https://www.nashnova.com/feed/special/chinas-central-bank-increases-gold-holdings-in-june-by-largest-scale-since-2023-5743 NashNova en 2026-07-07T08:10:09.974Z China's Central Bank Increases Gold Holdings in June by Largest Scale Since 2023, "Gold Buying Spree" Extends to 20 Months https://www.nashnova.com/feed/special/chinas-memory-chip-gap-with-samsung-and-sk-hynix-narrows-to-within-3-years-5725 NashNova en 2026-07-07T04:40:22.648Z China's Memory Chip Gap with Samsung and SK Hynix Narrows to Within 3 Years https://www.nashnova.com/feed/special/morgan-stanley-initiates-spacex-at-overweight-with-300-price-target-5727 NashNova en 2026-07-07T05:50:30.501Z Morgan Stanley Initiates SpaceX at Overweight with $300 Price Target https://www.nashnova.com/feed/special/ubs-market-leadership-broadens-as-financials-industrials-and-healthcare-5805 NashNova en 2026-07-07T16:40:35.034Z UBS: Market Leadership Broadens as Financials, Industrials, and Healthcare Outperform Semiconductors https://www.nashnova.com/feed/special/private-equity-exit-backlog-hits-nine-year-high-5804 NashNova en 2026-07-07T16:23:22.656Z Private Equity Exit Backlog Hits Nine-Year High https://www.nashnova.com/feed/special/citi-raises-boe-technology-target-price-to-8-7-yuan-while-downgrading-rating-to-5802 NashNova en 2026-07-07T16:22:12.509Z Citi Raises BOE Technology Target Price to 8.7 Yuan While Downgrading Rating to Neutral https://www.nashnova.com/feed/special/sec-plans-to-propose-new-crypto-regulation-rules-this-month-5803 NashNova en 2026-07-07T16:20:28.206Z SEC Plans to Propose New Crypto Regulation Rules This Month https://www.nashnova.com/feed/special/nvidia-roadshow-blackwell-and-rubin-cumulative-revenue-visibility-exceeds-1-5801 NashNova en 2026-07-07T16:15:53.908Z NVIDIA Roadshow: Blackwell and Rubin Cumulative Revenue Visibility Exceeds $1 Trillion https://www.nashnova.com/feed/special/piper-sandler-oracle-cloud-fy27-revenue-may-exceed-expectations-5800 NashNova en 2026-07-07T16:10:30.730Z Piper Sandler: Oracle Cloud FY27 Revenue May Exceed Expectations https://www.nashnova.com/feed/special/trump-plans-to-lift-turkey-sanctions-and-considers-f-35-sale-5799 NashNova en 2026-07-07T16:02:10.654Z Trump Plans to Lift Turkey Sanctions and Considers F-35 Sale https://www.nashnova.com/feed/special/inflation-expectations-decline-while-real-rates-rise-keeping-u-s-treasury-yields-5798 NashNova en 2026-07-07T16:00:54.804Z Inflation Expectations Decline While Real Rates Rise, Keeping U.S. Treasury Yields Elevated https://www.nashnova.com/feed/special/jpmorgan-raises-apple-price-target-to-345-confident-in-pricing-resilience-5797 NashNova en 2026-07-07T15:45:39.830Z JPMorgan Raises Apple Price Target to $345, Confident in Pricing Resilience https://www.nashnova.com/feed/special/bernstein-tencents-hy3-model-is-good-enough-agent-commercialization-is-the-key-5796 NashNova en 2026-07-07T15:40:35.250Z Bernstein: Tencent's Hy3 Model Is Good Enough; Agent Commercialization Is the Key https://www.nashnova.com/feed/special/boj-board-member-asada-need-to-see-demand-driven-inflation-before-supporting-5795 NashNova en 2026-07-07T15:11:52.458Z BOJ Board Member Asada: Need to See Demand-Driven Inflation Before Supporting Rate Hikes https://www.nashnova.com/feed/special/u-s-1-year-inflation-expectations-rise-to-3-67-percent-hitting-over-two-year-5794 NashNova en 2026-07-07T15:10:45.902Z U.S. 1-Year Inflation Expectations Rise to 3.67%, Hitting Over Two-Year High https://www.nashnova.com/feed/special/goldman-sachs-1-delta-ai-model-price-war-suppresses-momentum-trades-5793 NashNova en 2026-07-07T15:00:43.458Z Goldman Sachs 1-Delta: AI Model Price War Suppresses Momentum Trades https://www.nashnova.com/feed/special/s-and-p-hits-new-highs-while-institutional-positioning-drops-to-near-one-year-5792 NashNova en 2026-07-07T14:36:28.179Z S&P Hits New Highs While Institutional Positioning Drops to Near One-Year Lows https://www.nashnova.com/feed/special/iea-high-prices-suppress-demand-global-lng-supply-faces-first-contraction-in-14-5791 NashNova en 2026-07-07T13:56:27.873Z IEA: High Prices Suppress Demand, Global LNG Supply Faces First Contraction in 14 Years https://www.nashnova.com/feed/special/bofa-downgrades-adobe-to-underperform-as-ai-threatens-pricing-and-growth-5790 NashNova en 2026-07-07T13:50:33.851Z BofA Downgrades Adobe to Underperform as AI Threatens Pricing and Growth https://www.nashnova.com/feed/special/ny-fed-president-falling-energy-prices-improve-near-term-inflation-outlook-5789 NashNova en 2026-07-07T13:31:30.727Z NY Fed President: Falling Energy Prices Improve Near-Term Inflation Outlook https://www.nashnova.com/feed/special/inspur-electronics-first-half-net-profit-expected-to-surge-over-200-percent-5788 NashNova en 2026-07-07T13:30:28.159Z Inspur Electronic's First-Half Net Profit Expected to Surge Over 200% https://www.nashnova.com/feed/special/analog-devices-completes-acquisition-of-empower-semiconductor-positioning-for-ai-5787 NashNova en 2026-07-07T13:26:23.425Z Analog Devices Completes Acquisition of Empower Semiconductor, Positioning for AI Power Supply https://www.nashnova.com/feed/special/deutsche-bank-u-s-private-ai-investment-exceeds-chinas-by-20x-in-2025-5786 NashNova en 2026-07-07T13:25:25.189Z Deutsche Bank: U.S. Private AI Investment Exceeds China's by 20x in 2025 https://www.nashnova.com/feed/special/u-s-trade-deficit-widens-42-percent-to-77-6-billion-in-may-5785 NashNova en 2026-07-07T13:20:40.118Z U.S. Trade Deficit Widens 42% to $77.6 Billion in May https://www.nashnova.com/feed/special/zhipu-ai-considers-developing-custom-chips-as-glm-5-2-usage-surges-27x-5784 NashNova en 2026-07-07T13:16:08.668Z Zhipu AI Considers Developing Custom Chips as GLM-5.2 Usage Surges 27x https://www.nashnova.com/feed/special/deutsche-bank-divergence-between-inflation-expectations-and-fed-rate-hike-5783 NashNova en 2026-07-07T13:05:25.167Z Deutsche Bank: Divergence Between Inflation Expectations and Fed Rate Hike Pricing https://www.nashnova.com/feed/special/ubs-raises-kospi-target-to-9-200-can-earnings-broaden-beyond-memory-5782 NashNova en 2026-07-07T12:57:56.947Z UBS Raises KOSPI Target to 9,200: Can Earnings Broaden Beyond Memory? https://www.nashnova.com/feed/special/short-volatility-trade-becomes-single-point-of-failure-for-u-s-stocks-5781 NashNova en 2026-07-07T12:56:22.066Z Short Volatility Trade Becomes Single Point of Failure for U.S. Stocks https://www.nashnova.com/feed/special/le-pen-cleared-to-run-in-2027-french-election-french-bond-yields-edge-higher-5780 NashNova en 2026-07-07T12:41:49.063Z Le Pen Cleared to Run in 2027 French Election, French Bond Yields Edge Higher https://www.nashnova.com/feed/special/france-announces-additional-3-billion-in-cuts-deficit-target-remains-elusive-5779 NashNova en 2026-07-07T12:40:48.673Z France Announces Additional €3 Billion in Cuts, Deficit Target Remains Elusive https://www.nashnova.com/feed/special/ukrainian-drones-devastate-russian-refineries-as-russian-bond-yields-surge-to-16-5778 NashNova en 2026-07-07T12:14:15.324Z Ukrainian Drones Devastate Russian Refineries as Russian Bond Yields Surge to 16.62% https://www.nashnova.com/feed/special/hesai-technology-flagged-as-u-s-cybersecurity-risk-nvidia-partnership-under-5777 NashNova en 2026-07-07T12:12:51.670Z Hesai Technology Flagged as U.S. Cybersecurity Risk, NVIDIA Partnership Under Scrutiny https://www.nashnova.com/feed/special/gao-shanwen-former-chief-economist-of-guotou-securities-passes-away-at-55-due-to-5776 NashNova en 2026-07-07T12:11:17.025Z Gao Shanwen, Former Chief Economist of Guotou Securities, Passes Away at 55 Due to Illness https://www.nashnova.com/feed/special/amazon-plans-dollar-bond-offering-to-raise-over-25-billion-5775 NashNova en 2026-07-07T12:10:25.242Z Amazon Plans Dollar Bond Offering to Raise Over $25 Billion https://www.nashnova.com/feed/special/us-tech-volatility-relative-to-s-and-p-500-hits-highest-since-2002-5774 NashNova en 2026-07-07T12:05:50.064Z US Tech Volatility Relative to S&P 500 Hits Highest Since 2002 https://www.nashnova.com/feed/special/goldman-sachs-ai-is-a-capex-cycle-upward-pressure-on-interest-rates-hard-to-fade-5773 NashNova en 2026-07-07T11:50:52.641Z Goldman Sachs: AI Is a Capex Cycle, Upward Pressure on Interest Rates Hard to Fade https://www.nashnova.com/feed/special/blackrock-launches-nasdaq-100-etf-challenging-invescos-dominance-5772 NashNova en 2026-07-07T11:46:09.951Z BlackRock Launches Nasdaq 100 ETF, Challenging Invesco's Dominance https://www.nashnova.com/feed/special/morgan-stanley-five-warning-signs-of-an-ai-rally-inflection-point-5771 NashNova en 2026-07-07T11:42:01.238Z Morgan Stanley: Five Warning Signs of an AI Rally Inflection Point https://www.nashnova.com/feed/special/three-departments-jointly-welcome-cfets-and-hkex-co-building-hong-kong-5770 NashNova en 2026-07-07T11:40:38.104Z Three Departments Jointly Welcome CFETS and HKEX Co-Building Hong Kong Electronic Fixed Income and Currency Platform https://www.nashnova.com/feed/special/goldman-sachs-halo-strategy-enters-prolonged-battle-phase-as-multiple-5769 NashNova en 2026-07-07T11:22:38.703Z Goldman Sachs HALO Strategy Enters Prolonged Battle Phase as Multiple Institutions Raise European Equity Targets https://www.nashnova.com/feed/special/korean-retail-investors-flock-to-chinese-ai-stocks-cambricon-sees-nearly-20m-in-5768 NashNova en 2026-07-07T11:21:08.044Z Korean Retail Investors Flock to Chinese AI Stocks, Cambricon Sees Nearly $20M in Net Buying in One Month https://www.nashnova.com/feed/special/ai-capital-rotates-into-memory-chips-as-mag7-dominance-unravels-5767 NashNova en 2026-07-07T11:16:37.774Z AI Capital Rotates into Memory Chips as Mag7 Dominance Unravels https://www.nashnova.com/feed/special/onsemi-divests-two-manufacturing-sites-expected-to-save-35m-annually-5766 NashNova en 2026-07-07T11:15:16.261Z onsemi Divests Two Manufacturing Sites, Expected to Save ~$35M Annually https://www.nashnova.com/feed/special/micron-stock-drops-6-percent-premarket-as-asian-chip-stocks-slide-in-sympathy-5765 NashNova en 2026-07-07T11:06:48.005Z Micron Stock Drops 6% Premarket as Asian Chip Stocks Slide in Sympathy https://www.nashnova.com/feed/special/tesla-fsd-fatal-crash-driver-charged-with-manslaughter-5764 NashNova en 2026-07-07T11:05:31.969Z Tesla FSD Fatal Crash Driver Charged with Manslaughter https://www.nashnova.com/feed/special/bitcoin-open-interest-declines-raising-doubts-over-rally-sustainability-5763 NashNova en 2026-07-07T10:50:56.837Z Bitcoin Open Interest Declines, Raising Doubts Over Rally Sustainability https://www.nashnova.com/feed/special/deepseek-develops-in-house-ai-inference-chips-to-reduce-reliance-on-nvidia-and-5762 NashNova en 2026-07-07T10:45:55.657Z DeepSeek Develops In-House AI Inference Chips to Reduce Reliance on Nvidia and Huawei https://www.nashnova.com/feed/special/china-plans-to-restrict-export-of-top-ai-models-alibaba-bytedance-involved-in-5761 NashNova en 2026-07-07T10:26:04.390Z China Plans to Restrict Export of Top AI Models; Alibaba, ByteDance Involved in Discussions https://www.nashnova.com/feed/special/deutsche-banks-annual-wow-charts-fiscal-and-valuation-concerns-amid-the-ai-boom-5760 NashNova en 2026-07-07T10:16:03.209Z Deutsche Bank's Annual WOW Charts: Fiscal and Valuation Concerns Amid the AI Boom https://www.nashnova.com/feed/special/spacex-ipo-boosts-wall-street-banks-q2-trading-revenue-expectations-5759 NashNova en 2026-07-07T10:11:30.866Z SpaceX IPO Boosts Wall Street Banks' Q2 Trading Revenue Expectations https://www.nashnova.com/feed/special/tesla-caps-employee-ai-tool-usage-at-200-per-week-5758 NashNova en 2026-07-07T10:05:56.889Z Tesla Caps Employee AI Tool Usage at $200 Per Week https://www.nashnova.com/feed/special/luxshare-precisions-hong-kong-ipo-priced-at-top-of-range-raising-over-3-billion-5757 NashNova en 2026-07-07T10:00:24.829Z Luxshare Precision's Hong Kong IPO Priced at Top of Range, Raising Over $3 Billion https://www.nashnova.com/feed/special/arabica-coffee-futures-surge-18-5-percent-in-a-single-day-marking-the-largest-5756 NashNova en 2026-07-07T09:55:32.519Z Arabica Coffee Futures Surge 18.5% in a Single Day, Marking the Largest Gain Since 2000 https://www.nashnova.com/feed/special/bank-of-england-plans-to-ease-bank-capital-leverage-rules-while-warning-of-ai-5755 NashNova en 2026-07-07T09:47:05.016Z Bank of England Plans to Ease Bank Capital Leverage Rules While Warning of AI Financial Risks https://www.nashnova.com/feed/special/shanghai-waic-preview-huawei-computing-cluster-makes-first-physical-debut-5754 NashNova en 2026-07-07T09:45:28.038Z Shanghai WAIC Preview: Huawei Computing Cluster Makes First Physical Debut https://www.nashnova.com/feed/special/oil-prices-retreat-to-pre-war-levels-within-four-months-5753 NashNova en 2026-07-07T09:36:23.050Z Oil Prices Retreat to Pre-War Levels Within Four Months https://www.nashnova.com/feed/special/lockheed-martin-and-rheinmetall-sign-deal-to-produce-atacms-in-germany-5752 NashNova en 2026-07-07T09:35:18.865Z Lockheed Martin and Rheinmetall Sign Deal to Produce ATACMS in Germany https://www.nashnova.com/feed/special/sk-hynix-adr-pricing-approaches-as-seoul-stocks-17-percent-monthly-drop-adds-5751 NashNova en 2026-07-07T09:31:46.810Z SK Hynix ADR Pricing Approaches as Seoul Stock's 17% Monthly Drop Adds Uncertainty https://www.nashnova.com/feed/special/hsbc-launches-review-of-turkey-retail-and-sme-banking-operations-5750 NashNova en 2026-07-07T09:30:23.123Z HSBC Launches Review of Turkey Retail and SME Banking Operations https://www.nashnova.com/feed/special/ecb-requires-110-banks-to-develop-ai-cyberattack-response-plans-within-four-5749 NashNova en 2026-07-07T09:12:01.656Z ECB Requires 110 Banks to Develop AI Cyberattack Response Plans Within Four Months https://www.nashnova.com/feed/special/urals-crude-falls-to-42-russias-fiscal-buffer-under-strain-5748 NashNova en 2026-07-07T09:10:44.080Z Urals Crude Falls to $42, Russia's Fiscal Buffer Under Strain https://www.nashnova.com/feed/special/catls-flagship-lithium-mine-receives-safety-permit-set-to-resume-operations-5747 NashNova en 2026-07-07T08:32:23.941Z CATL's Flagship Lithium Mine Receives Safety Permit, Set to Resume Operations After Nearly a Year of Shutdown https://www.nashnova.com/feed/special/momenta-w-grey-market-down-5-21-percent-loss-of-hk-380-per-lot-5746 NashNova en 2026-07-07T08:31:26.096Z MOMENTA-W Grey Market Down 5.21%, Loss of HK$380 Per Lot https://www.nashnova.com/feed/special/chinas-foreign-exchange-reserves-fall-to-3-4163-trillion-at-end-of-june-5745 NashNova en 2026-07-07T08:30:26.607Z China's Foreign Exchange Reserves Fall to $3.4163 Trillion at End of June https://www.nashnova.com/feed/special/indias-largest-asset-manager-sbi-funds-1-2-billion-ipo-attracts-sovereign-fund-5744 NashNova en 2026-07-07T08:20:40.389Z India's Largest Asset Manager SBI Fund's $1.2 Billion IPO Attracts Sovereign Fund Subscriptions https://www.nashnova.com/feed/special/hkma-and-pboc-jointly-launch-eleven-new-market-connect-measures-5742 NashNova en 2026-07-07T08:06:22.284Z HKMA and PBOC Jointly Launch Eleven New Market Connect Measures https://www.nashnova.com/feed/special/japan-bond-yields-hit-30-year-high-bitcoin-macro-rebound-under-pressure-5741 NashNova en 2026-07-07T08:00:47.986Z Japan Bond Yields Hit 30-Year High, Bitcoin Macro Rebound Under Pressure https://www.nashnova.com/feed/special/david-woo-ai-trade-vs-high-real-rates-one-must-break-in-h2-5740 NashNova en 2026-07-07T07:51:05.306Z David Woo: AI Trade vs. High Real Rates — One Must Break in H2 https://www.nashnova.com/feed/special/world-bank-cuts-china-growth-forecasts-for-2026-2027-5739 NashNova en 2026-07-07T07:35:42.439Z World Bank Cuts China Growth Forecasts for 2026-2027 https://www.nashnova.com/feed/special/u-s-launches-forced-labor-hearings-paving-way-for-new-tariffs-5738 NashNova en 2026-07-07T07:25:50.488Z U.S. Launches Forced Labor Hearings Paving Way for New Tariffs https://www.nashnova.com/feed/special/nexchip-ipo-margin-subscriptions-oversubscribed-by-234-times-cornerstone-5737 NashNova en 2026-07-07T06:50:46.503Z Nexchip IPO Margin Subscriptions Oversubscribed by 234 Times, Cornerstone Investors Subscribe US$430 Million https://www.nashnova.com/feed/special/china-smartphone-sales-drop-13-percent-yoy-during-618-shopping-festival-5736 NashNova en 2026-07-07T06:45:45.783Z China Smartphone Sales Drop 13% YoY During 618 Shopping Festival https://www.nashnova.com/feed/special/shell-iran-war-drives-strong-q2-oil-and-gas-trading-profits-5735 NashNova en 2026-07-07T06:36:24.287Z Shell: Iran War Drives Strong Q2 Oil & Gas Trading Profits https://www.nashnova.com/feed/special/morgan-stanley-ai-industrial-super-cycle-drives-divergence-in-asian-rate-paths-5734 NashNova en 2026-07-07T06:35:17.980Z Morgan Stanley: AI Industrial Super Cycle Drives Divergence in Asian Rate Paths https://www.nashnova.com/feed/special/synopsys-discontinues-chip-manufacturing-control-software-pivots-to-ai-design-5733 NashNova en 2026-07-07T06:31:56.588Z Synopsys Discontinues Chip Manufacturing Control Software, Pivots to AI Design https://www.nashnova.com/feed/special/hormuz-toll-risk-spreads-to-the-strait-of-malacca-5732 NashNova en 2026-07-07T06:30:45.327Z Hormuz Toll Risk Spreads to the Strait of Malacca https://www.nashnova.com/feed/special/china-chip-equipment-stocks-face-earnings-test-after-sharp-rally-5731 NashNova en 2026-07-07T06:21:07.551Z China Chip Equipment Stocks Face Earnings Test After Sharp Rally https://www.nashnova.com/feed/special/germanys-may-industrial-output-rises-0-9-percent-mom-beating-expectations-5730 NashNova en 2026-07-07T06:20:05.500Z Germany's May Industrial Output Rises 0.9% MoM, Beating Expectations https://www.nashnova.com/feed/special/warshs-three-step-plan-to-push-the-fed-back-to-rate-cuts-5729 NashNova en 2026-07-07T06:00:57.228Z Warsh's "Three-Step" Plan to Push the Fed Back to Rate Cuts https://www.nashnova.com/feed/special/hkex-signs-agreement-with-cross-border-clearing-company-plans-to-apply-as-cips-5728 NashNova en 2026-07-07T05:51:40.719Z HKEX Signs Agreement with Cross-Border Clearing Company, Plans to Apply as CIPS Direct Participant https://www.nashnova.com/feed/special/lg-energy-solution-q2-revenue-up-25-percent-but-actually-loss-making-excluding-5726 NashNova en 2026-07-07T05:16:12.340Z LG Energy Solution Q2 Revenue Up 25%, but Actually Loss-Making Excluding Subsidies https://www.nashnova.com/feed/special/european-defense-stocks-rally-ahead-of-nato-summit-as-multiple-nations-military-5724 NashNova en 2026-07-07T04:35:54.919Z European Defense Stocks Rally Ahead of NATO Summit as Multiple Nations' Military Spending Pledges Boost Confidence https://www.nashnova.com/feed/special/ai-server-demand-drives-up-mlcc-channel-prices-some-part-numbers-surge-over-20x-5723 NashNova en 2026-07-07T04:22:32.113Z AI Server Demand Drives Up MLCC Channel Prices, Some Part Numbers Surge Over 20x https://www.nashnova.com/feed/special/lg-energy-solution-enters-humanoid-robot-battery-market-poised-to-supply-tesla-5722 NashNova en 2026-07-07T04:20:59.410Z LG Energy Solution Enters Humanoid Robot Battery Market, Poised to Supply Tesla Optimus https://www.nashnova.com/feed/special/ai-bottleneck-shifts-from-chips-to-infrastructure-u-s-china-paths-diverge-5721 NashNova en 2026-07-07T04:19:24.789Z AI Bottleneck Shifts from Chips to Infrastructure, U.S.-China Paths Diverge https://www.nashnova.com/feed/special/hsbc-scales-back-private-credit-leverage-business-adjusts-risk-exposure-5720 NashNova en 2026-07-07T04:18:02.867Z HSBC Scales Back Private Credit Leverage Business, Adjusts Risk Exposure https://www.nashnova.com/feed/special/japan-30-year-jgb-auction-sees-strongest-demand-since-2019-5719 NashNova en 2026-07-07T04:16:49.848Z Japan 30-Year JGB Auction Sees Strongest Demand Since 2019 https://www.nashnova.com/feed/special/hk-stocks-morning-session-hsi-down-0-42-percent-tencent-bucks-trend-with-2-83-5718 NashNova en 2026-07-07T04:15:44.871Z HK Stocks Morning Session: HSI Down 0.42%, Tencent Bucks Trend with 2.83% Gain to Lead Blue Chips https://www.nashnova.com/feed/special/bofa-taiwan-supply-chain-sell-off-on-kyber-delay-is-an-overreaction-5717 NashNova en 2026-07-07T03:49:16.302Z BofA: Taiwan Supply Chain Sell-Off on Kyber Delay Is an Overreaction https://www.nashnova.com/feed/special/meta-discloses-1-4-trillion-in-claims-from-four-states-teen-safety-trial-set-for-5716 NashNova en 2026-07-07T03:47:42.846Z Meta Discloses $1.4 Trillion in Claims from Four States; Teen Safety Trial Set for August https://www.nashnova.com/feed/special/catl-q1-net-profit-surges-48-5-percent-as-global-battery-market-share-continues-5715 NashNova en 2026-07-07T03:46:37.718Z CATL Q1 Net Profit Surges 48.5% as Global Battery Market Share Continues to Expand https://www.nashnova.com/feed/special/dutch-trade-minister-leads-delegation-to-china-with-asml-in-tow-5714 NashNova en 2026-07-07T03:45:24.653Z Dutch Trade Minister Leads Delegation to China with ASML in Tow https://www.nashnova.com/feed/special/ai-chip-pullback-drags-asian-markets-lower-south-korea-drops-nearly-6-percent-5713 NashNova en 2026-07-07T03:35:31.532Z AI Chip Pullback Drags Asian Markets Lower, South Korea Drops Nearly 6% https://www.nashnova.com/feed/special/analog-ic-supply-tightens-as-adi-lead-times-extend-to-six-months-5712 NashNova en 2026-07-07T03:17:42.399Z Analog IC Supply Tightens as ADI Lead Times Extend to Six Months https://www.nashnova.com/feed/special/samsung-sk-hynix-accelerate-removal-of-chinese-linked-chip-equipment-5711 NashNova en 2026-07-07T03:16:28.156Z Samsung, SK Hynix Accelerate Removal of Chinese-Linked Chip Equipment https://www.nashnova.com/feed/special/blackrock-china-ai-investment-calls-for-stock-picking-not-broad-based-bets-5710 NashNova en 2026-07-07T03:05:34.933Z BlackRock: China AI Investment Calls for Stock Picking, Not Broad-Based Bets https://www.nashnova.com/feed/special/goldman-sachs-head-of-research-ai-investment-lacks-economic-justification-5709 NashNova en 2026-07-07T03:00:32.697Z Goldman Sachs Head of Research: AI Investment Lacks Economic Justification, Fueling a Dual Bubble https://www.nashnova.com/feed/special/hang-seng-tech-index-up-over-2-percent-a-share-star-50-bucks-the-trend-5708 NashNova en 2026-07-07T02:51:11.717Z Hang Seng Tech Index Up Over 2%, A-Share STAR 50 Bucks the Trend https://www.nashnova.com/feed/special/survey-chinese-companies-accelerating-shift-to-domestic-suppliers-for-ai-chip-5707 NashNova en 2026-07-07T02:46:32.675Z Survey: Chinese Companies Accelerating Shift to Domestic Suppliers for AI Chip Procurement https://www.nashnova.com/feed/special/lg-electronics-q2-operating-profit-expected-to-double-to-krw-1-579-trillion-5706 NashNova en 2026-07-07T02:45:18.752Z LG Electronics Q2 Operating Profit Expected to Double to KRW 1.579 Trillion https://www.nashnova.com/zh/feed/special/chinas-central-bank-increases-gold-holdings-in-june-by-largest-scale-since-2023-5743 NashNova zh-cn 2026-07-07T08:10:09.974Z 中国央行6月增持黄金创2023年以来最大规模,"购金潮"延续20个月 https://www.nashnova.com/zh/feed/special/chinas-memory-chip-gap-with-samsung-and-sk-hynix-narrows-to-within-3-years-5725 NashNova zh-cn 2026-07-07T04:40:22.648Z 中国存储芯片与三星SK海力士差距缩至3年内 https://www.nashnova.com/zh/feed/special/morgan-stanley-initiates-spacex-at-overweight-with-300-price-target-5727 NashNova zh-cn 2026-07-07T05:50:30.501Z 大摩首予SpaceX增持评级，目标价300美元 https://www.nashnova.com/zh/feed/special/bofa-downgrades-adobe-to-underperform-as-ai-threatens-pricing-and-growth-5790 NashNova zh-cn 2026-07-07T13:50:33.851Z 美银下调Adobe至跑输大市，AI冲击定价与增长 https://www.nashnova.com/zh/feed/special/ny-fed-president-falling-energy-prices-improve-near-term-inflation-outlook-5789 NashNova zh-cn 2026-07-07T13:31:30.727Z 纽约联储主席：能源价格下跌改善近期通胀前景 https://www.nashnova.com/zh/feed/special/inspur-electronics-first-half-net-profit-expected-to-surge-over-200-percent-5788 NashNova zh-cn 2026-07-07T13:30:28.159Z 浪潮信息上半年净利润预增逾两倍 https://www.nashnova.com/zh/feed/special/analog-devices-completes-acquisition-of-empower-semiconductor-positioning-for-ai-5787 NashNova zh-cn 2026-07-07T13:26:23.425Z 模拟器件完成收购Empower半导体，布局AI供电 https://www.nashnova.com/zh/feed/special/deutsche-bank-u-s-private-ai-investment-exceeds-chinas-by-20x-in-2025-5786 NashNova zh-cn 2026-07-07T13:25:25.189Z 德银：2025年美国AI私人投资超中国20倍 https://www.nashnova.com/zh/feed/special/u-s-trade-deficit-widens-42-percent-to-77-6-billion-in-may-5785 NashNova zh-cn 2026-07-07T13:20:40.118Z 美国5月贸易逆差扩大42%至776亿美元 https://www.nashnova.com/zh/feed/special/zhipu-ai-considers-developing-custom-chips-as-glm-5-2-usage-surges-27x-5784 NashNova zh-cn 2026-07-07T13:16:08.668Z 智谱AI考虑自研芯片，GLM-5.2用量激增27倍 https://www.nashnova.com/zh/feed/special/deutsche-bank-divergence-between-inflation-expectations-and-fed-rate-hike-5783 NashNova zh-cn 2026-07-07T13:05:25.167Z 德意志银行：通胀预期与美联储加息定价背离 https://www.nashnova.com/zh/feed/special/ubs-raises-kospi-target-to-9-200-can-earnings-broaden-beyond-memory-5782 NashNova zh-cn 2026-07-07T12:57:56.947Z 瑞银上调KOSPI目标至9200点：存储之外能否盈利扩散 https://www.nashnova.com/zh/feed/special/short-volatility-trade-becomes-single-point-of-failure-for-u-s-stocks-5781 NashNova zh-cn 2026-07-07T12:56:22.066Z 做空波动率交易成美股单一故障点 https://www.nashnova.com/zh/feed/special/le-pen-cleared-to-run-in-2027-french-election-french-bond-yields-edge-higher-5780 NashNova zh-cn 2026-07-07T12:41:49.063Z 勒庞获准参选2027法国大选，法债收益率小幅上行 https://www.nashnova.com/zh/feed/special/france-announces-additional-3-billion-in-cuts-deficit-target-remains-elusive-5779 NashNova zh-cn 2026-07-07T12:40:48.673Z 法国追加30亿欧元削减，赤字目标难保 https://www.nashnova.com/zh/feed/special/ukrainian-drones-devastate-russian-refineries-as-russian-bond-yields-surge-to-16-5778 NashNova zh-cn 2026-07-07T12:14:15.324Z 乌克兰无人机重创俄炼油厂，俄国债收益率飙升至16.62% https://www.nashnova.com/zh/feed/special/hesai-technology-flagged-as-u-s-cybersecurity-risk-nvidia-partnership-under-5777 NashNova zh-cn 2026-07-07T12:12:51.670Z 禾赛科技被指美国网络安全风险，英伟达合作受关注 https://www.nashnova.com/zh/feed/special/gao-shanwen-former-chief-economist-of-guotou-securities-passes-away-at-55-due-to-5776 NashNova zh-cn 2026-07-07T12:11:17.025Z 国投证券前首席经济学家高善文因病去世，享年55岁 https://www.nashnova.com/zh/feed/special/amazon-plans-dollar-bond-offering-to-raise-over-25-billion-5775 NashNova zh-cn 2026-07-07T12:10:25.242Z 亚马逊拟发行美元债券融资逾250亿美元 https://www.nashnova.com/zh/feed/special/us-tech-volatility-relative-to-s-and-p-500-hits-highest-since-2002-5774 NashNova zh-cn 2026-07-07T12:05:50.064Z 美股科技波动率相对标普创2002年来新高 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-is-a-capex-cycle-upward-pressure-on-interest-rates-hard-to-fade-5773 NashNova zh-cn 2026-07-07T11:50:52.641Z 高盛：AI是资本开支周期，利率上行压力难消 https://www.nashnova.com/zh/feed/special/blackrock-launches-nasdaq-100-etf-challenging-invescos-dominance-5772 NashNova zh-cn 2026-07-07T11:46:09.951Z 贝莱德推出纳斯达克100 ETF，挑战景顺垄断地位 https://www.nashnova.com/zh/feed/special/morgan-stanley-five-warning-signs-of-an-ai-rally-inflection-point-5771 NashNova zh-cn 2026-07-07T11:42:01.238Z 大摩：AI行情拐点五大预警信号 https://www.nashnova.com/zh/feed/special/three-departments-jointly-welcome-cfets-and-hkex-co-building-hong-kong-5770 NashNova zh-cn 2026-07-07T11:40:38.104Z 三部门联合欢迎外汇交易中心与港交所共建香港电子固收货币平台 https://www.nashnova.com/zh/feed/special/goldman-sachs-halo-strategy-enters-prolonged-battle-phase-as-multiple-5769 NashNova zh-cn 2026-07-07T11:22:38.703Z 高盛HALO策略进入持久战阶段，多行机构上调欧股目标 https://www.nashnova.com/zh/feed/special/korean-retail-investors-flock-to-chinese-ai-stocks-cambricon-sees-nearly-20m-in-5768 NashNova zh-cn 2026-07-07T11:21:08.044Z 韩国散户涌入中国AI股，寒武纪单月净买入近2000万美元 https://www.nashnova.com/zh/feed/special/ai-capital-rotates-into-memory-chips-as-mag7-dominance-unravels-5767 NashNova zh-cn 2026-07-07T11:16:37.774Z AI资金转向存储芯片，Mag7主导地位瓦解 https://www.nashnova.com/zh/feed/special/onsemi-divests-two-manufacturing-sites-expected-to-save-35m-annually-5766 NashNova zh-cn 2026-07-07T11:15:16.261Z 安森美剥离两处制造基地，年省成本约3500万美元 https://www.nashnova.com/zh/feed/special/micron-stock-drops-6-percent-premarket-as-asian-chip-stocks-slide-in-sympathy-5765 NashNova zh-cn 2026-07-07T11:06:48.005Z 美光股价盘前跌6%，亚洲芯片股联动下挫 https://www.nashnova.com/zh/feed/special/tesla-fsd-fatal-crash-driver-charged-with-manslaughter-5764 NashNova zh-cn 2026-07-07T11:05:31.969Z 特斯拉FSD致命事故司机被控过失杀人 https://www.nashnova.com/zh/feed/special/bitcoin-open-interest-declines-raising-doubts-over-rally-sustainability-5763 NashNova zh-cn 2026-07-07T10:50:56.837Z 比特币未平仓合约下滑，涨势持续性存疑 https://www.nashnova.com/zh/feed/special/deepseek-develops-in-house-ai-inference-chips-to-reduce-reliance-on-nvidia-and-5762 NashNova zh-cn 2026-07-07T10:45:55.657Z DeepSeek自研AI推理芯片，减少对英伟达和华为依赖 https://www.nashnova.com/zh/feed/special/china-plans-to-restrict-export-of-top-ai-models-alibaba-bytedance-involved-in-5761 NashNova zh-cn 2026-07-07T10:26:04.390Z 中国拟限制顶级AI模型出境，阿里、字节参与讨论 https://www.nashnova.com/zh/feed/special/deutsche-banks-annual-wow-charts-fiscal-and-valuation-concerns-amid-the-ai-boom-5760 NashNova zh-cn 2026-07-07T10:16:03.209Z 德银年度WOW图表：AI热潮下的财政与估值隐忧 https://www.nashnova.com/zh/feed/special/spacex-ipo-boosts-wall-street-banks-q2-trading-revenue-expectations-5759 NashNova zh-cn 2026-07-07T10:11:30.866Z SpaceX IPO带动华尔街大行Q2交易收入预期上升 https://www.nashnova.com/zh/feed/special/tesla-caps-employee-ai-tool-usage-at-200-per-week-5758 NashNova zh-cn 2026-07-07T10:05:56.889Z 特斯拉对员工AI工具使用设每周200美元上限 https://www.nashnova.com/zh/feed/special/luxshare-precisions-hong-kong-ipo-priced-at-top-of-range-raising-over-3-billion-5757 NashNova zh-cn 2026-07-07T10:00:24.829Z 立讯精密港股IPO以上限定价，募资逾30亿美元 https://www.nashnova.com/zh/feed/special/arabica-coffee-futures-surge-18-5-percent-in-a-single-day-marking-the-largest-5756 NashNova zh-cn 2026-07-07T09:55:32.519Z 阿拉比卡咖啡期货单日暴涨18.5%，创2000年以来最大涨幅 https://www.nashnova.com/zh/feed/special/bank-of-england-plans-to-ease-bank-capital-leverage-rules-while-warning-of-ai-5755 NashNova zh-cn 2026-07-07T09:47:05.016Z 英国央行拟放宽银行资本杠杆规则，同步警示AI金融风险 https://www.nashnova.com/zh/feed/special/shanghai-waic-preview-huawei-computing-cluster-makes-first-physical-debut-5754 NashNova zh-cn 2026-07-07T09:45:28.038Z 上海世界人工智能大会预览：华为算力集群首次实物亮相 https://www.nashnova.com/zh/feed/special/oil-prices-retreat-to-pre-war-levels-within-four-months-5753 NashNova zh-cn 2026-07-07T09:36:23.050Z 油价四个月内回落至战前水平 https://www.nashnova.com/zh/feed/special/lockheed-martin-and-rheinmetall-sign-deal-to-produce-atacms-in-germany-5752 NashNova zh-cn 2026-07-07T09:35:18.865Z 洛克希德马丁与莱茵金属签约在德生产ATACMS https://www.nashnova.com/zh/feed/special/sk-hynix-adr-pricing-approaches-as-seoul-stocks-17-percent-monthly-drop-adds-5751 NashNova zh-cn 2026-07-07T09:31:46.810Z SK海力士ADR定价临近，首尔股本月跌17%增添变数 https://www.nashnova.com/zh/feed/special/hsbc-launches-review-of-turkey-retail-and-sme-banking-operations-5750 NashNova zh-cn 2026-07-07T09:30:23.123Z 汇丰启动土耳其零售及中小企业银行业务审查 https://www.nashnova.com/zh/feed/special/ecb-requires-110-banks-to-develop-ai-cyberattack-response-plans-within-four-5749 NashNova zh-cn 2026-07-07T09:12:01.656Z 欧洲央行要求110家银行四个月内制定AI网络攻击应对计划 https://www.nashnova.com/zh/feed/special/urals-crude-falls-to-42-russias-fiscal-buffer-under-strain-5748 NashNova zh-cn 2026-07-07T09:10:44.080Z 乌拉尔原油跌至42美元，俄罗斯财政缓冲告急 https://www.nashnova.com/zh/feed/special/catls-flagship-lithium-mine-receives-safety-permit-set-to-resume-operations-5747 NashNova zh-cn 2026-07-07T08:32:23.941Z 宁德时代旗舰锂矿获安全许可，停产近一年后重启在望 https://www.nashnova.com/zh/feed/special/momenta-w-grey-market-down-5-21-percent-loss-of-hk-380-per-lot-5746 NashNova zh-cn 2026-07-07T08:31:26.096Z MOMENTA-W暗盘跌5.21% 每手亏380港元 https://www.nashnova.com/zh/feed/special/chinas-foreign-exchange-reserves-fall-to-3-4163-trillion-at-end-of-june-5745 NashNova zh-cn 2026-07-07T08:30:26.607Z 中国6月末外汇储备降至34163亿美元 https://www.nashnova.com/zh/feed/special/indias-largest-asset-manager-sbi-funds-1-2-billion-ipo-attracts-sovereign-fund-5744 NashNova zh-cn 2026-07-07T08:20:40.389Z 印度最大资管SBI基金12亿美元IPO获主权基金认购 https://www.nashnova.com/zh/feed/special/hkma-and-pboc-jointly-launch-eleven-new-market-connect-measures-5742 NashNova zh-cn 2026-07-07T08:06:22.284Z 香港金管局联手人民银行推出十一项市场互联互通新措施 https://www.nashnova.com/zh/feed/special/japan-bond-yields-hit-30-year-high-bitcoin-macro-rebound-under-pressure-5741 NashNova zh-cn 2026-07-07T08:00:47.986Z 日本国债收益率创30年高位，比特币宏观反弹承压 https://www.nashnova.com/zh/feed/special/david-woo-ai-trade-vs-high-real-rates-one-must-break-in-h2-5740 NashNova zh-cn 2026-07-07T07:51:05.306Z David Woo：AI交易与高实际利率下半年必有一败 https://www.nashnova.com/zh/feed/special/world-bank-cuts-china-growth-forecasts-for-2026-2027-5739 NashNova zh-cn 2026-07-07T07:35:42.439Z 世界银行下调中国2026至2027年增长预期 https://www.nashnova.com/zh/feed/special/u-s-launches-forced-labor-hearings-paving-way-for-new-tariffs-5738 NashNova zh-cn 2026-07-07T07:25:50.488Z 美国启动强迫劳动听证为新关税铺路 https://www.nashnova.com/zh/feed/special/nexchip-ipo-margin-subscriptions-oversubscribed-by-234-times-cornerstone-5737 NashNova zh-cn 2026-07-07T06:50:46.503Z 晶合集成IPO孖展超购234倍 基石认购4.3亿美元 https://www.nashnova.com/zh/feed/special/china-smartphone-sales-drop-13-percent-yoy-during-618-shopping-festival-5736 NashNova zh-cn 2026-07-07T06:45:45.783Z 618购物节中国智能手机销量同比降13% https://www.nashnova.com/zh/feed/special/shell-iran-war-drives-strong-q2-oil-and-gas-trading-profits-5735 NashNova zh-cn 2026-07-07T06:36:24.287Z 壳牌：伊朗战争推动二季度油气交易利润强劲 https://www.nashnova.com/zh/feed/special/morgan-stanley-ai-industrial-super-cycle-drives-divergence-in-asian-rate-paths-5734 NashNova zh-cn 2026-07-07T06:35:17.980Z 大摩：AI工业超级周期致亚洲利率路径分化 https://www.nashnova.com/zh/feed/special/synopsys-discontinues-chip-manufacturing-control-software-pivots-to-ai-design-5733 NashNova zh-cn 2026-07-07T06:31:56.588Z Synopsys停售芯片制造控制软件，转向AI设计 https://www.nashnova.com/zh/feed/special/hormuz-toll-risk-spreads-to-the-strait-of-malacca-5732 NashNova zh-cn 2026-07-07T06:30:45.327Z 霍尔木兹收费风险蔓延至马六甲海峡 https://www.nashnova.com/zh/feed/special/china-chip-equipment-stocks-face-earnings-test-after-sharp-rally-5731 NashNova zh-cn 2026-07-07T06:21:07.551Z 中国芯片设备股大涨后迎盈利检验 https://www.nashnova.com/zh/feed/special/germanys-may-industrial-output-rises-0-9-percent-mom-beating-expectations-5730 NashNova zh-cn 2026-07-07T06:20:05.500Z 德国5月工业产出环比增0.9%，超预期 https://www.nashnova.com/zh/feed/special/warshs-three-step-plan-to-push-the-fed-back-to-rate-cuts-5729 NashNova zh-cn 2026-07-07T06:00:57.228Z 沃什"三步走"推动美联储重启降息 https://www.nashnova.com/zh/feed/special/hkex-signs-agreement-with-cross-border-clearing-company-plans-to-apply-as-cips-5728 NashNova zh-cn 2026-07-07T05:51:40.719Z 港交所与跨境清算公司签约，拟申请CIPS直接参与者 https://www.nashnova.com/zh/feed/special/lg-energy-solution-q2-revenue-up-25-percent-but-actually-loss-making-excluding-5726 NashNova zh-cn 2026-07-07T05:16:12.340Z LG新能源Q2营收增25%，剔除补贴后实际亏损 https://www.nashnova.com/zh/feed/special/european-defense-stocks-rally-ahead-of-nato-summit-as-multiple-nations-military-5724 NashNova zh-cn 2026-07-07T04:35:54.919Z 北约峰会前欧洲防务股反弹，多国军费承诺提振信心 https://www.nashnova.com/zh/feed/special/ai-server-demand-drives-up-mlcc-channel-prices-some-part-numbers-surge-over-20x-5723 NashNova zh-cn 2026-07-07T04:22:32.113Z AI服务器需求推高MLCC渠道价，部分料号涨超20倍 https://www.nashnova.com/zh/feed/special/lg-energy-solution-enters-humanoid-robot-battery-market-poised-to-supply-tesla-5722 NashNova zh-cn 2026-07-07T04:20:59.410Z LG新能源切入人形机器人电池，特斯拉Optimus供应在望 https://www.nashnova.com/zh/feed/special/ai-bottleneck-shifts-from-chips-to-infrastructure-u-s-china-paths-diverge-5721 NashNova zh-cn 2026-07-07T04:19:24.789Z AI瓶颈从芯片转向基础设施，中美路径分化 https://www.nashnova.com/zh/feed/special/hsbc-scales-back-private-credit-leverage-business-adjusts-risk-exposure-5720 NashNova zh-cn 2026-07-07T04:18:02.867Z 汇丰收缩私人信贷杠杆业务，调整风险敞口 https://www.nashnova.com/zh/feed/special/japan-30-year-jgb-auction-sees-strongest-demand-since-2019-5719 NashNova zh-cn 2026-07-07T04:16:49.848Z 日本30年期国债拍卖需求创2019年来最强 https://www.nashnova.com/zh/feed/special/hk-stocks-morning-session-hsi-down-0-42-percent-tencent-bucks-trend-with-2-83-5718 NashNova zh-cn 2026-07-07T04:15:44.871Z 港股早盘恒指跌0.42% 腾讯逆市涨2.83%领涨 https://www.nashnova.com/zh/feed/special/bofa-taiwan-supply-chain-sell-off-on-kyber-delay-is-an-overreaction-5717 NashNova zh-cn 2026-07-07T03:49:16.302Z 美银：Kyber延迟引发的台湾供应链跌幅反应过度 https://www.nashnova.com/zh/feed/special/meta-discloses-1-4-trillion-in-claims-from-four-states-teen-safety-trial-set-for-5716 NashNova zh-cn 2026-07-07T03:47:42.846Z Meta披露四州索赔1.4万亿美元，8月青少年安全案开审 https://www.nashnova.com/zh/feed/special/catl-q1-net-profit-surges-48-5-percent-as-global-battery-market-share-continues-5715 NashNova zh-cn 2026-07-07T03:46:37.718Z 宁德时代一季度净利润增48.5%，全球电池份额持续扩大 https://www.nashnova.com/zh/feed/special/dutch-trade-minister-leads-delegation-to-china-with-asml-in-tow-5714 NashNova zh-cn 2026-07-07T03:45:24.653Z 荷兰贸易部长率团访华，ASML随行 https://www.nashnova.com/zh/feed/special/ai-chip-pullback-drags-asian-markets-lower-south-korea-drops-nearly-6-percent-5713 NashNova zh-cn 2026-07-07T03:35:31.532Z AI芯片回调拖累亚洲股市 韩国跌近6% https://www.nashnova.com/zh/feed/special/analog-ic-supply-tightens-as-adi-lead-times-extend-to-six-months-5712 NashNova zh-cn 2026-07-07T03:17:42.399Z 模拟IC供给趋紧，ADI交货期延至六个月 https://www.nashnova.com/zh/feed/special/samsung-sk-hynix-accelerate-removal-of-chinese-linked-chip-equipment-5711 NashNova zh-cn 2026-07-07T03:16:28.156Z 三星、SK海力士加速剔除中资芯片设备 https://www.nashnova.com/zh/feed/special/blackrock-china-ai-investment-calls-for-stock-picking-not-broad-based-bets-5710 NashNova zh-cn 2026-07-07T03:05:34.933Z 贝莱德：中国AI投资应选股而非押注整体板块 https://www.nashnova.com/zh/feed/special/goldman-sachs-head-of-research-ai-investment-lacks-economic-justification-5709 NashNova zh-cn 2026-07-07T03:00:32.697Z 高盛研究主管：AI投资缺乏经济合理性，已催生双重泡沫 https://www.nashnova.com/zh/feed/special/hang-seng-tech-index-up-over-2-percent-a-share-star-50-bucks-the-trend-5708 NashNova zh-cn 2026-07-07T02:51:11.717Z 恒科指涨超2% A股科创50逆势走强 https://www.nashnova.com/zh/feed/special/survey-chinese-companies-accelerating-shift-to-domestic-suppliers-for-ai-chip-5707 NashNova zh-cn 2026-07-07T02:46:32.675Z 调查：中国企业AI芯片采购加速转向本土供应商 https://www.nashnova.com/zh/feed/special/lg-electronics-q2-operating-profit-expected-to-double-to-krw-1-579-trillion-5706 NashNova zh-cn 2026-07-07T02:45:18.752Z LG电子Q2营业利润预计翻倍至1.579万亿韩元 https://www.nashnova.com/zh/feed/special/ai-5705 NashNova zh-cn 2026-07-07T02:11:41.797Z 台积电AI产能瓶颈外溢，半导体供应链需求扩散 https://www.nashnova.com/zh/feed/special/5704 NashNova zh-cn 2026-07-07T01:55:30.621Z 施纳贝尔警告核心通胀黏性，欧洲央行加息路径现分歧 https://www.nashnova.com/zh/feed/special/5703 NashNova zh-cn 2026-07-07T01:35:08.367Z 中国央行行长：外汇储备将加大配置香港市场 https://www.nashnova.com/zh/feed/special/5702 NashNova zh-cn 2026-07-07T01:20:57.124Z 中国资产与全球市场背离，外资重新买入 https://www.nashnova.com/zh/feed/special/20-percent-5701 NashNova zh-cn 2026-07-07T01:10:33.077Z 韩华海洋失加拿大潜艇合同，股价跌逾20% https://www.nashnova.com/zh/feed/special/5700 NashNova zh-cn 2026-07-07T01:01:09.515Z 伊朗伊斯兰革命卫队向霍尔木兹海峡船只发射导弹 https://www.nashnova.com/zh/feed/special/5699 NashNova zh-cn 2026-07-07T00:35:22.045Z 特朗普公开警告做空者：押注美国失败将付代价 https://www.nashnova.com/zh/feed/special/5698 NashNova zh-cn 2026-07-07T00:20:43.748Z 油价小幅上涨，美伊谈判重启预期升温 https://www.nashnova.com/zh/feed/special/5697 NashNova zh-cn 2026-07-07T00:10:38.914Z 摩根大通资管减持人民币多头，看好韩元反弹 https://www.nashnova.com/zh/feed/special/ssd-5696 NashNova zh-cn 2026-07-06T23:50:25.624Z 联想确认海外笔记本搭载长江存储SSD https://www.nashnova.com/zh/feed/special/fiserv-5695 NashNova zh-cn 2026-07-06T23:46:39.164Z 大型银行探购Fiserv网络绕开借记卡费率上限 https://www.nashnova.com/zh/feed/special/5-5694 NashNova zh-cn 2026-07-06T23:45:31.923Z 日本5月实际工资连涨五个月，增速因通胀加速放缓 https://www.nashnova.com/zh/feed/special/ai-kyber-5693 NashNova zh-cn 2026-07-06T23:21:10.149Z 传闻扰动AI算力链！英伟达否认Kyber项目延期 https://www.nashnova.com/zh/feed/special/19-5692 NashNova zh-cn 2026-07-06T23:14:12.594Z 三星电子季度利润飙升19倍，超出预期 https://www.nashnova.com/zh/feed/special/5691 NashNova zh-cn 2026-07-06T23:11:06.757Z 中国稀土断供持续，日本企业警告供应链受压 https://www.nashnova.com/zh-hant/feed/special/chinas-central-bank-increases-gold-holdings-in-june-by-largest-scale-since-2023-5743 NashNova zh-tw 2026-07-07T08:10:09.974Z 中國央行6月增持黃金創2023年以來最大規模，「購金潮」延續20個月 https://www.nashnova.com/zh-hant/feed/special/chinas-memory-chip-gap-with-samsung-and-sk-hynix-narrows-to-within-3-years-5725 NashNova zh-tw 2026-07-07T04:40:22.648Z 中國存儲晶片與三星SK海力士差距縮至3年內 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-initiates-spacex-at-overweight-with-300-price-target-5727 NashNova zh-tw 2026-07-07T05:50:30.501Z 大摩首予SpaceX增持評級，目標價300美元 https://www.nashnova.com/zh-hant/feed/special/bofa-downgrades-adobe-to-underperform-as-ai-threatens-pricing-and-growth-5790 NashNova zh-tw 2026-07-07T13:50:33.851Z 美銀下調Adobe至跑輸大市，AI衝擊定價與增長 https://www.nashnova.com/zh-hant/feed/special/ny-fed-president-falling-energy-prices-improve-near-term-inflation-outlook-5789 NashNova zh-tw 2026-07-07T13:31:30.727Z 紐約聯儲主席：能源價格下跌改善近期通膨前景 https://www.nashnova.com/zh-hant/feed/special/inspur-electronics-first-half-net-profit-expected-to-surge-over-200-percent-5788 NashNova zh-tw 2026-07-07T13:30:28.159Z 浪潮資訊上半年淨利潤預增逾兩倍 https://www.nashnova.com/zh-hant/feed/special/analog-devices-completes-acquisition-of-empower-semiconductor-positioning-for-ai-5787 NashNova zh-tw 2026-07-07T13:26:23.425Z 模擬器件完成收購Empower半導體，佈局AI供電 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-u-s-private-ai-investment-exceeds-chinas-by-20x-in-2025-5786 NashNova zh-tw 2026-07-07T13:25:25.189Z 德銀：2025年美國AI私人投資超中國20倍 https://www.nashnova.com/zh-hant/feed/special/u-s-trade-deficit-widens-42-percent-to-77-6-billion-in-may-5785 NashNova zh-tw 2026-07-07T13:20:40.118Z 美國5月貿易逆差擴大42%至776億美元 https://www.nashnova.com/zh-hant/feed/special/zhipu-ai-considers-developing-custom-chips-as-glm-5-2-usage-surges-27x-5784 NashNova zh-tw 2026-07-07T13:16:08.668Z 智譜AI考慮自研晶片，GLM-5.2用量激增27倍 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-divergence-between-inflation-expectations-and-fed-rate-hike-5783 NashNova zh-tw 2026-07-07T13:05:25.167Z 德意志銀行：通膨預期與聯準會升息定價背離 https://www.nashnova.com/zh-hant/feed/special/ubs-raises-kospi-target-to-9-200-can-earnings-broaden-beyond-memory-5782 NashNova zh-tw 2026-07-07T12:57:56.947Z 瑞銀上調KOSPI目標至9200點：存儲之外能否盈利擴散 https://www.nashnova.com/zh-hant/feed/special/short-volatility-trade-becomes-single-point-of-failure-for-u-s-stocks-5781 NashNova zh-tw 2026-07-07T12:56:22.066Z 做空波動率交易成美股單一故障點 https://www.nashnova.com/zh-hant/feed/special/le-pen-cleared-to-run-in-2027-french-election-french-bond-yields-edge-higher-5780 NashNova zh-tw 2026-07-07T12:41:49.063Z 勒龐獲准參選2027法國大選，法債收益率小幅上行 https://www.nashnova.com/zh-hant/feed/special/france-announces-additional-3-billion-in-cuts-deficit-target-remains-elusive-5779 NashNova zh-tw 2026-07-07T12:40:48.673Z 法國追加30億歐元削減，赤字目標難保 https://www.nashnova.com/zh-hant/feed/special/ukrainian-drones-devastate-russian-refineries-as-russian-bond-yields-surge-to-16-5778 NashNova zh-tw 2026-07-07T12:14:15.324Z 烏克蘭無人機重創俄煉油廠，俄國債收益率飆升至16.62% https://www.nashnova.com/zh-hant/feed/special/hesai-technology-flagged-as-u-s-cybersecurity-risk-nvidia-partnership-under-5777 NashNova zh-tw 2026-07-07T12:12:51.670Z 禾賽科技被指美國網路安全風險，英偉達合作受關注 https://www.nashnova.com/zh-hant/feed/special/gao-shanwen-former-chief-economist-of-guotou-securities-passes-away-at-55-due-to-5776 NashNova zh-tw 2026-07-07T12:11:17.025Z 國投證券前首席經濟學家高善文因病去世，享年55歲 https://www.nashnova.com/zh-hant/feed/special/amazon-plans-dollar-bond-offering-to-raise-over-25-billion-5775 NashNova zh-tw 2026-07-07T12:10:25.242Z 亞馬遜擬發行美元債券融資逾250億美元 https://www.nashnova.com/zh-hant/feed/special/us-tech-volatility-relative-to-s-and-p-500-hits-highest-since-2002-5774 NashNova zh-tw 2026-07-07T12:05:50.064Z 美股科技波動率相對標普創2002年來新高 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-is-a-capex-cycle-upward-pressure-on-interest-rates-hard-to-fade-5773 NashNova zh-tw 2026-07-07T11:50:52.641Z 高盛：AI是資本開支週期，利率上行壓力難消 https://www.nashnova.com/zh-hant/feed/special/blackrock-launches-nasdaq-100-etf-challenging-invescos-dominance-5772 NashNova zh-tw 2026-07-07T11:46:09.951Z 貝萊德推出納斯達克100 ETF，挑戰景順壟斷地位 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-five-warning-signs-of-an-ai-rally-inflection-point-5771 NashNova zh-tw 2026-07-07T11:42:01.238Z 大摩：AI行情拐點五大預警信號 https://www.nashnova.com/zh-hant/feed/special/three-departments-jointly-welcome-cfets-and-hkex-co-building-hong-kong-5770 NashNova zh-tw 2026-07-07T11:40:38.104Z 三部門聯合歡迎外匯交易中心與港交所共建香港電子固收貨幣平台 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-halo-strategy-enters-prolonged-battle-phase-as-multiple-5769 NashNova zh-tw 2026-07-07T11:22:38.703Z 高盛HALO策略進入持久戰階段，多家機構上調歐股目標 https://www.nashnova.com/zh-hant/feed/special/korean-retail-investors-flock-to-chinese-ai-stocks-cambricon-sees-nearly-20m-in-5768 NashNova zh-tw 2026-07-07T11:21:08.044Z 韓國散戶湧入中國AI股，寒武紀單月淨買入近2000萬美元 https://www.nashnova.com/zh-hant/feed/special/ai-capital-rotates-into-memory-chips-as-mag7-dominance-unravels-5767 NashNova zh-tw 2026-07-07T11:16:37.774Z AI資金轉向存儲晶片，Mag7主導地位瓦解 https://www.nashnova.com/zh-hant/feed/special/onsemi-divests-two-manufacturing-sites-expected-to-save-35m-annually-5766 NashNova zh-tw 2026-07-07T11:15:16.261Z 安森美剝離兩處製造基地，年省成本約3500萬美元 https://www.nashnova.com/zh-hant/feed/special/micron-stock-drops-6-percent-premarket-as-asian-chip-stocks-slide-in-sympathy-5765 NashNova zh-tw 2026-07-07T11:06:48.005Z 美光股價盤前跌6%，亞洲晶片股聯動下挫 https://www.nashnova.com/zh-hant/feed/special/tesla-fsd-fatal-crash-driver-charged-with-manslaughter-5764 NashNova zh-tw 2026-07-07T11:05:31.969Z 特斯拉FSD致命事故司機被控過失殺人 https://www.nashnova.com/zh-hant/feed/special/bitcoin-open-interest-declines-raising-doubts-over-rally-sustainability-5763 NashNova zh-tw 2026-07-07T10:50:56.837Z 比特幣未平倉合約下滑，漲勢持續性存疑 https://www.nashnova.com/zh-hant/feed/special/deepseek-develops-in-house-ai-inference-chips-to-reduce-reliance-on-nvidia-and-5762 NashNova zh-tw 2026-07-07T10:45:55.657Z DeepSeek自研AI推理晶片，減少對輝達和華為依賴 https://www.nashnova.com/zh-hant/feed/special/china-plans-to-restrict-export-of-top-ai-models-alibaba-bytedance-involved-in-5761 NashNova zh-tw 2026-07-07T10:26:04.390Z 中國擬限制頂級AI模型出境，阿里、字節參與討論 https://www.nashnova.com/zh-hant/feed/special/deutsche-banks-annual-wow-charts-fiscal-and-valuation-concerns-amid-the-ai-boom-5760 NashNova zh-tw 2026-07-07T10:16:03.209Z 德銀年度WOW圖表：AI熱潮下的財政與估值隱憂 https://www.nashnova.com/zh-hant/feed/special/spacex-ipo-boosts-wall-street-banks-q2-trading-revenue-expectations-5759 NashNova zh-tw 2026-07-07T10:11:30.866Z SpaceX IPO帶動華爾街大行Q2交易收入預期上升 https://www.nashnova.com/zh-hant/feed/special/tesla-caps-employee-ai-tool-usage-at-200-per-week-5758 NashNova zh-tw 2026-07-07T10:05:56.889Z 特斯拉對員工AI工具使用設每週200美元上限 https://www.nashnova.com/zh-hant/feed/special/luxshare-precisions-hong-kong-ipo-priced-at-top-of-range-raising-over-3-billion-5757 NashNova zh-tw 2026-07-07T10:00:24.829Z 立訊精密港股IPO以上限定價，募資逾30億美元 https://www.nashnova.com/zh-hant/feed/special/arabica-coffee-futures-surge-18-5-percent-in-a-single-day-marking-the-largest-5756 NashNova zh-tw 2026-07-07T09:55:32.519Z 阿拉比卡咖啡期貨單日暴漲18.5%，創2000年以來最大漲幅 https://www.nashnova.com/zh-hant/feed/special/bank-of-england-plans-to-ease-bank-capital-leverage-rules-while-warning-of-ai-5755 NashNova zh-tw 2026-07-07T09:47:05.016Z 英國央行擬放寬銀行資本槓桿規則，同步警示AI金融風險 https://www.nashnova.com/zh-hant/feed/special/shanghai-waic-preview-huawei-computing-cluster-makes-first-physical-debut-5754 NashNova zh-tw 2026-07-07T09:45:28.038Z 上海世界人工智慧大會預覽：華為算力集群首次實物亮相 https://www.nashnova.com/zh-hant/feed/special/oil-prices-retreat-to-pre-war-levels-within-four-months-5753 NashNova zh-tw 2026-07-07T09:36:23.050Z 油價四個月內回落至戰前水平 https://www.nashnova.com/zh-hant/feed/special/lockheed-martin-and-rheinmetall-sign-deal-to-produce-atacms-in-germany-5752 NashNova zh-tw 2026-07-07T09:35:18.865Z 洛克希德馬丁與萊茵金屬簽約在德生產ATACMS https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-pricing-approaches-as-seoul-stocks-17-percent-monthly-drop-adds-5751 NashNova zh-tw 2026-07-07T09:31:46.810Z SK海力士ADR定價臨近，首爾股本月跌17%增添變數 https://www.nashnova.com/zh-hant/feed/special/hsbc-launches-review-of-turkey-retail-and-sme-banking-operations-5750 NashNova zh-tw 2026-07-07T09:30:23.123Z 匯豐啟動土耳其零售及中小企業銀行業務審查 https://www.nashnova.com/zh-hant/feed/special/ecb-requires-110-banks-to-develop-ai-cyberattack-response-plans-within-four-5749 NashNova zh-tw 2026-07-07T09:12:01.656Z 歐洲央行要求110家銀行四個月內制定AI網路攻擊應對計劃 https://www.nashnova.com/zh-hant/feed/special/urals-crude-falls-to-42-russias-fiscal-buffer-under-strain-5748 NashNova zh-tw 2026-07-07T09:10:44.080Z 烏拉爾原油跌至42美元，俄羅斯財政緩衝告急 https://www.nashnova.com/zh-hant/feed/special/catls-flagship-lithium-mine-receives-safety-permit-set-to-resume-operations-5747 NashNova zh-tw 2026-07-07T08:32:23.941Z 寧德時代旗艦鋰礦獲安全許可，停產近一年後重啟在望 https://www.nashnova.com/zh-hant/feed/special/momenta-w-grey-market-down-5-21-percent-loss-of-hk-380-per-lot-5746 NashNova zh-tw 2026-07-07T08:31:26.096Z MOMENTA-W暗盤跌5.21% 每手虧380港元 https://www.nashnova.com/zh-hant/feed/special/chinas-foreign-exchange-reserves-fall-to-3-4163-trillion-at-end-of-june-5745 NashNova zh-tw 2026-07-07T08:30:26.607Z 中國6月末外匯儲備降至34163億美元 https://www.nashnova.com/zh-hant/feed/special/indias-largest-asset-manager-sbi-funds-1-2-billion-ipo-attracts-sovereign-fund-5744 NashNova zh-tw 2026-07-07T08:20:40.389Z 印度最大資管SBI基金12億美元IPO獲主權基金認購 https://www.nashnova.com/zh-hant/feed/special/hkma-and-pboc-jointly-launch-eleven-new-market-connect-measures-5742 NashNova zh-tw 2026-07-07T08:06:22.284Z 香港金管局聯手人民銀行推出十一項市場互聯互通新措施 https://www.nashnova.com/zh-hant/feed/special/japan-bond-yields-hit-30-year-high-bitcoin-macro-rebound-under-pressure-5741 NashNova zh-tw 2026-07-07T08:00:47.986Z 日本國債收益率創30年高位，比特幣宏觀反彈承壓 https://www.nashnova.com/zh-hant/feed/special/david-woo-ai-trade-vs-high-real-rates-one-must-break-in-h2-5740 NashNova zh-tw 2026-07-07T07:51:05.306Z David Woo：AI交易與高實際利率下半年必有一敗 https://www.nashnova.com/zh-hant/feed/special/world-bank-cuts-china-growth-forecasts-for-2026-2027-5739 NashNova zh-tw 2026-07-07T07:35:42.439Z 世界銀行下調中國2026至2027年增長預期 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https://www.nashnova.com/zh-hant/feed/special/synopsys-discontinues-chip-manufacturing-control-software-pivots-to-ai-design-5733 NashNova zh-tw 2026-07-07T06:31:56.588Z Synopsys停售晶片製造控制軟體，轉向AI設計 https://www.nashnova.com/zh-hant/feed/special/hormuz-toll-risk-spreads-to-the-strait-of-malacca-5732 NashNova zh-tw 2026-07-07T06:30:45.327Z 霍爾木茲收費風險蔓延至馬六甲海峽 https://www.nashnova.com/zh-hant/feed/special/china-chip-equipment-stocks-face-earnings-test-after-sharp-rally-5731 NashNova zh-tw 2026-07-07T06:21:07.551Z 中國晶片設備股大漲後迎獲利檢驗 https://www.nashnova.com/zh-hant/feed/special/germanys-may-industrial-output-rises-0-9-percent-mom-beating-expectations-5730 NashNova zh-tw 2026-07-07T06:20:05.500Z 德國5月工業產出環比增0.9%，超預期 https://www.nashnova.com/zh-hant/feed/special/warshs-three-step-plan-to-push-the-fed-back-to-rate-cuts-5729 NashNova zh-tw 2026-07-07T06:00:57.228Z 沃什「三步走」推動美聯儲重啟降息 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https://www.nashnova.com/zh-hant/feed/special/ai-bottleneck-shifts-from-chips-to-infrastructure-u-s-china-paths-diverge-5721 NashNova zh-tw 2026-07-07T04:19:24.789Z AI瓶頸從晶片轉向基礎設施，中美路徑分化 https://www.nashnova.com/zh-hant/feed/special/hsbc-scales-back-private-credit-leverage-business-adjusts-risk-exposure-5720 NashNova zh-tw 2026-07-07T04:18:02.867Z 匯豐收縮私人信貸槓桿業務，調整風險敞口 https://www.nashnova.com/zh-hant/feed/special/japan-30-year-jgb-auction-sees-strongest-demand-since-2019-5719 NashNova zh-tw 2026-07-07T04:16:49.848Z 日本30年期國債拍賣需求創2019年來最強 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-morning-session-hsi-down-0-42-percent-tencent-bucks-trend-with-2-83-5718 NashNova zh-tw 2026-07-07T04:15:44.871Z 港股早盤恒指跌0.42% 騰訊逆市漲2.83%領漲 https://www.nashnova.com/zh-hant/feed/special/bofa-taiwan-supply-chain-sell-off-on-kyber-delay-is-an-overreaction-5717 NashNova zh-tw 2026-07-07T03:49:16.302Z 美銀：Kyber延遲引發的台灣供應鏈跌幅反應過度 https://www.nashnova.com/zh-hant/feed/special/meta-discloses-1-4-trillion-in-claims-from-four-states-teen-safety-trial-set-for-5716 NashNova zh-tw 2026-07-07T03:47:42.846Z Meta披露四州索賠1.4萬億美元，8月青少年安全案開審 https://www.nashnova.com/zh-hant/feed/special/catl-q1-net-profit-surges-48-5-percent-as-global-battery-market-share-continues-5715 NashNova zh-tw 2026-07-07T03:46:37.718Z 寧德時代一季度淨利潤增48.5%，全球電池份額持續擴大 https://www.nashnova.com/zh-hant/feed/special/dutch-trade-minister-leads-delegation-to-china-with-asml-in-tow-5714 NashNova zh-tw 2026-07-07T03:45:24.653Z 荷蘭貿易部長率團訪華，ASML隨行 https://www.nashnova.com/zh-hant/feed/special/ai-chip-pullback-drags-asian-markets-lower-south-korea-drops-nearly-6-percent-5713 NashNova zh-tw 2026-07-07T03:35:31.532Z AI晶片回調拖累亞洲股市 韓國跌近6% https://www.nashnova.com/zh-hant/feed/special/analog-ic-supply-tightens-as-adi-lead-times-extend-to-six-months-5712 NashNova zh-tw 2026-07-07T03:17:42.399Z 模擬IC供給趨緊，ADI交貨期延至六個月 https://www.nashnova.com/zh-hant/feed/special/samsung-sk-hynix-accelerate-removal-of-chinese-linked-chip-equipment-5711 NashNova zh-tw 2026-07-07T03:16:28.156Z 三星、SK海力士加速剔除中資晶片設備 https://www.nashnova.com/zh-hant/feed/special/blackrock-china-ai-investment-calls-for-stock-picking-not-broad-based-bets-5710 NashNova zh-tw 2026-07-07T03:05:34.933Z 貝萊德：中國AI投資應選股而非押注整體板塊 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-head-of-research-ai-investment-lacks-economic-justification-5709 NashNova zh-tw 2026-07-07T03:00:32.697Z 高盛研究主管：AI投資缺乏經濟合理性，已催生雙重泡沫 https://www.nashnova.com/zh-hant/feed/special/hang-seng-tech-index-up-over-2-percent-a-share-star-50-bucks-the-trend-5708 NashNova zh-tw 2026-07-07T02:51:11.717Z 恆科指漲超2% A股科創50逆勢走強 https://www.nashnova.com/zh-hant/feed/special/survey-chinese-companies-accelerating-shift-to-domestic-suppliers-for-ai-chip-5707 NashNova zh-tw 2026-07-07T02:46:32.675Z 調查：中國企業AI晶片採購加速轉向本土供應商 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https://www.nashnova.com/zh-hant/feed/special/5698 NashNova zh-tw 2026-07-07T00:20:43.748Z 油價小幅上漲，美伊談判重啟預期升溫 https://www.nashnova.com/zh-hant/feed/special/5697 NashNova zh-tw 2026-07-07T00:10:38.914Z 摩根大通資管減持人民幣多頭，看好韓元反彈 https://www.nashnova.com/zh-hant/feed/special/ssd-5696 NashNova zh-tw 2026-07-06T23:50:25.624Z 聯想確認海外筆記本搭載長江存儲SSD https://www.nashnova.com/zh-hant/feed/special/fiserv-5695 NashNova zh-tw 2026-07-06T23:46:39.164Z 大型銀行探購Fiserv網絡繞開借記卡費率上限 https://www.nashnova.com/zh-hant/feed/special/5-5694 NashNova zh-tw 2026-07-06T23:45:31.923Z 日本5月實際工資連漲五個月，增速因通膨加速放緩 https://www.nashnova.com/zh-hant/feed/special/ai-kyber-5693 NashNova zh-tw 2026-07-06T23:21:10.149Z 傳聞擾動AI算力鏈！英偉達否認Kyber項目延期 https://www.nashnova.com/zh-hant/feed/special/19-5692 NashNova zh-tw 2026-07-06T23:14:12.594Z 三星電子季度利潤飆升19倍，超出預期 https://www.nashnova.com/zh-hant/feed/special/5691 NashNova zh-tw 2026-07-06T23:11:06.757Z 中國稀土斷供持續，日本企業警告供應鏈承壓