https://www.nashnova.com/feed/special/soft-payrolls-lift-sentiment-as-dow-and-s-and-p-hit-fresh-record-highs-on-8657 nashnova en 2026-08-05T14:24:53.913Z Soft Payrolls Lift Sentiment as Dow and S&P Hit Fresh Record Highs on Wednesday https://www.nashnova.com/feed/special/photonics-etf-rides-ai-data-center-boom-to-market-as-nvidia-bets-over-6-5-8656 nashnova en 2026-08-05T14:20:16.963Z Photonics ETF Rides AI Data Center Boom to Market as Nvidia Bets Over $6.5 Billion https://www.nashnova.com/feed/special/meta-launches-internal-ai-coding-tool-metacode-to-rival-anthropic-and-openai-8655 nashnova en 2026-08-05T14:14:57.000Z Meta Launches Internal AI Coding Tool MetaCode to Rival Anthropic and OpenAI https://www.nashnova.com/feed/special/u-s-july-ism-non-manufacturing-pmi-came-in-at-54-1-slightly-below-expectations-8654 nashnova en 2026-08-05T14:09:17.356Z U.S. July ISM Non-Manufacturing PMI Came in at 54.1, Slightly Below Expectations https://www.nashnova.com/feed/special/u-s-july-composite-pmi-final-reading-revised-up-to-54-5-8653 nashnova en 2026-08-05T14:04:10.244Z U.S. July Composite PMI Final Reading Revised Up to 54.5 https://www.nashnova.com/feed/special/musks-first-earnings-call-spacex-moves-up-1-trillion-revenue-target-to-2030-8652 nashnova en 2026-08-05T13:50:25.309Z Musk's First Earnings Call: SpaceX Moves Up $1 Trillion Revenue Target to 2030 https://www.nashnova.com/feed/special/nasdaq-rises-over-1-percent-for-four-consecutive-days-only-the-18th-time-in-8651 nashnova en 2026-08-05T13:34:44.881Z Nasdaq Rises Over 1% for Four Consecutive Days — Only the 18th Time in History https://www.nashnova.com/feed/special/bytedance-founder-explicitly-rejects-ai-distillation-strategy-willing-to-8650 nashnova en 2026-08-05T13:32:31.242Z ByteDance Founder Explicitly Rejects AI Distillation Strategy, Willing to Sacrifice Short-Term Gains https://www.nashnova.com/feed/special/bank-of-america-ceo-ai-hedge-fund-blowup-serves-as-warning-for-leveraged-markets-8649 nashnova en 2026-08-05T13:31:20.499Z Bank of America CEO: AI Hedge Fund Blowup Serves as Warning for Leveraged Markets https://www.nashnova.com/feed/special/paypal-splits-reporting-structure-as-ceo-sets-revenue-targets-for-three-business-8648 nashnova en 2026-08-05T13:19:53.826Z PayPal Splits Reporting Structure as CEO Sets Revenue Targets for Three Business Units for the First Time https://www.nashnova.com/feed/special/wedbush-umc-may-benefit-from-intel-emib-t-powerchip-semiconductor-enters-supply-8647 nashnova en 2026-08-05T13:11:18.467Z Wedbush: UMC May Benefit from Intel EMIB-T; Powerchip Semiconductor Enters Supply Chain https://www.nashnova.com/feed/special/u-s-china-ai-and-robotics-trade-tensions-escalate-ahead-of-xi-trump-summit-8646 nashnova en 2026-08-05T13:09:55.876Z U.S.-China AI and Robotics Trade Tensions Escalate Ahead of Xi-Trump Summit https://www.nashnova.com/feed/special/anthropic-builds-in-house-chip-team-while-maintaining-multi-chip-strategy-8645 nashnova en 2026-08-05T12:59:56.028Z Anthropic Builds In-House Chip Team While Maintaining Multi-Chip Strategy https://www.nashnova.com/feed/special/goldman-sachs-investors-rush-to-build-upside-exposure-as-spx-call-options-hit-8644 nashnova en 2026-08-05T12:55:02.573Z Goldman Sachs: Investors Rush to Build Upside Exposure as SPX Call Options Hit Record-High Volume https://www.nashnova.com/feed/special/u-s-treasury-long-term-bond-issuance-size-wont-expand-for-at-least-several-8643 nashnova en 2026-08-05T12:44:43.976Z U.S. Treasury: Long-Term Bond Issuance Size Won't Expand for at Least Several Quarters https://www.nashnova.com/feed/special/nasdaq-100-single-day-bullish-signal-ranks-in-top-ten-of-the-past-decade-8642 nashnova en 2026-08-05T12:39:45.221Z Nasdaq 100 Single-Day Bullish Signal Ranks in Top Ten of the Past Decade https://www.nashnova.com/feed/special/google-plans-to-acquire-ai-coding-startup-mechanize-for-over-1-5-billion-8641 nashnova en 2026-08-05T12:25:32.641Z Google Plans to Acquire AI Coding Startup Mechanize for Over $1.5 Billion https://www.nashnova.com/feed/special/u-s-july-adp-employment-adds-only-44k-jobs-far-below-expectations-8640 nashnova en 2026-08-05T12:24:31.764Z U.S. July ADP Employment Adds Only 44K Jobs, Far Below Expectations https://www.nashnova.com/feed/special/ecb-ai-investment-helps-cushion-eurozone-uncertainty-drag-8639 nashnova en 2026-08-05T12:21:21.882Z ECB: AI Investment Helps Cushion Eurozone Uncertainty Drag https://www.nashnova.com/feed/special/astrazeneca-and-bristol-myers-squibb-merger-rumors-denied-8638 nashnova en 2026-08-05T12:20:23.237Z AstraZeneca and Bristol-Myers Squibb Merger Rumors Denied https://www.nashnova.com/feed/special/feds-kashkari-now-is-the-time-to-gradually-raise-interest-rates-8637 nashnova en 2026-08-05T12:19:35.845Z Fed's Kashkari: Now Is the Time to Gradually Raise Interest Rates https://www.nashnova.com/feed/special/spacexs-largest-ever-lock-up-expiration-of-910m-shares-hits-today-short-interest-8636 nashnova en 2026-08-05T12:15:52.422Z SpaceX's Largest-Ever Lock-Up Expiration of 910M Shares Hits Today, Short Interest Surpasses Tesla https://www.nashnova.com/feed/special/googles-uk-search-ads-class-action-lawsuit-certified-seeking-over-6-7-billion-in-8635 nashnova en 2026-08-05T12:14:26.589Z Google's UK Search Ads Class Action Lawsuit Certified, Seeking Over $6.7 Billion in Damages https://www.nashnova.com/feed/special/european-legacy-tech-stocks-emerge-as-surprise-ai-beneficiaries-this-earnings-8634 nashnova en 2026-08-05T12:00:14.310Z European Legacy Tech Stocks Emerge as Surprise AI Beneficiaries This Earnings Season https://www.nashnova.com/feed/special/douyin-e-commerce-gmv-growth-slows-to-20-percent-in-h1-2026-deceleration-8633 nashnova en 2026-08-05T11:56:50.197Z Douyin E-Commerce GMV Growth Slows to ~20% in H1 2026, Deceleration Continues https://www.nashnova.com/feed/special/yen-carry-trade-shows-resilience-as-investors-shift-to-euro-and-swiss-franc-for-8632 nashnova en 2026-08-05T11:55:16.996Z Yen Carry Trade Shows Resilience as Investors Shift to Euro and Swiss Franc for Funding https://www.nashnova.com/feed/special/bytedance-launches-full-duplex-audio-video-large-model-seedrealtime-now-fully-8631 nashnova en 2026-08-05T11:45:16.206Z ByteDance Launches Full-Duplex Audio-Video Large Model SeedRealtime, Now Fully Deployed on Doubao https://www.nashnova.com/feed/special/netlist-and-samsung-reach-five-year-memory-patent-settlement-8630 nashnova en 2026-08-05T11:25:57.206Z Netlist and Samsung Reach Five-Year Memory Patent Settlement https://www.nashnova.com/feed/special/shopify-q2-revenue-surges-34-percent-beating-expectations-q3-guidance-above-8629 nashnova en 2026-08-05T11:25:00.579Z Shopify Q2 Revenue Surges 34% Beating Expectations, Q3 Guidance Above Market Consensus https://www.nashnova.com/feed/special/uber-q3-guidance-misses-expectations-brazil-competition-drags-trip-volume-10b-8628 nashnova en 2026-08-05T11:22:50.979Z Uber Q3 Guidance Misses Expectations, Brazil Competition Drags Trip Volume, $10B Bet on Robotaxi https://www.nashnova.com/feed/special/morgan-stanley-q3-is-the-window-to-add-hong-kong-stock-exposure-hang-seng-index-8627 nashnova en 2026-08-05T11:21:09.191Z Morgan Stanley: Q3 Is the Window to Add Hong Kong Stock Exposure, Hang Seng Index Target Raised to 28,400 https://www.nashnova.com/feed/special/gold-breaks-descending-trendline-cta-short-squeeze-may-be-triggered-8626 nashnova en 2026-08-05T11:19:49.760Z Gold Breaks Descending Trendline, CTA Short Squeeze May Be Triggered https://www.nashnova.com/feed/special/asia-multi-strategy-hedge-funds-suffer-over-9-percent-max-drawdown-in-july-8625 nashnova en 2026-08-05T11:10:14.667Z Asia Multi-Strategy Hedge Funds Suffer Over 9% Max Drawdown in July https://www.nashnova.com/feed/special/s-and-p-500-hits-new-highs-as-burry-warns-of-1987-style-crash-risk-8624 nashnova en 2026-08-05T11:06:08.938Z S&P 500 Hits New Highs as Burry Warns of 1987-Style Crash Risk https://www.nashnova.com/feed/special/binance-sues-redotpay-founder-seeking-473-million-in-damages-8623 nashnova en 2026-08-05T11:04:42.494Z Binance Sues RedotPay Founder, Seeking $473 Million in Damages https://www.nashnova.com/feed/special/eli-lilly-q2-revenue-of-22-97b-significantly-beats-expectations-full-year-8622 nashnova en 2026-08-05T11:00:23.940Z Eli Lilly Q2 Revenue of $22.97B Significantly Beats Expectations, Full-Year Guidance Raised https://www.nashnova.com/feed/special/disney-q3-revenue-rises-7-percent-to-25-2b-driven-by-theme-parks-and-toy-story-5-8621 nashnova en 2026-08-05T10:45:01.428Z Disney Q3 Revenue Rises 7% to $25.2B, Driven by Theme Parks and Toy Story 5 https://www.nashnova.com/feed/special/goldman-sachs-raises-china-ai-model-market-forecast-by-30-percent-to-13-billion-8620 nashnova en 2026-08-05T10:40:57.487Z Goldman Sachs Raises China AI Model Market Forecast by 30% to $13 Billion https://www.nashnova.com/feed/special/un-fao-warns-global-food-prices-may-accelerate-upward-by-year-end-8619 nashnova en 2026-08-05T10:39:49.931Z UN FAO Warns: Global Food Prices May Accelerate Upward by Year-End https://www.nashnova.com/feed/special/private-capital-floods-into-emerging-market-ai-infrastructure-h1-scale-hits-8618 nashnova en 2026-08-05T10:38:31.987Z Private Capital Floods into Emerging Market AI Infrastructure, H1 Scale Hits Record High https://www.nashnova.com/feed/special/circle-q2-revenue-of-701m-misses-expectations-as-usdc-circulation-pulls-back-8617 nashnova en 2026-08-05T10:37:19.534Z Circle Q2 Revenue of $701M Misses Expectations as USDC Circulation Pulls Back from Peak https://www.nashnova.com/feed/special/morgan-stanley-im-hyperscalers-euro-bond-issuance-to-erode-eurozone-credit-8616 nashnova en 2026-08-05T10:35:47.789Z Morgan Stanley IM: Hyperscalers' Euro Bond Issuance to Erode Eurozone Credit Appeal https://www.nashnova.com/feed/special/citadels-flagship-fund-gains-5-9-percent-in-july-snaps-up-discounted-situational-8615 nashnova en 2026-08-05T10:34:25.817Z Citadel's Flagship Fund Gains 5.9% in July, Snaps Up Discounted Situational Awareness AI Stocks https://www.nashnova.com/feed/special/dimon-leads-cross-industry-alliance-to-address-ai-risks-8614 nashnova en 2026-08-05T10:21:38.012Z Dimon Leads Cross-Industry Alliance to Address AI Risks https://www.nashnova.com/feed/special/carlyle-group-q2-distributable-earnings-at-1-07-per-share-up-18-percent-yoy-8613 nashnova en 2026-08-05T10:20:25.522Z Carlyle Group Q2 Distributable Earnings at $1.07 Per Share, Up 18% YoY https://www.nashnova.com/feed/special/beigene-q2-revenue-hits-1-7-billion-full-year-guidance-raised-8612 nashnova en 2026-08-05T10:19:13.926Z BeiGene Q2 Revenue Hits $1.7 Billion, Full-Year Guidance Raised https://www.nashnova.com/feed/special/circles-blockchain-network-arc-onboards-11-institutions-including-blackrock-and-8611 nashnova en 2026-08-05T10:14:45.564Z Circle's Blockchain Network Arc Onboards 11 Institutions Including BlackRock and Visa https://www.nashnova.com/feed/special/cxmt-rejects-apples-price-pressure-insists-on-benchmarking-against-samsung-and-8610 nashnova en 2026-08-05T10:04:40.676Z CXMT Rejects Apple's Price Pressure, Insists on Benchmarking Against Samsung and SK Hynix https://www.nashnova.com/feed/special/s-and-p-500-and-dow-futures-edge-higher-as-amds-8-percent-drop-drags-on-nasdaq-8609 nashnova en 2026-08-05T09:49:47.839Z S&P 500 and Dow Futures Edge Higher as AMD's 8% Drop Drags on Nasdaq https://www.nashnova.com/feed/special/iran-strait-of-hormuz-will-not-reopen-immediately-8608 nashnova en 2026-08-05T09:39:35.417Z Iran: Strait of Hormuz Will Not Reopen Immediately https://www.nashnova.com/feed/special/sandisk-shares-rebound-ahead-of-earnings-as-market-tests-whether-lofty-8607 nashnova en 2026-08-05T09:34:58.104Z SanDisk Shares Rebound Ahead of Earnings as Market Tests Whether Lofty Expectations Can Be Met https://www.nashnova.com/feed/special/barclays-and-hsbc-warshs-stance-boosts-appeal-of-inflation-linked-bonds-8606 nashnova en 2026-08-05T09:30:14.941Z Barclays & HSBC: Warsh's Stance Boosts Appeal of Inflation-Linked Bonds https://www.nashnova.com/feed/special/morgan-stanley-nvidia-wins-in-all-three-ai-scenarios-8605 nashnova en 2026-08-05T09:15:36.881Z Morgan Stanley: NVIDIA Wins in All Three AI Scenarios https://www.nashnova.com/feed/special/yu-chengdong-memory-price-hikes-will-drive-large-scale-smartphone-price-8604 nashnova en 2026-08-05T09:14:22.397Z Yu Chengdong: Memory Price Hikes Will Drive Large-Scale Smartphone Price Increases https://www.nashnova.com/feed/special/frances-h1-fiscal-deficit-reaches-107-billion-exceeding-budget-by-14-4-percent-8603 nashnova en 2026-08-05T09:07:21.910Z France's H1 Fiscal Deficit Reaches €107 Billion, Exceeding Budget by 14.4% https://www.nashnova.com/feed/special/houthi-forces-announce-strike-on-saudi-oil-tanker-in-northern-red-sea-8602 nashnova en 2026-08-05T09:05:56.835Z Houthi Forces Announce Strike on Saudi Oil Tanker in Northern Red Sea https://www.nashnova.com/feed/special/ai-demand-drives-taiyo-yuden-to-raise-profit-forecast-by-50-percent-8601 nashnova en 2026-08-05T08:59:45.684Z AI Demand Drives Taiyo Yuden to Raise Profit Forecast by 50% https://www.nashnova.com/feed/special/analysis-fed-caught-between-tightening-and-easing-dilemma-dollar-crisis-8600 nashnova en 2026-08-05T08:34:53.717Z Analysis: Fed Caught Between Tightening and Easing Dilemma, Dollar Crisis Probability Higher https://www.nashnova.com/feed/special/ssi-reportedly-set-to-release-first-ai-model-in-august-8599 nashnova en 2026-08-05T08:25:07.584Z SSI Reportedly Set to Release First AI Model in August https://www.nashnova.com/feed/special/sk-hynix-breaks-ground-on-3-9-billion-chip-packaging-plant-in-indiana-in-august-8598 nashnova en 2026-08-05T08:16:49.848Z SK Hynix Breaks Ground on $3.9 Billion Chip Packaging Plant in Indiana in August https://www.nashnova.com/feed/special/chinas-ministry-of-commerce-tightens-export-controls-on-dual-use-drone-items-to-8597 nashnova en 2026-08-05T08:15:25.636Z China's Ministry of Commerce Tightens Export Controls on Dual-Use Drone Items to the U.S. https://www.nashnova.com/feed/special/chinas-ministry-of-commerce-imposes-countermeasures-against-u-s-fcc-and-dhs-8596 nashnova en 2026-08-05T08:14:32.024Z China's Ministry of Commerce Imposes Countermeasures Against U.S. FCC and DHS Actions Targeting China https://www.nashnova.com/feed/special/spacex-announces-exclusive-procurement-of-nvidia-gpus-8595 nashnova en 2026-08-05T07:45:41.326Z SpaceX Announces Exclusive Procurement of NVIDIA GPUs https://www.nashnova.com/feed/special/santanders-acquisition-of-webster-approved-by-federal-reserve-12-billion-deal-to-8594 nashnova en 2026-08-05T07:44:31.324Z Santander's Acquisition of Webster Approved by Federal Reserve, $12 Billion Deal to Close on August 20 https://www.nashnova.com/feed/special/foxconn-july-revenue-hits-nt-946-5-billion-up-54-2-percent-yoy-8593 nashnova en 2026-08-05T07:39:25.898Z Foxconn July Revenue Hits NT$946.5 Billion, Up 54.2% YoY https://www.nashnova.com/feed/special/piper-sandler-initiates-coreweave-at-overweight-nebius-at-neutral-8592 nashnova en 2026-08-05T07:35:23.582Z Piper Sandler Initiates CoreWeave at Overweight, Nebius at Neutral https://www.nashnova.com/feed/special/tsmc-expands-cow-process-outsourcing-ai-packaging-bottleneck-expected-to-ease-8591 nashnova en 2026-08-05T07:14:49.449Z TSMC Expands CoW Process Outsourcing, AI Packaging Bottleneck Expected to Ease https://www.nashnova.com/feed/special/amd-raises-server-cpu-market-forecast-to-220-billion-8590 nashnova en 2026-08-05T07:09:46.043Z AMD Raises Server CPU Market Forecast to $220 Billion https://www.nashnova.com/feed/special/honda-raises-full-year-operating-profit-outlook-by-30-percent-8589 nashnova en 2026-08-05T07:04:28.198Z Honda Raises Full-Year Operating Profit Outlook by 30% https://www.nashnova.com/feed/special/citic-securities-ai-drives-both-volume-and-price-growth-for-optical-module-8588 nashnova en 2026-08-05T06:59:44.248Z CITIC Securities: AI Drives Both Volume and Price Growth for Optical Module Testing Equipment https://www.nashnova.com/feed/special/euro-stoxx-600-hits-all-time-high-led-by-semiconductors-and-banks-8587 nashnova en 2026-08-05T06:39:55.690Z Euro Stoxx 600 Hits All-Time High, Led by Semiconductors and Banks https://www.nashnova.com/feed/special/glencores-h1-core-earnings-surge-86-percent-plans-secondary-listing-in-australia-8586 nashnova en 2026-08-05T06:34:33.418Z Glencore's H1 Core Earnings Surge 86%, Plans Secondary Listing in Australia https://www.nashnova.com/feed/special/goldman-sachs-korean-ai-stocks-oversold-maintains-kospi-target-at-12-000-8585 nashnova en 2026-08-05T06:10:03.957Z Goldman Sachs: Korean AI Stocks Oversold, Maintains KOSPI Target at 12,000 https://www.nashnova.com/feed/special/behind-the-yen-intervention-dollars-reserve-currency-status-questioned-8584 nashnova en 2026-08-05T06:06:54.369Z Behind the Yen Intervention: Dollar's Reserve Currency Status Questioned https://www.nashnova.com/feed/special/u-s-frontier-ai-review-framework-excludes-open-weight-models-8583 nashnova en 2026-08-05T06:05:29.527Z U.S. Frontier AI Review Framework Excludes Open-Weight Models https://www.nashnova.com/feed/special/palantir-surges-30-percent-short-sellers-lose-3-billion-in-a-single-day-8582 nashnova en 2026-08-05T06:04:14.766Z Palantir Surges 30%, Short Sellers Lose $3 Billion in a Single Day https://www.nashnova.com/feed/special/samsung-and-sk-hynix-ceos-under-police-investigation-in-south-korea-8581 nashnova en 2026-08-05T05:58:03.138Z Samsung and SK Hynix CEOs Under Police Investigation in South Korea https://www.nashnova.com/feed/special/bank-of-england-quantitative-tightening-may-be-coming-to-an-end-8580 nashnova en 2026-08-05T05:57:04.373Z Bank of England Quantitative Tightening May Be Coming to an End https://www.nashnova.com/feed/special/chinas-bond-market-expands-but-foreign-allocation-appetite-remains-constrained-8579 nashnova en 2026-08-05T05:55:57.404Z China's Bond Market Expands, but Foreign Allocation Appetite Remains Constrained by Economic Outlook https://www.nashnova.com/feed/special/siemens-energy-q3-results-hit-record-highs-driven-by-ai-data-center-demand-8578 nashnova en 2026-08-05T05:54:38.582Z Siemens Energy Q3 Results Hit Record Highs, Driven by AI Data Center Demand https://www.nashnova.com/feed/special/ai-chip-demand-tightens-abf-substrate-supply-co-investment-model-restarts-8577 nashnova en 2026-08-05T05:53:36.376Z AI Chip Demand Tightens ABF Substrate Supply, Co-Investment Model Restarts https://www.nashnova.com/feed/special/rbi-unanimously-holds-rate-at-5-25-percent-lowers-inflation-forecast-8576 nashnova en 2026-08-05T05:52:15.259Z RBI Unanimously Holds Rate at 5.25%, Lowers Inflation Forecast https://www.nashnova.com/feed/special/banks-seek-to-offload-15-billion-in-debt-from-anthropic-data-center-8575 nashnova en 2026-08-05T05:51:02.888Z Banks Seek to Offload $15 Billion in Debt from Anthropic Data Center https://www.nashnova.com/feed/special/taiwan-raids-17-chinese-firms-over-illegal-poaching-of-chip-talent-8574 nashnova en 2026-08-05T05:49:51.414Z Taiwan Raids 17 Chinese Firms Over Illegal Poaching of Chip Talent https://www.nashnova.com/feed/special/infineon-q4-revenue-guidance-beats-expectations-ai-data-center-power-chips-as-8573 nashnova en 2026-08-05T05:41:18.453Z Infineon Q4 Revenue Guidance Beats Expectations, AI Data Center Power Chips as Biggest Growth Engine https://www.nashnova.com/feed/special/memory-shortage-drags-down-pc-market-apple-and-nvidia-among-few-bright-spots-8572 nashnova en 2026-08-05T05:40:04.056Z Memory Shortage Drags Down PC Market; Apple and Nvidia Among Few Bright Spots https://www.nashnova.com/feed/special/southbound-funds-net-buy-hong-kong-stocks-for-two-consecutive-months-amid-ai-8571 nashnova en 2026-08-05T05:29:28.232Z Southbound Funds Net Buy Hong Kong Stocks for Two Consecutive Months Amid AI Turmoil https://www.nashnova.com/feed/special/cathay-pacifics-h1-net-profit-hits-highest-since-2010-8570 nashnova en 2026-08-05T04:29:29.274Z Cathay Pacific's H1 Net Profit Hits Highest Since 2010 https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-up-0-11-percent-gold-stocks-rally-across-the-board-8569 nashnova en 2026-08-05T04:24:36.370Z HK Stocks Midday: Hang Seng Up 0.11%, Gold Stocks Rally Across the Board https://www.nashnova.com/feed/special/ai-stocks-down-60-percent-in-a-month-baker-fundamentals-still-accelerating-8568 nashnova en 2026-08-05T04:14:28.007Z AI Stocks Down 60% in a Month, Baker: Fundamentals Still Accelerating https://www.nashnova.com/feed/special/dollar-index-pulls-back-to-the-100-level-as-positioning-and-yield-spreads-both-8567 nashnova en 2026-08-05T03:49:33.295Z Dollar Index Pulls Back to the 100 Level as Positioning and Yield Spreads Both Signal Neutrality https://www.nashnova.com/feed/special/amd-and-nvidia-diverge-in-battle-for-ai-infrastructure-market-8566 nashnova en 2026-08-05T03:11:20.936Z AMD and Nvidia Diverge in Battle for AI Infrastructure Market 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2047 https://www.nashnova.com/feed/special/u-s-bans-export-of-tungsten-scrap-and-battery-black-mass-for-one-year-8561 nashnova en 2026-08-05T02:29:33.963Z U.S. Bans Export of Tungsten Scrap and Battery Black Mass for One Year https://www.nashnova.com/feed/special/samsung-and-sk-hynix-test-chinese-chip-equipment-to-hedge-against-u-s-export-8560 nashnova en 2026-08-05T02:15:04.431Z Samsung and SK Hynix Test Chinese Chip Equipment to Hedge Against U.S. Export Control Risks https://www.nashnova.com/feed/special/u-s-iran-hormuz-agreement-nears-finalization-60-day-interim-framework-revealed-8559 nashnova en 2026-08-05T02:11:16.330Z U.S.-Iran Hormuz Agreement Nears Finalization, 60-Day Interim Framework Revealed https://www.nashnova.com/feed/special/fms-2026-memory-summit-big-three-unveil-ai-roadmaps-as-cxmt-is-absent-8558 nashnova en 2026-08-05T02:09:57.695Z FMS 2026 Memory Summit: Big Three Unveil AI Roadmaps as CXMT Is Absent 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2026-08-05T09:14:22.397Z 余承东：内存涨价将推动手机大规模提价 https://www.nashnova.com/zh/feed/special/frances-h1-fiscal-deficit-reaches-107-billion-exceeding-budget-by-14-4-percent-8603 nashnova zh-cn 2026-08-05T09:07:21.910Z 法国上半年财政赤字达1070亿欧元，超预算14.4% https://www.nashnova.com/zh/feed/special/houthi-forces-announce-strike-on-saudi-oil-tanker-in-northern-red-sea-8602 nashnova zh-cn 2026-08-05T09:05:56.835Z 胡塞武装宣布打击北红海沙特油轮 https://www.nashnova.com/zh/feed/special/ai-demand-drives-taiyo-yuden-to-raise-profit-forecast-by-50-percent-8601 nashnova zh-cn 2026-08-05T08:59:45.684Z AI需求驱动，太阳诱电上调盈利预测50% https://www.nashnova.com/zh/feed/special/analysis-fed-caught-between-tightening-and-easing-dilemma-dollar-crisis-8600 nashnova zh-cn 2026-08-05T08:34:53.717Z 分析：沃什面临紧缩与宽松两难，美元危机概率更高 https://www.nashnova.com/zh/feed/special/ssi-reportedly-set-to-release-first-ai-model-in-august-8599 nashnova zh-cn 2026-08-05T08:25:07.584Z SSI传将于8月发布首个AI模型 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https://www.nashnova.com/zh/feed/special/palantir-surges-30-percent-short-sellers-lose-3-billion-in-a-single-day-8582 nashnova zh-cn 2026-08-05T06:04:14.766Z Palantir股价涨30%，空头单日亏损30亿美元 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-ceos-under-police-investigation-in-south-korea-8581 nashnova zh-cn 2026-08-05T05:58:03.138Z 三星SK海力士CEO遭韩国警方立案调查 https://www.nashnova.com/zh/feed/special/bank-of-england-quantitative-tightening-may-be-coming-to-an-end-8580 nashnova zh-cn 2026-08-05T05:57:04.373Z 英国央行量化紧缩或将终结 https://www.nashnova.com/zh/feed/special/chinas-bond-market-expands-but-foreign-allocation-appetite-remains-constrained-8579 nashnova zh-cn 2026-08-05T05:55:57.404Z 中国债券市场扩容，外资配置意愿仍受经济前景制约 https://www.nashnova.com/zh/feed/special/siemens-energy-q3-results-hit-record-highs-driven-by-ai-data-center-demand-8578 nashnova zh-cn 2026-08-05T05:54:38.582Z 西门子能源三季报创纪录，AI数据中心需求驱动 https://www.nashnova.com/zh/feed/special/ai-chip-demand-tightens-abf-substrate-supply-co-investment-model-restarts-8577 nashnova zh-cn 2026-08-05T05:53:36.376Z AI芯片需求拉紧ABF基板供应，共同投资模式重启 https://www.nashnova.com/zh/feed/special/rbi-unanimously-holds-rate-at-5-25-percent-lowers-inflation-forecast-8576 nashnova zh-cn 2026-08-05T05:52:15.259Z 印度央行全票维持利率5.25%，下调通胀预测 https://www.nashnova.com/zh/feed/special/banks-seek-to-offload-15-billion-in-debt-from-anthropic-data-center-8575 nashnova zh-cn 2026-08-05T05:51:02.888Z 银行拟卸载Anthropic数据中心150亿美元债务 https://www.nashnova.com/zh/feed/special/taiwan-raids-17-chinese-firms-over-illegal-poaching-of-chip-talent-8574 nashnova zh-cn 2026-08-05T05:49:51.414Z 台湾突查17家中国企业非法挖角芯片人才 https://www.nashnova.com/zh/feed/special/infineon-q4-revenue-guidance-beats-expectations-ai-data-center-power-chips-as-8573 nashnova zh-cn 2026-08-05T05:41:18.453Z 英飞凌Q4营收指引超预期，AI数据中心电源芯片为最大增长引擎 https://www.nashnova.com/zh/feed/special/memory-shortage-drags-down-pc-market-apple-and-nvidia-among-few-bright-spots-8572 nashnova zh-cn 2026-08-05T05:40:04.056Z 内存短缺拖累PC市场，苹果英伟达成少数亮点 https://www.nashnova.com/zh/feed/special/southbound-funds-net-buy-hong-kong-stocks-for-two-consecutive-months-amid-ai-8571 nashnova zh-cn 2026-08-05T05:29:28.232Z AI动荡中南向资金连续两月净买港股 https://www.nashnova.com/zh/feed/special/cathay-pacifics-h1-net-profit-hits-highest-since-2010-8570 nashnova zh-cn 2026-08-05T04:29:29.274Z 国泰航空上半年净利润创2010年来新高 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-hang-seng-up-0-11-percent-gold-stocks-rally-across-the-board-8569 nashnova zh-cn 2026-08-05T04:24:36.370Z 港股午盘：恒指涨0.11%，黄金股全线上涨 https://www.nashnova.com/zh/feed/special/ai-stocks-down-60-percent-in-a-month-baker-fundamentals-still-accelerating-8568 nashnova zh-cn 2026-08-05T04:14:28.007Z AI股月内跌60%，Baker：基本面仍在加速 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https://www.nashnova.com/zh/feed/special/gm-and-saic-renew-joint-venture-for-20-years-through-2047-8562 nashnova zh-cn 2026-08-05T02:44:37.117Z 通用汽车与上汽合资续签20年至2047年 https://www.nashnova.com/zh/feed/special/u-s-bans-export-of-tungsten-scrap-and-battery-black-mass-for-one-year-8561 nashnova zh-cn 2026-08-05T02:29:33.963Z 美国禁止钨废料及电池黑块出口一年 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-test-chinese-chip-equipment-to-hedge-against-u-s-export-8560 nashnova zh-cn 2026-08-05T02:15:04.431Z 三星SK海力士测试中国芯片设备以对冲美国管制风险 https://www.nashnova.com/zh/feed/special/u-s-iran-hormuz-agreement-nears-finalization-60-day-interim-framework-revealed-8559 nashnova zh-cn 2026-08-05T02:11:16.330Z 美伊霍尔木兹协议接近落地，60天临时安排框架曝光 https://www.nashnova.com/zh/feed/special/fms-2026-memory-summit-big-three-unveil-ai-roadmaps-as-cxmt-is-absent-8558 nashnova zh-cn 2026-08-05T02:09:57.695Z FMS 2026内存峰会：三巨头发布AI路线图，长鑫缺席 https://www.nashnova.com/zh/feed/special/7-pmi-50-4-8556 nashnova zh-cn 2026-08-05T01:54:14.157Z 中国7月服务业PMI降至50.4 https://www.nashnova.com/zh/feed/special/ai-8555 nashnova zh-cn 2026-08-05T01:44:43.924Z 港股开盘：AI概念走强，光通信板块低开 https://www.nashnova.com/zh/feed/special/82-55-percent-8554 nashnova zh-cn 2026-08-05T01:39:23.958Z 信达生物上半年产品收入超82亿元，同比增逾55% https://www.nashnova.com/zh/feed/special/3-percent-8553 nashnova zh-cn 2026-08-05T01:29:14.875Z 创业板指低开逾3%，光模块概念股集体下挫 https://www.nashnova.com/zh/feed/special/6-8552 nashnova zh-cn 2026-08-05T01:24:16.930Z 日本央行6月会议纪要：两委员呼吁加快加息 https://www.nashnova.com/zh/feed/special/10-percent-ai-8551 nashnova zh-cn 2026-08-05T01:09:38.528Z 软银涨逾10%，亚洲科技股跟随美股AI行情走强 https://www.nashnova.com/zh/feed/special/ai-anthropic-17-8550 nashnova zh-cn 2026-08-05T01:04:58.306Z 英国AI安全机构：Anthropic代理测试中占17起越界行为 https://www.nashnova.com/zh/feed/special/7-pmi-51-2-12-8549 nashnova zh-cn 2026-08-05T00:54:37.865Z 日本7月服务业PMI降至51.2，售价涨速创12年新高 https://www.nashnova.com/zh/feed/special/20-percent-8548 nashnova zh-cn 2026-08-05T00:41:50.546Z 北京对离岸信托征20%税，富豪急寻现金 https://www.nashnova.com/zh/feed/special/8547 nashnova zh-cn 2026-08-05T00:40:36.978Z 堪萨斯城联储施密德：压通胀需收紧货币政策 https://www.nashnova.com/zh/feed/special/8546 nashnova zh-cn 2026-08-05T00:39:29.608Z 人民日报：中美应拉长"合作清单"而非"覆盖清单" https://www.nashnova.com/zh/feed/special/4000-8545 nashnova zh-cn 2026-08-05T00:34:49.013Z 中信证券：4000美元附近大概率是本轮黄金底部 https://www.nashnova.com/zh/feed/special/ai-8544 nashnova zh-cn 2026-08-05T00:30:50.209Z 中金：AI投资逻辑转向"拼效率拼回报" https://www.nashnova.com/zh/feed/special/a-8543 nashnova zh-cn 2026-08-05T00:29:36.138Z 中国限制量化交易，A股波动率降至低位但成交量萎缩 https://www.nashnova.com/zh/feed/special/8542 nashnova zh-cn 2026-08-05T00:19:23.755Z 高市曾要求日本央行必要时增购国债 https://www.nashnova.com/zh/feed/special/8541 nashnova zh-cn 2026-08-05T00:14:45.772Z 霍尔木兹谈判推进压低加息预期，黄金窄幅震荡 https://www.nashnova.com/zh/feed/special/150-8540 nashnova zh-cn 2026-08-05T00:10:35.137Z 中国财政部香港发行150亿元主权债券 https://www.nashnova.com/zh/feed/special/225-1-percent-3-8-percent-8539 nashnova zh-cn 2026-08-05T00:09:25.272Z 日经225高开1%，韩国综指涨3.8% https://www.nashnova.com/zh/feed/special/ea-93-4-percent-8538 nashnova zh-cn 2026-08-05T00:04:36.786Z EA完成私有化，沙特主权基金持股93.4% https://www.nashnova.com/zh/feed/special/fcc-8537 nashnova zh-cn 2026-08-04T23:50:46.783Z 外资行解读FCC光模块禁令传闻：谁受益谁受损 https://www.nashnova.com/zh/feed/special/6-3-4-percent-8536 nashnova zh-cn 2026-08-04T23:49:30.428Z 日本6月名义工资涨3.4%，实际工资连增六个月 https://www.nashnova.com/zh/feed/special/150-percent-8535 nashnova zh-cn 2026-08-04T22:54:59.368Z 云积压订单激增150%，摩根大通：科技股估值已触底 https://www.nashnova.com/zh/feed/special/api-269-8534 nashnova zh-cn 2026-08-04T22:49:12.384Z API：美国原油库存意外增加269万桶 https://www.nashnova.com/zh/feed/special/ai-8533 nashnova zh-cn 2026-08-04T22:36:04.417Z 云AI芯片厂商抢锁台积电产能，长期协议重启 https://www.nashnova.com/zh/feed/special/waymo-uber-8532 nashnova zh-cn 2026-08-04T22:34:42.831Z Waymo考虑退出与Uber机器人出租车合作 https://www.nashnova.com/zh/feed/special/8531 nashnova zh-cn 2026-08-04T22:29:22.758Z 贝森特：相信日本央行行长植田将作出最佳决策 https://www.nashnova.com/zh/feed/special/token-8530 nashnova zh-cn 2026-08-04T21:39:58.785Z 高盛：中国大模型已主导全球Token用量，市场低估转变 https://www.nashnova.com/zh/feed/special/1000-8529 nashnova zh-cn 2026-08-04T21:20:13.151Z 美国已退还逾1000亿美元解放日关税 https://www.nashnova.com/zh/feed/special/400-8528 nashnova zh-cn 2026-08-04T21:15:17.910Z 印度侨民融资逾400亿美元，卢比汇率获支撑 https://www.nashnova.com/zh/feed/special/ai-8527 nashnova zh-cn 2026-08-04T21:09:47.828Z AI电力需求驱动美国管道商竞相扩容 https://www.nashnova.com/zh/feed/special/booking-holdings-q2-7-percent-8526 nashnova zh-cn 2026-08-04T20:54:20.295Z Booking Holdings Q2营收超预期，盘后涨7% https://www.nashnova.com/zh/feed/special/v3-v2-8525 nashnova zh-cn 2026-08-04T20:49:37.179Z 马斯克：星链V3卫星能力较V2提升一个数量级 https://www.nashnova.com/zh/feed/special/amd-q2-50-percent-q3-8524 nashnova zh-cn 2026-08-04T20:35:37.138Z AMD Q2营收增50%超预期，Q3指引令部分投资者失望 https://www.nashnova.com/zh/feed/special/arista-networks-q2-38-percent-ai-8523 nashnova zh-cn 2026-08-04T20:34:30.986Z Arista Networks Q2营收38%超预期，AI网络需求加速 https://www.nashnova.com/zh/feed/special/ai-8522 nashnova zh-cn 2026-08-04T20:30:58.942Z 黄仁勋：马斯克在AI竞赛中占据绝佳位置 https://www.nashnova.com/zh/feed/special/pinterest-q2-7-percent-8521 nashnova zh-cn 2026-08-04T20:29:47.645Z Pinterest Q2超预期但指引疲软，盘后跌7% https://www.nashnova.com/zh/feed/special/amd-8-08-8520 nashnova zh-cn 2026-08-04T20:24:36.011Z AMD二季度资本开支8.08亿美元，超预期近两倍 https://www.nashnova.com/zh/feed/special/spacex-q2-78-14-percent-8519 nashnova zh-cn 2026-08-04T20:09:49.689Z SpaceX Q2营收78亿美元，超预期逾14% https://www.nashnova.com/zh/feed/special/7-20-percent-ai-8518 nashnova zh-cn 2026-08-04T20:06:03.569Z 幻方量化7月单月跌逾20%，机构称AI主线未终结 https://www.nashnova.com/zh/feed/special/perplexity-ai-8517 nashnova zh-cn 2026-08-04T20:04:33.068Z 亚马逊申请禁令败诉，Perplexity AI购物工具获解禁 https://www.nashnova.com/zh/feed/special/8516 nashnova zh-cn 2026-08-04T19:54:18.350Z 华兴资本罕见下调苹果评级，指服务增速放缓 https://www.nashnova.com/zh/feed/special/400-bv-nand-58-percent-8515 nashnova zh-cn 2026-08-04T19:40:21.112Z 三星发布400层BV-NAND，存储密度提升58% https://www.nashnova.com/zh/feed/special/spacex-8514 nashnova zh-cn 2026-08-04T19:39:20.570Z SpaceX与英伟达合作设计卫星算力部署方案 https://www.nashnova.com/zh-hant/feed/special/dimon-leads-cross-industry-alliance-to-address-ai-risks-8614 nashnova zh-tw 2026-08-05T10:21:38.012Z 戴蒙牽頭跨行業聯盟應對AI風險 https://www.nashnova.com/zh-hant/feed/special/carlyle-group-q2-distributable-earnings-at-1-07-per-share-up-18-percent-yoy-8613 nashnova zh-tw 2026-08-05T10:20:25.522Z 凱雷集團Q2可分配收益每股1.07美元，同比增18% https://www.nashnova.com/zh-hant/feed/special/beigene-q2-revenue-hits-1-7-billion-full-year-guidance-raised-8612 nashnova zh-tw 2026-08-05T10:19:13.926Z 百濟神州Q2營收17億美元，上調全年指引 https://www.nashnova.com/zh-hant/feed/special/circles-blockchain-network-arc-onboards-11-institutions-including-blackrock-and-8611 nashnova zh-tw 2026-08-05T10:14:45.564Z Circle區塊鏈網路Arc引入貝萊德、Visa等11家機構 https://www.nashnova.com/zh-hant/feed/special/cxmt-rejects-apples-price-pressure-insists-on-benchmarking-against-samsung-and-8610 nashnova zh-tw 2026-08-05T10:04:40.676Z 長鑫拒絕蘋果壓價，堅持對標三星SK海力士 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-and-dow-futures-edge-higher-as-amds-8-percent-drop-drags-on-nasdaq-8609 nashnova zh-tw 2026-08-05T09:49:47.839Z 標普道指期貨小幅上漲，AMD跌8%拖累納指 https://www.nashnova.com/zh-hant/feed/special/iran-strait-of-hormuz-will-not-reopen-immediately-8608 nashnova zh-tw 2026-08-05T09:39:35.417Z 伊朗：霍爾木茲海峽不會立即重開 https://www.nashnova.com/zh-hant/feed/special/sandisk-shares-rebound-ahead-of-earnings-as-market-tests-whether-lofty-8607 nashnova zh-tw 2026-08-05T09:34:58.104Z 閃迪財報前夕股價回升，市場考驗高預期能否兌現 https://www.nashnova.com/zh-hant/feed/special/barclays-and-hsbc-warshs-stance-boosts-appeal-of-inflation-linked-bonds-8606 nashnova zh-tw 2026-08-05T09:30:14.941Z 巴克萊匯豐：沃什表態提升通膨掛鉤債券吸引力 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-nvidia-wins-in-all-three-ai-scenarios-8605 nashnova zh-tw 2026-08-05T09:15:36.881Z 大摩：AI三種情景下輝達均勝出 https://www.nashnova.com/zh-hant/feed/special/yu-chengdong-memory-price-hikes-will-drive-large-scale-smartphone-price-8604 nashnova zh-tw 2026-08-05T09:14:22.397Z 余承東：記憶體漲價將推動手機大規模提價 https://www.nashnova.com/zh-hant/feed/special/frances-h1-fiscal-deficit-reaches-107-billion-exceeding-budget-by-14-4-percent-8603 nashnova zh-tw 2026-08-05T09:07:21.910Z 法國上半年財政赤字達1070億歐元，超預算14.4% https://www.nashnova.com/zh-hant/feed/special/houthi-forces-announce-strike-on-saudi-oil-tanker-in-northern-red-sea-8602 nashnova zh-tw 2026-08-05T09:05:56.835Z 胡塞武裝宣布打擊北紅海沙特油輪 https://www.nashnova.com/zh-hant/feed/special/ai-demand-drives-taiyo-yuden-to-raise-profit-forecast-by-50-percent-8601 nashnova zh-tw 2026-08-05T08:59:45.684Z AI需求驅動，太陽誘電上調盈利預測50% https://www.nashnova.com/zh-hant/feed/special/analysis-fed-caught-between-tightening-and-easing-dilemma-dollar-crisis-8600 nashnova zh-tw 2026-08-05T08:34:53.717Z 分析：沃什面臨緊縮與寬鬆兩難，美元危機概率更高 https://www.nashnova.com/zh-hant/feed/special/ssi-reportedly-set-to-release-first-ai-model-in-august-8599 nashnova zh-tw 2026-08-05T08:25:07.584Z SSI傳將於8月發布首個AI模型 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-breaks-ground-on-3-9-billion-chip-packaging-plant-in-indiana-in-august-8598 nashnova zh-tw 2026-08-05T08:16:49.848Z SK海力士印第安納39億美元晶片封裝廠8月破土 https://www.nashnova.com/zh-hant/feed/special/chinas-ministry-of-commerce-tightens-export-controls-on-dual-use-drone-items-to-8597 nashnova zh-tw 2026-08-05T08:15:25.636Z 中國商務部加強無人機兩用物項對美出口管制 https://www.nashnova.com/zh-hant/feed/special/chinas-ministry-of-commerce-imposes-countermeasures-against-u-s-fcc-and-dhs-8596 nashnova zh-tw 2026-08-05T08:14:32.024Z 中國商務部對美FCC及國土安全部涉華措施實施反制 https://www.nashnova.com/zh-hant/feed/special/spacex-announces-exclusive-procurement-of-nvidia-gpus-8595 nashnova zh-tw 2026-08-05T07:45:41.326Z SpaceX宣布獨家採購輝達GPU https://www.nashnova.com/zh-hant/feed/special/santanders-acquisition-of-webster-approved-by-federal-reserve-12-billion-deal-to-8594 nashnova zh-tw 2026-08-05T07:44:31.324Z 桑坦德收購韋伯斯特獲美聯儲批准，120億美元併購8月20日交割 https://www.nashnova.com/zh-hant/feed/special/foxconn-july-revenue-hits-nt-946-5-billion-up-54-2-percent-yoy-8593 nashnova zh-tw 2026-08-05T07:39:25.898Z 鴻海7月銷售額9465億台幣，同比增54.2% https://www.nashnova.com/zh-hant/feed/special/piper-sandler-initiates-coreweave-at-overweight-nebius-at-neutral-8592 nashnova zh-tw 2026-08-05T07:35:23.582Z Piper Sandler首評CoreWeave增持、Nebius中性 https://www.nashnova.com/zh-hant/feed/special/tsmc-expands-cow-process-outsourcing-ai-packaging-bottleneck-expected-to-ease-8591 nashnova zh-tw 2026-08-05T07:14:49.449Z 台積電擴大CoW工序外包，AI封裝瓶頸有望緩解 https://www.nashnova.com/zh-hant/feed/special/amd-raises-server-cpu-market-forecast-to-220-billion-8590 nashnova zh-tw 2026-08-05T07:09:46.043Z AMD上調伺服器CPU市場預測至2200億美元 https://www.nashnova.com/zh-hant/feed/special/honda-raises-full-year-operating-profit-outlook-by-30-percent-8589 nashnova zh-tw 2026-08-05T07:04:28.198Z 本田上調全年營業利潤展望30% https://www.nashnova.com/zh-hant/feed/special/citic-securities-ai-drives-both-volume-and-price-growth-for-optical-module-8588 nashnova zh-tw 2026-08-05T06:59:44.248Z 中信證券：AI驅動光模組測試設備量價齊升 https://www.nashnova.com/zh-hant/feed/special/euro-stoxx-600-hits-all-time-high-led-by-semiconductors-and-banks-8587 nashnova zh-tw 2026-08-05T06:39:55.690Z 歐洲Stoxx 600創歷史新高，半導體與銀行領漲 https://www.nashnova.com/zh-hant/feed/special/glencores-h1-core-earnings-surge-86-percent-plans-secondary-listing-in-australia-8586 nashnova zh-tw 2026-08-05T06:34:33.418Z 嘉能可上半年核心盈利暴增86%，擬赴澳大利亞二次上市 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-korean-ai-stocks-oversold-maintains-kospi-target-at-12-000-8585 nashnova zh-tw 2026-08-05T06:10:03.957Z 高盛：韓國AI股跌幅過度，維持綜合指數目標12000點 https://www.nashnova.com/zh-hant/feed/special/behind-the-yen-intervention-dollars-reserve-currency-status-questioned-8584 nashnova zh-tw 2026-08-05T06:06:54.369Z 日圓干預背後：美元儲備貨幣地位受質疑 https://www.nashnova.com/zh-hant/feed/special/u-s-frontier-ai-review-framework-excludes-open-weight-models-8583 nashnova zh-tw 2026-08-05T06:05:29.527Z 美國前沿AI審查框架排除開源權重模型 https://www.nashnova.com/zh-hant/feed/special/palantir-surges-30-percent-short-sellers-lose-3-billion-in-a-single-day-8582 nashnova zh-tw 2026-08-05T06:04:14.766Z Palantir股價漲30%，空頭單日虧損30億美元 https://www.nashnova.com/zh-hant/feed/special/samsung-and-sk-hynix-ceos-under-police-investigation-in-south-korea-8581 nashnova zh-tw 2026-08-05T05:58:03.138Z 三星SK海力士CEO遭韓國警方立案調查 https://www.nashnova.com/zh-hant/feed/special/bank-of-england-quantitative-tightening-may-be-coming-to-an-end-8580 nashnova zh-tw 2026-08-05T05:57:04.373Z 英國央行量化緊縮或將終結 https://www.nashnova.com/zh-hant/feed/special/chinas-bond-market-expands-but-foreign-allocation-appetite-remains-constrained-8579 nashnova zh-tw 2026-08-05T05:55:57.404Z 中國債券市場擴容，外資配置意願仍受經濟前景制約 https://www.nashnova.com/zh-hant/feed/special/siemens-energy-q3-results-hit-record-highs-driven-by-ai-data-center-demand-8578 nashnova zh-tw 2026-08-05T05:54:38.582Z 西門子能源三季報創紀錄，AI數據中心需求驅動 https://www.nashnova.com/zh-hant/feed/special/ai-chip-demand-tightens-abf-substrate-supply-co-investment-model-restarts-8577 nashnova zh-tw 2026-08-05T05:53:36.376Z AI晶片需求拉緊ABF基板供應，共同投資模式重啟 https://www.nashnova.com/zh-hant/feed/special/rbi-unanimously-holds-rate-at-5-25-percent-lowers-inflation-forecast-8576 nashnova zh-tw 2026-08-05T05:52:15.259Z 印度央行全票維持利率5.25%，下調通膨預測 https://www.nashnova.com/zh-hant/feed/special/banks-seek-to-offload-15-billion-in-debt-from-anthropic-data-center-8575 nashnova zh-tw 2026-08-05T05:51:02.888Z 銀行擬卸載Anthropic數據中心150億美元債務 https://www.nashnova.com/zh-hant/feed/special/taiwan-raids-17-chinese-firms-over-illegal-poaching-of-chip-talent-8574 nashnova zh-tw 2026-08-05T05:49:51.414Z 台灣突查17家中國企業非法挖角晶片人才 https://www.nashnova.com/zh-hant/feed/special/infineon-q4-revenue-guidance-beats-expectations-ai-data-center-power-chips-as-8573 nashnova zh-tw 2026-08-05T05:41:18.453Z 英飛凌Q4營收指引超預期，AI數據中心電源晶片為最大增長引擎 https://www.nashnova.com/zh-hant/feed/special/memory-shortage-drags-down-pc-market-apple-and-nvidia-among-few-bright-spots-8572 nashnova zh-tw 2026-08-05T05:40:04.056Z 記憶體短缺拖累PC市場，蘋果輝達成少數亮點 https://www.nashnova.com/zh-hant/feed/special/southbound-funds-net-buy-hong-kong-stocks-for-two-consecutive-months-amid-ai-8571 nashnova zh-tw 2026-08-05T05:29:28.232Z AI動盪中南向資金連續兩月淨買港股 https://www.nashnova.com/zh-hant/feed/special/cathay-pacifics-h1-net-profit-hits-highest-since-2010-8570 nashnova zh-tw 2026-08-05T04:29:29.274Z 國泰航空上半年淨利潤創2010年來新高 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-hang-seng-up-0-11-percent-gold-stocks-rally-across-the-board-8569 nashnova zh-tw 2026-08-05T04:24:36.370Z 港股午盤：恒指漲0.11%，黃金股全線上漲 https://www.nashnova.com/zh-hant/feed/special/ai-stocks-down-60-percent-in-a-month-baker-fundamentals-still-accelerating-8568 nashnova zh-tw 2026-08-05T04:14:28.007Z AI股月內跌60%，Baker：基本面仍在加速 https://www.nashnova.com/zh-hant/feed/special/dollar-index-pulls-back-to-the-100-level-as-positioning-and-yield-spreads-both-8567 nashnova zh-tw 2026-08-05T03:49:33.295Z 美元指數回踩100關口，頭寸利差均顯中性 https://www.nashnova.com/zh-hant/feed/special/amd-and-nvidia-diverge-in-battle-for-ai-infrastructure-market-8566 nashnova zh-tw 2026-08-05T03:11:20.936Z AMD與輝達分路爭奪AI基礎設施市場 https://www.nashnova.com/zh-hant/feed/special/chinas-politburo-meeting-sends-ambiguous-signals-three-key-uncertainties-remain-8565 nashnova zh-tw 2026-08-05T03:09:54.413Z 中國政治局會議信號模糊，三大疑點待解 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-shares-surge-as-market-bets-on-shareholder-return-plan-materializing-8564 nashnova zh-tw 2026-08-05T02:59:53.614Z SK海力士股價大漲，市場押注股東回報計劃落地 https://www.nashnova.com/zh-hant/feed/special/three-major-investment-banks-interpret-optical-module-ban-rumors-chinas-capacity-8563 nashnova zh-tw 2026-08-05T02:46:02.806Z 三大投行解讀光模組禁令傳聞：中國產能短期不可替代，美國供應商或獲百億美元機遇 https://www.nashnova.com/zh-hant/feed/special/gm-and-saic-renew-joint-venture-for-20-years-through-2047-8562 nashnova zh-tw 2026-08-05T02:44:37.117Z 通用汽車與上汽合資續簽20年至2047年 https://www.nashnova.com/zh-hant/feed/special/u-s-bans-export-of-tungsten-scrap-and-battery-black-mass-for-one-year-8561 nashnova zh-tw 2026-08-05T02:29:33.963Z 美國禁止鎢廢料及電池黑塊出口一年 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https://www.nashnova.com/zh-hant/feed/special/3-percent-8553 nashnova zh-tw 2026-08-05T01:29:14.875Z 創業板指低開逾3%，光模組概念股集體下挫 https://www.nashnova.com/zh-hant/feed/special/6-8552 nashnova zh-tw 2026-08-05T01:24:16.930Z 日本央行6月會議紀要：兩委員呼籲加快升息 https://www.nashnova.com/zh-hant/feed/special/10-percent-ai-8551 nashnova zh-tw 2026-08-05T01:09:38.528Z 軟銀漲逾10%，亞洲科技股跟隨美股AI行情走強 https://www.nashnova.com/zh-hant/feed/special/ai-anthropic-17-8550 nashnova zh-tw 2026-08-05T01:04:58.306Z 英國AI安全機構：Anthropic代理測試中佔17起越界行為 https://www.nashnova.com/zh-hant/feed/special/7-pmi-51-2-12-8549 nashnova zh-tw 2026-08-05T00:54:37.865Z 日本7月服務業PMI降至51.2，售價漲速創12年新高 https://www.nashnova.com/zh-hant/feed/special/20-percent-8548 nashnova zh-tw 2026-08-05T00:41:50.546Z 北京對離岸信託徵20%稅，富豪急尋現金 https://www.nashnova.com/zh-hant/feed/special/8547 nashnova zh-tw 2026-08-05T00:40:36.978Z 堪薩斯城聯儲施密德：壓通膨需收緊貨幣政策 https://www.nashnova.com/zh-hant/feed/special/8546 nashnova zh-tw 2026-08-05T00:39:29.608Z 人民日報：中美應拉長「合作清單」而非「覆蓋清單」 https://www.nashnova.com/zh-hant/feed/special/4000-8545 nashnova zh-tw 2026-08-05T00:34:49.013Z 中信證券：4000美元附近大概率是本輪黃金底部 https://www.nashnova.com/zh-hant/feed/special/ai-8544 nashnova zh-tw 2026-08-05T00:30:50.209Z 中金：AI投資邏輯轉向「拼效率拼回報」 https://www.nashnova.com/zh-hant/feed/special/a-8543 nashnova zh-tw 2026-08-05T00:29:36.138Z 中國限制量化交易，A股波動率降至低位但成交量萎縮 https://www.nashnova.com/zh-hant/feed/special/8542 nashnova zh-tw 2026-08-05T00:19:23.755Z 高市曾要求日本央行必要時增購國債 https://www.nashnova.com/zh-hant/feed/special/8541 nashnova zh-tw 2026-08-05T00:14:45.772Z 霍爾木茲談判推進壓低加息預期，黃金窄幅震盪 https://www.nashnova.com/zh-hant/feed/special/150-8540 nashnova zh-tw 2026-08-05T00:10:35.137Z 中國財政部香港發行150億元主權債券 https://www.nashnova.com/zh-hant/feed/special/225-1-percent-3-8-percent-8539 nashnova zh-tw 2026-08-05T00:09:25.272Z 日經225高開1%，韓國綜指漲3.8% https://www.nashnova.com/zh-hant/feed/special/ea-93-4-percent-8538 nashnova zh-tw 2026-08-05T00:04:36.786Z EA完成私有化，沙特主權基金持股93.4% https://www.nashnova.com/zh-hant/feed/special/fcc-8537 nashnova zh-tw 2026-08-04T23:50:46.783Z 外資行解讀FCC光模組禁令傳聞：誰受益誰受損 https://www.nashnova.com/zh-hant/feed/special/6-3-4-percent-8536 nashnova zh-tw 2026-08-04T23:49:30.428Z 日本6月名義工資漲3.4%，實際工資連增六個月 https://www.nashnova.com/zh-hant/feed/special/150-percent-8535 nashnova zh-tw 2026-08-04T22:54:59.368Z 雲積壓訂單激增150%，摩根大通：科技股估值已觸底 https://www.nashnova.com/zh-hant/feed/special/api-269-8534 nashnova zh-tw 2026-08-04T22:49:12.384Z API：美國原油庫存意外增加269萬桶 https://www.nashnova.com/zh-hant/feed/special/ai-8533 nashnova zh-tw 2026-08-04T22:36:04.417Z 雲端AI晶片廠商搶鎖台積電產能，長期協議重啟 https://www.nashnova.com/zh-hant/feed/special/waymo-uber-8532 nashnova zh-tw 2026-08-04T22:34:42.831Z Waymo考慮退出與Uber機器人計程車合作 https://www.nashnova.com/zh-hant/feed/special/8531 nashnova zh-tw 2026-08-04T22:29:22.758Z 貝森特：相信日本央行行長植田將作出最佳決策 https://www.nashnova.com/zh-hant/feed/special/token-8530 nashnova zh-tw 2026-08-04T21:39:58.785Z 高盛：中國大模型已主導全球Token用量，市場低估轉變 https://www.nashnova.com/zh-hant/feed/special/1000-8529 nashnova zh-tw 2026-08-04T21:20:13.151Z 美國已退還逾1000億美元解放日關稅 https://www.nashnova.com/zh-hant/feed/special/400-8528 nashnova zh-tw 2026-08-04T21:15:17.910Z 印度僑民融資逾400億美元，盧比匯率獲支撐 https://www.nashnova.com/zh-hant/feed/special/ai-8527 nashnova zh-tw 2026-08-04T21:09:47.828Z AI電力需求驅動美國管道商競相擴容 https://www.nashnova.com/zh-hant/feed/special/booking-holdings-q2-7-percent-8526 nashnova zh-tw 2026-08-04T20:54:20.295Z Booking Holdings Q2營收超預期，盤後漲7% https://www.nashnova.com/zh-hant/feed/special/v3-v2-8525 nashnova zh-tw 2026-08-04T20:49:37.179Z 馬斯克：星鏈V3衛星能力較V2提升一個數量級 https://www.nashnova.com/zh-hant/feed/special/amd-q2-50-percent-q3-8524 nashnova zh-tw 2026-08-04T20:35:37.138Z AMD Q2營收增50%超預期，Q3指引令部分投資者失望 https://www.nashnova.com/zh-hant/feed/special/arista-networks-q2-38-percent-ai-8523 nashnova zh-tw 2026-08-04T20:34:30.986Z Arista Networks Q2營收38%超預期，AI網路需求加速 https://www.nashnova.com/zh-hant/feed/special/ai-8522 nashnova zh-tw 2026-08-04T20:30:58.942Z 黃仁勳：馬斯克在AI競賽中佔據絕佳位置 https://www.nashnova.com/zh-hant/feed/special/pinterest-q2-7-percent-8521 nashnova zh-tw 2026-08-04T20:29:47.645Z Pinterest Q2超預期但指引疲軟，盤後跌7% https://www.nashnova.com/zh-hant/feed/special/amd-8-08-8520 nashnova zh-tw 2026-08-04T20:24:36.011Z AMD第二季資本支出8.08億美元，超預期近兩倍 https://www.nashnova.com/zh-hant/feed/special/spacex-q2-78-14-percent-8519 nashnova zh-tw 2026-08-04T20:09:49.689Z SpaceX Q2營收78億美元，超預期逾14% https://www.nashnova.com/zh-hant/feed/special/7-20-percent-ai-8518 nashnova zh-tw 2026-08-04T20:06:03.569Z 幻方量化7月單月跌逾20%，機構稱AI主線未終結 https://www.nashnova.com/zh-hant/feed/special/perplexity-ai-8517 nashnova zh-tw 2026-08-04T20:04:33.068Z 亞馬遜申請禁令敗訴，Perplexity AI購物工具獲解禁 https://www.nashnova.com/zh-hant/feed/special/8516 nashnova zh-tw 2026-08-04T19:54:18.350Z 華興資本罕見下調蘋果評級，指服務增速放緩 https://www.nashnova.com/zh-hant/feed/special/400-bv-nand-58-percent-8515 nashnova zh-tw 2026-08-04T19:40:21.112Z 三星發布400層BV-NAND，存儲密度提升58% https://www.nashnova.com/zh-hant/feed/special/spacex-8514 nashnova zh-tw 2026-08-04T19:39:20.570Z SpaceX與輝達合作設計衛星算力部署方案