alibaba-rises-over-3-percent-premarket-as-wu-yongming-announces-cloud-computing-13060 nashnova en 2026-09-22T11:57:52.998Z Alibaba rises over 3% premarket as Wu Yongming announces cloud computing capacity expansion plan https://www.nashnova.com/feed/special/bofa-warns-persistent-supply-tightening-could-push-oil-prices-above-150-13059 nashnova en 2026-09-22T11:48:09.094Z BofA Warns: Persistent Supply Tightening Could Push Oil Prices Above $150 https://www.nashnova.com/feed/special/multiple-major-banks-collectively-cut-luxury-sector-earnings-forecasts-as-13058 nashnova en 2026-09-22T11:39:35.340Z Multiple Major Banks Collectively Cut Luxury Sector Earnings Forecasts as Industry Posts Worst Annual Performance Since 2008 https://www.nashnova.com/feed/special/circle-sells-100-million-stake-to-binance-as-both-sides-expand-usdc-promotion-13057 nashnova en 2026-09-22T11:38:07.182Z Circle Sells $100 Million Stake to Binance as Both Sides Expand USDC Promotion Partnership https://www.nashnova.com/feed/special/ai-cluster-cross-data-center-interconnect-coherent-optical-modules-ocs-and-13056 nashnova en 2026-09-22T11:35:34.981Z AI Cluster Cross-Data Center Interconnect: Coherent Optical Modules, OCS, and Hollow-Core Fiber — Who Benefits First? https://www.nashnova.com/feed/special/chinas-cyberspace-administration-investigates-deepseek-and-moonshot-ai-over-13055 nashnova en 2026-09-22T11:33:30.715Z China's Cyberspace Administration Investigates DeepSeek and Moonshot AI Over Alleged Data Leaks to Anthropic https://www.nashnova.com/feed/special/xiaomis-mimo-v2-6-tops-open-source-rankings-after-3-5m-training-spend-13054 nashnova en 2026-09-22T11:28:31.259Z Xiaomi's MiMo-V2.6 Tops Open-Source Rankings After $3.5M Training Spend https://www.nashnova.com/feed/special/china-tightens-export-controls-on-fentanyl-precursors-to-north-america-ahead-of-13053 nashnova en 2026-09-22T10:53:12.679Z China Tightens Export Controls on Fentanyl Precursors to North America Ahead of Xi Jinping's U.S. Visit https://www.nashnova.com/feed/special/nvidias-valuation-drops-to-a-decade-low-as-market-questions-earnings-13052 nashnova en 2026-09-22T10:36:04.330Z Nvidia's Valuation Drops to a Decade Low as Market Questions Earnings Sustainability https://www.nashnova.com/feed/special/softbank-junk-bond-draws-over-20-billion-in-orders-becoming-one-of-the-largest-13051 nashnova en 2026-09-22T10:34:50.020Z SoftBank Junk Bond Draws Over $20 Billion in Orders, Becoming One of the Largest Junk Bonds in History https://www.nashnova.com/feed/special/trump-crypto-project-world-liberty-fails-to-deliver-on-promises-while-founders-13050 nashnova en 2026-09-22T10:33:37.846Z Trump Crypto Project World Liberty Fails to Deliver on Promises While Founders Pocket Hundreds of Millions https://www.nashnova.com/feed/special/south-koreas-first-u-s-investment-deal-lands-20-billion-texas-gas-fired-power-13049 nashnova en 2026-09-22T10:30:13.033Z South Korea's First U.S. Investment Deal Lands: $20 Billion Texas Gas-Fired Power Plant to Supply AI Data Centers https://www.nashnova.com/feed/special/ecb-opposes-mandatory-bank-deposit-reserve-requirements-for-stablecoins-13048 nashnova en 2026-09-22T10:28:50.975Z ECB Opposes Mandatory Bank Deposit Reserve Requirements for Stablecoins https://www.nashnova.com/feed/special/saudi-arabia-restarts-east-west-pipeline-crude-exports-from-yanbu-port-set-to-13047 nashnova en 2026-09-22T10:27:52.859Z Saudi Arabia Restarts East-West Pipeline, Crude Exports from Yanbu Port Set to Resume https://www.nashnova.com/feed/special/iran-proposes-reopening-strait-of-hormuz-within-7-days-oil-prices-turn-lower-13046 nashnova en 2026-09-22T09:33:16.744Z Iran Proposes Reopening Strait of Hormuz Within 7 Days; Oil Prices Turn Lower, Dollar Hits 7-Week High https://www.nashnova.com/feed/special/deepseek-to-brief-un-security-council-on-ai-risks-13045 nashnova en 2026-09-22T09:28:26.507Z DeepSeek to Brief UN Security Council on AI Risks https://www.nashnova.com/feed/special/scale-of-two-way-u-s-china-ai-investment-exposed-ahead-of-trump-xi-summit-13044 nashnova en 2026-09-22T09:13:17.282Z Scale of Two-Way U.S.-China AI Investment Exposed Ahead of Trump-Xi Summit https://www.nashnova.com/feed/special/germanys-machinery-industry-output-falls-4-1-percent-yoy-in-first-seven-months-13043 nashnova en 2026-09-22T09:12:08.978Z Germany's Machinery Industry Output Falls 4.1% YoY in First Seven Months, Losing Nearly 20% of Capacity Since 2018 https://www.nashnova.com/feed/special/vw-china-chief-chinas-passenger-car-market-may-decline-20-percent-in-2026-13042 nashnova en 2026-09-22T09:11:06.904Z VW China Chief: China's Passenger Car Market May Decline 20% in 2026 https://www.nashnova.com/feed/special/china-assembles-business-delegation-to-accompany-xi-jinpings-u-s-visit-seeking-13041 nashnova en 2026-09-22T09:10:09.720Z China Assembles Business Delegation to Accompany Xi Jinping's U.S. Visit, Seeking to Stabilize China-U.S. Trade Relations https://www.nashnova.com/feed/special/anthropic-and-openai-plan-to-purchase-memory-directly-from-storage-manufacturers-13040 nashnova en 2026-09-22T09:09:20.492Z Anthropic and OpenAI Plan to Purchase Memory Directly from Storage Manufacturers Starting 2027 https://www.nashnova.com/feed/special/blackrock-obtains-china-qdii-qualification-becoming-the-first-wholly-foreign-13039 nashnova en 2026-09-22T09:08:09.241Z BlackRock Obtains China QDII Qualification, Becoming the First Wholly Foreign-Owned Public Fund Manager Approved https://www.nashnova.com/feed/special/jefferies-ai-agents-catalyze-server-cpu-demand-pcb-and-abf-substrates-face-13038 nashnova en 2026-09-22T08:33:24.796Z Jefferies: AI Agents Catalyze Server CPU Demand, PCB and ABF Substrates Face Revaluation https://www.nashnova.com/feed/special/jpmorgan-energy-sector-overall-positioning-contracts-oilfield-services-may-13037 nashnova en 2026-09-22T08:13:57.641Z JPMorgan: Energy Sector Overall Positioning Contracts, Oilfield Services May Become Year-End Relative Long https://www.nashnova.com/feed/special/bernstein-indias-large-caps-stuck-in-the-old-era-foreign-net-selling-hits-record-13036 nashnova en 2026-09-22T07:33:13.329Z Bernstein: India's Large Caps Stuck in the Old Era, Foreign Net Selling Hits Record High This Year https://www.nashnova.com/feed/special/optical-module-maker-ligent-surges-19-percent-on-hong-kong-ipo-debut-as-ai-data-13035 nashnova en 2026-09-22T06:58:19.956Z Optical Module Maker Ligent Surges 19% on Hong Kong IPO Debut as AI Data Center Demand Boosts Valuation https://www.nashnova.com/zh/feed/special/13137 nashnova zh-cn 2026-09-23T04:22:41.070Z 特朗普与习近平本周将讨论中美贸易休战延续 https://www.nashnova.com/zh/feed/special/1-percent-13136 nashnova zh-cn 2026-09-23T04:14:37.468Z 美联储加息对抗通胀,特朗普施压要求降至1% https://www.nashnova.com/zh/feed/special/ceo-13135 nashnova zh-cn 2026-09-23T04:13:14.012Z 诺和诺德CEO:不排除升级美股直接上市 https://www.nashnova.com/zh/feed/special/iran-war-pushes-vlcc-daily-rates-past-1-2-million-for-the-first-time-13134 nashnova zh-cn 2026-09-23T04:09:30.457Z 伊朗战争致油轮日租金首破120万美元 https://www.nashnova.com/zh/feed/special/nomura-japans-bond-market-flashing-fiscal-risk-warning-signals-13133 nashnova zh-cn 2026-09-23T04:07:54.646Z 野村:日本国债市场已现财政风险警示信号 https://www.nashnova.com/zh/feed/special/citic-securities-leadership-change-zou-yingguang-succeeds-zhang-youjun-as-13132 nashnova zh-cn 2026-09-23T04:02:57.774Z 中信证券掌门易主,邹迎光接棒张佑君 https://www.nashnova.com/zh/feed/special/deepseek-publishes-agent-training-infrastructure-paper-co-authored-by-liang-13131 nashnova zh-cn 2026-09-23T03:23:34.416Z DeepSeek公开Agent训练基础设施论文,梁文锋署名 https://www.nashnova.com/zh/feed/special/big-short-burry-doubles-down-on-micron-short-betting-on-memory-oversupply-13130 nashnova zh-cn 2026-09-23T03:19:42.405Z 大空头伯里加码做空美光,押注内存供应过剩 https://www.nashnova.com/zh/feed/special/goldman-sachs-tariffs-and-ai-statistical-bias-overstate-u-s-inflation-by-3-4-13129 nashnova zh-cn 2026-09-23T03:18:22.590Z 高盛:关税与AI统计偏差高估美国通胀约3.4个百分点 https://www.nashnova.com/zh/feed/special/goldman-sachs-s-and-p-500-target-at-8-700-treasury-yields-to-drop-to-4-5-percent-13128 nashnova zh-cn 2026-09-23T02:43:25.575Z 高盛:标普500目标8700点,美债收益率降至4.5% https://www.nashnova.com/zh/feed/special/goldman-sachs-chinas-q4-crude-oil-imports-expected-to-see-modest-recovery-13127 nashnova zh-cn 2026-09-23T02:38:05.501Z 高盛:中国Q4原油进口料温和回升,难成油价上行主因 https://www.nashnova.com/zh/feed/special/anthropic-in-talks-to-lease-1gw-data-center-seeking-direct-control-over-13126 nashnova zh-cn 2026-09-23T02:28:45.217Z Anthropic洽租1GW数据中心,拟绕开云服务商自控算力 https://www.nashnova.com/zh/feed/special/alibaba-cloud-launches-enterprise-grade-agent-platform-agentcore-13125 nashnova zh-cn 2026-09-23T02:14:25.670Z 阿里云发布企业级Agent平台AgentCore https://www.nashnova.com/zh/feed/special/taiwans-august-export-orders-surpass-100-billion-13124 nashnova zh-cn 2026-09-23T02:12:59.275Z 台湾8月出口订单突破千亿美元 https://www.nashnova.com/zh/feed/special/bnp-paribas-asset-management-shorts-china-interest-rate-swaps-to-hedge-emerging-13123 nashnova zh-cn 2026-09-23T01:23:52.016Z 法巴资管做空中国利率互换对冲新兴市场债券多头 https://www.nashnova.com/zh/feed/special/china-ai-export-stocks-outperform-domestic-peers-by-27-percentage-points-13122 nashnova zh-cn 2026-09-23T01:18:23.073Z 中国AI出口股跑赢本土股27个百分点 https://www.nashnova.com/zh/feed/special/nvidia-management-custom-chips-unlikely-to-shake-cuda-ecosystem-cloud-provider-13121 nashnova zh-cn 2026-09-23T01:03:14.410Z 英伟达管理层:定制芯片难撼CUDA生态,云厂商份额升至20% https://www.nashnova.com/zh/feed/special/gpu-futures-launch-stalled-as-cftc-extends-review-to-november-13120 nashnova zh-cn 2026-09-23T00:14:16.508Z GPU期货上市受阻,美国商品期货交易委员会延长审查至11月 https://www.nashnova.com/zh/feed/special/microsoft-copilot-launches-super-app-with-enterprise-discounts-up-to-50-percent-13119 nashnova zh-cn 2026-09-23T00:13:17.891Z 微软Copilot推超级应用,企业折扣最高达50% https://www.nashnova.com/zh/feed/special/kalshis-5-billion-anomalous-trading-volume-draws-cftc-regulatory-scrutiny-13118 nashnova zh-cn 2026-09-22T23:00:22.676Z Kalshi逾50亿美元异常交易引发美国商品期货监管审查 https://www.nashnova.com/zh/feed/special/mckinsey-warns-ai-agent-costs-can-vary-by-up-to-30x-13117 nashnova zh-cn 2026-09-22T22:59:07.402Z 麦肯锡警告:AI代理成本最高相差30倍 https://www.nashnova.com/zh/feed/special/benioff-salesforces-investment-in-anthropic-could-yield-tens-of-billions-in-13116 nashnova zh-cn 2026-09-22T22:57:58.728Z 贝尼奥夫:Salesforce投资Anthropic或带来数百亿美元回报 https://www.nashnova.com/zh/feed/special/ecbs-nagel-does-not-rule-out-moving-into-mildly-restrictive-rate-territory-13115 nashnova zh-cn 2026-09-22T22:38:24.539Z 欧洲央行纳格尔:不排除进入温和限制性利率区间 https://www.nashnova.com/zh/feed/special/muni-bond-etfs-draw-record-nearly-3-billion-in-single-week-inflows-as-yields-13114 nashnova zh-cn 2026-09-22T22:28:33.640Z 市政债ETF单周吸金近30亿美元创纪录,收益率升至多年高位 https://www.nashnova.com/zh/feed/special/u-s-plans-10-billion-fund-with-arab-allies-to-bypass-strait-of-hormuz-13113 nashnova zh-cn 2026-09-22T22:10:44.721Z 美国拟设100亿美元基金联合阿拉伯盟友绕开霍尔木兹 https://www.nashnova.com/zh/feed/special/reuters-bessent-may-also-serve-as-u-s-ai-czar-details-of-u-s-china-ai-13112 nashnova zh-cn 2026-09-22T22:09:29.249Z 路透:贝森特或兼任美国AI沙皇,中美AI谈判细节曝光 https://www.nashnova.com/zh/feed/special/u-s-stocks-close-mixed-as-oil-prices-come-under-pressure-from-u-s-iran-13111 nashnova zh-cn 2026-09-22T22:08:20.473Z 美股收盘涨跌互现,油价因美伊外交进展承压 https://www.nashnova.com/zh/feed/special/traders-ramp-up-hedges-against-fed-hiking-less-than-expected-13110 nashnova zh-cn 2026-09-22T21:40:36.294Z 交易员加码对冲美联储加息幅度不及预期风险 https://www.nashnova.com/zh/feed/special/perli-treasury-bill-purchases-not-on-a-preset-path-will-monitor-october-net-13109 nashnova zh-cn 2026-09-22T21:39:14.168Z 佩利:国库券购买非预设路径,将监测10月净发行冲击 https://www.nashnova.com/zh/feed/special/brent-put-options-hit-record-levels-as-bears-bet-on-oil-price-pullback-13108 nashnova zh-cn 2026-09-22T21:38:13.876Z 布伦特看跌期权创纪录,空头押注油价回落 https://www.nashnova.com/zh/feed/special/trumps-july-disclosure-reveals-over-1-000-securities-trades-with-single-sales-of-13107 nashnova zh-cn 2026-09-22T21:33:37.160Z 特朗普7月披露逾千笔证券交易,抛售微软、亚马逊单笔最高2500万美元 https://www.nashnova.com/zh/feed/special/bernstein-reiterates-buy-on-nvidia-and-broadcom-as-sox-index-breaks-above-13106 nashnova zh-cn 2026-09-22T20:53:59.890Z 伯恩斯坦重申英伟达博通买入,SOX指数突破技术压力位 https://www.nashnova.com/zh/feed/special/u-s-genius-act-stalls-in-senate-as-sec-and-cftc-move-to-set-rules-independently-13105 nashnova zh-cn 2026-09-22T20:39:01.587Z 美国《清晰法案》参议院受阻,美国证监会与商品期货交易委员会转向自主立规 https://www.nashnova.com/zh/feed/special/iran-plans-to-impose-20-percent-cargo-value-fine-on-unauthorized-vessels-13104 nashnova zh-cn 2026-09-22T20:23:16.132Z 伊朗拟对未授权过境霍尔木兹船只征收货值20%罚款 https://www.nashnova.com/zh/feed/special/boli-consortium-bids-for-lukoils-overseas-assets-as-u-s-government-and-gulf-13103 nashnova zh-cn 2026-09-22T20:20:02.941Z 博利竞购卢克石油海外资产,美国政府与海湾财团入局 https://www.nashnova.com/zh/feed/special/hormuz-supply-shock-spreads-to-jet-fuel-as-airlines-cut-flights-again-13102 nashnova zh-cn 2026-09-22T20:18:28.471Z 霍尔木兹供应冲击蔓延至航空燃油,航司再度削减航班 https://www.nashnova.com/zh/feed/special/qualcomm-unveils-snapdragon-8-elite-gen-6-series-flagship-can-run-30-billion-13101 nashnova zh-cn 2026-09-22T20:08:33.894Z 高通发布骁龙8 Elite Gen 6系列,旗舰版可本地运行300亿参数AI模型 https://www.nashnova.com/zh/feed/special/u-s-treasury-yield-curve-flattening-signals-pressure-on-financial-stocks-13100 nashnova zh-cn 2026-09-22T19:18:40.264Z 美债收益率曲线趋平,金融股承压预警 https://www.nashnova.com/zh/feed/special/russian-crude-exports-decline-as-u-s-sanctions-and-saudi-production-restart-13099 nashnova zh-cn 2026-09-22T19:14:01.420Z 俄罗斯原油出口量回落,美国制裁与沙特复产双重施压 https://www.nashnova.com/zh/feed/special/netflix-hit-with-two-downgrades-in-one-week-down-23-percent-year-to-date-13098 nashnova zh-cn 2026-09-22T19:02:55.714Z 奈飞一周内遭两次评级下调,年内跌幅达23% https://www.nashnova.com/zh/feed/special/oaktrees-howard-marks-u-s-lacks-fiscal-discipline-suppressing-long-end-yields-13097 nashnova zh-cn 2026-09-22T18:58:17.318Z 橡树资本马克斯:美国财政纪律缺失,压低长端利率治标不治本 https://www.nashnova.com/zh/feed/special/meta-muse-disrupts-consumer-inertia-stocks-finance-insurance-and-travel-sectors-13096 nashnova zh-cn 2026-09-22T18:54:43.328Z Meta Muse冲击"消费惯性"股,金融保险旅游板块普跌 https://www.nashnova.com/zh/feed/special/apollos-atlas-may-lose-over-1-1-billion-due-to-uk-mfs-collapse-13095 nashnova zh-cn 2026-09-22T18:53:21.759Z Apollo旗下Atlas或因英国MFS崩溃损失逾11亿美元 https://www.nashnova.com/zh/feed/special/u-s-treasury-secretary-government-reviewing-feasibility-of-diesel-export-ban-13094 nashnova zh-cn 2026-09-22T18:23:03.539Z 美国财政部长:政府正审查柴油出口禁令可行性 https://www.nashnova.com/zh/feed/special/citi-survey-inflation-surpasses-tariffs-as-top-concern-for-family-offices-gold-13093 nashnova zh-cn 2026-09-22T18:09:20.068Z 花旗调查:通胀超越关税成家族办公室首忧,黄金与美股获增配 https://www.nashnova.com/zh/feed/special/openai-launches-gpt-6-sol-and-luna-api-pricing-cut-50-percent-from-previous-13092 nashnova zh-cn 2026-09-22T18:08:17.642Z OpenAI发布GPT-6 Sol和Luna,API定价较上代降50% https://www.nashnova.com/zh/feed/special/anthropic-launches-opus-5-5-priced-60-percent-below-flagship-model-13091 nashnova zh-cn 2026-09-22T18:03:41.505Z Anthropic发布Opus 5.5,定价较旗舰模型低60% https://www.nashnova.com/zh/feed/special/u-s-69-billion-2-year-treasury-auction-shows-weak-demand-yield-hits-over-3-year-13090 nashnova zh-cn 2026-09-22T17:33:08.666Z 美国690亿美元两年期国债拍卖走弱,收益率创逾三年新高 https://www.nashnova.com/zh/feed/special/apple-reportedly-developing-screenless-fitness-tracker-to-rival-whoop-13089 nashnova zh-cn 2026-09-22T17:17:47.871Z 苹果据报开发无屏健身追踪器,对标Whoop https://www.nashnova.com/zh/feed/special/nvidia-options-implied-volatility-drops-to-year-low-as-traders-position-for-13088 nashnova zh-cn 2026-09-22T17:13:19.781Z 英伟达期权隐含波动率跌至年内低点,交易员布局双向突破策略 https://www.nashnova.com/zh/feed/special/japans-major-banks-see-first-sustained-recovery-in-domestic-loan-market-share-13087 nashnova zh-cn 2026-09-22T17:09:23.955Z 日本大型银行国内贷款份额泡沫破裂后首次持续回升 https://www.nashnova.com/zh/feed/special/barkin-u-s-economy-stabilizing-inflation-risks-outweigh-employment-concerns-13086 nashnova zh-cn 2026-09-22T17:08:05.043Z 巴尔金:美国经济趋稳,通胀压力超就业风险 https://www.nashnova.com/zh/feed/special/swiss-finance-minister-and-ubs-ceo-clash-publicly-over-capital-rules-13085 nashnova zh-cn 2026-09-22T16:43:02.975Z 瑞士财长与瑞银CEO就资本新规公开对峙 https://www.nashnova.com/zh/feed/special/trump-mentions-iran-peace-prospects-at-un-speech-defense-stocks-broadly-decline-13084 nashnova zh-cn 2026-09-22T16:17:51.984Z 特朗普联合国发言提及伊朗和平前景,防务股普跌 https://www.nashnova.com/zh/feed/special/bernstein-samsungs-q3-hbm-revenue-may-reach-11-4-billion-up-72-percent-qoq-13083 nashnova zh-cn 2026-09-22T15:28:22.244Z 伯恩斯坦:三星Q3 HBM营收或达114亿美元,环比增72% https://www.nashnova.com/zh/feed/special/berkshire-increases-stake-in-lennar-stock-rises-over-4-percent-13082 nashnova zh-cn 2026-09-22T15:22:43.286Z 伯克希尔增持莱纳房屋,股价涨逾4% https://www.nashnova.com/zh/feed/special/bernstein-prediction-markets-could-reach-10-trillion-by-2035-robinhood-well-13081 nashnova zh-cn 2026-09-22T14:53:33.995Z 伯恩斯坦:预测市场2035年或达10万亿美元,Robinhood布局领先 https://www.nashnova.com/zh/feed/special/u-s-systematically-building-critical-mineral-supply-chains-as-greenland-13080 nashnova zh-cn 2026-09-22T14:48:33.272Z 美国系统性布局关键矿产供应链,格陵兰协议触发稀土股大涨 https://www.nashnova.com/zh/feed/special/lg-electronics-liquid-cooling-equipment-receives-nvidia-certification-korean-13079 nashnova zh-cn 2026-09-22T14:38:07.435Z LG电子液冷设备获英伟达认证,韩股涨近7% https://www.nashnova.com/zh/feed/special/doubaos-conversational-ai-team-cut-by-nearly-half-accelerating-commercial-pivot-13078 nashnova zh-cn 2026-09-22T14:33:28.039Z 豆包对话团队缩减约一半,商业化转型提速 https://www.nashnova.com/zh/feed/special/ny-fed-president-williams-interest-rate-tools-working-well-will-adjust-as-13077 nashnova zh-cn 2026-09-22T14:18:09.674Z 纽约联储主席威廉姆斯:利率调控工具运作良好,将随市场演变调整 https://www.nashnova.com/zh/feed/special/weight-loss-drug-vk2735-maintains-efficacy-with-less-frequent-dosing-viking-13076 nashnova zh-cn 2026-09-22T14:07:58.292Z 减肥药VK2735降频给药仍维持减重效果,Viking Therapeutics单日涨逾30% https://www.nashnova.com/zh/feed/special/cloud-giants-post-record-q2-revenue-and-backlog-bernstein-bullish-on-amazon-and-13075 nashnova zh-cn 2026-09-22T13:59:07.190Z 云巨头Q2收入积压订单双创纪录,伯恩斯坦看多亚马逊微软 https://www.nashnova.com/zh/feed/special/goldman-sachs-in-talks-to-acquire-37-billion-credit-manager-palmer-square-13074 nashnova zh-cn 2026-09-22T13:52:47.863Z 高盛洽购370亿美元信贷管理公司Palmer Square https://www.nashnova.com/zh/feed/special/rising-rates-weigh-on-small-caps-as-russell-2000-outperformance-narrows-to-2-13073 nashnova zh-cn 2026-09-22T13:43:20.860Z 利率上行压制小盘股,罗素2000跑赢优势收窄至2个百分点 https://www.nashnova.com/zh/feed/special/institutional-equity-allocation-hits-25-year-peak-matching-2007-pre-crisis-13072 nashnova zh-cn 2026-09-22T13:37:59.738Z 机构股票仓位升至25年峰值,与2007年危机时持平 https://www.nashnova.com/zh/feed/special/amgens-phase-3-trial-for-sjogrens-syndrome-hits-primary-endpoint-filling-gap-13071 nashnova zh-cn 2026-09-22T13:33:00.427Z 安进干燥综合征三期试验达主要终点,填补无获批疗法空白 https://www.nashnova.com/zh/feed/special/ai-accounts-for-77-percent-of-global-vc-funding-as-exit-market-becomes-highly-13070 nashnova zh-cn 2026-09-22T13:23:29.554Z AI占全球VC融资77%,退出市场高度集中 https://www.nashnova.com/zh/feed/special/apples-new-macs-bet-on-local-ai-to-cut-costs-taking-aim-at-microsofts-enterprise-13069 nashnova zh-cn 2026-09-22T13:15:45.753Z 苹果新Mac主打本地AI降本,剑指微软企业市场 https://www.nashnova.com/zh/feed/special/goldman-sachs-trading-desk-market-flashing-fomo-signals-as-inference-economy-13068 nashnova zh-cn 2026-09-22T13:14:23.172Z 高盛交易台:市场现FOMO信号,推理经济加速 https://www.nashnova.com/zh/feed/special/putin-speaks-with-saudi-crown-prince-calls-for-safe-passage-through-strait-of-13067 nashnova zh-cn 2026-09-22T13:13:13.249Z 普京与沙特王储通话,呼吁霍尔木兹和曼德海峡安全通行 https://www.nashnova.com/zh/feed/special/legacy-software-vendors-offer-discounts-to-retain-clients-as-anthropic-and-13066 nashnova zh-cn 2026-09-22T13:08:09.820Z 传统软件厂商折价留客,应对Anthropic和OpenAI抢单 https://www.nashnova.com/zh/feed/special/asml-executive-zero-chip-fabs-in-europe-companys-european-sales-at-zero-13065 nashnova zh-cn 2026-09-22T12:33:11.863Z ASML高管:欧洲零芯片厂,公司在欧销售额挂零 https://www.nashnova.com/zh/feed/special/sofi-partners-with-mastercard-to-launch-stablecoin-settlement-migrating-25-13064 nashnova zh-cn 2026-09-22T12:27:59.312Z SoFi联手Mastercard上线稳定币结算,250亿美元卡项目迁移 https://www.nashnova.com/zh/feed/special/ecb-chinas-industrial-expansion-squeezes-eu-exports-germany-hit-hardest-13063 nashnova zh-cn 2026-09-22T12:23:08.405Z 欧洲央行:中国工业扩张挤压欧盟出口,德国受冲击最大 https://www.nashnova.com/zh/feed/special/palo-alto-networks-launches-ai-multi-model-security-scanning-subscription-13062 nashnova zh-cn 2026-09-22T12:08:56.027Z Palo Alto Networks推出AI多模型安全扫描订阅服务 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美聯儲加息對抗通脹,特朗普施壓要求降至1% https://www.nashnova.com/zh-hant/feed/special/ceo-13135 nashnova zh-tw 2026-09-23T04:13:14.012Z 諾和諾德CEO:不排除升級美股直接上市 https://www.nashnova.com/zh-hant/feed/special/iran-war-pushes-vlcc-daily-rates-past-1-2-million-for-the-first-time-13134 nashnova zh-tw 2026-09-23T04:09:30.457Z 伊朗戰爭致油輪日租金首破120萬美元 https://www.nashnova.com/zh-hant/feed/special/nomura-japans-bond-market-flashing-fiscal-risk-warning-signals-13133 nashnova zh-tw 2026-09-23T04:07:54.646Z 野村:日本國債市場已現財政風險警示信號 https://www.nashnova.com/zh-hant/feed/special/citic-securities-leadership-change-zou-yingguang-succeeds-zhang-youjun-as-13132 nashnova zh-tw 2026-09-23T04:02:57.774Z 中信證券掌門易主,鄒迎光接棒張佑君 https://www.nashnova.com/zh-hant/feed/special/deepseek-publishes-agent-training-infrastructure-paper-co-authored-by-liang-13131 nashnova zh-tw 2026-09-23T03:23:34.416Z DeepSeek公開Agent訓練基礎設施論文,梁文鋒署名 https://www.nashnova.com/zh-hant/feed/special/big-short-burry-doubles-down-on-micron-short-betting-on-memory-oversupply-13130 nashnova zh-tw 2026-09-23T03:19:42.405Z 大空頭乘里加碼做空美光,押注記憶體供應過剩 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-tariffs-and-ai-statistical-bias-overstate-u-s-inflation-by-3-4-13129 nashnova zh-tw 2026-09-23T03:18:22.590Z 高盛:關稅與AI統計偏差高估美國通膨約3.4個百分點 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-s-and-p-500-target-at-8-700-treasury-yields-to-drop-to-4-5-percent-13128 nashnova zh-tw 2026-09-23T02:43:25.575Z 高盛:標普500目標8700點,美債殖利率降至4.5% https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-chinas-q4-crude-oil-imports-expected-to-see-modest-recovery-13127 nashnova zh-tw 2026-09-23T02:38:05.501Z 高盛:中國Q4原油進口料溫和回升,難成油價上行主因 https://www.nashnova.com/zh-hant/feed/special/anthropic-in-talks-to-lease-1gw-data-center-seeking-direct-control-over-13126 nashnova zh-tw 2026-09-23T02:28:45.217Z Anthropic洽租1GW數據中心,擬繞開雲服務商自控算力 https://www.nashnova.com/zh-hant/feed/special/alibaba-cloud-launches-enterprise-grade-agent-platform-agentcore-13125 nashnova zh-tw 2026-09-23T02:14:25.670Z 阿里雲發布企業級Agent平台AgentCore https://www.nashnova.com/zh-hant/feed/special/taiwans-august-export-orders-surpass-100-billion-13124 nashnova zh-tw 2026-09-23T02:12:59.275Z 台灣8月出口訂單突破千億美元 https://www.nashnova.com/zh-hant/feed/special/bnp-paribas-asset-management-shorts-china-interest-rate-swaps-to-hedge-emerging-13123 nashnova zh-tw 2026-09-23T01:23:52.016Z 法巴資管做空中國利率互換對沖新興市場債券多頭 https://www.nashnova.com/zh-hant/feed/special/china-ai-export-stocks-outperform-domestic-peers-by-27-percentage-points-13122 nashnova zh-tw 2026-09-23T01:18:23.073Z 中國AI出口股跑贏本土股27個百分點 https://www.nashnova.com/zh-hant/feed/special/nvidia-management-custom-chips-unlikely-to-shake-cuda-ecosystem-cloud-provider-13121 nashnova zh-tw 2026-09-23T01:03:14.410Z 輝達管理層:定製晶片難撼CUDA生態,雲廠商份額升至20% https://www.nashnova.com/zh-hant/feed/special/gpu-futures-launch-stalled-as-cftc-extends-review-to-november-13120 nashnova zh-tw 2026-09-23T00:14:16.508Z GPU期貨上市受阻,美國商品期貨交易委員會延長審查至11月 https://www.nashnova.com/zh-hant/feed/special/microsoft-copilot-launches-super-app-with-enterprise-discounts-up-to-50-percent-13119 nashnova zh-tw 2026-09-23T00:13:17.891Z 微軟Copilot推超級應用,企業折扣最高達50% https://www.nashnova.com/zh-hant/feed/special/kalshis-5-billion-anomalous-trading-volume-draws-cftc-regulatory-scrutiny-13118 nashnova zh-tw 2026-09-22T23:00:22.676Z Kalshi逾50億美元異常交易引發美國商品期貨監管審查 https://www.nashnova.com/zh-hant/feed/special/mckinsey-warns-ai-agent-costs-can-vary-by-up-to-30x-13117 nashnova zh-tw 2026-09-22T22:59:07.402Z 麥肯錫警告:AI代理成本最高相差30倍 https://www.nashnova.com/zh-hant/feed/special/benioff-salesforces-investment-in-anthropic-could-yield-tens-of-billions-in-13116 nashnova zh-tw 2026-09-22T22:57:58.728Z 貝尼奧夫:Salesforce投資Anthropic或帶來數百億美元回報 https://www.nashnova.com/zh-hant/feed/special/ecbs-nagel-does-not-rule-out-moving-into-mildly-restrictive-rate-territory-13115 nashnova zh-tw 2026-09-22T22:38:24.539Z 歐洲央行納格爾:不排除進入溫和限制性利率區間 https://www.nashnova.com/zh-hant/feed/special/muni-bond-etfs-draw-record-nearly-3-billion-in-single-week-inflows-as-yields-13114 nashnova zh-tw 2026-09-22T22:28:33.640Z 市政債ETF單週吸金近30億美元創紀錄,收益率升至多年高位 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-10-billion-fund-with-arab-allies-to-bypass-strait-of-hormuz-13113 nashnova zh-tw 2026-09-22T22:10:44.721Z 美國擬設100億美元基金聯合阿拉伯盟友繞開霍爾木茲 https://www.nashnova.com/zh-hant/feed/special/reuters-bessent-may-also-serve-as-u-s-ai-czar-details-of-u-s-china-ai-13112 nashnova zh-tw 2026-09-22T22:09:29.249Z 路透:貝森特或兼任美國AI沙皇,中美AI談判細節曝光 https://www.nashnova.com/zh-hant/feed/special/u-s-stocks-close-mixed-as-oil-prices-come-under-pressure-from-u-s-iran-13111 nashnova zh-tw 2026-09-22T22:08:20.473Z 美股收盤漲跌互現,油價因美伊外交進展承壓 https://www.nashnova.com/zh-hant/feed/special/traders-ramp-up-hedges-against-fed-hiking-less-than-expected-13110 nashnova zh-tw 2026-09-22T21:40:36.294Z 交易員加碼對沖美聯儲加息幅度不及預期風險 https://www.nashnova.com/zh-hant/feed/special/perli-treasury-bill-purchases-not-on-a-preset-path-will-monitor-october-net-13109 nashnova zh-tw 2026-09-22T21:39:14.168Z 佩利:國庫券購買非預設路徑,將監測10月淨發行衝擊 https://www.nashnova.com/zh-hant/feed/special/brent-put-options-hit-record-levels-as-bears-bet-on-oil-price-pullback-13108 nashnova zh-tw 2026-09-22T21:38:13.876Z 布蘭特看跌期權創紀錄,空頭押注油價回落 https://www.nashnova.com/zh-hant/feed/special/trumps-july-disclosure-reveals-over-1-000-securities-trades-with-single-sales-of-13107 nashnova zh-tw 2026-09-22T21:33:37.160Z 特朗普7月披露逾千筆證券交易,拋售微軟、亞馬遜單筆最高2500萬美元 https://www.nashnova.com/zh-hant/feed/special/bernstein-reiterates-buy-on-nvidia-and-broadcom-as-sox-index-breaks-above-13106 nashnova zh-tw 2026-09-22T20:53:59.890Z 伯恩斯坦重申輝達博通買入,SOX指數突破技術壓力位 https://www.nashnova.com/zh-hant/feed/special/u-s-genius-act-stalls-in-senate-as-sec-and-cftc-move-to-set-rules-independently-13105 nashnova zh-tw 2026-09-22T20:39:01.587Z 美國《清晰法案》參議院受阻,美國證監會與商品期貨交易委員會轉向自主立規 https://www.nashnova.com/zh-hant/feed/special/iran-plans-to-impose-20-percent-cargo-value-fine-on-unauthorized-vessels-13104 nashnova zh-tw 2026-09-22T20:23:16.132Z 伊朗擬對未授權過境霍爾木茲船隻徵收貨值20%罰款 https://www.nashnova.com/zh-hant/feed/special/boli-consortium-bids-for-lukoils-overseas-assets-as-u-s-government-and-gulf-13103 nashnova zh-tw 2026-09-22T20:20:02.941Z 博利競購盧克石油海外資產,美國政府與海灣財團入局 https://www.nashnova.com/zh-hant/feed/special/hormuz-supply-shock-spreads-to-jet-fuel-as-airlines-cut-flights-again-13102 nashnova zh-tw 2026-09-22T20:18:28.471Z 霍爾木茲供應衝擊蔓延至航空燃油,航司再度削減航班 https://www.nashnova.com/zh-hant/feed/special/qualcomm-unveils-snapdragon-8-elite-gen-6-series-flagship-can-run-30-billion-13101 nashnova zh-tw 2026-09-22T20:08:33.894Z 高通發布驍龍8 Elite Gen 6系列,旗艦版可本地運行300億參數AI模型 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yield-curve-flattening-signals-pressure-on-financial-stocks-13100 nashnova zh-tw 2026-09-22T19:18:40.264Z 美債收益率曲線趨平,金融股承壓預警 https://www.nashnova.com/zh-hant/feed/special/russian-crude-exports-decline-as-u-s-sanctions-and-saudi-production-restart-13099 nashnova zh-tw 2026-09-22T19:14:01.420Z 俄羅斯原油出口量回落,美國制裁與沙特復產雙重施壓 https://www.nashnova.com/zh-hant/feed/special/netflix-hit-with-two-downgrades-in-one-week-down-23-percent-year-to-date-13098 nashnova zh-tw 2026-09-22T19:02:55.714Z 奈飛一週內遭兩次評級下調,年內跌幅達23% https://www.nashnova.com/zh-hant/feed/special/oaktrees-howard-marks-u-s-lacks-fiscal-discipline-suppressing-long-end-yields-13097 nashnova zh-tw 2026-09-22T18:58:17.318Z 橡樹資本馬克斯:美國財政紀律缺失,壓低長端利率治標不治本 https://www.nashnova.com/zh-hant/feed/special/meta-muse-disrupts-consumer-inertia-stocks-finance-insurance-and-travel-sectors-13096 nashnova zh-tw 2026-09-22T18:54:43.328Z Meta Muse衝擊「消費慣性」股,金融保險旅遊板塊普跌 https://www.nashnova.com/zh-hant/feed/special/apollos-atlas-may-lose-over-1-1-billion-due-to-uk-mfs-collapse-13095 nashnova zh-tw 2026-09-22T18:53:21.759Z Apollo旗下Atlas或因英國MFS崩潰損失逾11億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-secretary-government-reviewing-feasibility-of-diesel-export-ban-13094 nashnova zh-tw 2026-09-22T18:23:03.539Z 美國財政部長:政府正審查柴油出口禁令可行性 https://www.nashnova.com/zh-hant/feed/special/citi-survey-inflation-surpasses-tariffs-as-top-concern-for-family-offices-gold-13093 nashnova zh-tw 2026-09-22T18:09:20.068Z 花旗調查:通膨超越關稅成家族辦公室首憂,黃金與美股獲增配 https://www.nashnova.com/zh-hant/feed/special/openai-launches-gpt-6-sol-and-luna-api-pricing-cut-50-percent-from-previous-13092 nashnova zh-tw 2026-09-22T18:08:17.642Z OpenAI發布GPT-6 Sol和Luna,API定價較上代降50% https://www.nashnova.com/zh-hant/feed/special/anthropic-launches-opus-5-5-priced-60-percent-below-flagship-model-13091 nashnova zh-tw 2026-09-22T18:03:41.505Z Anthropic發布Opus 5.5,定價較旗艦模型低60% https://www.nashnova.com/zh-hant/feed/special/u-s-69-billion-2-year-treasury-auction-shows-weak-demand-yield-hits-over-3-year-13090 nashnova zh-tw 2026-09-22T17:33:08.666Z 美國690億美元兩年期國債拍賣走弱,收益率創逾三年新高 https://www.nashnova.com/zh-hant/feed/special/apple-reportedly-developing-screenless-fitness-tracker-to-rival-whoop-13089 nashnova zh-tw 2026-09-22T17:17:47.871Z 蘋果據報開發無螢幕健身追蹤器,對標Whoop https://www.nashnova.com/zh-hant/feed/special/nvidia-options-implied-volatility-drops-to-year-low-as-traders-position-for-13088 nashnova zh-tw 2026-09-22T17:13:19.781Z 輝達期權隱含波動率跌至年內低點,交易員佈局雙向突破策略 https://www.nashnova.com/zh-hant/feed/special/japans-major-banks-see-first-sustained-recovery-in-domestic-loan-market-share-13087 nashnova zh-tw 2026-09-22T17:09:23.955Z 日本大型銀行國內貸款份額泡沫破裂後首次持續回升 https://www.nashnova.com/zh-hant/feed/special/barkin-u-s-economy-stabilizing-inflation-risks-outweigh-employment-concerns-13086 nashnova zh-tw 2026-09-22T17:08:05.043Z 巴爾金:美國經濟趨穩,通膨壓力超就業風險 https://www.nashnova.com/zh-hant/feed/special/swiss-finance-minister-and-ubs-ceo-clash-publicly-over-capital-rules-13085 nashnova zh-tw 2026-09-22T16:43:02.975Z 瑞士財長與瑞銀CEO就資本新規公開對峙 https://www.nashnova.com/zh-hant/feed/special/trump-mentions-iran-peace-prospects-at-un-speech-defense-stocks-broadly-decline-13084 nashnova zh-tw 2026-09-22T16:17:51.984Z 特朗普聯合國發言提及伊朗和平前景,防務股普跌 https://www.nashnova.com/zh-hant/feed/special/bernstein-samsungs-q3-hbm-revenue-may-reach-11-4-billion-up-72-percent-qoq-13083 nashnova zh-tw 2026-09-22T15:28:22.244Z 伯恩斯坦:三星Q3 HBM營收或達114億美元,環比增72% https://www.nashnova.com/zh-hant/feed/special/berkshire-increases-stake-in-lennar-stock-rises-over-4-percent-13082 nashnova zh-tw 2026-09-22T15:22:43.286Z 伯克希爾增持萊納房屋,股價漲逾4% https://www.nashnova.com/zh-hant/feed/special/bernstein-prediction-markets-could-reach-10-trillion-by-2035-robinhood-well-13081 nashnova zh-tw 2026-09-22T14:53:33.995Z 伯恩斯坦:預測市場2035年或達10萬億美元,Robinhood佈局領先 https://www.nashnova.com/zh-hant/feed/special/u-s-systematically-building-critical-mineral-supply-chains-as-greenland-13080 nashnova zh-tw 2026-09-22T14:48:33.272Z 美國系統性佈局關鍵礦產供應鏈,格陵蘭協議觸發稀土股大漲 https://www.nashnova.com/zh-hant/feed/special/lg-electronics-liquid-cooling-equipment-receives-nvidia-certification-korean-13079 nashnova zh-tw 2026-09-22T14:38:07.435Z LG電子液冷設備獲輝達認證,韓股漲近7% https://www.nashnova.com/zh-hant/feed/special/doubaos-conversational-ai-team-cut-by-nearly-half-accelerating-commercial-pivot-13078 nashnova zh-tw 2026-09-22T14:33:28.039Z 豆包對話團隊縮減約一半,商業化轉型提速 https://www.nashnova.com/zh-hant/feed/special/ny-fed-president-williams-interest-rate-tools-working-well-will-adjust-as-13077 nashnova zh-tw 2026-09-22T14:18:09.674Z 紐約聯儲主席威廉姆斯:利率調控工具運作良好,將隨市場演變調整 https://www.nashnova.com/zh-hant/feed/special/weight-loss-drug-vk2735-maintains-efficacy-with-less-frequent-dosing-viking-13076 nashnova zh-tw 2026-09-22T14:07:58.292Z 減肥藥VK2735降頻給藥仍維持減重效果,Viking Therapeutics單日漲逾30% https://www.nashnova.com/zh-hant/feed/special/cloud-giants-post-record-q2-revenue-and-backlog-bernstein-bullish-on-amazon-and-13075 nashnova zh-tw 2026-09-22T13:59:07.190Z 雲巨頭Q2收入積壓訂單雙創紀錄,伯恩斯坦看多亞馬遜微軟 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-in-talks-to-acquire-37-billion-credit-manager-palmer-square-13074 nashnova zh-tw 2026-09-22T13:52:47.863Z 高盛洽購370億美元信貸管理公司Palmer Square https://www.nashnova.com/zh-hant/feed/special/rising-rates-weigh-on-small-caps-as-russell-2000-outperformance-narrows-to-2-13073 nashnova zh-tw 2026-09-22T13:43:20.860Z 利率上行壓制小盤股,羅素2000跑贏優勢收窄至2個百分點 https://www.nashnova.com/zh-hant/feed/special/institutional-equity-allocation-hits-25-year-peak-matching-2007-pre-crisis-13072 nashnova zh-tw 2026-09-22T13:37:59.738Z 機構股票倉位升至25年峰值,與2007年危機時持平 https://www.nashnova.com/zh-hant/feed/special/amgens-phase-3-trial-for-sjogrens-syndrome-hits-primary-endpoint-filling-gap-13071 nashnova zh-tw 2026-09-22T13:33:00.427Z 安進乾燥綜合症三期試驗達主要終點,填補無獲批療法空白 https://www.nashnova.com/zh-hant/feed/special/ai-accounts-for-77-percent-of-global-vc-funding-as-exit-market-becomes-highly-13070 nashnova zh-tw 2026-09-22T13:23:29.554Z AI佔全球VC融資77%,退出市場高度集中 https://www.nashnova.com/zh-hant/feed/special/apples-new-macs-bet-on-local-ai-to-cut-costs-taking-aim-at-microsofts-enterprise-13069 nashnova zh-tw 2026-09-22T13:15:45.753Z 蘋果新Mac主打本地AI降本,劍指微軟企業市場 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-trading-desk-market-flashing-fomo-signals-as-inference-economy-13068 nashnova zh-tw 2026-09-22T13:14:23.172Z 高盛交易台:市場現FOMO信號,推理經濟加速 https://www.nashnova.com/zh-hant/feed/special/putin-speaks-with-saudi-crown-prince-calls-for-safe-passage-through-strait-of-13067 nashnova zh-tw 2026-09-22T13:13:13.249Z 普京與沙特王儲通話,呼籲霍爾木茲和曼德海峽安全通行 https://www.nashnova.com/zh-hant/feed/special/legacy-software-vendors-offer-discounts-to-retain-clients-as-anthropic-and-13066 nashnova zh-tw 2026-09-22T13:08:09.820Z 傳統軟體廠商折價留客,應對Anthropic和OpenAI搶單 https://www.nashnova.com/zh-hant/feed/special/asml-executive-zero-chip-fabs-in-europe-companys-european-sales-at-zero-13065 nashnova zh-tw 2026-09-22T12:33:11.863Z ASML高管:歐洲零晶片廠,公司在歐銷售額掛零 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