https://www.nashnova.com/feed/special/teradyne-q3-revenue-and-profit-both-rise-driven-by-semiconductor-test-business-16204 nashnova en 2026-10-27T21:15:30.227Z Teradyne Q3 Revenue and Profit Both Rise, Driven by Semiconductor Test Business https://www.nashnova.com/feed/special/deepening-divisions-within-the-fed-over-communication-strategy-as-october-rate-16203 nashnova en 2026-10-27T20:56:09.993Z Deepening Divisions Within the Fed Over Communication Strategy as October Rate Hike Expectations Plunge to 15% https://www.nashnova.com/feed/special/treasury-long-positions-hit-multi-month-highs-hawkish-fed-signals-could-trigger-16202 nashnova en 2026-10-27T20:50:59.772Z Treasury Long Positions Hit Multi-Month Highs; Hawkish Fed Signals Could Trigger Reversal https://www.nashnova.com/feed/special/nxp-q4-revenue-guidance-misses-expectations-stock-falls-7-percent-after-hours-16201 nashnova en 2026-10-27T20:46:36.420Z NXP Q4 Revenue Guidance Misses Expectations, Stock Falls ~7% After Hours https://www.nashnova.com/feed/special/u-s-treasury-secretary-bessent-digital-assets-will-strengthen-the-dollars-global-16200 nashnova en 2026-10-27T20:45:35.872Z U.S. Treasury Secretary Bessent: Digital Assets Will Strengthen the Dollar's Global Standing https://www.nashnova.com/feed/special/visa-q4-payment-volume-up-9-percent-to-4-08-trillion-eps-beats-expectations-16199 nashnova en 2026-10-27T20:41:00.208Z Visa Q4 Payment Volume Up 9% to $4.08 Trillion, EPS Beats Expectations https://www.nashnova.com/feed/special/ge-vernova-q3-earnings-approaching-wall-street-expects-44-percent-yoy-order-16198 nashnova en 2026-10-27T20:32:08.714Z GE Vernova Q3 Earnings Approaching: Wall Street Expects 44% YoY Order Growth https://www.nashnova.com/feed/special/robinhood-q3-revenue-up-12-percent-event-contracts-surge-offsets-crypto-decline-16197 nashnova en 2026-10-27T20:31:00.954Z Robinhood Q3 Revenue Up 12%; Event Contracts Surge Offsets Crypto Decline https://www.nashnova.com/feed/special/seagate-q1-revenue-of-4-2b-beats-expectations-but-disappointing-q2-guidance-16196 nashnova en 2026-10-27T20:20:32.418Z Seagate Q1 Revenue of $4.2B Beats Expectations, but Disappointing Q2 Guidance Sends Shares Down Over 8% After Hours https://www.nashnova.com/feed/special/ai-sector-leads-rally-ahead-of-fed-decision-as-broadcom-financing-and-meta-bond-16195 nashnova en 2026-10-27T20:17:24.046Z AI Sector Leads Rally Ahead of Fed Decision as Broadcom Financing and Meta Bond Offering Boost Sentiment https://www.nashnova.com/feed/special/fujifilm-invests-tens-of-billions-of-yen-to-expand-magnetic-tape-production-16194 nashnova en 2026-10-27T20:16:02.710Z Fujifilm Invests Tens of Billions of Yen to Expand Magnetic Tape Production Capacity, Largest Investment in Two Decades Driven by AI Data Storage Demand https://www.nashnova.com/feed/special/anthropic-prospectus-multi-chip-strategy-may-erode-nvidias-pricing-power-16193 nashnova en 2026-10-27T19:45:48.985Z Anthropic Prospectus: Multi-Chip Strategy May Erode NVIDIA's Pricing Power https://www.nashnova.com/feed/special/btig-u-s-refining-stocks-plunge-nearly-7-percent-in-a-single-day-the-strongest-16192 nashnova en 2026-10-27T19:27:33.033Z BTIG: U.S. Refining Stocks Plunge Nearly 7% in a Single Day — The Strongest Rally in Three Decades May Be Unraveling https://www.nashnova.com/feed/special/metas-27-billion-data-center-bonds-drop-to-92-cents-yields-approaching-junk-bond-16191 nashnova en 2026-10-27T19:26:08.717Z Meta's $27 Billion Data Center Bonds Drop to 92 Cents, Yields Approaching Junk Bond Levels https://www.nashnova.com/feed/special/u-s-stock-margin-balance-growth-plunges-as-bofa-warns-of-accumulating-market-top-16190 nashnova en 2026-10-27T19:05:43.765Z U.S. Stock Margin Balance Growth Plunges as BofA Warns of Accumulating Market Top Signals https://www.nashnova.com/feed/special/anthropic-ipo-prospectus-natural-gas-supply-risk-listed-as-one-of-the-biggest-16189 nashnova en 2026-10-27T18:41:40.647Z Anthropic IPO Prospectus: Natural Gas Supply Risk Listed as One of the Biggest Near-Term Threats https://www.nashnova.com/feed/special/chip-equipment-maker-asm-international-raises-2027-sales-guidance-again-to-over-16188 nashnova en 2026-10-27T17:40:52.155Z Chip Equipment Maker ASM International Raises 2027 Sales Guidance Again to Over €5.7 Billion https://www.nashnova.com/feed/special/mango-excellent-medias-net-profit-drops-79-percent-in-first-three-quarters-aigc-16187 nashnova en 2026-10-27T17:22:46.119Z Mango Excellent Media's Net Profit Drops 79% in First Three Quarters; AIGC Commercialization Yet to Be Proven https://www.nashnova.com/feed/special/western-economists-question-chinas-gdp-data-as-independent-estimates-diverge-16186 nashnova en 2026-10-27T17:21:19.160Z Western Economists Question China's GDP Data as Independent Estimates Diverge Sharply from Official Figures https://www.nashnova.com/feed/special/ai-infrastructure-demand-growth-hits-nearly-30-year-high-as-u-s-durable-goods-16185 nashnova en 2026-10-27T17:11:04.699Z AI Infrastructure Demand Growth Hits Nearly 30-Year High as U.S. Durable Goods Orders Remain Strong https://www.nashnova.com/feed/special/google-releases-genie-4-ai-world-model-video-game-stocks-hit-again-16184 nashnova en 2026-10-27T17:00:55.830Z Google Releases Genie 4 AI World Model, Video Game Stocks Hit Again https://www.nashnova.com/feed/special/goldman-sachs-ai-wealth-effect-peaking-downside-risks-to-2027-growth-16183 nashnova en 2026-10-27T16:46:21.483Z Goldman Sachs: AI Wealth Effect Peaking, Downside Risks to 2027 Growth https://www.nashnova.com/feed/special/oracle-expands-nvidia-chip-deal-and-introduces-google-tpu-for-the-first-time-16182 nashnova en 2026-10-27T16:21:05.534Z Oracle Expands Nvidia Chip Deal and Introduces Google TPU for the First Time https://www.nashnova.com/feed/special/u-s-government-offers-constellation-energy-up-to-5-billion-loan-for-nuclear-16181 nashnova en 2026-10-27T16:10:46.099Z U.S. Government Offers Constellation Energy Up to $5 Billion Loan for Nuclear Power Upgrades https://www.nashnova.com/feed/special/half-of-first-active-etfs-close-subscriptions-early-as-8-firms-boost-stakes-with-16180 nashnova en 2026-10-27T16:06:01.833Z Half of First Active ETFs Close Subscriptions Early as 8 Firms Boost Stakes with Self-Purchases https://www.nashnova.com/feed/special/u-s-september-new-home-sales-down-0-6-percent-mom-prices-fall-3-9-percent-yoy-16179 nashnova en 2026-10-27T15:55:53.812Z U.S. September New Home Sales Down 0.6% MoM, Prices Fall 3.9% YoY https://www.nashnova.com/feed/special/microsoft-earnings-disclose-azure-dollar-revenue-for-the-first-time-16178 nashnova en 2026-10-27T15:05:49.720Z Microsoft Earnings Disclose Azure Dollar Revenue for the First Time https://www.nashnova.com/feed/special/u-s-october-consumer-confidence-index-rises-to-91-7-first-rebound-in-four-months-16177 nashnova en 2026-10-27T14:25:43.213Z U.S. October Consumer Confidence Index Rises to 91.7, First Rebound in Four Months https://www.nashnova.com/feed/special/barclays-life-insurers-ai-debt-exposure-averages-24-percent-of-surplus-exceeding-16176 nashnova en 2026-10-27T13:31:21.555Z Barclays: Life Insurers' AI Debt Exposure Averages 24% of Surplus, Exceeding 100% at Some Companies https://www.nashnova.com/feed/special/apple-unveils-m6-imac-and-entry-level-macbook-pro-available-november-6-16175 nashnova en 2026-10-27T13:25:51.412Z Apple Unveils M6 iMac and Entry-Level MacBook Pro, Available November 6 https://www.nashnova.com/feed/special/acm-model-shows-market-expects-average-u-s-short-term-rate-of-4-3-percent-over-16174 nashnova en 2026-10-27T13:17:10.149Z ACM Model Shows Market Expects Average U.S. Short-Term Rate of 4.3% Over the Next Decade https://www.nashnova.com/feed/special/bernstein-lowers-coreweave-funding-gap-estimate-maintains-underperform-rating-16173 nashnova en 2026-10-27T13:15:47.096Z Bernstein Lowers CoreWeave Funding Gap Estimate, Maintains "Underperform" Rating https://www.nashnova.com/feed/special/global-memory-giants-earnings-week-can-ai-driven-demand-momentum-continue-16172 nashnova en 2026-10-27T12:47:51.909Z Global Memory Giants' Earnings Week: Can AI-Driven Demand Momentum Continue? https://www.nashnova.com/feed/special/us-fcc-warns-tp-link-over-four-routers-exceeding-power-limits-16171 nashnova en 2026-10-27T12:46:09.381Z US FCC Warns TP-Link Over Four Routers Exceeding Power Limits https://www.nashnova.com/feed/special/u-s-september-durable-goods-orders-rise-1-8-percent-mom-slightly-below-16170 nashnova en 2026-10-27T12:40:26.286Z U.S. September Durable Goods Orders Rise 1.8% MoM, Slightly Below Expectations https://www.nashnova.com/feed/special/wall-street-ratings-roundup-tuesday-broadcom-upgraded-to-buy-apple-target-raised-16169 nashnova en 2026-10-27T12:36:23.157Z Wall Street Ratings Roundup Tuesday: Broadcom Upgraded to Buy, Apple Target Raised to $390 https://www.nashnova.com/feed/special/burry-anthropic-prospectus-doesnt-change-his-bearish-ai-trade-thesis-16168 nashnova en 2026-10-27T12:16:17.742Z Burry: Anthropic Prospectus Doesn't Change His Bearish AI Trade Thesis https://www.nashnova.com/feed/special/citadel-securities-ai-trade-unraveling-capital-expenditure-becomes-a-two-way-16167 nashnova en 2026-10-27T12:01:18.692Z Citadel Securities: AI Trade Unraveling, Capital Expenditure Becomes a Two-Way Risk https://www.nashnova.com/feed/special/boeing-q3-eps-loss-exceeds-expectations-as-commercial-aviation-drags-while-16166 nashnova en 2026-10-27T11:56:11.383Z Boeing Q3 EPS Loss Exceeds Expectations as Commercial Aviation Drags While Defense and Services Show Dual-Line Improvement https://www.nashnova.com/feed/special/ubs-ai-stock-valuation-logic-may-revert-to-normal-under-high-interest-rates-16165 nashnova en 2026-10-27T11:46:03.931Z UBS: AI Stock Valuation Logic May Revert to Normal Under High Interest Rates https://www.nashnova.com/feed/special/corning-q3-core-revenue-of-5-081b-beats-expectations-optical-communications-up-16164 nashnova en 2026-10-27T11:40:53.977Z Corning Q3 Core Revenue of $5.081B Beats Expectations, Optical Communications Up 44% https://www.nashnova.com/feed/special/cnbc-survey-93-percent-of-respondents-expect-fed-to-hold-steady-in-october-76-16163 nashnova en 2026-10-27T11:27:37.916Z CNBC Survey: 93% of Respondents Expect Fed to Hold Steady in October, 76% Bet on December Rate Hike https://www.nashnova.com/feed/special/paypal-q3-adjusted-eps-beats-expectations-full-year-guidance-raised-to-5-60-16162 nashnova en 2026-10-27T11:26:10.733Z PayPal Q3 Adjusted EPS Beats Expectations, Full-Year Guidance Raised to $5.60 https://www.nashnova.com/feed/special/kingsoft-office-reports-net-profit-of-2-637-billion-yuan-for-first-three-16161 nashnova en 2026-10-27T11:10:27.454Z Kingsoft Office Reports Net Profit of 2.637 Billion Yuan for First Three Quarters, Up 123.77% YoY https://www.nashnova.com/feed/special/cspcs-sys6043-phase-i-ii-breast-cancer-data-presented-at-esmo-orr-exceeds-50-16160 nashnova en 2026-10-27T11:06:20.373Z CSPC's SYS6043 Phase I/II Breast Cancer Data Presented at ESMO: ORR Exceeds 50% Across All Three Subtypes https://www.nashnova.com/feed/special/general-motors-to-transfer-listing-from-nyse-to-nasdaq-on-november-17-16159 nashnova en 2026-10-27T10:40:38.153Z General Motors to Transfer Listing from NYSE to Nasdaq on November 17 https://www.nashnova.com/feed/special/wus-printed-circuit-q3-net-profit-hits-record-2-7-billion-yuan-up-161-percent-16158 nashnova en 2026-10-27T10:37:00.182Z WUS Printed Circuit Q3 Net Profit Hits Record 2.7 Billion Yuan, Up 161% YoY https://www.nashnova.com/feed/special/aia-group-management-reshuffle-chief-strategy-officer-departs-16157 nashnova en 2026-10-27T10:35:39.825Z AIA Group Management Reshuffle: Chief Strategy Officer Departs https://www.nashnova.com/feed/special/bond-investors-turn-focus-to-ai-and-fiscal-deficits-16156 nashnova en 2026-10-27T10:25:18.449Z Bond Investors Turn Focus to AI and Fiscal Deficits https://www.nashnova.com/feed/special/crypto-industry-bets-176-million-on-2026-midterm-elections-16155 nashnova en 2026-10-27T10:24:05.319Z Crypto Industry Bets $176 Million on 2026 Midterm Elections https://www.nashnova.com/feed/special/u-s-treasury-yields-surge-putting-pressure-on-bank-bond-portfolios-16154 nashnova en 2026-10-27T10:22:47.685Z U.S. Treasury Yields Surge, Putting Pressure on Bank Bond Portfolios https://www.nashnova.com/feed/special/big-tech-q3-earnings-put-ai-returns-to-the-test-cloud-growth-becomes-key-16153 nashnova en 2026-10-27T10:21:24.251Z Big Tech Q3 Earnings Put AI Returns to the Test, Cloud Growth Becomes Key Validation Point https://www.nashnova.com/feed/special/jensen-huang-and-elon-musk-gpu-useful-life-far-exceeds-financial-depreciation-16152 nashnova en 2026-10-27T10:17:21.807Z Jensen Huang and Elon Musk: GPU Useful Life Far Exceeds Financial Depreciation Assumptions https://www.nashnova.com/feed/special/gelsinger-ai-compute-efficiency-must-improve-10-000x-power-storage-and-fab-16151 nashnova en 2026-10-27T10:16:08.954Z Gelsinger: AI Compute Efficiency Must Improve 10,000x; Power, Storage, and Fab Constraints Prevent Linear Scaling https://www.nashnova.com/feed/special/iran-warns-of-legal-action-against-worlds-largest-tanker-owner-sinokor-16150 nashnova en 2026-10-27T10:10:58.966Z Iran Warns of Legal Action Against World's Largest Tanker Owner Sinokor https://www.nashnova.com/feed/special/nidec-sues-founder-in-japans-largest-accounting-fraud-case-in-a-decade-16149 nashnova en 2026-10-27T09:56:10.075Z Nidec Sues Founder in Japan's Largest Accounting Fraud Case in a Decade https://www.nashnova.com/feed/special/ares-acquires-apollos-private-credit-fund-midcap-16148 nashnova en 2026-10-27T09:47:36.741Z Ares Acquires Apollo's Private Credit Fund MidCap https://www.nashnova.com/feed/special/mercedes-benz-cuts-profit-margin-outlook-as-stock-falls-over-one-third-year-to-16147 nashnova en 2026-10-27T09:46:29.346Z Mercedes-Benz Cuts Profit Margin Outlook as Stock Falls Over One-Third Year-to-Date https://www.nashnova.com/feed/special/opec-sunday-meeting-expected-to-keep-december-production-targets-unchanged-16146 nashnova en 2026-10-27T09:45:28.420Z OPEC+ Sunday Meeting Expected to Keep December Production Targets Unchanged https://www.nashnova.com/feed/special/fed-holds-rates-steady-in-october-warsh-faces-pressure-to-explain-why-not-hike-16145 nashnova en 2026-10-27T09:42:48.858Z Fed Holds Rates Steady in October; Warsh Faces Pressure to Explain "Why Not Hike" https://www.nashnova.com/feed/special/axa-investment-the-worst-is-over-for-gold-target-raised-to-4-500-16144 nashnova en 2026-10-27T09:41:25.883Z AXA Investment: The Worst Is Over for Gold, Target Raised to $4,500 https://www.nashnova.com/feed/special/rockchip-q3-net-profit-surges-90-percent-edge-ai-chips-enter-mass-production-16143 nashnova en 2026-10-27T09:30:54.850Z Rockchip Q3 Net Profit Surges 90%: Edge AI Chips Enter Mass Production https://www.nashnova.com/feed/special/iphone-18-pro-global-sales-up-3-1-percent-yoy-in-first-three-weeks-led-by-china-16142 nashnova en 2026-10-27T09:20:47.697Z iPhone 18 Pro Global Sales Up 3.1% YoY in First Three Weeks, Led by China Market https://www.nashnova.com/feed/special/fire-erupts-near-saudi-arabias-ras-tanura-oil-hub-after-attack-blaze-now-under-16141 nashnova en 2026-10-27T09:10:30.884Z Fire Erupts Near Saudi Arabia's Ras Tanura Oil Hub After Attack; Blaze Now Under Control https://www.nashnova.com/feed/special/bernstein-communication-equipment-is-the-most-crowded-trade-sandisk-may-be-16140 nashnova en 2026-10-27T08:48:52.777Z Bernstein: Communication Equipment Is the Most Crowded Trade; Sandisk May Be Mispriced https://www.nashnova.com/feed/special/hk-stocks-oct-27-close-hsi-down-0-73-percent-hsbc-tumbles-post-earnings-zhipu-up-16139 nashnova en 2026-10-27T08:47:17.497Z HK Stocks Oct 27 Close: HSI Down 0.73%, HSBC Tumbles Post-Earnings, Zhipu Up Nearly 9% https://www.nashnova.com/feed/special/hengrui-medicine-posts-net-profit-of-6-9-billion-yuan-in-first-three-quarters-16138 nashnova en 2026-10-27T08:45:55.706Z Hengrui Medicine Posts Net Profit of 6.9 Billion Yuan in First Three Quarters, Innovative Drug Revenue Share Rises to 65% https://www.nashnova.com/feed/special/u-s-plans-to-extend-china-u-s-shipping-fee-truce-by-two-months-until-january-16137 nashnova en 2026-10-27T08:41:31.885Z U.S. Plans to Extend China-U.S. Shipping Fee Truce by Two Months Until January https://www.nashnova.com/feed/special/pop-mart-q3-revenue-drops-45-percent-50-percent-yoy-with-steeper-declines-in-16136 nashnova en 2026-10-27T08:40:35.239Z Pop Mart Q3 Revenue Drops 45%-50% YoY, with Steeper Declines in Overseas Markets https://www.nashnova.com/feed/special/ai-data-center-delay-penalties-soar-to-5-million-per-day-developer-debt-risks-16135 nashnova en 2026-10-27T08:26:24.039Z AI Data Center Delay Penalties Soar to $5 Million Per Day, Developer Debt Risks Surge https://www.nashnova.com/feed/special/infineon-invests-1-1-billion-to-expand-austrian-chip-plant-betting-on-ai-and-ev-16134 nashnova en 2026-10-27T08:20:40.267Z Infineon Invests €1.1 Billion to Expand Austrian Chip Plant, Betting on AI and EV Demand https://www.nashnova.com/feed/special/anthropic-prospectus-the-u-s-government-is-both-customer-and-regulator-16133 nashnova en 2026-10-27T08:11:20.605Z Anthropic Prospectus: The U.S. Government Is Both Customer and Regulator https://www.nashnova.com/feed/special/zhang-kun-q3-report-eoptolink-enters-top-10-adds-alibaba-trims-baijiu-16132 nashnova en 2026-10-27T07:56:02.857Z Zhang Kun Q3 Report: Eoptolink Enters Top 10, Adds Alibaba, Trims Baijiu https://www.nashnova.com/feed/special/frances-top-three-banks-hold-60-billion-in-french-government-bonds-facing-16131 nashnova en 2026-10-27T07:36:35.475Z France's Top Three Banks Hold $60 Billion in French Government Bonds, Facing Investor Risk Scrutiny in Q3 Earnings https://www.nashnova.com/feed/special/blackrock-ai-financing-boom-more-attractive-than-long-term-treasuries-16130 nashnova en 2026-10-27T07:07:22.057Z BlackRock: AI Financing Boom More Attractive Than Long-Term Treasuries https://www.nashnova.com/feed/special/j-p-morgan-asset-management-chinas-stock-market-boasts-ample-liquidity-with-both-16129 nashnova en 2026-10-27T07:05:59.083Z J.P. Morgan Asset Management: China's Stock Market Boasts Ample Liquidity with Both Depth and Breadth https://www.nashnova.com/feed/special/anthropics-seven-co-founders-hold-nearly-equal-stakes-with-combined-valuation-up-16128 nashnova en 2026-10-27T06:48:52.336Z Anthropic's Seven Co-Founders Hold Nearly Equal Stakes, With Combined Valuation Up to $200 Billion https://www.nashnova.com/feed/special/nvidia-invests-3-billion-in-meta-and-partners-on-muse-ai-assistant-16127 nashnova en 2026-10-27T06:33:27.119Z Nvidia Invests $3 Billion in Meta and Partners on Muse AI Assistant https://www.nashnova.com/feed/special/novartis-raises-full-year-2026-core-operating-profit-guidance-16126 nashnova en 2026-10-27T06:23:01.846Z Novartis Raises Full-Year 2026 Core Operating Profit Guidance https://www.nashnova.com/feed/special/morgan-stanley-nearly-half-of-global-power-super-cycle-demand-remains-unpriced-16125 nashnova en 2026-10-27T06:15:07.076Z Morgan Stanley: Nearly Half of Global Power Super-Cycle Demand Remains Unpriced https://www.nashnova.com/feed/special/forecast-amd-server-cpu-revenue-to-surpass-intel-by-2027-16124 nashnova en 2026-10-27T06:13:17.360Z Forecast: AMD Server CPU Revenue to Surpass Intel by 2027 https://www.nashnova.com/feed/special/goldman-sachs-global-refinery-shutdowns-exceed-worst-case-expectations-refined-16123 nashnova en 2026-10-27T06:01:10.121Z Goldman Sachs: Global Refinery Shutdowns Exceed Worst-Case Expectations, Refined Product Tightness May Persist Through 2027 https://www.nashnova.com/feed/special/stronger-dollar-weighs-on-gold-prices-as-markets-await-fed-rate-decision-16122 nashnova en 2026-10-27T05:59:42.884Z Stronger Dollar Weighs on Gold Prices as Markets Await Fed Rate Decision https://www.nashnova.com/feed/special/tsmc-plans-10-percent-20-percent-price-hike-for-advanced-packaging-squeezing-16121 nashnova en 2026-10-27T05:58:27.229Z TSMC Plans 10%-20% Price Hike for Advanced Packaging, Squeezing Costs for Nvidia and AMD https://www.nashnova.com/feed/special/morgan-stanley-china-stocks-still-face-10-percent-15-percent-downside-prefers-a-16120 nashnova en 2026-10-27T05:48:54.565Z Morgan Stanley: China Stocks Still Face 10%–15% Downside, Prefers A-Shares https://www.nashnova.com/feed/special/preview-of-uks-new-chancellors-first-budget-bank-taxes-bond-market-pressure-and-16119 nashnova en 2026-10-27T05:38:49.498Z Preview of UK's New Chancellor's First Budget: Bank Taxes, Bond Market Pressure, and Sterling Outlook https://www.nashnova.com/feed/special/indian-it-giants-see-ai-revenue-exceed-10-percent-of-total-signaling-industry-16118 nashnova en 2026-10-27T05:34:20.056Z Indian IT Giants See AI Revenue Exceed 10% of Total, Signaling Industry Turning Point https://www.nashnova.com/feed/special/taiwan-central-bank-strong-tech-demand-to-drive-exports-through-2027-16117 nashnova en 2026-10-27T05:33:07.643Z Taiwan Central Bank: Strong Tech Demand to Drive Exports Through 2027 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Under Pressure with Over 413 Billion Yuan in Debt as Both Bonds and Stock Price Plunge https://www.nashnova.com/feed/special/applied-materials-increases-stake-in-besi-to-20-percent-as-surging-hybrid-16108 nashnova en 2026-10-27T04:16:09.455Z Applied Materials Increases Stake in Besi to 20% as Surging Hybrid Bonding Orders Drive Deeper Partnership https://www.nashnova.com/feed/special/fanuc-raises-earnings-forecast-as-ai-automation-demand-drives-revenue-past-1-16107 nashnova en 2026-10-27T04:14:50.133Z FANUC Raises Earnings Forecast as AI Automation Demand Drives Revenue Past ¥1 Trillion for the First Time https://www.nashnova.com/feed/special/samsung-and-sk-hynix-target-mass-production-of-8-layer-hbm4-for-nvidia-by-q2-16106 nashnova en 2026-10-27T04:13:45.216Z Samsung and SK Hynix Target Mass Production of 8-Layer HBM4 for Nvidia by Q2 2027 https://www.nashnova.com/feed/special/malaysias-first-rare-earth-exports-receive-conditional-approval-16105 nashnova en 2026-10-27T04:08:22.257Z Malaysia's First Rare Earth Exports Receive Conditional Approval https://www.nashnova.com/zh/feed/special/teradyne-q3-revenue-and-profit-both-rise-driven-by-semiconductor-test-business-16204 nashnova zh-cn 2026-10-27T21:15:30.227Z Teradyne Q3营收利润双升,半导体测试业务驱动 https://www.nashnova.com/zh/feed/special/deepening-divisions-within-the-fed-over-communication-strategy-as-october-rate-16203 nashnova zh-cn 2026-10-27T20:56:09.993Z 美联储内部沟通路线分歧加剧,10月加息预期骤降至15% https://www.nashnova.com/zh/feed/special/treasury-long-positions-hit-multi-month-highs-hawkish-fed-signals-could-trigger-16202 nashnova zh-cn 2026-10-27T20:50:59.772Z 美债多头仓位创近月新高,鹰派美联储信号或触发反转 https://www.nashnova.com/zh/feed/special/nxp-q4-revenue-guidance-misses-expectations-stock-falls-7-percent-after-hours-16201 nashnova zh-cn 2026-10-27T20:46:36.420Z 恩智浦Q4营收指引低于预期,盘后跌约7% https://www.nashnova.com/zh/feed/special/u-s-treasury-secretary-bessent-digital-assets-will-strengthen-the-dollars-global-16200 nashnova zh-cn 2026-10-27T20:45:35.872Z 美国财长贝森特:数字资产将巩固美元全球地位 https://www.nashnova.com/zh/feed/special/visa-q4-payment-volume-up-9-percent-to-4-08-trillion-eps-beats-expectations-16199 nashnova zh-cn 2026-10-27T20:41:00.208Z Visa Q4支付量增9%至4.08万亿美元,EPS超预期 https://www.nashnova.com/zh/feed/special/ge-vernova-q3-earnings-approaching-wall-street-expects-44-percent-yoy-order-16198 nashnova zh-cn 2026-10-27T20:32:08.714Z GE Vernova三季报在即,华尔街预期订单同比增44% https://www.nashnova.com/zh/feed/special/robinhood-q3-revenue-up-12-percent-event-contracts-surge-offsets-crypto-decline-16197 nashnova zh-cn 2026-10-27T20:31:00.954Z Robinhood Q3营收增12%,事件合约爆发抵消加密下滑 https://www.nashnova.com/zh/feed/special/seagate-q1-revenue-of-4-2b-beats-expectations-but-disappointing-q2-guidance-16196 nashnova zh-cn 2026-10-27T20:20:32.418Z 希捷科技Q1营收42亿美元超预期,次季指引令市场失望盘后跌超8% https://www.nashnova.com/zh/feed/special/ai-sector-leads-rally-ahead-of-fed-decision-as-broadcom-financing-and-meta-bond-16195 nashnova zh-cn 2026-10-27T20:17:24.046Z 美联储决议前AI板块领涨,博通融资与Meta增发提振情绪 https://www.nashnova.com/zh/feed/special/fujifilm-invests-tens-of-billions-of-yen-to-expand-magnetic-tape-production-16194 nashnova zh-cn 2026-10-27T20:16:02.710Z 富士胶片斥资百亿日元扩磁带产能,AI数据存储需求驱动二十年最大投资 https://www.nashnova.com/zh/feed/special/anthropic-prospectus-multi-chip-strategy-may-erode-nvidias-pricing-power-16193 nashnova zh-cn 2026-10-27T19:45:48.985Z Anthropic招股书:多芯片策略或削弱英伟达定价权 https://www.nashnova.com/zh/feed/special/btig-u-s-refining-stocks-plunge-nearly-7-percent-in-a-single-day-the-strongest-16192 nashnova zh-cn 2026-10-27T19:27:33.033Z BTIG:美国炼油股单日跌近7%,三十年最强涨势或开始瓦解 https://www.nashnova.com/zh/feed/special/metas-27-billion-data-center-bonds-drop-to-92-cents-yields-approaching-junk-bond-16191 nashnova zh-cn 2026-10-27T19:26:08.717Z Meta 270亿美元数据中心债券跌至92美分,收益率逼近垃圾债 https://www.nashnova.com/zh/feed/special/u-s-stock-margin-balance-growth-plunges-as-bofa-warns-of-accumulating-market-top-16190 nashnova zh-cn 2026-10-27T19:05:43.765Z 美股融资余额增速骤降,美银警告市场顶部信号积聚 https://www.nashnova.com/zh/feed/special/anthropic-ipo-prospectus-natural-gas-supply-risk-listed-as-one-of-the-biggest-16189 nashnova zh-cn 2026-10-27T18:41:40.647Z Anthropic IPO招股书:天然气供应风险列为近期最大威胁之一 https://www.nashnova.com/zh/feed/special/chip-equipment-maker-asm-international-raises-2027-sales-guidance-again-to-over-16188 nashnova zh-cn 2026-10-27T17:40:52.155Z 芯片设备商ASM International再度上调2027年销售指引至逾57亿欧元 https://www.nashnova.com/zh/feed/special/mango-excellent-medias-net-profit-drops-79-percent-in-first-three-quarters-aigc-16187 nashnova zh-cn 2026-10-27T17:22:46.119Z 芒果超媒前三季度净利降79%,AIGC商业化尚待验证 https://www.nashnova.com/zh/feed/special/western-economists-question-chinas-gdp-data-as-independent-estimates-diverge-16186 nashnova zh-cn 2026-10-27T17:21:19.160Z 西方经济学家质疑中国GDP数据,独立估算与官方差距悬殊 https://www.nashnova.com/zh/feed/special/ai-infrastructure-demand-growth-hits-nearly-30-year-high-as-u-s-durable-goods-16185 nashnova zh-cn 2026-10-27T17:11:04.699Z AI基建需求增速创近30年新高,美国耐用品订单延续强势 https://www.nashnova.com/zh/feed/special/google-releases-genie-4-ai-world-model-video-game-stocks-hit-again-16184 nashnova zh-cn 2026-10-27T17:00:55.830Z 谷歌发布Genie 4 AI世界模型,视频游戏股再受冲击 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-wealth-effect-peaking-downside-risks-to-2027-growth-16183 nashnova zh-cn 2026-10-27T16:46:21.483Z 高盛:AI财富效应见顶,2027年增长风险偏下行 https://www.nashnova.com/zh/feed/special/oracle-expands-nvidia-chip-deal-and-introduces-google-tpu-for-the-first-time-16182 nashnova zh-cn 2026-10-27T16:21:05.534Z 甲骨文扩大英伟达芯片协议并首次引入谷歌TPU https://www.nashnova.com/zh/feed/special/u-s-government-offers-constellation-energy-up-to-5-billion-loan-for-nuclear-16181 nashnova zh-cn 2026-10-27T16:10:46.099Z 美国政府向星座能源提供最高50亿美元核电升级贷款 https://www.nashnova.com/zh/feed/special/half-of-first-active-etfs-close-subscriptions-early-as-8-firms-boost-stakes-with-16180 nashnova zh-cn 2026-10-27T16:06:01.833Z 首批主动ETF半数提前结募,8家机构自购加码 https://www.nashnova.com/zh/feed/special/u-s-september-new-home-sales-down-0-6-percent-mom-prices-fall-3-9-percent-yoy-16179 nashnova zh-cn 2026-10-27T15:55:53.812Z 美国9月新屋销售环比降0.6%,房价同比跌3.9% https://www.nashnova.com/zh/feed/special/microsoft-earnings-disclose-azure-dollar-revenue-for-the-first-time-16178 nashnova zh-cn 2026-10-27T15:05:49.720Z 微软财报首次披露Azure美元收入 https://www.nashnova.com/zh/feed/special/u-s-october-consumer-confidence-index-rises-to-91-7-first-rebound-in-four-months-16177 nashnova zh-cn 2026-10-27T14:25:43.213Z 美国10月消费者信心指数升至91.7,四个月来首次回升 https://www.nashnova.com/zh/feed/special/barclays-life-insurers-ai-debt-exposure-averages-24-percent-of-surplus-exceeding-16176 nashnova zh-cn 2026-10-27T13:31:21.555Z 巴克莱:寿险公司AI债务敞口平均占盈余24%,部分险企超100% https://www.nashnova.com/zh/feed/special/apple-unveils-m6-imac-and-entry-level-macbook-pro-available-november-6-16175 nashnova zh-cn 2026-10-27T13:25:51.412Z 苹果发布M6 iMac与入门级MacBook Pro,11月6日开售 https://www.nashnova.com/zh/feed/special/acm-model-shows-market-expects-average-u-s-short-term-rate-of-4-3-percent-over-16174 nashnova zh-cn 2026-10-27T13:17:10.149Z ACM模型显示市场预期未来十年美国短期利率均值4.3% https://www.nashnova.com/zh/feed/special/bernstein-lowers-coreweave-funding-gap-estimate-maintains-underperform-rating-16173 nashnova zh-cn 2026-10-27T13:15:47.096Z 伯恩斯坦下调CoreWeave资金缺口测算,维持"跑输大盘"评级 https://www.nashnova.com/zh/feed/special/global-memory-giants-earnings-week-can-ai-driven-demand-momentum-continue-16172 nashnova zh-cn 2026-10-27T12:47:51.909Z 全球存储巨头财报周:AI需求景气能否延续 https://www.nashnova.com/zh/feed/special/us-fcc-warns-tp-link-over-four-routers-exceeding-power-limits-16171 nashnova zh-cn 2026-10-27T12:46:09.381Z 美国FCC警告TP-Link四款路由器超功率违规 https://www.nashnova.com/zh/feed/special/u-s-september-durable-goods-orders-rise-1-8-percent-mom-slightly-below-16170 nashnova zh-cn 2026-10-27T12:40:26.286Z 美国9月耐用品订单环比增1.8%,略低于预期 https://www.nashnova.com/zh/feed/special/wall-street-ratings-roundup-tuesday-broadcom-upgraded-to-buy-apple-target-raised-16169 nashnova zh-cn 2026-10-27T12:36:23.157Z 华尔街周二评级汇总:博通升买入,苹果目标价升至390美元 https://www.nashnova.com/zh/feed/special/burry-anthropic-prospectus-doesnt-change-his-bearish-ai-trade-thesis-16168 nashnova zh-cn 2026-10-27T12:16:17.742Z 伯里:Anthropic招股书未改变看空AI交易立场 https://www.nashnova.com/zh/feed/special/citadel-securities-ai-trade-unraveling-capital-expenditure-becomes-a-two-way-16167 nashnova zh-cn 2026-10-27T12:01:18.692Z 城堡证券:AI交易瓦解,资本开支成双向风险 https://www.nashnova.com/zh/feed/special/boeing-q3-eps-loss-exceeds-expectations-as-commercial-aviation-drags-while-16166 nashnova zh-cn 2026-10-27T11:56:11.383Z 波音Q3每股亏损超预期,商业航空拖累防务服务双线改善 https://www.nashnova.com/zh/feed/special/ubs-ai-stock-valuation-logic-may-revert-to-normal-under-high-interest-rates-16165 nashnova zh-cn 2026-10-27T11:46:03.931Z 瑞银:高利率下AI股估值逻辑或将回归常规 https://www.nashnova.com/zh/feed/special/corning-q3-core-revenue-of-5-081b-beats-expectations-optical-communications-up-16164 nashnova zh-cn 2026-10-27T11:40:53.977Z 康宁Q3核心营收50.81亿美元超预期,光通信增44% https://www.nashnova.com/zh/feed/special/cnbc-survey-93-percent-of-respondents-expect-fed-to-hold-steady-in-october-76-16163 nashnova zh-cn 2026-10-27T11:27:37.916Z CNBC调查:93%受访者预计美联储10月按兵不动,76%押注12月加息 https://www.nashnova.com/zh/feed/special/paypal-q3-adjusted-eps-beats-expectations-full-year-guidance-raised-to-5-60-16162 nashnova zh-cn 2026-10-27T11:26:10.733Z PayPal Q3调整后EPS超预期,上调全年指引至5.60美元 https://www.nashnova.com/zh/feed/special/kingsoft-office-reports-net-profit-of-2-637-billion-yuan-for-first-three-16161 nashnova zh-cn 2026-10-27T11:10:27.454Z 金山办公前三季度归母净利润26.37亿元,同比增123.77% https://www.nashnova.com/zh/feed/special/cspcs-sys6043-phase-i-ii-breast-cancer-data-presented-at-esmo-orr-exceeds-50-16160 nashnova zh-cn 2026-10-27T11:06:20.373Z 石药SYS6043乳腺癌I/II期数据亮相ESMO,三亚型ORR均超50% https://www.nashnova.com/zh/feed/special/general-motors-to-transfer-listing-from-nyse-to-nasdaq-on-november-17-16159 nashnova zh-cn 2026-10-27T10:40:38.153Z 通用汽车将于11月17日从纽交所迁至纳斯达克 https://www.nashnova.com/zh/feed/special/wus-printed-circuit-q3-net-profit-hits-record-2-7-billion-yuan-up-161-percent-16158 nashnova zh-cn 2026-10-27T10:37:00.182Z 沪电股份Q3净利润27亿元创历史纪录,同比增161% https://www.nashnova.com/zh/feed/special/aia-group-management-reshuffle-chief-strategy-officer-departs-16157 nashnova zh-cn 2026-10-27T10:35:39.825Z 友邦保险管理层重组,首席战略官离职 https://www.nashnova.com/zh/feed/special/bond-investors-turn-focus-to-ai-and-fiscal-deficits-16156 nashnova zh-cn 2026-10-27T10:25:18.449Z 债券投资者目光转向AI与财政赤字 https://www.nashnova.com/zh/feed/special/crypto-industry-bets-176-million-on-2026-midterm-elections-16155 nashnova zh-cn 2026-10-27T10:24:05.319Z 加密行业砸1.76亿美元押注2026年中期选举 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-surge-putting-pressure-on-bank-bond-portfolios-16154 nashnova zh-cn 2026-10-27T10:22:47.685Z 美债收益率飙升,美国银行业债券组合承压 https://www.nashnova.com/zh/feed/special/big-tech-q3-earnings-put-ai-returns-to-the-test-cloud-growth-becomes-key-16153 nashnova zh-cn 2026-10-27T10:21:24.251Z 大科技Q3财报考验AI回报,云增长成核心验证节点 https://www.nashnova.com/zh/feed/special/jensen-huang-and-elon-musk-gpu-useful-life-far-exceeds-financial-depreciation-16152 nashnova zh-cn 2026-10-27T10:17:21.807Z 黄仁勋与马斯克:GPU使用寿命远超财务折旧假设 https://www.nashnova.com/zh/feed/special/gelsinger-ai-compute-efficiency-must-improve-10-000x-power-storage-and-fab-16151 nashnova zh-cn 2026-10-27T10:16:08.954Z 格尔辛格:AI算力效率须提升万倍,功耗存储晶圆厂制约难以线性扩张 https://www.nashnova.com/zh/feed/special/iran-warns-of-legal-action-against-worlds-largest-tanker-owner-sinokor-16150 nashnova zh-cn 2026-10-27T10:10:58.966Z 伊朗警告将对全球最大油轮船东Sinokor采取法律行动 https://www.nashnova.com/zh/feed/special/nidec-sues-founder-in-japans-largest-accounting-fraud-case-in-a-decade-16149 nashnova zh-cn 2026-10-27T09:56:10.075Z 日本电产起诉创始人,十年最大会计欺诈案追责 https://www.nashnova.com/zh/feed/special/ares-acquires-apollos-private-credit-fund-midcap-16148 nashnova zh-cn 2026-10-27T09:47:36.741Z Ares收购Apollo旗下私信贷基金MidCap https://www.nashnova.com/zh/feed/special/mercedes-benz-cuts-profit-margin-outlook-as-stock-falls-over-one-third-year-to-16147 nashnova zh-cn 2026-10-27T09:46:29.346Z 梅赛德斯-奔驰下调利润率展望,股价年内跌逾三分之一 https://www.nashnova.com/zh/feed/special/opec-sunday-meeting-expected-to-keep-december-production-targets-unchanged-16146 nashnova zh-cn 2026-10-27T09:45:28.420Z OPEC+周日会议料维持12月产量目标不变 https://www.nashnova.com/zh/feed/special/fed-holds-rates-steady-in-october-warsh-faces-pressure-to-explain-why-not-hike-16145 nashnova zh-cn 2026-10-27T09:42:48.858Z 美联储10月维持利率不变,沃什面临"为何不加息"追问 https://www.nashnova.com/zh/feed/special/axa-investment-the-worst-is-over-for-gold-target-raised-to-4-500-16144 nashnova zh-cn 2026-10-27T09:41:25.883Z 安盛投资:黄金最坏时刻已过,目标上看4500美元 https://www.nashnova.com/zh/feed/special/rockchip-q3-net-profit-surges-90-percent-edge-ai-chips-enter-mass-production-16143 nashnova zh-cn 2026-10-27T09:30:54.850Z 瑞芯微Q3净利增90%,端侧AI芯片量产放量 https://www.nashnova.com/zh/feed/special/iphone-18-pro-global-sales-up-3-1-percent-yoy-in-first-three-weeks-led-by-china-16142 nashnova zh-cn 2026-10-27T09:20:47.697Z iPhone 18 Pro首三周全球销量同比增3.1%,中国市场领涨 https://www.nashnova.com/zh/feed/special/fire-erupts-near-saudi-arabias-ras-tanura-oil-hub-after-attack-blaze-now-under-16141 nashnova zh-cn 2026-10-27T09:10:30.884Z 沙特拉斯坦努拉石油枢纽附近遭袭起火,火势已受控 https://www.nashnova.com/zh/feed/special/bernstein-communication-equipment-is-the-most-crowded-trade-sandisk-may-be-16140 nashnova zh-cn 2026-10-27T08:48:52.777Z Bernstein:通信设备仓位最拥挤,闪迪或被错杀 https://www.nashnova.com/zh/feed/special/hk-stocks-oct-27-close-hsi-down-0-73-percent-hsbc-tumbles-post-earnings-zhipu-up-16139 nashnova zh-cn 2026-10-27T08:47:17.497Z 港股10月27日收盘:恒指跌0.73%,汇丰绩后跳水,智谱涨近9% https://www.nashnova.com/zh/feed/special/hengrui-medicine-posts-net-profit-of-6-9-billion-yuan-in-first-three-quarters-16138 nashnova zh-cn 2026-10-27T08:45:55.706Z 恒瑞医药前三季度净利69亿元,创新药收入占比升至65% https://www.nashnova.com/zh/feed/special/u-s-plans-to-extend-china-u-s-shipping-fee-truce-by-two-months-until-january-16137 nashnova zh-cn 2026-10-27T08:41:31.885Z 美国拟将中美航运费用休战延期两个月至明年1月 https://www.nashnova.com/zh/feed/special/pop-mart-q3-revenue-drops-45-percent-50-percent-yoy-with-steeper-declines-in-16136 nashnova zh-cn 2026-10-27T08:40:35.239Z 泡泡玛特Q3收益同比下降45%-50%,海外市场跌幅更深 https://www.nashnova.com/zh/feed/special/ai-data-center-delay-penalties-soar-to-5-million-per-day-developer-debt-risks-16135 nashnova zh-cn 2026-10-27T08:26:24.039Z AI数据中心延期罚款飙至每日500万美元,开发商债务风险骤升 https://www.nashnova.com/zh/feed/special/infineon-invests-1-1-billion-to-expand-austrian-chip-plant-betting-on-ai-and-ev-16134 nashnova zh-cn 2026-10-27T08:20:40.267Z 英飞凌11亿欧元扩建奥地利芯片厂,押注AI与电动车需求 https://www.nashnova.com/zh/feed/special/anthropic-prospectus-the-u-s-government-is-both-customer-and-regulator-16133 nashnova zh-cn 2026-10-27T08:11:20.605Z Anthropic招股书:美国政府既是客户也是监管者 https://www.nashnova.com/zh/feed/special/zhang-kun-q3-report-eoptolink-enters-top-10-adds-alibaba-trims-baijiu-16132 nashnova zh-cn 2026-10-27T07:56:02.857Z 张坤三季报:新易盛入前十,加仓阿里,减持白酒 https://www.nashnova.com/zh/feed/special/frances-top-three-banks-hold-60-billion-in-french-government-bonds-facing-16131 nashnova zh-cn 2026-10-27T07:36:35.475Z 法国三大银行持法债600亿美元,三季报面临投资者风险审视 https://www.nashnova.com/zh/feed/special/blackrock-ai-financing-boom-more-attractive-than-long-term-treasuries-16130 nashnova zh-cn 2026-10-27T07:07:22.057Z 贝莱德:AI融资热潮吸引力超越长期美债 https://www.nashnova.com/zh/feed/special/j-p-morgan-asset-management-chinas-stock-market-boasts-ample-liquidity-with-both-16129 nashnova zh-cn 2026-10-27T07:05:59.083Z 摩根资管:中国股市流动性充裕、深度广度兼备 https://www.nashnova.com/zh/feed/special/anthropics-seven-co-founders-hold-nearly-equal-stakes-with-combined-valuation-up-16128 nashnova zh-cn 2026-10-27T06:48:52.336Z Anthropic七位创始人持股近乎平等,合计估值最高2000亿美元 https://www.nashnova.com/zh/feed/special/nvidia-invests-3-billion-in-meta-and-partners-on-muse-ai-assistant-16127 nashnova zh-cn 2026-10-27T06:33:27.119Z 英伟达投资Meta 30亿美元并合作Muse AI助手 https://www.nashnova.com/zh/feed/special/novartis-raises-full-year-2026-core-operating-profit-guidance-16126 nashnova zh-cn 2026-10-27T06:23:01.846Z 诺华上调2026年全年核心营业利润指引 https://www.nashnova.com/zh/feed/special/morgan-stanley-nearly-half-of-global-power-super-cycle-demand-remains-unpriced-16125 nashnova zh-cn 2026-10-27T06:15:07.076Z 大摩:全球电力超级周期约半需求尚未定价 https://www.nashnova.com/zh/feed/special/forecast-amd-server-cpu-revenue-to-surpass-intel-by-2027-16124 nashnova zh-cn 2026-10-27T06:13:17.360Z 预测:2027年AMD服务器CPU营收将超越英特尔 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https://www.nashnova.com/zh/feed/special/applied-materials-increases-stake-in-besi-to-20-percent-as-surging-hybrid-16108 nashnova zh-cn 2026-10-27T04:16:09.455Z 应用材料增持Besi至20%,混合键合订单激增驱动深度绑定 https://www.nashnova.com/zh/feed/special/fanuc-raises-earnings-forecast-as-ai-automation-demand-drives-revenue-past-1-16107 nashnova zh-cn 2026-10-27T04:14:50.133Z 发那科上调业绩预期,AI自动化需求推动营收首破万亿日元 https://www.nashnova.com/zh/feed/special/samsung-and-sk-hynix-target-mass-production-of-8-layer-hbm4-for-nvidia-by-q2-16106 nashnova zh-cn 2026-10-27T04:13:45.216Z 三星与SK海力士目标2027年二季度向英伟达量产供应8层HBM4 https://www.nashnova.com/zh/feed/special/malaysias-first-rare-earth-exports-receive-conditional-approval-16105 nashnova zh-cn 2026-10-27T04:08:22.257Z 马来西亚首批稀土出口获有条件批准 https://www.nashnova.com/zh-hant/feed/special/teradyne-q3-revenue-and-profit-both-rise-driven-by-semiconductor-test-business-16204 nashnova zh-tw 2026-10-27T21:15:30.227Z Teradyne Q3營收利潤雙升,半導體測試業務驅動 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https://www.nashnova.com/zh-hant/feed/special/ge-vernova-q3-earnings-approaching-wall-street-expects-44-percent-yoy-order-16198 nashnova zh-tw 2026-10-27T20:32:08.714Z GE Vernova三季報在即,華爾街預期訂單同比增44% https://www.nashnova.com/zh-hant/feed/special/robinhood-q3-revenue-up-12-percent-event-contracts-surge-offsets-crypto-decline-16197 nashnova zh-tw 2026-10-27T20:31:00.954Z Robinhood Q3營收增12%,事件合約爆發抵消加密下滑 https://www.nashnova.com/zh-hant/feed/special/seagate-q1-revenue-of-4-2b-beats-expectations-but-disappointing-q2-guidance-16196 nashnova zh-tw 2026-10-27T20:20:32.418Z 希捷科技Q1營收42億美元超預期,次季指引令市場失望盤後跌逾8% https://www.nashnova.com/zh-hant/feed/special/ai-sector-leads-rally-ahead-of-fed-decision-as-broadcom-financing-and-meta-bond-16195 nashnova zh-tw 2026-10-27T20:17:24.046Z 美聯儲決議前AI板塊領漲,博通融資與Meta增發提振情緒 https://www.nashnova.com/zh-hant/feed/special/fujifilm-invests-tens-of-billions-of-yen-to-expand-magnetic-tape-production-16194 nashnova zh-tw 2026-10-27T20:16:02.710Z 富士膠片斥資百億日圓擴磁帶產能,AI數據存儲需求驅動二十年最大投資 https://www.nashnova.com/zh-hant/feed/special/anthropic-prospectus-multi-chip-strategy-may-erode-nvidias-pricing-power-16193 nashnova zh-tw 2026-10-27T19:45:48.985Z Anthropic招股書:多晶片策略或削弱輝達定價權 https://www.nashnova.com/zh-hant/feed/special/btig-u-s-refining-stocks-plunge-nearly-7-percent-in-a-single-day-the-strongest-16192 nashnova zh-tw 2026-10-27T19:27:33.033Z BTIG:美國煉油股單日跌近7%,三十年最強漲勢或開始瓦解 https://www.nashnova.com/zh-hant/feed/special/metas-27-billion-data-center-bonds-drop-to-92-cents-yields-approaching-junk-bond-16191 nashnova zh-tw 2026-10-27T19:26:08.717Z Meta 270億美元數據中心債券跌至92美分,收益率逼近垃圾債 https://www.nashnova.com/zh-hant/feed/special/u-s-stock-margin-balance-growth-plunges-as-bofa-warns-of-accumulating-market-top-16190 nashnova zh-tw 2026-10-27T19:05:43.765Z 美股融資餘額增速驟降,美銀警告市場頂部信號積聚 https://www.nashnova.com/zh-hant/feed/special/anthropic-ipo-prospectus-natural-gas-supply-risk-listed-as-one-of-the-biggest-16189 nashnova zh-tw 2026-10-27T18:41:40.647Z Anthropic IPO招股書:天然氣供應風險列為近期最大威脅之一 https://www.nashnova.com/zh-hant/feed/special/chip-equipment-maker-asm-international-raises-2027-sales-guidance-again-to-over-16188 nashnova zh-tw 2026-10-27T17:40:52.155Z 晶片設備商ASM International再度上調2027年銷售指引至逾57億歐元 https://www.nashnova.com/zh-hant/feed/special/mango-excellent-medias-net-profit-drops-79-percent-in-first-three-quarters-aigc-16187 nashnova zh-tw 2026-10-27T17:22:46.119Z 芒果超媒前三季度淨利降79%,AIGC商業化尚待驗證 https://www.nashnova.com/zh-hant/feed/special/western-economists-question-chinas-gdp-data-as-independent-estimates-diverge-16186 nashnova zh-tw 2026-10-27T17:21:19.160Z 西方經濟學家質疑中國GDP數據,獨立估算與官方差距懸殊 https://www.nashnova.com/zh-hant/feed/special/ai-infrastructure-demand-growth-hits-nearly-30-year-high-as-u-s-durable-goods-16185 nashnova zh-tw 2026-10-27T17:11:04.699Z AI基建需求增速創近30年新高,美國耐用品訂單延續強勢 https://www.nashnova.com/zh-hant/feed/special/google-releases-genie-4-ai-world-model-video-game-stocks-hit-again-16184 nashnova zh-tw 2026-10-27T17:00:55.830Z 谷歌發布Genie 4 AI世界模型,電子遊戲股再受衝擊 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-wealth-effect-peaking-downside-risks-to-2027-growth-16183 nashnova zh-tw 2026-10-27T16:46:21.483Z 高盛:AI財富效應見頂,2027年增長風險偏下行 https://www.nashnova.com/zh-hant/feed/special/oracle-expands-nvidia-chip-deal-and-introduces-google-tpu-for-the-first-time-16182 nashnova zh-tw 2026-10-27T16:21:05.534Z 甲骨文擴大輝達晶片協議並首次引入谷歌TPU https://www.nashnova.com/zh-hant/feed/special/u-s-government-offers-constellation-energy-up-to-5-billion-loan-for-nuclear-16181 nashnova zh-tw 2026-10-27T16:10:46.099Z 美國政府向星座能源提供最高50億美元核電升級貸款 https://www.nashnova.com/zh-hant/feed/special/half-of-first-active-etfs-close-subscriptions-early-as-8-firms-boost-stakes-with-16180 nashnova zh-tw 2026-10-27T16:06:01.833Z 首批主動ETF半數提前結募,8家機構自購加碼 https://www.nashnova.com/zh-hant/feed/special/u-s-september-new-home-sales-down-0-6-percent-mom-prices-fall-3-9-percent-yoy-16179 nashnova zh-tw 2026-10-27T15:55:53.812Z 美國9月新屋銷售環比降0.6%,房價同比跌3.9% https://www.nashnova.com/zh-hant/feed/special/microsoft-earnings-disclose-azure-dollar-revenue-for-the-first-time-16178 nashnova zh-tw 2026-10-27T15:05:49.720Z 微軟財報首次披露Azure美元收入 https://www.nashnova.com/zh-hant/feed/special/u-s-october-consumer-confidence-index-rises-to-91-7-first-rebound-in-four-months-16177 nashnova zh-tw 2026-10-27T14:25:43.213Z 美國10月消費者信心指數升至91.7,四個月來首次回升 https://www.nashnova.com/zh-hant/feed/special/barclays-life-insurers-ai-debt-exposure-averages-24-percent-of-surplus-exceeding-16176 nashnova zh-tw 2026-10-27T13:31:21.555Z 巴克萊:壽險公司AI債務敞口平均佔盈餘24%,部分險企超100% https://www.nashnova.com/zh-hant/feed/special/apple-unveils-m6-imac-and-entry-level-macbook-pro-available-november-6-16175 nashnova zh-tw 2026-10-27T13:25:51.412Z 蘋果發布M6 iMac與入門級MacBook Pro,11月6日開售 https://www.nashnova.com/zh-hant/feed/special/acm-model-shows-market-expects-average-u-s-short-term-rate-of-4-3-percent-over-16174 nashnova zh-tw 2026-10-27T13:17:10.149Z ACM模型顯示市場預期未來十年美國短期利率均值4.3% https://www.nashnova.com/zh-hant/feed/special/bernstein-lowers-coreweave-funding-gap-estimate-maintains-underperform-rating-16173 nashnova zh-tw 2026-10-27T13:15:47.096Z 伯恩斯坦下調CoreWeave資金缺口測算,維持「跑輸大盤」評級 https://www.nashnova.com/zh-hant/feed/special/global-memory-giants-earnings-week-can-ai-driven-demand-momentum-continue-16172 nashnova zh-tw 2026-10-27T12:47:51.909Z 全球儲存巨頭財報週:AI需求景氣能否延續 https://www.nashnova.com/zh-hant/feed/special/us-fcc-warns-tp-link-over-four-routers-exceeding-power-limits-16171 nashnova zh-tw 2026-10-27T12:46:09.381Z 美國FCC警告TP-Link四款路由器超功率違規 https://www.nashnova.com/zh-hant/feed/special/u-s-september-durable-goods-orders-rise-1-8-percent-mom-slightly-below-16170 nashnova zh-tw 2026-10-27T12:40:26.286Z 美國9月耐用品訂單環比增1.8%,略低於預期 https://www.nashnova.com/zh-hant/feed/special/wall-street-ratings-roundup-tuesday-broadcom-upgraded-to-buy-apple-target-raised-16169 nashnova zh-tw 2026-10-27T12:36:23.157Z 華爾街週二評級匯總:博通升買入,蘋果目標價升至390美元 https://www.nashnova.com/zh-hant/feed/special/burry-anthropic-prospectus-doesnt-change-his-bearish-ai-trade-thesis-16168 nashnova zh-tw 2026-10-27T12:16:17.742Z 伯里:Anthropic招股書未改變看空AI交易立場 https://www.nashnova.com/zh-hant/feed/special/citadel-securities-ai-trade-unraveling-capital-expenditure-becomes-a-two-way-16167 nashnova zh-tw 2026-10-27T12:01:18.692Z 城堡證券:AI交易瓦解,資本開支成雙向風險 https://www.nashnova.com/zh-hant/feed/special/boeing-q3-eps-loss-exceeds-expectations-as-commercial-aviation-drags-while-16166 nashnova zh-tw 2026-10-27T11:56:11.383Z 波音Q3每股虧損超預期,商業航空拖累防務服務雙線改善 https://www.nashnova.com/zh-hant/feed/special/ubs-ai-stock-valuation-logic-may-revert-to-normal-under-high-interest-rates-16165 nashnova zh-tw 2026-10-27T11:46:03.931Z 瑞銀:高利率下AI股估值邏輯或將回歸常規 https://www.nashnova.com/zh-hant/feed/special/corning-q3-core-revenue-of-5-081b-beats-expectations-optical-communications-up-16164 nashnova zh-tw 2026-10-27T11:40:53.977Z 康寧Q3核心營收50.81億美元超預期,光通信增44% https://www.nashnova.com/zh-hant/feed/special/cnbc-survey-93-percent-of-respondents-expect-fed-to-hold-steady-in-october-76-16163 nashnova zh-tw 2026-10-27T11:27:37.916Z CNBC調查:93%受訪者預計美聯儲10月按兵不動,76%押注12月加息 https://www.nashnova.com/zh-hant/feed/special/paypal-q3-adjusted-eps-beats-expectations-full-year-guidance-raised-to-5-60-16162 nashnova zh-tw 2026-10-27T11:26:10.733Z PayPal Q3調整後EPS超預期,上調全年指引至5.60美元 https://www.nashnova.com/zh-hant/feed/special/kingsoft-office-reports-net-profit-of-2-637-billion-yuan-for-first-three-16161 nashnova zh-tw 2026-10-27T11:10:27.454Z 金山辦公前三季度歸母淨利潤26.37億元,同比增123.77% https://www.nashnova.com/zh-hant/feed/special/cspcs-sys6043-phase-i-ii-breast-cancer-data-presented-at-esmo-orr-exceeds-50-16160 nashnova zh-tw 2026-10-27T11:06:20.373Z 石藥SYS6043乳腺癌I/II期數據亮相ESMO,三亞型ORR均超50% https://www.nashnova.com/zh-hant/feed/special/general-motors-to-transfer-listing-from-nyse-to-nasdaq-on-november-17-16159 nashnova zh-tw 2026-10-27T10:40:38.153Z 通用汽車將於11月17日從紐交所遷至納斯達克 https://www.nashnova.com/zh-hant/feed/special/wus-printed-circuit-q3-net-profit-hits-record-2-7-billion-yuan-up-161-percent-16158 nashnova zh-tw 2026-10-27T10:37:00.182Z 滬電股份Q3淨利潤27億元創歷史紀錄,同比增161% https://www.nashnova.com/zh-hant/feed/special/aia-group-management-reshuffle-chief-strategy-officer-departs-16157 nashnova zh-tw 2026-10-27T10:35:39.825Z 友邦保險管理層重組,首席戰略官離職 https://www.nashnova.com/zh-hant/feed/special/bond-investors-turn-focus-to-ai-and-fiscal-deficits-16156 nashnova zh-tw 2026-10-27T10:25:18.449Z 債券投資者目光轉向AI與財政赤字 https://www.nashnova.com/zh-hant/feed/special/crypto-industry-bets-176-million-on-2026-midterm-elections-16155 nashnova zh-tw 2026-10-27T10:24:05.319Z 加密行業砸1.76億美元押注2026年中期選舉 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-surge-putting-pressure-on-bank-bond-portfolios-16154 nashnova zh-tw 2026-10-27T10:22:47.685Z 美債收益率飆升,美國銀行業債券組合承壓 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https://www.nashnova.com/zh-hant/feed/special/ares-acquires-apollos-private-credit-fund-midcap-16148 nashnova zh-tw 2026-10-27T09:47:36.741Z Ares收購Apollo旗下私信貸基金MidCap https://www.nashnova.com/zh-hant/feed/special/mercedes-benz-cuts-profit-margin-outlook-as-stock-falls-over-one-third-year-to-16147 nashnova zh-tw 2026-10-27T09:46:29.346Z 梅賽德斯-賓士下調利潤率展望,股價年內跌逾三分之一 https://www.nashnova.com/zh-hant/feed/special/opec-sunday-meeting-expected-to-keep-december-production-targets-unchanged-16146 nashnova zh-tw 2026-10-27T09:45:28.420Z OPEC+週日會議料維持12月產量目標不變 https://www.nashnova.com/zh-hant/feed/special/fed-holds-rates-steady-in-october-warsh-faces-pressure-to-explain-why-not-hike-16145 nashnova zh-tw 2026-10-27T09:42:48.858Z 美聯儲10月維持利率不變,沃什面臨「為何不加息」追問 https://www.nashnova.com/zh-hant/feed/special/axa-investment-the-worst-is-over-for-gold-target-raised-to-4-500-16144 nashnova zh-tw 2026-10-27T09:41:25.883Z 安盛投資:黃金最壞時刻已過,目標上看4500美元 https://www.nashnova.com/zh-hant/feed/special/rockchip-q3-net-profit-surges-90-percent-edge-ai-chips-enter-mass-production-16143 nashnova zh-tw 2026-10-27T09:30:54.850Z 瑞芯微Q3淨利增90%,端側AI晶片量產放量 https://www.nashnova.com/zh-hant/feed/special/iphone-18-pro-global-sales-up-3-1-percent-yoy-in-first-three-weeks-led-by-china-16142 nashnova zh-tw 2026-10-27T09:20:47.697Z iPhone 18 Pro首三週全球銷量同比增3.1%,中國市場領漲 https://www.nashnova.com/zh-hant/feed/special/fire-erupts-near-saudi-arabias-ras-tanura-oil-hub-after-attack-blaze-now-under-16141 nashnova zh-tw 2026-10-27T09:10:30.884Z 沙特拉斯坦努拉石油樞紐附近遭襲起火,火勢已受控 https://www.nashnova.com/zh-hant/feed/special/bernstein-communication-equipment-is-the-most-crowded-trade-sandisk-may-be-16140 nashnova zh-tw 2026-10-27T08:48:52.777Z Bernstein:通訊設備倉位最擁擠,閃迪或被錯殺 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-oct-27-close-hsi-down-0-73-percent-hsbc-tumbles-post-earnings-zhipu-up-16139 nashnova zh-tw 2026-10-27T08:47:17.497Z 港股10月27日收盤:恒指跌0.73%,匯豐績後跳水,智譜漲近9% 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