https://www.nashnova.com/feed/special/u-s-july-nonfarm-payrolls-unexpectedly-drop-by-23-000-sharply-below-expectations-8935 nashnova en 2026-08-07T12:39:39.368Z U.S. July Nonfarm Payrolls Unexpectedly Drop by 23,000, Sharply Below Expectations https://www.nashnova.com/feed/special/chinas-tax-authority-clarifies-20-percent-overseas-insurance-tax-is-not-a-new-8934 nashnova en 2026-08-07T12:36:06.427Z China's Tax Authority Clarifies: 20% Overseas Insurance Tax Is Not a New Policy and Does Not Target Hong Kong https://www.nashnova.com/feed/special/silver-surges-nearly-5-percent-in-a-single-day-as-cta-short-covering-fuels-8933 nashnova en 2026-08-07T12:34:57.268Z Silver Surges Nearly 5% in a Single Day as CTA Short Covering Fuels Rebound https://www.nashnova.com/feed/special/ubs-initiates-coverage-on-cxmt-with-buy-rating-target-price-rmb-70-8932 nashnova en 2026-08-07T12:31:04.696Z UBS Initiates Coverage on CXMT with Buy Rating, Target Price RMB 70 https://www.nashnova.com/feed/special/bofa-mag-7-must-maintain-stock-price-strength-to-fend-off-chinas-cheap-computing-8931 nashnova en 2026-08-07T12:29:21.915Z BofA: Mag 7 Must Maintain Stock Price Strength to Fend Off China's Cheap Computing Power Shock https://www.nashnova.com/feed/special/tesla-rises-3-3-percent-this-week-as-retail-investors-372m-net-buying-helps-halt-8930 nashnova en 2026-08-07T12:24:40.254Z Tesla Rises 3.3% This Week as Retail Investors' $372M Net Buying Helps Halt Decline https://www.nashnova.com/feed/special/cambricon-reports-h1-net-profit-of-2-31-billion-yuan-up-122-61-percent-yoy-8929 nashnova en 2026-08-07T12:09:15.069Z Cambricon Reports H1 Net Profit of 2.31 Billion Yuan, Up 122.61% YoY https://www.nashnova.com/feed/special/take-two-q1-earnings-beat-expectations-gta-vi-confirmed-for-november-19-launch-8928 nashnova en 2026-08-07T11:49:31.095Z Take-Two Q1 Earnings Beat Expectations; GTA VI Confirmed for November 19 Launch https://www.nashnova.com/feed/special/jpmorgan-risk-of-boj-rate-hike-in-september-rising-october-remains-base-case-8927 nashnova en 2026-08-07T11:39:51.766Z JPMorgan: Risk of BOJ Rate Hike in September Rising, October Remains Base Case https://www.nashnova.com/feed/special/us-china-ai-competition-chinas-models-closing-the-gap-but-americas-computing-8926 nashnova en 2026-08-07T11:20:47.707Z US-China AI Competition: China's Models Closing the Gap, but America's Computing Power Advantage Remains Significant https://www.nashnova.com/feed/special/berkshire-acquires-taylor-morrison-becoming-a-top-four-u-s-homebuilder-8925 nashnova en 2026-08-07T10:45:31.202Z Berkshire Acquires Taylor Morrison, Becoming a Top-Four U.S. Homebuilder https://www.nashnova.com/feed/special/burry-shorts-oracle-and-nebius-warns-of-leverage-risks-in-tech-cloud-sector-8924 nashnova en 2026-08-07T10:19:29.260Z Burry Shorts Oracle and Nebius, Warns of Leverage Risks in Tech Cloud Sector https://www.nashnova.com/feed/special/wall-street-recalibrates-issuance-strategy-as-ai-capex-bonds-face-market-8923 nashnova en 2026-08-07T10:16:13.563Z Wall Street Recalibrates Issuance Strategy as AI Capex Bonds Face Market Indigestion https://www.nashnova.com/feed/special/july-cpi-on-deck-u-s-stocks-face-inflation-test-after-hitting-record-highs-8922 nashnova en 2026-08-07T10:14:57.817Z July CPI on Deck: U.S. Stocks Face Inflation Test After Hitting Record Highs https://www.nashnova.com/feed/special/u-s-scrutinizes-chinese-companies-overseas-leasing-of-nvidia-chips-8921 nashnova en 2026-08-07T09:40:17.530Z U.S. Scrutinizes Chinese Companies' Overseas Leasing of NVIDIA Chips https://www.nashnova.com/feed/special/u-s-july-crude-oil-imports-from-saudi-arabia-drop-to-zero-oil-prices-fall-8-8920 nashnova en 2026-08-07T09:34:33.706Z U.S. July Crude Oil Imports from Saudi Arabia Drop to Zero; Oil Prices Fall ~8% in a Single Week https://www.nashnova.com/feed/special/apollo-chief-economist-ai-capex-growth-is-twice-the-pace-of-the-2000s-housing-8919 nashnova en 2026-08-07T09:30:48.862Z Apollo Chief Economist: AI Capex Growth Is Twice the Pace of the 2000s Housing Boom https://www.nashnova.com/feed/special/unitree-robotics-ipo-early-investors-reap-up-to-800x-returns-8918 nashnova en 2026-08-07T09:29:33.369Z Unitree Robotics IPO: Early Investors Reap Up to 800x Returns https://www.nashnova.com/feed/special/chinas-quant-funds-lost-17-percent-on-average-in-july-deepseek-founders-product-8917 nashnova en 2026-08-07T09:15:07.245Z China's Quant Funds Lost 17% on Average in July; DeepSeek Founder's Product Dropped Over 20% https://www.nashnova.com/feed/special/tsmc-accelerates-japan-expansion-kumamoto-3nm-fab-approved-advanced-packaging-8916 nashnova en 2026-08-07T09:11:48.642Z TSMC Accelerates Japan Expansion: Kumamoto 3nm Fab Approved, Advanced Packaging Partnerships Expand to 120 Companies https://www.nashnova.com/feed/special/ai-chip-export-boom-south-korea-and-taiwans-exports-surpass-japan-for-the-first-8915 nashnova en 2026-08-07T09:10:16.769Z AI Chip Export Boom: South Korea and Taiwan's Exports Surpass Japan for the First Time https://www.nashnova.com/feed/special/bofa-sentiment-indicator-rises-to-9-7-hitting-most-extreme-bullish-level-since-8914 nashnova en 2026-08-07T08:59:35.834Z BofA Sentiment Indicator Rises to 9.7, Hitting Most Extreme Bullish Level Since 2021 https://www.nashnova.com/feed/special/fed-abandons-forward-guidance-every-data-release-becomes-a-mini-fomc-8913 nashnova en 2026-08-07T08:38:32.419Z Fed Abandons Forward Guidance: Every Data Release Becomes a "Mini FOMC" https://www.nashnova.com/feed/special/goldman-sachs-warns-europe-may-face-dual-diesel-and-natural-gas-shortages-in-8912 nashnova en 2026-08-07T08:37:05.538Z Goldman Sachs Warns: Europe May Face Dual Diesel and Natural Gas Shortages in Winter 2026 https://www.nashnova.com/feed/special/malaysia-plans-to-ease-rare-earth-export-restrictions-attracting-investment-from-8911 nashnova en 2026-08-07T08:35:43.749Z Malaysia Plans to Ease Rare Earth Export Restrictions, Attracting Investment from Multiple Countries https://www.nashnova.com/feed/special/european-blue-chip-q2-earnings-growth-expected-to-hit-fastest-pace-since-2022-8910 nashnova en 2026-08-07T08:34:37.139Z European Blue-Chip Q2 Earnings Growth Expected to Hit Fastest Pace Since 2022 https://www.nashnova.com/feed/special/germany-france-and-spain-refuse-to-issue-rmb-denominated-bonds-dim-sum-bond-8909 nashnova en 2026-08-07T08:30:53.110Z Germany, France, and Spain Refuse to Issue RMB-Denominated Bonds, Dim Sum Bond Expansion Hits Roadblock https://www.nashnova.com/feed/special/global-food-prices-hit-three-year-high-as-supply-concerns-intensify-8908 nashnova en 2026-08-07T08:29:36.148Z Global Food Prices Hit Three-Year High as Supply Concerns Intensify https://www.nashnova.com/feed/special/yen-weakness-rooted-in-bond-market-u-s-japan-intervention-deliberately-avoids-u-8907 nashnova en 2026-08-07T08:18:51.966Z Yen Weakness Rooted in Bond Market; U.S.-Japan Intervention Deliberately Avoids U.S. Treasuries https://www.nashnova.com/feed/special/ubs-raises-gold-target-to-5-000-three-structural-pillars-underpin-medium-to-long-8906 nashnova en 2026-08-07T08:17:21.691Z UBS Raises Gold Target to $5,000: Three Structural Pillars Underpin Medium-to-Long-Term Upside https://www.nashnova.com/feed/special/jpmorgan-raises-s-and-p-500-target-to-7-600-ai-model-releases-as-key-catalyst-8905 nashnova en 2026-08-07T08:16:00.578Z JPMorgan Raises S&P 500 Target to 7,600: AI Model Releases as Key Catalyst https://www.nashnova.com/feed/special/chinas-cyberspace-administration-launches-security-review-of-palo-alto-networks-8904 nashnova en 2026-08-07T08:14:51.902Z China's Cyberspace Administration Launches Security Review of Palo Alto Networks https://www.nashnova.com/feed/special/global-equity-funds-see-11-consecutive-weeks-of-net-inflows-europe-posts-highest-8903 nashnova en 2026-08-07T08:09:30.795Z Global Equity Funds See 11 Consecutive Weeks of Net Inflows; Europe Posts Highest Weekly Inflow in a Month https://www.nashnova.com/feed/special/sk-hynix-to-spend-38-billion-on-two-new-wafer-fabs-ramping-capacity-based-on-8902 nashnova en 2026-08-07T08:04:49.500Z SK Hynix to Spend $38 Billion on Two New Wafer Fabs, Ramping Capacity Based on Demand https://www.nashnova.com/feed/special/reuters-poll-chinas-july-new-loans-expected-to-plunge-to-45-billion-yuan-8901 nashnova en 2026-08-07T07:59:47.153Z Reuters Poll: China's July New Loans Expected to Plunge to 45 Billion Yuan https://www.nashnova.com/feed/special/greenlight-capital-warns-spacex-ipo-may-mark-peak-of-market-speculation-8900 nashnova en 2026-08-07T07:56:16.358Z Greenlight Capital Warns: SpaceX IPO May Mark Peak of Market Speculation https://www.nashnova.com/feed/special/japans-four-largest-life-insurers-face-96-billion-in-unrealized-bond-losses-8899 nashnova en 2026-08-07T07:54:49.490Z Japan's Four Largest Life Insurers Face $96 Billion in Unrealized Bond Losses https://www.nashnova.com/feed/special/morgan-stanley-two-chinese-ai-companies-inclusion-in-hang-seng-tech-index-to-8898 nashnova en 2026-08-07T07:45:16.982Z Morgan Stanley: Two Chinese AI Companies' Inclusion in Hang Seng Tech Index to Attract Over $1 Billion in Passive Funds https://www.nashnova.com/feed/special/sk-hynix-plans-to-announce-additional-shareholder-return-plan-in-q3-declares-8897 nashnova en 2026-08-07T07:44:14.488Z SK Hynix Plans to Announce Additional Shareholder Return Plan in Q3, Declares Dividend of KRW 375 Per Share https://www.nashnova.com/feed/special/zhongji-innolight-plunges-over-10-percent-intraday-as-u-s-optical-transceiver-8896 nashnova en 2026-08-07T07:34:58.340Z Zhongji Innolight Plunges Over 10% Intraday as U.S. Optical Transceiver Maker's Expansion Plans Spark Competition Concerns https://www.nashnova.com/feed/special/hkex-july-securities-market-cap-at-hk-46-8-trillion-ipo-fundraising-up-154-8895 nashnova en 2026-08-07T07:29:58.477Z HKEX: July Securities Market Cap at HK$46.8 Trillion, IPO Fundraising Up 154% YoY https://www.nashnova.com/feed/special/berkshire-q3-operating-profit-surges-34-percent-wall-street-divided-over-8894 nashnova en 2026-08-07T07:26:11.635Z Berkshire Q3 Operating Profit Surges 34%; Wall Street Divided Over Succession Risk https://www.nashnova.com/feed/special/moonshot-ais-kimi-k3-escapes-sandbox-in-testing-criticized-for-lacking-8893 nashnova en 2026-08-07T07:24:48.931Z Moonshot AI's Kimi K3 Escapes Sandbox in Testing, Criticized for Lacking Cybersecurity Safeguards https://www.nashnova.com/feed/special/morgan-stanley-raises-q2-2027-target-prices-for-major-chinese-indices-8892 nashnova en 2026-08-07T07:15:57.363Z Morgan Stanley Raises Q2 2027 Target Prices for Major Chinese Indices https://www.nashnova.com/feed/special/hsbc-raises-equity-allocation-to-maximum-overweight-peak-panic-over-iran-oil-8891 nashnova en 2026-08-07T07:14:41.119Z HSBC Raises Equity Allocation to Maximum Overweight: Peak Panic Over Iran Oil Prices Has Passed https://www.nashnova.com/feed/special/morgan-stanley-recommends-three-humanoid-robot-component-stocks-as-musks-optimus-8890 nashnova en 2026-08-07T07:12:02.073Z Morgan Stanley Recommends Three Humanoid Robot Component Stocks as Musk's Optimus Bet Accelerates Demand https://www.nashnova.com/feed/special/berkshires-9-7-billion-acquisition-of-occidental-petroleums-chemical-business-8889 nashnova en 2026-08-07T07:10:30.232Z Berkshire's $9.7 Billion Acquisition of Occidental Petroleum's Chemical Business OxyChem https://www.nashnova.com/feed/special/germanys-june-trade-surplus-narrows-to-15-4-billion-below-expectations-8888 nashnova en 2026-08-07T07:09:18.649Z Germany's June Trade Surplus Narrows to €15.4 Billion, Below Expectations https://www.nashnova.com/feed/special/india-plans-polysilicon-production-incentive-scheme-covering-over-10gw-capacity-8887 nashnova en 2026-08-07T06:59:40.323Z India Plans Polysilicon Production Incentive Scheme Covering Over 10GW Capacity https://www.nashnova.com/feed/special/u-s-stocks-fall-for-five-straight-weeks-as-s-and-p-500-pulls-back-9-1-percent-8886 nashnova en 2026-08-07T06:55:42.405Z U.S. Stocks Fall for Five Straight Weeks as S&P 500 Pulls Back 9.1% from Peak https://www.nashnova.com/feed/special/citi-raises-s-and-p-500-target-to-8-100-on-ai-driven-earnings-growth-8885 nashnova en 2026-08-07T06:54:27.470Z Citi Raises S&P 500 Target to 8,100 on AI-Driven Earnings Growth https://www.nashnova.com/feed/special/germanys-june-industrial-output-rises-for-third-consecutive-month-led-by-auto-8884 nashnova en 2026-08-07T06:34:37.358Z Germany's June Industrial Output Rises for Third Consecutive Month, Led by Auto Sector https://www.nashnova.com/feed/special/china-rebar-prices-fall-to-near-decade-low-as-steel-mill-profitability-drops-to-8883 nashnova en 2026-08-07T06:29:50.376Z China Rebar Prices Fall to Near Decade-Low as Steel Mill Profitability Drops to 32% https://www.nashnova.com/feed/special/sk-hynixs-solidigm-plans-pre-ipo-fundraising-of-up-to-7-2-billion-8882 nashnova en 2026-08-07T06:16:43.744Z SK Hynix's Solidigm Plans Pre-IPO Fundraising of Up to $7.2 Billion https://www.nashnova.com/feed/special/kospi-posts-biggest-monthly-drop-since-2008-as-korean-retail-investors-flock-8881 nashnova en 2026-08-07T06:15:13.231Z KOSPI Posts Biggest Monthly Drop Since 2008 as Korean Retail Investors Flock Back to U.S. Stocks https://www.nashnova.com/feed/special/allianz-q2-operating-profit-hits-record-high-asset-management-drives-double-8880 nashnova en 2026-08-07T05:57:14.479Z Allianz Q2 Operating Profit Hits Record High, Asset Management Drives Double-Digit Growth https://www.nashnova.com/feed/special/bitcoin-whales-net-buy-1-2-billion-as-etfs-attract-over-750-million-this-week-8879 nashnova en 2026-08-07T05:55:59.471Z Bitcoin Whales Net Buy $1.2 Billion as ETFs Attract Over $750 Million This Week https://www.nashnova.com/feed/special/reuters-poll-japan-q2-gdp-expected-to-expand-for-third-consecutive-quarter-with-8878 nashnova en 2026-08-07T05:54:41.826Z Reuters Poll: Japan Q2 GDP Expected to Expand for Third Consecutive Quarter with 2.0% Annualized Growth https://www.nashnova.com/feed/special/global-ai-trade-rebounds-as-china-tech-stocks-rally-6-percent-in-a-single-week-8877 nashnova en 2026-08-07T05:49:24.962Z Global AI Trade Rebounds as China Tech Stocks Rally ~6% in a Single Week https://www.nashnova.com/feed/special/japans-15-year-jgb-yield-appears-abnormally-high-likely-distorted-by-simple-8876 nashnova en 2026-08-07T05:40:26.077Z Japan's 15-Year JGB Yield Appears Abnormally High, Likely Distorted by Simple Yield Calculation Methods https://www.nashnova.com/feed/special/u-s-mulls-ban-on-chinese-optical-modules-ai-data-centers-face-supply-gap-8875 nashnova en 2026-08-07T05:39:02.767Z U.S. Mulls Ban on Chinese Optical Modules, AI Data Centers Face Supply Gap https://www.nashnova.com/feed/special/nvidia-cpo-switches-enter-mass-production-pluggable-optics-to-coexist-long-term-8874 nashnova en 2026-08-07T05:37:32.666Z NVIDIA CPO Switches Enter Mass Production; Pluggable Optics to Coexist Long-Term https://www.nashnova.com/feed/special/stats-chippac-plans-across-the-board-packaging-price-hikes-of-20-percent-30-8872 nashnova en 2026-08-07T05:34:46.884Z STATS ChipPAC Plans Across-the-Board Packaging Price Hikes of 20%-30% https://www.nashnova.com/feed/special/u-s-clarity-act-vote-postponed-to-september-xrp-leads-decline-among-major-8871 nashnova en 2026-08-07T05:32:51.083Z U.S. CLARITY Act Vote Postponed to September, XRP Leads Decline Among Major Cryptocurrencies https://www.nashnova.com/feed/special/goldman-sachs-joint-u-s-japan-intervention-on-the-yen-wont-shake-the-dollars-8870 nashnova en 2026-08-07T05:31:42.243Z Goldman Sachs: Joint U.S.-Japan Intervention on the Yen Won't Shake the Dollar's Reserve Status https://www.nashnova.com/feed/special/hormuz-transit-plunges-to-33-vessels-as-iran-oman-negotiations-stall-8869 nashnova en 2026-08-07T05:30:30.477Z Hormuz Transit Plunges to 33 Vessels as Iran-Oman Negotiations Stall https://www.nashnova.com/feed/special/bytedance-reportedly-training-massive-ai-model-approaching-scale-of-anthropics-8868 nashnova en 2026-08-07T05:29:18.569Z ByteDance Reportedly Training Massive AI Model Approaching Scale of Anthropic's Flagship System https://www.nashnova.com/feed/special/asia-pacific-equity-fundraising-hits-record-in-july-exceeding-83-billion-in-a-8867 nashnova en 2026-08-07T04:19:53.823Z Asia-Pacific Equity Fundraising Hits Record in July, Exceeding $83 Billion in a Single Month https://www.nashnova.com/feed/special/hk-stocks-midday-aug-7-domestic-ai-large-models-lead-gains-hsi-up-0-15-percent-8866 nashnova en 2026-08-07T04:15:58.027Z HK Stocks Midday Aug 7: Domestic AI Large Models Lead Gains, HSI Up 0.15% https://www.nashnova.com/feed/special/chinas-july-crude-oil-imports-rebounded-22-percent-mom-but-remained-below-year-8865 nashnova en 2026-08-07T04:14:27.280Z China's July Crude Oil Imports Rebounded 22% MoM but Remained Below Year-Ago Levels https://www.nashnova.com/feed/special/metas-safe-harbor-protection-in-india-faces-72-hour-revocation-threat-8864 nashnova en 2026-08-07T03:59:47.133Z Meta's Safe Harbor Protection in India Faces 72-Hour Revocation Threat https://www.nashnova.com/feed/special/backed-by-beijings-policies-chinese-ai-chip-makers-enter-a-breakout-earnings-8863 nashnova en 2026-08-07T03:54:51.710Z Backed by Beijing's Policies, Chinese AI Chip Makers Enter a Breakout Earnings Season https://www.nashnova.com/feed/special/chinas-export-structure-upgrade-intermediate-and-capital-goods-growth-outpaces-8862 nashnova en 2026-08-07T03:19:38.443Z China's Export Structure Upgrade: Intermediate and Capital Goods Growth Outpaces Consumer Goods https://www.nashnova.com/feed/special/ai-demand-widens-mlcc-supply-demand-gap-samsung-electro-mechanics-to-raise-8861 nashnova en 2026-08-07T03:18:08.321Z AI Demand Widens MLCC Supply-Demand Gap, Samsung Electro-Mechanics to Raise Prices by 30% Starting August https://www.nashnova.com/feed/special/chinese-solar-stocks-face-double-blow-price-floor-pledge-lifts-sentiment-u-s-8860 nashnova en 2026-08-07T03:16:54.514Z Chinese Solar Stocks Face Double Blow: Price Floor Pledge Lifts Sentiment, U.S. Tariffs Weigh https://www.nashnova.com/feed/special/nokia-acquires-nxp-arizona-wafer-fab-betting-on-ai-optical-network-supply-chain-8859 nashnova en 2026-08-07T03:15:29.766Z Nokia Acquires NXP Arizona Wafer Fab, Betting on AI Optical Network Supply Chain https://www.nashnova.com/feed/special/the-big-short-prototype-shorting-ai-may-be-the-right-call-but-timing-remains-8858 nashnova en 2026-08-07T03:14:18.156Z "The Big Short" Prototype: Shorting AI May Be the Right Call, but Timing Remains Unknown https://www.nashnova.com/feed/special/chinas-july-exports-rise-23-9-percent-imports-up-27-5-percent-trade-surplus-8857 nashnova en 2026-08-07T02:49:51.325Z China's July Exports Rise 23.9%, Imports Up 27.5%, Trade Surplus Narrows to $112.5 Billion https://www.nashnova.com/feed/special/asian-markets-cautious-ahead-of-non-farm-payrolls-as-oil-prices-rise-on-middle-8856 nashnova en 2026-08-07T02:34:50.637Z Asian Markets Cautious Ahead of Non-Farm Payrolls as Oil Prices Rise on Middle East Risks https://www.nashnova.com/feed/special/sk-hynix-chip-windfall-pours-into-korean-corporate-bond-market-8855 nashnova en 2026-08-07T01:49:33.378Z SK Hynix Chip Windfall Pours into Korean Corporate Bond Market https://www.nashnova.com/feed/special/deutsche-bank-meets-micron-management-memory-system-value-share-nears-50-percent-8854 nashnova en 2026-08-07T01:30:21.731Z Deutsche Bank Meets Micron Management: Memory System Value Share Nears 50%, CPU-Side AI Demand Still in Warm-Up Phase https://www.nashnova.com/feed/special/pboc-increases-gold-holdings-in-hong-kong-bolstering-the-citys-bid-to-become-a-8853 nashnova en 2026-08-07T01:24:34.635Z PBOC Increases Gold Holdings in Hong Kong, Bolstering the City's Bid to Become a Gold Trading Hub https://www.nashnova.com/feed/special/alibaba-plans-to-charge-revenue-sharing-fees-for-heavy-users-of-qwen-open-source-8852 nashnova en 2026-08-07T01:15:31.607Z Alibaba Plans to Charge Revenue-Sharing Fees for Heavy Users of Qwen Open-Source Models https://www.nashnova.com/feed/special/tencents-ai-capital-expenditure-under-market-scrutiny-as-earnings-growth-may-8851 nashnova en 2026-08-07T01:14:20.377Z Tencent's AI Capital Expenditure Under Market Scrutiny as Earnings Growth May Slow to Lowest Since 2023 https://www.nashnova.com/feed/special/ai-disrupts-saas-valuation-logic-forcing-software-companies-to-reinvent-business-8850 nashnova en 2026-08-07T01:09:57.050Z AI Disrupts SaaS Valuation Logic, Forcing Software Companies to Reinvent Business Models https://www.nashnova.com/feed/special/big-four-tech-giants-physical-assets-reach-1-46-trillion-rivaling-oil-majors-in-8849 nashnova en 2026-08-07T00:49:45.053Z Big Four Tech Giants' Physical Assets Reach $1.46 Trillion, Rivaling Oil Majors in Scale https://www.nashnova.com/feed/special/u-s-sells-euro-to-support-yen-catching-ecb-off-guard-as-western-central-bank-8848 nashnova en 2026-08-07T00:44:52.294Z U.S. Sells Euro to Support Yen, Catching ECB Off Guard as Western Central Bank Coordination Norms Break Down https://www.nashnova.com/feed/special/yen-retraces-nearly-half-of-intervention-gains-as-markets-bet-on-another-8847 nashnova en 2026-08-07T00:39:53.716Z Yen Retraces Nearly Half of Intervention Gains as Markets Bet on Another Official Move https://www.nashnova.com/feed/special/japans-record-single-day-yen-purchase-in-april-us-japan-joint-intervention-8846 nashnova en 2026-08-07T00:22:28.217Z Japan's Record Single-Day Yen Purchase in April: US-Japan Joint Intervention Reshapes FX Market Logic https://www.nashnova.com/feed/special/volkswagen-and-gotion-high-tech-vie-for-control-of-spanish-battery-plant-8845 nashnova en 2026-08-07T00:21:04.296Z Volkswagen and Gotion High-Tech Vie for Control of Spanish Battery Plant https://www.nashnova.com/feed/special/nvidia-seeks-chinese-partners-to-deploy-ai-base-stations-and-push-into-6g-8844 nashnova en 2026-08-07T00:19:49.030Z Nvidia Seeks Chinese Partners to Deploy AI Base Stations and Push into 6G https://www.nashnova.com/feed/special/global-memory-shortage-may-extend-through-2027-as-smartphone-price-hikes-spread-8843 nashnova en 2026-08-07T00:17:01.735Z Global Memory Shortage May Extend Through 2027 as Smartphone Price Hikes Spread https://www.nashnova.com/feed/special/deepseek-subscribes-to-rmb-141-million-strategic-placement-in-unitree-robotics-8842 nashnova en 2026-08-07T00:15:31.635Z DeepSeek Subscribes to RMB 141 Million Strategic Placement in Unitree Robotics with 36-Month Lock-Up Period https://www.nashnova.com/feed/special/softbank-borrows-10-billion-against-openai-stake-exposing-margin-call-risk-if-8841 nashnova en 2026-08-07T00:14:25.819Z SoftBank Borrows $10 Billion Against OpenAI Stake, Exposing Margin Call Risk If Valuation Drops https://www.nashnova.com/feed/special/new-mexico-court-orders-meta-to-pay-567-million-for-youth-mental-health-8840 nashnova en 2026-08-06T23:59:21.214Z New Mexico Court Orders Meta to Pay $567 Million for Youth Mental Health https://www.nashnova.com/feed/special/roku-q2-net-profit-surges-over-15x-as-advertising-and-subscriptions-both-grow-8839 nashnova en 2026-08-06T23:57:24.943Z Roku Q2 Net Profit Surges Over 15x as Advertising and Subscriptions Both Grow More Than 25% https://www.nashnova.com/feed/special/morgan-stanley-the-sharpest-correction-in-the-memory-sector-is-over-valuations-8838 nashnova en 2026-08-06T23:55:59.648Z Morgan Stanley: The Sharpest Correction in the Memory Sector Is Over, Valuations Look Attractive https://www.nashnova.com/feed/special/japans-june-household-spending-falls-for-seventh-straight-month-real-decline-8837 nashnova en 2026-08-06T23:54:45.177Z Japan's June Household Spending Falls for Seventh Straight Month, Real Decline Worse Than Expected https://www.nashnova.com/feed/special/chinas-regulatory-tightening-drags-on-macau-gaming-revenue-growth-forecast-cut-8836 nashnova en 2026-08-06T23:26:58.876Z China's Regulatory Tightening Drags on Macau Gaming, Revenue Growth Forecast Cut to 3% https://www.nashnova.com/zh/feed/special/chinas-tax-authority-clarifies-20-percent-overseas-insurance-tax-is-not-a-new-8934 nashnova zh-cn 2026-08-07T12:36:06.427Z 中国税务总局澄清：20%境外保险税非新政，不针对香港 https://www.nashnova.com/zh/feed/special/silver-surges-nearly-5-percent-in-a-single-day-as-cta-short-covering-fuels-8933 nashnova zh-cn 2026-08-07T12:34:57.268Z 白银单日涨近5% CTA空头回补推动反弹 https://www.nashnova.com/zh/feed/special/ubs-initiates-coverage-on-cxmt-with-buy-rating-target-price-rmb-70-8932 nashnova zh-cn 2026-08-07T12:31:04.696Z 瑞银首次覆盖长鑫科技给买入，目标价70元 https://www.nashnova.com/zh/feed/special/bofa-mag-7-must-maintain-stock-price-strength-to-fend-off-chinas-cheap-computing-8931 nashnova zh-cn 2026-08-07T12:29:21.915Z 美银：Mag 7需维持股价强势以抵御中国廉价算力冲击 https://www.nashnova.com/zh/feed/special/tesla-rises-3-3-percent-this-week-as-retail-investors-372m-net-buying-helps-halt-8930 nashnova zh-cn 2026-08-07T12:24:40.254Z 特斯拉本周涨3.3%，散户净买入3.72亿美元助止跌 https://www.nashnova.com/zh/feed/special/cambricon-reports-h1-net-profit-of-2-31-billion-yuan-up-122-61-percent-yoy-8929 nashnova zh-cn 2026-08-07T12:09:15.069Z 寒武纪上半年净利润23.1亿元，同比增长122.61% https://www.nashnova.com/zh/feed/special/take-two-q1-earnings-beat-expectations-gta-vi-confirmed-for-november-19-launch-8928 nashnova zh-cn 2026-08-07T11:49:31.095Z Take-Two Q1财报超预期，GTA VI确认11月19日发售 https://www.nashnova.com/zh/feed/special/jpmorgan-risk-of-boj-rate-hike-in-september-rising-october-remains-base-case-8927 nashnova zh-cn 2026-08-07T11:39:51.766Z 摩根大通：日本央行9月加息风险上升，维持10月为基准 https://www.nashnova.com/zh/feed/special/us-china-ai-competition-chinas-models-closing-the-gap-but-americas-computing-8926 nashnova zh-cn 2026-08-07T11:20:47.707Z 中美AI竞争：中国模型能力追近，美国算力优势仍显著 https://www.nashnova.com/zh/feed/special/berkshire-acquires-taylor-morrison-becoming-a-top-four-u-s-homebuilder-8925 nashnova zh-cn 2026-08-07T10:45:31.202Z 伯克希尔收购泰勒莫里森，跻身美国四大住宅建筑商 https://www.nashnova.com/zh/feed/special/burry-shorts-oracle-and-nebius-warns-of-leverage-risks-in-tech-cloud-sector-8924 nashnova zh-cn 2026-08-07T10:19:29.260Z 伯里做空甲骨文及Nebius，警示科技云行业杠杆风险 https://www.nashnova.com/zh/feed/special/wall-street-recalibrates-issuance-strategy-as-ai-capex-bonds-face-market-8923 nashnova zh-cn 2026-08-07T10:16:13.563Z AI资本支出债券消化不良，华尔街重调发行策略 https://www.nashnova.com/zh/feed/special/july-cpi-on-deck-u-s-stocks-face-inflation-test-after-hitting-record-highs-8922 nashnova zh-cn 2026-08-07T10:14:57.817Z 7月CPI将至，美股创历史新高后面临通胀考验 https://www.nashnova.com/zh/feed/special/u-s-scrutinizes-chinese-companies-overseas-leasing-of-nvidia-chips-8921 nashnova zh-cn 2026-08-07T09:40:17.530Z 美国审查中国企业境外租用英伟达芯片渠道 https://www.nashnova.com/zh/feed/special/u-s-july-crude-oil-imports-from-saudi-arabia-drop-to-zero-oil-prices-fall-8-8920 nashnova zh-cn 2026-08-07T09:34:33.706Z 美国7月自沙特原油进口归零，油价单周跌约8% https://www.nashnova.com/zh/feed/special/apollo-chief-economist-ai-capex-growth-is-twice-the-pace-of-the-2000s-housing-8919 nashnova zh-cn 2026-08-07T09:30:48.862Z 阿波罗首席经济学家：AI资本支出增速是2000年代房地产热潮两倍 https://www.nashnova.com/zh/feed/special/unitree-robotics-ipo-early-investors-reap-up-to-800x-returns-8918 nashnova zh-cn 2026-08-07T09:29:33.369Z 宇树科技上市：早期投资者最高获800倍回报 https://www.nashnova.com/zh/feed/special/chinas-quant-funds-lost-17-percent-on-average-in-july-deepseek-founders-product-8917 nashnova zh-cn 2026-08-07T09:15:07.245Z 中国量化基金7月平均亏损17%，DeepSeek创始人旗下产品跌逾20% https://www.nashnova.com/zh/feed/special/tsmc-accelerates-japan-expansion-kumamoto-3nm-fab-approved-advanced-packaging-8916 nashnova zh-cn 2026-08-07T09:11:48.642Z 台积电日本布局提速：熊本3nm晶圆厂获批，先进封装合作扩至120家 https://www.nashnova.com/zh/feed/special/ai-chip-export-boom-south-korea-and-taiwans-exports-surpass-japan-for-the-first-8915 nashnova zh-cn 2026-08-07T09:10:16.769Z AI芯片出口潮，韩国台湾出口额首超日本 https://www.nashnova.com/zh/feed/special/bofa-sentiment-indicator-rises-to-9-7-hitting-most-extreme-bullish-level-since-8914 nashnova zh-cn 2026-08-07T08:59:35.834Z 美银情绪指标升至9.7，创2021年来最极端看多水平 https://www.nashnova.com/zh/feed/special/fed-abandons-forward-guidance-every-data-release-becomes-a-mini-fomc-8913 nashnova zh-cn 2026-08-07T08:38:32.419Z 美联储放弃前瞻指引，每份数据成"小型FOMC" https://www.nashnova.com/zh/feed/special/goldman-sachs-warns-europe-may-face-dual-diesel-and-natural-gas-shortages-in-8912 nashnova zh-cn 2026-08-07T08:37:05.538Z 高盛警告：欧洲2026年冬季或面临柴油与天然气双重短缺 https://www.nashnova.com/zh/feed/special/malaysia-plans-to-ease-rare-earth-export-restrictions-attracting-investment-from-8911 nashnova zh-cn 2026-08-07T08:35:43.749Z 马来西亚拟放宽稀土出口限制，吸引多国投资 https://www.nashnova.com/zh/feed/special/european-blue-chip-q2-earnings-growth-expected-to-hit-fastest-pace-since-2022-8910 nashnova zh-cn 2026-08-07T08:34:37.139Z 欧洲蓝筹股Q2盈利增速料达2022年来最快 https://www.nashnova.com/zh/feed/special/germany-france-and-spain-refuse-to-issue-rmb-denominated-bonds-dim-sum-bond-8909 nashnova zh-cn 2026-08-07T08:30:53.110Z 德法西拒绝发行人民币债券，点心债扩容遇阻 https://www.nashnova.com/zh/feed/special/global-food-prices-hit-three-year-high-as-supply-concerns-intensify-8908 nashnova zh-cn 2026-08-07T08:29:36.148Z 全球食品价格升至三年高位，粮食供应忧虑加剧 https://www.nashnova.com/zh/feed/special/yen-weakness-rooted-in-bond-market-u-s-japan-intervention-deliberately-avoids-u-8907 nashnova zh-cn 2026-08-07T08:18:51.966Z 日元跌压源于债市，美日干预刻意绕开美债 https://www.nashnova.com/zh/feed/special/ubs-raises-gold-target-to-5-000-three-structural-pillars-underpin-medium-to-long-8906 nashnova zh-cn 2026-08-07T08:17:21.691Z 瑞银上调黄金目标价至5000美元，三大结构性支柱支撑中长期上行 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-s-and-p-500-target-to-7-600-ai-model-releases-as-key-catalyst-8905 nashnova zh-cn 2026-08-07T08:16:00.578Z 摩根大通上调标普500目标至7600点，AI模型发布是关键催化 https://www.nashnova.com/zh/feed/special/chinas-cyberspace-administration-launches-security-review-of-palo-alto-networks-8904 nashnova zh-cn 2026-08-07T08:14:51.902Z 中国网信办对Palo Alto Networks发起安全审查 https://www.nashnova.com/zh/feed/special/global-equity-funds-see-11-consecutive-weeks-of-net-inflows-europe-posts-highest-8903 nashnova zh-cn 2026-08-07T08:09:30.795Z 全球股票基金连续11周净流入，欧洲单周吸金创月内新高 https://www.nashnova.com/zh/feed/special/sk-hynix-to-spend-38-billion-on-two-new-wafer-fabs-ramping-capacity-based-on-8902 nashnova zh-cn 2026-08-07T08:04:49.500Z SK海力士斥资380亿美元新建两座晶圆厂，产能按需释放 https://www.nashnova.com/zh/feed/special/reuters-poll-chinas-july-new-loans-expected-to-plunge-to-45-billion-yuan-8901 nashnova zh-cn 2026-08-07T07:59:47.153Z 路透调查：中国7月新增贷款料骤降至450亿元 https://www.nashnova.com/zh/feed/special/greenlight-capital-warns-spacex-ipo-may-mark-peak-of-market-speculation-8900 nashnova zh-cn 2026-08-07T07:56:16.358Z 绿光资本警告：SpaceX IPO或标记市场投机顶部 https://www.nashnova.com/zh/feed/special/japans-four-largest-life-insurers-face-96-billion-in-unrealized-bond-losses-8899 nashnova zh-cn 2026-08-07T07:54:49.490Z 日本四大寿险债券账面亏损达960亿美元 https://www.nashnova.com/zh/feed/special/morgan-stanley-two-chinese-ai-companies-inclusion-in-hang-seng-tech-index-to-8898 nashnova zh-cn 2026-08-07T07:45:16.982Z 大摩：两家中国AI公司纳入恒生科技将带来逾10亿美元被动资金 https://www.nashnova.com/zh/feed/special/sk-hynix-plans-to-announce-additional-shareholder-return-plan-in-q3-declares-8897 nashnova zh-cn 2026-08-07T07:44:14.488Z SK海力士拟Q3公布额外股东回报方案，每股派息375韩元 https://www.nashnova.com/zh/feed/special/zhongji-innolight-plunges-over-10-percent-intraday-as-u-s-optical-transceiver-8896 nashnova zh-cn 2026-08-07T07:34:58.340Z 中际旭创盘中跳水逾10%，美国光模块商扩产引发竞争隐忧 https://www.nashnova.com/zh/feed/special/hkex-july-securities-market-cap-at-hk-46-8-trillion-ipo-fundraising-up-154-8895 nashnova zh-cn 2026-08-07T07:29:58.477Z 港交所：7月证券市场总市值46.8万亿港元，IPO集资同比升154% https://www.nashnova.com/zh/feed/special/berkshire-q3-operating-profit-surges-34-percent-wall-street-divided-over-8894 nashnova zh-cn 2026-08-07T07:26:11.635Z 伯克希尔三季度营业利润大涨34%，华尔街分歧接班风险 https://www.nashnova.com/zh/feed/special/moonshot-ais-kimi-k3-escapes-sandbox-in-testing-criticized-for-lacking-8893 nashnova zh-cn 2026-08-07T07:24:48.931Z 月之暗面Kimi K3逃逸沙盒测试，被指缺乏网络安全防护 https://www.nashnova.com/zh/feed/special/morgan-stanley-raises-q2-2027-target-prices-for-major-chinese-indices-8892 nashnova zh-cn 2026-08-07T07:15:57.363Z 摩根士丹利上调中国主要指数2027年Q2目标价 https://www.nashnova.com/zh/feed/special/hsbc-raises-equity-allocation-to-maximum-overweight-peak-panic-over-iran-oil-8891 nashnova zh-cn 2026-08-07T07:14:41.119Z 汇丰调至最高超配股票：伊朗油价峰值恐慌已过 https://www.nashnova.com/zh/feed/special/morgan-stanley-recommends-three-humanoid-robot-component-stocks-as-musks-optimus-8890 nashnova zh-cn 2026-08-07T07:12:02.073Z 大摩推荐三只人形机器人零部件股，马斯克押注Optimus加速需求 https://www.nashnova.com/zh/feed/special/berkshires-9-7-billion-acquisition-of-occidental-petroleums-chemical-business-8889 nashnova zh-cn 2026-08-07T07:10:30.232Z 伯克希尔97亿美元收购西方石油化工业务OxyChem https://www.nashnova.com/zh/feed/special/germanys-june-trade-surplus-narrows-to-15-4-billion-below-expectations-8888 nashnova zh-cn 2026-08-07T07:09:18.649Z 德国6月贸易顺差收窄至154亿欧元，低于预期 https://www.nashnova.com/zh/feed/special/india-plans-polysilicon-production-incentive-scheme-covering-over-10gw-capacity-8887 nashnova zh-cn 2026-08-07T06:59:40.323Z 印度拟推多晶硅生产激励计划，覆盖逾10GW产能 https://www.nashnova.com/zh/feed/special/u-s-stocks-fall-for-five-straight-weeks-as-s-and-p-500-pulls-back-9-1-percent-8886 nashnova zh-cn 2026-08-07T06:55:42.405Z 美股连跌五周，标普500较峰值回落9.1% https://www.nashnova.com/zh/feed/special/citi-raises-s-and-p-500-target-to-8-100-on-ai-driven-earnings-growth-8885 nashnova zh-cn 2026-08-07T06:54:27.470Z 花旗上调标普500目标价至8100点，AI盈利驱动 https://www.nashnova.com/zh/feed/special/germanys-june-industrial-output-rises-for-third-consecutive-month-led-by-auto-8884 nashnova zh-cn 2026-08-07T06:34:37.358Z 德国6月工业产出连续三个月增长，汽车业领涨 https://www.nashnova.com/zh/feed/special/china-rebar-prices-fall-to-near-decade-low-as-steel-mill-profitability-drops-to-8883 nashnova zh-cn 2026-08-07T06:29:50.376Z 中国螺纹钢价格跌至近十年低点，钢厂盈利率降至32% https://www.nashnova.com/zh/feed/special/sk-hynixs-solidigm-plans-pre-ipo-fundraising-of-up-to-7-2-billion-8882 nashnova zh-cn 2026-08-07T06:16:43.744Z SK海力士旗下Solidigm拟Pre-IPO融资最高72亿美元 https://www.nashnova.com/zh/feed/special/kospi-posts-biggest-monthly-drop-since-2008-as-korean-retail-investors-flock-8881 nashnova zh-cn 2026-08-07T06:15:13.231Z KOSPI创2008年来最大月跌，韩国散户重返美股 https://www.nashnova.com/zh/feed/special/allianz-q2-operating-profit-hits-record-high-asset-management-drives-double-8880 nashnova zh-cn 2026-08-07T05:57:14.479Z 安联Q2运营利润创纪录，资产管理驱动双位数增长 https://www.nashnova.com/zh/feed/special/bitcoin-whales-net-buy-1-2-billion-as-etfs-attract-over-750-million-this-week-8879 nashnova zh-cn 2026-08-07T05:55:59.471Z 比特币鲸鱼净买入12亿美元，ETF本周吸金逾7.5亿美元 https://www.nashnova.com/zh/feed/special/reuters-poll-japan-q2-gdp-expected-to-expand-for-third-consecutive-quarter-with-8878 nashnova zh-cn 2026-08-07T05:54:41.826Z 路透调查：日本Q2 GDP料连续三季扩张，年化增速2.0% https://www.nashnova.com/zh/feed/special/global-ai-trade-rebounds-as-china-tech-stocks-rally-6-percent-in-a-single-week-8877 nashnova zh-cn 2026-08-07T05:49:24.962Z 全球AI交易回暖，中国科技股单周反弹约6% https://www.nashnova.com/zh/feed/special/japans-15-year-jgb-yield-appears-abnormally-high-likely-distorted-by-simple-8876 nashnova zh-cn 2026-08-07T05:40:26.077Z 日本15年期国债收益率异常偏高，或因简单收益率计算失真 https://www.nashnova.com/zh/feed/special/u-s-mulls-ban-on-chinese-optical-modules-ai-data-centers-face-supply-gap-8875 nashnova zh-cn 2026-08-07T05:39:02.767Z 美国拟禁中国光模块，AI数据中心面临供应缺口 https://www.nashnova.com/zh/feed/special/nvidia-cpo-switches-enter-mass-production-pluggable-optics-to-coexist-long-term-8874 nashnova zh-cn 2026-08-07T05:37:32.666Z 英伟达CPO交换机量产，可插拔光学将长期共存 https://www.nashnova.com/zh/feed/special/8873 nashnova zh-cn 2026-08-07T05:36:04.654Z 美股财报季盈利创纪录，多数超预期股却下跌 https://www.nashnova.com/zh/feed/special/stats-chippac-plans-across-the-board-packaging-price-hikes-of-20-percent-30-8872 nashnova zh-cn 2026-08-07T05:34:46.884Z STATS ChipPAC拟全线上调封装价格，涨幅或达20%-30% https://www.nashnova.com/zh/feed/special/u-s-clarity-act-vote-postponed-to-september-xrp-leads-decline-among-major-8871 nashnova zh-cn 2026-08-07T05:32:51.083Z 美国《清晰法案》投票推迟至9月，XRP领跌主流币 https://www.nashnova.com/zh/feed/special/goldman-sachs-joint-u-s-japan-intervention-on-the-yen-wont-shake-the-dollars-8870 nashnova zh-cn 2026-08-07T05:31:42.243Z 高盛：美日联合干预日元不会动摇美元储备地位 https://www.nashnova.com/zh/feed/special/hormuz-transit-plunges-to-33-vessels-as-iran-oman-negotiations-stall-8869 nashnova zh-cn 2026-08-07T05:30:30.477Z 霍尔木兹通行量骤降至33艘，伊朗-阿曼谈判受阻 https://www.nashnova.com/zh/feed/special/bytedance-reportedly-training-massive-ai-model-approaching-scale-of-anthropics-8868 nashnova zh-cn 2026-08-07T05:29:18.569Z 字节跳动据报训练超大AI模型，规模接近Anthropic旗舰系统 https://www.nashnova.com/zh/feed/special/asia-pacific-equity-fundraising-hits-record-in-july-exceeding-83-billion-in-a-8867 nashnova zh-cn 2026-08-07T04:19:53.823Z 亚太股票融资7月创历史纪录，单月超830亿美元 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-aug-7-domestic-ai-large-models-lead-gains-hsi-up-0-15-percent-8866 nashnova zh-cn 2026-08-07T04:15:58.027Z 港股8月7日午盘：国产大模型领涨，恒指涨0.15% https://www.nashnova.com/zh/feed/special/chinas-july-crude-oil-imports-rebounded-22-percent-mom-but-remained-below-year-8865 nashnova zh-cn 2026-08-07T04:14:27.280Z 中国7月原油进口量环比回升22%，仍低于去年同期 https://www.nashnova.com/zh/feed/special/metas-safe-harbor-protection-in-india-faces-72-hour-revocation-threat-8864 nashnova zh-cn 2026-08-07T03:59:47.133Z Meta印度安全港保护面临72小时撤销威胁 https://www.nashnova.com/zh/feed/special/backed-by-beijings-policies-chinese-ai-chip-makers-enter-a-breakout-earnings-8863 nashnova zh-cn 2026-08-07T03:54:51.710Z 北京政策推动下，中国AI芯片厂商迎来业绩爆发季 https://www.nashnova.com/zh/feed/special/chinas-export-structure-upgrade-intermediate-and-capital-goods-growth-outpaces-8862 nashnova zh-cn 2026-08-07T03:19:38.443Z 中国出口结构升级：中间品与资本品增速领跑消费品 https://www.nashnova.com/zh/feed/special/ai-demand-widens-mlcc-supply-demand-gap-samsung-electro-mechanics-to-raise-8861 nashnova zh-cn 2026-08-07T03:18:08.321Z AI需求推高MLCC供需缺口，三星电机8月起提价30% https://www.nashnova.com/zh/feed/special/chinese-solar-stocks-face-double-blow-price-floor-pledge-lifts-sentiment-u-s-8860 nashnova zh-cn 2026-08-07T03:16:54.514Z 中国太阳能股双重夹击：限价承诺提振，美国关税压制 https://www.nashnova.com/zh/feed/special/nokia-acquires-nxp-arizona-wafer-fab-betting-on-ai-optical-network-supply-chain-8859 nashnova zh-cn 2026-08-07T03:15:29.766Z 诺基亚收购NXP亚利桑那晶圆厂，押注AI光网络供应链 https://www.nashnova.com/zh/feed/special/the-big-short-prototype-shorting-ai-may-be-the-right-call-but-timing-remains-8858 nashnova zh-cn 2026-08-07T03:14:18.156Z 《大空头》原型：做空AI方向或对，时机未知 https://www.nashnova.com/zh/feed/special/chinas-july-exports-rise-23-9-percent-imports-up-27-5-percent-trade-surplus-8857 nashnova zh-cn 2026-08-07T02:49:51.325Z 中国7月出口增23.9%、进口增27.5%，贸易顺差收窄至1125亿美元 https://www.nashnova.com/zh/feed/special/asian-markets-cautious-ahead-of-non-farm-payrolls-as-oil-prices-rise-on-middle-8856 nashnova zh-cn 2026-08-07T02:34:50.637Z 非农前夕亚洲股市观望，油价因中东风险续涨 https://www.nashnova.com/zh/feed/special/sk-hynix-chip-windfall-pours-into-korean-corporate-bond-market-8855 nashnova zh-cn 2026-08-07T01:49:33.378Z SK海力士芯片暴利涌入韩国企业债市场 https://www.nashnova.com/zh/feed/special/deutsche-bank-meets-micron-management-memory-system-value-share-nears-50-percent-8854 nashnova zh-cn 2026-08-07T01:30:21.731Z 德银会见美光管理层：存储系统价值占比近50%，CPU侧AI需求处于热身阶段 https://www.nashnova.com/zh/feed/special/pboc-increases-gold-holdings-in-hong-kong-bolstering-the-citys-bid-to-become-a-8853 nashnova zh-cn 2026-08-07T01:24:34.635Z 中国央行在港增持黄金，力挺香港黄金交易中心建设 https://www.nashnova.com/zh/feed/special/alibaba-plans-to-charge-revenue-sharing-fees-for-heavy-users-of-qwen-open-source-8852 nashnova zh-cn 2026-08-07T01:15:31.607Z 阿里巴巴拟对Qwen开源模型大用户收取收入分成 https://www.nashnova.com/zh/feed/special/tencents-ai-capital-expenditure-under-market-scrutiny-as-earnings-growth-may-8851 nashnova zh-cn 2026-08-07T01:14:20.377Z 腾讯AI资本支出受市场审视，盈利增速或降至2023年来最低 https://www.nashnova.com/zh/feed/special/ai-disrupts-saas-valuation-logic-forcing-software-companies-to-reinvent-business-8850 nashnova zh-cn 2026-08-07T01:09:57.050Z AI冲击SaaS估值逻辑，软件公司被迫重塑商业模式 https://www.nashnova.com/zh/feed/special/big-four-tech-giants-physical-assets-reach-1-46-trillion-rivaling-oil-majors-in-8849 nashnova zh-cn 2026-08-07T00:49:45.053Z 四大科技巨头实物资产达1.46万亿美元，规模比肩石油巨头 https://www.nashnova.com/zh/feed/special/u-s-sells-euro-to-support-yen-catching-ecb-off-guard-as-western-central-bank-8848 nashnova zh-cn 2026-08-07T00:44:52.294Z 美国卖欧元撑日元令欧洲央行措手不及，西方央行协调惯例遭破坏 https://www.nashnova.com/zh/feed/special/yen-retraces-nearly-half-of-intervention-gains-as-markets-bet-on-another-8847 nashnova zh-cn 2026-08-07T00:39:53.716Z 日元回吐近半干预涨幅，市场押注当局再度出手 https://www.nashnova.com/zh/feed/special/japans-record-single-day-yen-purchase-in-april-us-japan-joint-intervention-8846 nashnova zh-cn 2026-08-07T00:22:28.217Z 日本4月单日买入日元创纪录，美日联合干预重塑汇市逻辑 https://www.nashnova.com/zh/feed/special/volkswagen-and-gotion-high-tech-vie-for-control-of-spanish-battery-plant-8845 nashnova zh-cn 2026-08-07T00:21:04.296Z 大众与国轩高科争夺西班牙电池厂控制权 https://www.nashnova.com/zh/feed/special/nvidia-seeks-chinese-partners-to-deploy-ai-base-stations-and-push-into-6g-8844 nashnova zh-cn 2026-08-07T00:19:49.030Z 英伟达寻求中国合作伙伴布局AI基站进军6G https://www.nashnova.com/zh/feed/special/global-memory-shortage-may-extend-through-2027-as-smartphone-price-hikes-spread-8843 nashnova zh-cn 2026-08-07T00:17:01.735Z 全球内存短缺或延续至2027年，智能手机涨价潮蔓延 https://www.nashnova.com/zh/feed/special/deepseek-subscribes-to-rmb-141-million-strategic-placement-in-unitree-robotics-8842 nashnova zh-cn 2026-08-07T00:15:31.635Z 深度求索认购宇树科技1.41亿元战略配售，锁定期36个月 https://www.nashnova.com/zh/feed/special/softbank-borrows-10-billion-against-openai-stake-exposing-margin-call-risk-if-8841 nashnova zh-cn 2026-08-07T00:14:25.819Z 软银以OpenAI股权抵押借款100亿美元，披露估值下跌触发补仓风险 https://www.nashnova.com/zh/feed/special/new-mexico-court-orders-meta-to-pay-567-million-for-youth-mental-health-8840 nashnova zh-cn 2026-08-06T23:59:21.214Z 新墨西哥州法院判Meta赔偿5.67亿美元用于青少年心理健康 https://www.nashnova.com/zh/feed/special/roku-q2-net-profit-surges-over-15x-as-advertising-and-subscriptions-both-grow-8839 nashnova zh-cn 2026-08-06T23:57:24.943Z Roku Q2净利润飙升逾15倍，广告与订阅双双增超25% https://www.nashnova.com/zh/feed/special/morgan-stanley-the-sharpest-correction-in-the-memory-sector-is-over-valuations-8838 nashnova zh-cn 2026-08-06T23:55:59.648Z 大摩：存储行业最剧烈调整已过，估值具吸引力 https://www.nashnova.com/zh/feed/special/japans-june-household-spending-falls-for-seventh-straight-month-real-decline-8837 nashnova zh-cn 2026-08-06T23:54:45.177Z 日本6月家庭支出连降七个月，实际跌幅超预期 https://www.nashnova.com/zh/feed/special/chinas-regulatory-tightening-drags-on-macau-gaming-revenue-growth-forecast-cut-8836 nashnova zh-cn 2026-08-06T23:26:58.876Z 中国监管收紧拖累澳门博彩，收入增长预期降至3% https://www.nashnova.com/zh/feed/special/8835 nashnova zh-cn 2026-08-06T23:25:45.617Z 中国银行业扩大直接结算货币范围助推人民币国际化 https://www.nashnova.com/zh-hant/feed/special/chinas-tax-authority-clarifies-20-percent-overseas-insurance-tax-is-not-a-new-8934 nashnova zh-tw 2026-08-07T12:36:06.427Z 中國稅務總局澄清：20%境外保險稅非新政，不針對香港 https://www.nashnova.com/zh-hant/feed/special/silver-surges-nearly-5-percent-in-a-single-day-as-cta-short-covering-fuels-8933 nashnova zh-tw 2026-08-07T12:34:57.268Z 白銀單日漲近5% CTA空頭回補推動反彈 https://www.nashnova.com/zh-hant/feed/special/ubs-initiates-coverage-on-cxmt-with-buy-rating-target-price-rmb-70-8932 nashnova zh-tw 2026-08-07T12:31:04.696Z 瑞銀首次覆蓋長鑫科技給買入，目標價70元 https://www.nashnova.com/zh-hant/feed/special/bofa-mag-7-must-maintain-stock-price-strength-to-fend-off-chinas-cheap-computing-8931 nashnova zh-tw 2026-08-07T12:29:21.915Z 美銀：Mag 7需維持股價強勢以抵禦中國廉價算力衝擊 https://www.nashnova.com/zh-hant/feed/special/tesla-rises-3-3-percent-this-week-as-retail-investors-372m-net-buying-helps-halt-8930 nashnova zh-tw 2026-08-07T12:24:40.254Z 特斯拉本週漲3.3%，散戶淨買入3.72億美元助止跌 https://www.nashnova.com/zh-hant/feed/special/cambricon-reports-h1-net-profit-of-2-31-billion-yuan-up-122-61-percent-yoy-8929 nashnova zh-tw 2026-08-07T12:09:15.069Z 寒武紀上半年淨利潤23.1億元，同比增長122.61% https://www.nashnova.com/zh-hant/feed/special/take-two-q1-earnings-beat-expectations-gta-vi-confirmed-for-november-19-launch-8928 nashnova zh-tw 2026-08-07T11:49:31.095Z Take-Two Q1財報超預期，GTA VI確認11月19日發售 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-risk-of-boj-rate-hike-in-september-rising-october-remains-base-case-8927 nashnova zh-tw 2026-08-07T11:39:51.766Z 摩根大通：日本央行9月加息風險上升，維持10月為基準 https://www.nashnova.com/zh-hant/feed/special/us-china-ai-competition-chinas-models-closing-the-gap-but-americas-computing-8926 nashnova zh-tw 2026-08-07T11:20:47.707Z 中美AI競爭：中國模型能力追近，美國算力優勢仍顯著 https://www.nashnova.com/zh-hant/feed/special/berkshire-acquires-taylor-morrison-becoming-a-top-four-u-s-homebuilder-8925 nashnova zh-tw 2026-08-07T10:45:31.202Z 波克夏收購泰勒莫里森，躋身美國四大住宅建築商 https://www.nashnova.com/zh-hant/feed/special/burry-shorts-oracle-and-nebius-warns-of-leverage-risks-in-tech-cloud-sector-8924 nashnova zh-tw 2026-08-07T10:19:29.260Z 伯里做空甲骨文及Nebius，警示科技雲行業槓桿風險 https://www.nashnova.com/zh-hant/feed/special/wall-street-recalibrates-issuance-strategy-as-ai-capex-bonds-face-market-8923 nashnova zh-tw 2026-08-07T10:16:13.563Z AI資本支出債券消化不良，華爾街重調發行策略 https://www.nashnova.com/zh-hant/feed/special/july-cpi-on-deck-u-s-stocks-face-inflation-test-after-hitting-record-highs-8922 nashnova zh-tw 2026-08-07T10:14:57.817Z 7月CPI將至，美股創歷史新高後面臨通膨考驗 https://www.nashnova.com/zh-hant/feed/special/u-s-scrutinizes-chinese-companies-overseas-leasing-of-nvidia-chips-8921 nashnova zh-tw 2026-08-07T09:40:17.530Z 美國審查中國企業境外租用輝達晶片渠道 https://www.nashnova.com/zh-hant/feed/special/u-s-july-crude-oil-imports-from-saudi-arabia-drop-to-zero-oil-prices-fall-8-8920 nashnova zh-tw 2026-08-07T09:34:33.706Z 美國7月自沙特原油進口歸零，油價單週跌約8% https://www.nashnova.com/zh-hant/feed/special/apollo-chief-economist-ai-capex-growth-is-twice-the-pace-of-the-2000s-housing-8919 nashnova zh-tw 2026-08-07T09:30:48.862Z 阿波羅首席經濟學家：AI資本支出增速是2000年代房地產熱潮兩倍 https://www.nashnova.com/zh-hant/feed/special/unitree-robotics-ipo-early-investors-reap-up-to-800x-returns-8918 nashnova zh-tw 2026-08-07T09:29:33.369Z 宇樹科技上市：早期投資者最高獲800倍回報 https://www.nashnova.com/zh-hant/feed/special/chinas-quant-funds-lost-17-percent-on-average-in-july-deepseek-founders-product-8917 nashnova zh-tw 2026-08-07T09:15:07.245Z 中國量化基金7月平均虧損17%，DeepSeek創始人旗下產品跌逾20% https://www.nashnova.com/zh-hant/feed/special/tsmc-accelerates-japan-expansion-kumamoto-3nm-fab-approved-advanced-packaging-8916 nashnova zh-tw 2026-08-07T09:11:48.642Z 台積電日本佈局提速：熊本3nm晶圓廠獲批，先進封裝合作擴至120家 https://www.nashnova.com/zh-hant/feed/special/ai-chip-export-boom-south-korea-and-taiwans-exports-surpass-japan-for-the-first-8915 nashnova zh-tw 2026-08-07T09:10:16.769Z AI晶片出口潮，韓國台灣出口額首超日本 https://www.nashnova.com/zh-hant/feed/special/bofa-sentiment-indicator-rises-to-9-7-hitting-most-extreme-bullish-level-since-8914 nashnova zh-tw 2026-08-07T08:59:35.834Z 美銀情緒指標升至9.7，創2021年來最極端看多水平 https://www.nashnova.com/zh-hant/feed/special/fed-abandons-forward-guidance-every-data-release-becomes-a-mini-fomc-8913 nashnova zh-tw 2026-08-07T08:38:32.419Z 美聯儲放棄前瞻指引，每份數據成「小型FOMC」 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-warns-europe-may-face-dual-diesel-and-natural-gas-shortages-in-8912 nashnova zh-tw 2026-08-07T08:37:05.538Z 高盛警告：歐洲2026年冬季或面臨柴油與天然氣雙重短缺 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https://www.nashnova.com/zh-hant/feed/special/ubs-raises-gold-target-to-5-000-three-structural-pillars-underpin-medium-to-long-8906 nashnova zh-tw 2026-08-07T08:17:21.691Z 瑞銀上調黃金目標價至5000美元，三大結構性支柱支撐中長期上行 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-s-and-p-500-target-to-7-600-ai-model-releases-as-key-catalyst-8905 nashnova zh-tw 2026-08-07T08:16:00.578Z 摩根大通上調標普500目標至7600點，AI模型發布是關鍵催化 https://www.nashnova.com/zh-hant/feed/special/chinas-cyberspace-administration-launches-security-review-of-palo-alto-networks-8904 nashnova zh-tw 2026-08-07T08:14:51.902Z 中國網信辦對Palo Alto Networks發起安全審查 https://www.nashnova.com/zh-hant/feed/special/global-equity-funds-see-11-consecutive-weeks-of-net-inflows-europe-posts-highest-8903 nashnova zh-tw 2026-08-07T08:09:30.795Z 全球股票基金連續11週淨流入，歐洲單週吸金創月內新高 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-to-spend-38-billion-on-two-new-wafer-fabs-ramping-capacity-based-on-8902 nashnova zh-tw 2026-08-07T08:04:49.500Z SK海力士斥資380億美元新建兩座晶圓廠，產能按需釋放 https://www.nashnova.com/zh-hant/feed/special/reuters-poll-chinas-july-new-loans-expected-to-plunge-to-45-billion-yuan-8901 nashnova zh-tw 2026-08-07T07:59:47.153Z 路透調查：中國7月新增貸款料驟降至450億元 https://www.nashnova.com/zh-hant/feed/special/greenlight-capital-warns-spacex-ipo-may-mark-peak-of-market-speculation-8900 nashnova zh-tw 2026-08-07T07:56:16.358Z 綠光資本警告：SpaceX IPO或標記市場投機頂部 https://www.nashnova.com/zh-hant/feed/special/japans-four-largest-life-insurers-face-96-billion-in-unrealized-bond-losses-8899 nashnova zh-tw 2026-08-07T07:54:49.490Z 日本四大壽險債券帳面虧損達960億美元 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-two-chinese-ai-companies-inclusion-in-hang-seng-tech-index-to-8898 nashnova zh-tw 2026-08-07T07:45:16.982Z 大摩：兩家中國AI公司納入恒生科技將帶來逾10億美元被動資金 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-plans-to-announce-additional-shareholder-return-plan-in-q3-declares-8897 nashnova zh-tw 2026-08-07T07:44:14.488Z SK海力士擬Q3公布額外股東回報方案，每股派息375韓元 https://www.nashnova.com/zh-hant/feed/special/zhongji-innolight-plunges-over-10-percent-intraday-as-u-s-optical-transceiver-8896 nashnova zh-tw 2026-08-07T07:34:58.340Z 中際旭創盤中跳水逾10%，美國光模組商擴產引發競爭隱憂 https://www.nashnova.com/zh-hant/feed/special/hkex-july-securities-market-cap-at-hk-46-8-trillion-ipo-fundraising-up-154-8895 nashnova zh-tw 2026-08-07T07:29:58.477Z 港交所：7月證券市場總市值46.8萬億港元，IPO集資同比升154% https://www.nashnova.com/zh-hant/feed/special/berkshire-q3-operating-profit-surges-34-percent-wall-street-divided-over-8894 nashnova zh-tw 2026-08-07T07:26:11.635Z 波克夏三季度營業利潤大漲34%，華爾街分歧接班風險 https://www.nashnova.com/zh-hant/feed/special/moonshot-ais-kimi-k3-escapes-sandbox-in-testing-criticized-for-lacking-8893 nashnova zh-tw 2026-08-07T07:24:48.931Z 月之暗面Kimi K3逃逸沙盒測試，被指缺乏網路安全防護 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-raises-q2-2027-target-prices-for-major-chinese-indices-8892 nashnova zh-tw 2026-08-07T07:15:57.363Z 摩根士丹利上調中國主要指數2027年Q2目標價 https://www.nashnova.com/zh-hant/feed/special/hsbc-raises-equity-allocation-to-maximum-overweight-peak-panic-over-iran-oil-8891 nashnova zh-tw 2026-08-07T07:14:41.119Z 匯豐調至最高超配股票：伊朗油價峰值恐慌已過 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-recommends-three-humanoid-robot-component-stocks-as-musks-optimus-8890 nashnova zh-tw 2026-08-07T07:12:02.073Z 大摩推薦三檔人形機器人零部件股，馬斯克押注Optimus加速需求 https://www.nashnova.com/zh-hant/feed/special/berkshires-9-7-billion-acquisition-of-occidental-petroleums-chemical-business-8889 nashnova zh-tw 2026-08-07T07:10:30.232Z 伯克希爾97億美元收購西方石油化工業務OxyChem https://www.nashnova.com/zh-hant/feed/special/germanys-june-trade-surplus-narrows-to-15-4-billion-below-expectations-8888 nashnova zh-tw 2026-08-07T07:09:18.649Z 德國6月貿易順差收窄至154億歐元，低於預期 https://www.nashnova.com/zh-hant/feed/special/india-plans-polysilicon-production-incentive-scheme-covering-over-10gw-capacity-8887 nashnova zh-tw 2026-08-07T06:59:40.323Z 印度擬推多晶矽生產激勵計劃，覆蓋逾10GW產能 https://www.nashnova.com/zh-hant/feed/special/u-s-stocks-fall-for-five-straight-weeks-as-s-and-p-500-pulls-back-9-1-percent-8886 nashnova zh-tw 2026-08-07T06:55:42.405Z 美股連跌五週，標普500較峰值回落9.1% https://www.nashnova.com/zh-hant/feed/special/citi-raises-s-and-p-500-target-to-8-100-on-ai-driven-earnings-growth-8885 nashnova zh-tw 2026-08-07T06:54:27.470Z 花旗上調標普500目標價至8100點，AI盈利驅動 https://www.nashnova.com/zh-hant/feed/special/germanys-june-industrial-output-rises-for-third-consecutive-month-led-by-auto-8884 nashnova zh-tw 2026-08-07T06:34:37.358Z 德國6月工業產出連續三個月增長，汽車業領漲 https://www.nashnova.com/zh-hant/feed/special/china-rebar-prices-fall-to-near-decade-low-as-steel-mill-profitability-drops-to-8883 nashnova zh-tw 2026-08-07T06:29:50.376Z 中國螺紋鋼價格跌至近十年低點，鋼廠盈利率降至32% https://www.nashnova.com/zh-hant/feed/special/sk-hynixs-solidigm-plans-pre-ipo-fundraising-of-up-to-7-2-billion-8882 nashnova zh-tw 2026-08-07T06:16:43.744Z SK海力士旗下Solidigm擬Pre-IPO融資最高72億美元 https://www.nashnova.com/zh-hant/feed/special/kospi-posts-biggest-monthly-drop-since-2008-as-korean-retail-investors-flock-8881 nashnova zh-tw 2026-08-07T06:15:13.231Z KOSPI創2008年以來最大月跌，韓國散戶重返美股 https://www.nashnova.com/zh-hant/feed/special/allianz-q2-operating-profit-hits-record-high-asset-management-drives-double-8880 nashnova zh-tw 2026-08-07T05:57:14.479Z 安聯Q2營運利潤創紀錄，資產管理驅動雙位數增長 https://www.nashnova.com/zh-hant/feed/special/bitcoin-whales-net-buy-1-2-billion-as-etfs-attract-over-750-million-this-week-8879 nashnova zh-tw 2026-08-07T05:55:59.471Z 比特幣鯨魚淨買入12億美元，ETF本週吸金逾7.5億美元 https://www.nashnova.com/zh-hant/feed/special/reuters-poll-japan-q2-gdp-expected-to-expand-for-third-consecutive-quarter-with-8878 nashnova zh-tw 2026-08-07T05:54:41.826Z 路透調查：日本Q2 GDP料連續三季擴張，年化增速2.0% https://www.nashnova.com/zh-hant/feed/special/global-ai-trade-rebounds-as-china-tech-stocks-rally-6-percent-in-a-single-week-8877 nashnova zh-tw 2026-08-07T05:49:24.962Z 全球AI交易回暖，中國科技股單週反彈約6% https://www.nashnova.com/zh-hant/feed/special/japans-15-year-jgb-yield-appears-abnormally-high-likely-distorted-by-simple-8876 nashnova zh-tw 2026-08-07T05:40:26.077Z 日本15年期國債收益率異常偏高，或因簡單收益率計算失真 https://www.nashnova.com/zh-hant/feed/special/u-s-mulls-ban-on-chinese-optical-modules-ai-data-centers-face-supply-gap-8875 nashnova zh-tw 2026-08-07T05:39:02.767Z 美國擬禁中國光模組，AI數據中心面臨供應缺口 https://www.nashnova.com/zh-hant/feed/special/nvidia-cpo-switches-enter-mass-production-pluggable-optics-to-coexist-long-term-8874 nashnova zh-tw 2026-08-07T05:37:32.666Z 英偉達CPO交換機量產，可插拔光學將長期共存 https://www.nashnova.com/zh-hant/feed/special/8873 nashnova zh-tw 2026-08-07T05:36:04.654Z 美股財報季盈利創紀錄，多數超預期股卻下跌 https://www.nashnova.com/zh-hant/feed/special/stats-chippac-plans-across-the-board-packaging-price-hikes-of-20-percent-30-8872 nashnova zh-tw 2026-08-07T05:34:46.884Z STATS ChipPAC擬全線上調封裝價格，漲幅或達20%-30% https://www.nashnova.com/zh-hant/feed/special/u-s-clarity-act-vote-postponed-to-september-xrp-leads-decline-among-major-8871 nashnova zh-tw 2026-08-07T05:32:51.083Z 美國《清晰法案》投票推遲至9月，XRP領跌主流幣 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-joint-u-s-japan-intervention-on-the-yen-wont-shake-the-dollars-8870 nashnova zh-tw 2026-08-07T05:31:42.243Z 高盛：美日聯合干預日圓不會動搖美元儲備地位 https://www.nashnova.com/zh-hant/feed/special/hormuz-transit-plunges-to-33-vessels-as-iran-oman-negotiations-stall-8869 nashnova zh-tw 2026-08-07T05:30:30.477Z 霍爾木茲通行量驟降至33艘，伊朗-阿曼談判受阻 https://www.nashnova.com/zh-hant/feed/special/bytedance-reportedly-training-massive-ai-model-approaching-scale-of-anthropics-8868 nashnova zh-tw 2026-08-07T05:29:18.569Z 字節跳動據報訓練超大AI模型，規模接近Anthropic旗艦系統 https://www.nashnova.com/zh-hant/feed/special/asia-pacific-equity-fundraising-hits-record-in-july-exceeding-83-billion-in-a-8867 nashnova zh-tw 2026-08-07T04:19:53.823Z 亞太股票融資7月創歷史紀錄，單月超830億美元 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-aug-7-domestic-ai-large-models-lead-gains-hsi-up-0-15-percent-8866 nashnova zh-tw 2026-08-07T04:15:58.027Z 港股8月7日午盤：國產大模型領漲，恆指漲0.15% https://www.nashnova.com/zh-hant/feed/special/chinas-july-crude-oil-imports-rebounded-22-percent-mom-but-remained-below-year-8865 nashnova zh-tw 2026-08-07T04:14:27.280Z 中國7月原油進口量環比回升22%，仍低於去年同期 https://www.nashnova.com/zh-hant/feed/special/metas-safe-harbor-protection-in-india-faces-72-hour-revocation-threat-8864 nashnova zh-tw 2026-08-07T03:59:47.133Z Meta印度安全港保護面臨72小時撤銷威脅 https://www.nashnova.com/zh-hant/feed/special/backed-by-beijings-policies-chinese-ai-chip-makers-enter-a-breakout-earnings-8863 nashnova zh-tw 2026-08-07T03:54:51.710Z 北京政策推動下，中國AI晶片廠商迎來業績爆發季 https://www.nashnova.com/zh-hant/feed/special/chinas-export-structure-upgrade-intermediate-and-capital-goods-growth-outpaces-8862 nashnova zh-tw 2026-08-07T03:19:38.443Z 中國出口結構升級：中間品與資本品增速領跑消費品 https://www.nashnova.com/zh-hant/feed/special/ai-demand-widens-mlcc-supply-demand-gap-samsung-electro-mechanics-to-raise-8861 nashnova zh-tw 2026-08-07T03:18:08.321Z AI需求推高MLCC供需缺口，三星電機8月起提價30% https://www.nashnova.com/zh-hant/feed/special/chinese-solar-stocks-face-double-blow-price-floor-pledge-lifts-sentiment-u-s-8860 nashnova zh-tw 2026-08-07T03:16:54.514Z 中國太陽能股雙重夾擊：限價承諾提振，美國關稅壓制 https://www.nashnova.com/zh-hant/feed/special/nokia-acquires-nxp-arizona-wafer-fab-betting-on-ai-optical-network-supply-chain-8859 nashnova zh-tw 2026-08-07T03:15:29.766Z 諾基亞收購NXP亞利桑那晶圓廠，押注AI光網絡供應鏈 https://www.nashnova.com/zh-hant/feed/special/the-big-short-prototype-shorting-ai-may-be-the-right-call-but-timing-remains-8858 nashnova zh-tw 2026-08-07T03:14:18.156Z 《大賣空》原型：做空AI方向或對，時機未知 https://www.nashnova.com/zh-hant/feed/special/chinas-july-exports-rise-23-9-percent-imports-up-27-5-percent-trade-surplus-8857 nashnova zh-tw 2026-08-07T02:49:51.325Z 中國7月出口增23.9%、進口增27.5%，貿易順差收窄至1125億美元 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