https://www.nashnova.com/feed/special/tesla-china-relaunches-price-cuts-model-y-reduced-by-up-to-10-000-yuan-11685 nashnova en 2026-09-07T10:27:43.431Z Tesla China Relaunches Price Cuts, Model Y Reduced by Up to 10,000 Yuan https://www.nashnova.com/feed/special/iran-says-hormuz-agreement-with-oman-could-be-reached-within-days-11684 nashnova en 2026-09-07T10:23:10.741Z Iran Says Hormuz Agreement with Oman Could Be Reached Within Days https://www.nashnova.com/feed/special/jpmorgans-matejka-earnings-upgrades-support-buying-the-dip-11683 nashnova en 2026-09-07T10:18:55.858Z JPMorgan's Matejka: Earnings Upgrades Support Buying the Dip https://www.nashnova.com/feed/special/uber-launches-inaugural-five-tranche-euro-bond-offering-with-size-tbd-11682 nashnova en 2026-09-07T10:17:56.094Z Uber Launches Inaugural Five-Tranche Euro Bond Offering with Size TBD https://www.nashnova.com/feed/special/semicon-2026-advanced-packaging-evolves-toward-3d-integration-cpo-testing-11681 nashnova en 2026-09-07T10:17:05.968Z SEMICON 2026: Advanced Packaging Evolves Toward 3D Integration, CPO Testing Becomes Mass Production Bottleneck https://www.nashnova.com/feed/special/iren-ceo-nvidia-partner-ai-computing-supply-struggles-to-keep-up-with-demand-11680 nashnova en 2026-09-07T10:15:39.375Z Iren CEO, NVIDIA Partner: AI Computing Supply Struggles to Keep Up with Demand https://www.nashnova.com/feed/special/novo-nordisk-terminates-two-heart-disease-drug-trials-stock-drops-over-10-11679 nashnova en 2026-09-07T10:14:10.987Z Novo Nordisk Terminates Two Heart Disease Drug Trials, Stock Drops Over 10% Cumulatively https://www.nashnova.com/feed/special/cxmts-global-dram-market-share-rises-to-10-percent-xiaomi-flagship-first-to-11678 nashnova en 2026-09-07T10:13:11.745Z CXMT's Global DRAM Market Share Rises to 10%; Xiaomi Flagship First to Adopt Its New-Gen Mobile Memory https://www.nashnova.com/feed/special/s-and-p-500-defensive-sector-weighting-falls-to-historic-low-of-15-percent-11677 nashnova en 2026-09-07T10:02:49.933Z S&P 500 Defensive Sector Weighting Falls to Historic Low of 15% https://www.nashnova.com/feed/special/yen-surges-to-154-range-hitting-highest-level-since-february-11676 nashnova en 2026-09-07T09:28:32.712Z Yen Surges to 154 Range, Hitting Highest Level Since February https://www.nashnova.com/feed/special/eurozone-q2-gdp-grows-0-6-percent-qoq-accelerating-beyond-expectations-11675 nashnova en 2026-09-07T09:27:41.434Z Eurozone Q2 GDP Grows 0.6% QoQ, Accelerating Beyond Expectations https://www.nashnova.com/feed/special/morgan-stanley-closed-door-meeting-deflationary-cycle-unbroken-limited-11674 nashnova en 2026-09-07T09:23:23.795Z Morgan Stanley Closed-Door Meeting: Deflationary Cycle Unbroken, Limited Probability of 9/24-Style Stimulus https://www.nashnova.com/feed/special/ubs-forecasts-fed-to-raise-rates-by-25bps-each-in-september-and-december-2026-11673 nashnova en 2026-09-07T09:18:02.160Z UBS Forecasts Fed to Raise Rates by 25bps Each in September and December 2026 https://www.nashnova.com/feed/special/canadas-retaliatory-tariffs-on-u-s-take-effect-as-trump-threatens-to-cut-off-all-11672 nashnova en 2026-09-07T09:14:02.657Z Canada's Retaliatory Tariffs on U.S. Take Effect as Trump Threatens to Cut Off All Trade https://www.nashnova.com/feed/special/hbm4-squeezes-dram-supply-as-samsung-and-sk-hynix-inventories-drop-below-10-days-11671 nashnova en 2026-09-07T09:12:50.257Z HBM4 Squeezes DRAM Supply as Samsung and SK Hynix Inventories Drop Below 10 Days https://www.nashnova.com/feed/special/chinas-august-forex-reserves-rise-to-3-438-trillion-beating-expectations-11670 nashnova en 2026-09-07T08:27:34.806Z China's August Forex Reserves Rise to $3.438 Trillion, Beating Expectations https://www.nashnova.com/feed/special/goldman-sachs-raises-earnings-forecast-for-zhongji-innolight-as-1-6t-optical-11669 nashnova en 2026-09-07T08:13:39.813Z Goldman Sachs Raises Earnings Forecast for Zhongji Innolight as 1.6T Optical Modules Ramp Up https://www.nashnova.com/feed/special/chinas-central-bank-increases-gold-reserves-for-22-consecutive-months-11668 nashnova en 2026-09-07T08:12:41.936Z China's Central Bank Increases Gold Reserves for 22 Consecutive Months https://www.nashnova.com/feed/special/chinese-brokerages-post-23-5-percent-average-h1-net-profit-growth-major-ipos-11667 nashnova en 2026-09-07T08:07:59.902Z Chinese Brokerages Post 23.5% Average H1 Net Profit Growth; Major IPOs Expected to Drive H2 Momentum https://www.nashnova.com/feed/special/miit-15th-five-year-plan-launch-6g-commercialization-in-due-course-pilot-10-11666 nashnova en 2026-09-07T07:37:57.565Z MIIT "15th Five-Year" Plan: Launch 6G Commercialization in Due Course, Pilot 10-Gigabit Optical Networks https://www.nashnova.com/feed/special/chinas-oil-demand-rebounds-crude-prices-rise-broadly-from-congo-to-brazil-11665 nashnova en 2026-09-07T07:28:19.338Z China's Oil Demand Rebounds, Crude Prices Rise Broadly from Congo to Brazil https://www.nashnova.com/feed/special/malaysia-plans-to-use-huawei-ascend-chips-to-power-sovereign-ai-project-11664 nashnova en 2026-09-07T07:27:57.737Z Malaysia Plans to Use Huawei Ascend Chips to Power Sovereign AI Project https://www.nashnova.com/feed/special/novartis-heart-disease-drug-fails-phase-3-trial-amgens-similar-drug-drops-7-11663 nashnova en 2026-09-07T07:18:19.430Z Novartis Heart Disease Drug Fails Phase 3 Trial, Amgen's Similar Drug Drops 7% https://www.nashnova.com/feed/special/huawei-launches-new-kirin-chip-after-six-year-hiatus-featuring-logic-folding-11662 nashnova en 2026-09-07T07:17:52.884Z Huawei Launches New Kirin Chip After Six-Year Hiatus, Featuring Logic Folding Technology https://www.nashnova.com/feed/special/moore-threads-hits-limit-down-on-lock-up-expiry-day-as-chinas-gpu-challenger-11661 nashnova en 2026-09-07T07:08:10.553Z Moore Threads Hits Limit Down on Lock-Up Expiry Day as China's GPU Challenger Faces Reality Check https://www.nashnova.com/feed/special/germanys-july-industrial-output-unexpectedly-falls-1-1-percent-dragged-down-by-11660 nashnova en 2026-09-07T06:42:59.842Z Germany's July Industrial Output Unexpectedly Falls 1.1%, Dragged Down by Auto Sector https://www.nashnova.com/feed/special/goldman-sachs-major-banks-second-round-of-capital-injection-nearing-completion-11659 nashnova en 2026-09-07T06:38:18.362Z Goldman Sachs: Major Banks' Second Round of Capital Injection Nearing Completion, Favoring CCB and Bank of China https://www.nashnova.com/feed/special/infineon-coo-this-chip-shortage-recovery-cycle-will-be-longer-than-the-pandemic-11658 nashnova en 2026-09-07T06:12:52.273Z Infineon COO: This Chip Shortage Recovery Cycle Will Be Longer Than the Pandemic Era https://www.nashnova.com/feed/special/institutions-warn-10-year-treasury-yield-breaking-5-percent-could-burst-the-ai-11657 nashnova en 2026-09-07T06:08:25.902Z Institutions Warn: 10-Year Treasury Yield Breaking 5% Could Burst the AI Bubble https://www.nashnova.com/feed/special/multiple-wall-street-firms-turn-bullish-on-gold-year-end-target-points-to-5-000-11656 nashnova en 2026-09-07T06:08:02.769Z Multiple Wall Street Firms Turn Bullish on Gold, Year-End Target Points to $5,000 https://www.nashnova.com/feed/special/reuters-poll-chinas-august-export-growth-expected-to-accelerate-to-25-percent-11655 nashnova en 2026-09-07T05:52:48.469Z Reuters Poll: China's August Export Growth Expected to Accelerate to 25% https://www.nashnova.com/feed/special/huawei-and-xiaomi-launch-premium-foldable-phones-beating-apples-foldable-iphone-11654 nashnova en 2026-09-07T05:48:02.657Z Huawei and Xiaomi Launch Premium Foldable Phones, Beating Apple's Foldable iPhone to Market https://www.nashnova.com/feed/special/historic-foreign-capital-shift-u-s-equities-appeal-surpasses-u-s-treasuries-for-11653 nashnova en 2026-09-07T05:09:03.858Z Historic Foreign Capital Shift: U.S. Equities' Appeal Surpasses U.S. Treasuries for the First Time https://www.nashnova.com/feed/special/china-suspends-approval-of-battery-energy-storage-manufacturing-projects-to-11652 nashnova en 2026-09-07T05:08:03.141Z China Suspends Approval of Battery Energy Storage Manufacturing Projects to Address Overcapacity https://www.nashnova.com/feed/special/eu-plans-buy-european-public-procurement-rules-to-exclude-china-11651 nashnova en 2026-09-07T05:07:50.755Z EU Plans 'Buy European' Public Procurement Rules to Exclude China https://www.nashnova.com/feed/special/nike-removed-from-s-and-p-100-as-four-tech-stocks-take-its-place-11650 nashnova en 2026-09-07T04:43:06.585Z Nike Removed from S&P 100 as Four Tech Stocks Take Its Place https://www.nashnova.com/feed/special/qatars-empty-ships-return-to-port-lng-exports-may-reroute-through-hormuz-11649 nashnova en 2026-09-07T04:43:03.396Z Qatar's Empty Ships Return to Port, LNG Exports May Reroute Through Hormuz https://www.nashnova.com/feed/special/iron-ore-breaks-above-100-for-first-time-in-seven-weeks-as-short-covering-and-11648 nashnova en 2026-09-07T04:38:20.287Z Iron Ore Breaks Above $100 for First Time in Seven Weeks as Short Covering and China Restocking Expectations Converge https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-index-falls-0-97-percent-optical-communication-and-11647 nashnova en 2026-09-07T04:18:10.712Z HK Stocks Midday: Hang Seng Index Falls 0.97%, Optical Communication and PCB Concepts Buck the Trend https://www.nashnova.com/feed/special/goldman-sachs-escalating-middle-east-tensions-could-push-oil-to-120-recommends-11646 nashnova en 2026-09-07T03:48:33.801Z Goldman Sachs: Escalating Middle East Tensions Could Push Oil to $120; Recommends Going Long on Natural Gas and Diesel https://www.nashnova.com/feed/special/liquid-network-hacked-for-320-million-in-bitcoin-11645 nashnova en 2026-09-07T03:48:09.558Z Liquid Network Hacked for $320 Million in Bitcoin https://www.nashnova.com/feed/special/goldman-sachs-china-listed-companies-q2-earnings-growth-hits-five-year-high-ai-11644 nashnova en 2026-09-07T03:28:31.427Z Goldman Sachs: China Listed Companies' Q2 Earnings Growth Hits Five-Year High, AI Profits Concentrating in Semiconductors https://www.nashnova.com/feed/special/taiwanese-chipmakers-accelerate-expansion-into-europe-japan-and-southeast-asia-11643 nashnova en 2026-09-07T03:17:47.667Z Taiwanese Chipmakers Accelerate Expansion into Europe, Japan, and Southeast Asia Amid Tariff Threats https://www.nashnova.com/feed/special/sensetimes-generative-ai-revenue-nears-80-percent-of-total-achieves-first-ever-11642 nashnova en 2026-09-07T02:38:05.274Z SenseTime's Generative AI Revenue Nears 80% of Total, Achieves First-Ever Half-Year Profit https://www.nashnova.com/feed/special/goldman-sachs-chinas-presale-system-reform-to-cut-land-sale-revenue-by-30-11641 nashnova en 2026-09-07T02:32:54.955Z Goldman Sachs: China's Presale System Reform to Cut Land Sale Revenue by 30% https://www.nashnova.com/feed/special/u-s-treasury-yields-approach-4-8-percent-fiscal-risks-spill-over-to-multiple-11640 nashnova en 2026-09-07T02:13:59.451Z U.S. Treasury Yields Approach 4.8%, Fiscal Risks Spill Over to Multiple Asset Classes https://www.nashnova.com/feed/special/india-admits-it-cant-decouple-from-chinas-supply-chain-begins-easing-electronics-11639 nashnova en 2026-09-07T02:13:12.956Z India Admits It Can't Decouple from China's Supply Chain, Begins Easing Electronics Manufacturing Restrictions https://www.nashnova.com/feed/special/anthropic-locks-in-517-billion-in-compute-ahead-of-ipo-still-trails-openai-11638 nashnova en 2026-09-07T02:03:40.308Z Anthropic Locks in $517 Billion in Compute Ahead of IPO, Still Trails OpenAI https://www.nashnova.com/feed/special/goldman-sachs-ai-storage-demand-underestimated-kospi-target-of-12-000-implies-80-11637 nashnova en 2026-09-07T01:33:15.875Z Goldman Sachs: AI Storage Demand Underestimated, KOSPI Target of 12,000 Implies 80% Upside https://www.nashnova.com/feed/special/south-koreas-kospi-surges-3-percent-sk-hynix-jumps-nearly-6-percent-11636 nashnova en 2026-09-07T01:23:49.059Z South Korea's KOSPI Surges 3%, SK Hynix Jumps Nearly 6% https://www.nashnova.com/feed/special/morgan-stanley-four-key-market-uncertainties-behind-the-feds-ambiguous-stance-11635 nashnova en 2026-09-07T00:18:26.093Z Morgan Stanley: Four Key Market Uncertainties Behind the Fed's Ambiguous Stance https://www.nashnova.com/feed/special/japan-sells-88-billion-in-foreign-securities-to-fund-record-yen-intervention-11634 nashnova en 2026-09-07T00:17:48.658Z Japan Sells ~$88 Billion in Foreign Securities to Fund Record Yen Intervention https://www.nashnova.com/feed/special/2026-special-treasury-bond-capital-injection-scale-reduced-to-300-billion-yuan-11633 nashnova en 2026-09-07T00:03:34.979Z 2026 Special Treasury Bond Capital Injection: Scale Reduced to 300 Billion Yuan, Scope Expanded to Insurers and Policy Institutions https://www.nashnova.com/feed/special/iran-declares-exclusion-zone-in-strait-of-hormuz-warns-entering-vessels-will-11632 nashnova en 2026-09-07T00:03:07.404Z Iran Declares Exclusion Zone in Strait of Hormuz, Warns Entering Vessels Will Face Sanctions https://www.nashnova.com/feed/special/foundry-capacity-utilization-nears-90-percent-no-price-cuts-expected-before-2027-11631 nashnova en 2026-09-06T23:58:32.819Z Foundry Capacity Utilization Nears 90%: No Price Cuts Expected Before 2027 https://www.nashnova.com/feed/special/jcet-plans-to-raise-6-5-billion-yuan-to-expand-ai-packaging-capacity-11630 nashnova en 2026-09-06T23:58:03.310Z JCET Plans to Raise 6.5 Billion Yuan to Expand AI Packaging Capacity https://www.nashnova.com/feed/special/2026-china-computing-power-conference-set-to-open-computing-power-leasing-market-11629 nashnova en 2026-09-06T23:13:15.662Z 2026 China Computing Power Conference Set to Open, Computing Power Leasing Market Expected to Exceed 260 Billion Yuan https://www.nashnova.com/feed/special/volatility-intensifies-at-both-ends-of-u-s-treasury-yields-treasury-buybacks-and-11628 nashnova en 2026-09-06T19:43:08.014Z Volatility Intensifies at Both Ends of U.S. Treasury Yields: Treasury Buybacks and CPI Data Emerge as Key Catalysts https://www.nashnova.com/feed/special/openai-chief-scientist-calls-on-ai-labs-to-slow-down-development-11627 nashnova en 2026-09-06T19:33:19.023Z OpenAI Chief Scientist Calls on AI Labs to Slow Down Development https://www.nashnova.com/feed/special/goldman-strategists-stocks-caught-between-iran-midterm-elections-and-bond-market-11626 nashnova en 2026-09-06T16:23:08.704Z Goldman Strategists: Stocks Caught Between Iran, Midterm Elections, and Bond Market Volatility https://www.nashnova.com/feed/special/palantir-leads-u-s-tech-sector-rally-surging-over-51-percent-in-august-11625 nashnova en 2026-09-06T14:18:11.740Z Palantir Leads U.S. Tech Sector Rally, Surging Over 51% in August https://www.nashnova.com/feed/special/trump-u-s-canada-exchange-rate-imbalance-is-unacceptable-11624 nashnova en 2026-09-06T14:07:34.458Z Trump: U.S.-Canada Exchange Rate Imbalance Is Unacceptable https://www.nashnova.com/feed/special/blackrock-jpmorgan-increase-emerging-market-bond-holdings-to-hedge-against-11623 nashnova en 2026-09-06T13:33:16.791Z BlackRock, JPMorgan Increase Emerging Market Bond Holdings to Hedge Against Global Bond Market Turmoil https://www.nashnova.com/feed/special/central-banks-worldwide-pull-gold-from-new-york-raising-questions-about-the-11622 nashnova en 2026-09-06T13:18:25.238Z Central Banks Worldwide Pull Gold from New York, Raising Questions About the Dollar's Safe-Haven Status https://www.nashnova.com/feed/special/moodys-chinese-ai-giants-double-capital-expenditure-computing-power-gap-11621 nashnova en 2026-09-06T13:07:45.555Z Moody's: Chinese AI Giants Double Capital Expenditure, Computing Power Gap Narrowing Rapidly https://www.nashnova.com/feed/special/huawei-paper-claims-kirin-2026-chip-breaks-through-thermal-bottleneck-with-55-11620 nashnova en 2026-09-06T12:13:02.531Z Huawei Paper Claims Kirin 2026 Chip Breaks Through Thermal Bottleneck with 55% Transistor Density Increase https://www.nashnova.com/feed/special/inspur-rebrands-to-circumvent-blacklist-funneling-nvidia-ai-chips-to-china-via-11619 nashnova en 2026-09-06T09:17:57.397Z Inspur Rebrands to Circumvent Blacklist, Funneling Nvidia AI Chips to China via Southeast Asia https://www.nashnova.com/feed/special/chinas-ministry-of-finance-injects-30-billion-yuan-into-export-import-bank-and-11618 nashnova en 2026-09-06T09:17:41.138Z China's Ministry of Finance Injects 30 Billion Yuan into Export-Import Bank and 10 Billion Yuan into Sinosure https://www.nashnova.com/feed/special/chinas-ministry-of-finance-injects-35-billion-yuan-into-china-life-group-11617 nashnova en 2026-09-06T08:22:42.376Z China's Ministry of Finance Injects 35 Billion Yuan into China Life Group https://www.nashnova.com/feed/special/abc-plans-to-raise-160-billion-yuan-icbc-plans-to-raise-100-billion-yuan-to-11616 nashnova en 2026-09-06T08:17:55.237Z ABC Plans to Raise 160 Billion Yuan, ICBC Plans to Raise 100 Billion Yuan to Replenish Core Tier 1 Capital https://www.nashnova.com/feed/special/cta-short-positions-on-g10-rates-hit-historic-extremes-with-german-bund-shorts-11615 nashnova en 2026-09-06T07:02:45.281Z CTA Short Positions on G10 Rates Hit Historic Extremes, with German Bund Shorts Most Concentrated https://www.nashnova.com/feed/special/nvidia-rubin-ultra-specs-cut-in-half-ai-chip-competition-shifts-to-mass-11614 nashnova en 2026-09-06T03:42:55.474Z NVIDIA Rubin Ultra Specs Cut in Half: AI Chip Competition Shifts to Mass Production Execution https://www.nashnova.com/feed/special/morgan-stanley-private-meeting-minimax-and-zhipu-arr-growing-rapidly-model-11613 nashnova en 2026-09-06T01:28:24.825Z Morgan Stanley Private Meeting: MiniMax and Zhipu ARR Growing Rapidly, Model Competition Enters Tiered Elimination Phase https://www.nashnova.com/feed/special/barclays-ubs-and-other-institutions-turn-bullish-on-china-a-share-derivatives-11612 nashnova en 2026-09-06T01:23:27.809Z Barclays, UBS and Other Institutions Turn Bullish on China A-Share Derivatives, Viewing Them as Alternative AI Allocation https://www.nashnova.com/feed/special/morgan-stanley-reiterates-overweight-rating-on-microsoft-with-600-price-target-11611 nashnova en 2026-09-06T00:48:03.171Z Morgan Stanley Reiterates Overweight Rating on Microsoft with $600 Price Target https://www.nashnova.com/feed/special/u-s-military-strikes-three-iranian-oil-tankers-iran-fires-ballistic-missiles-at-11610 nashnova en 2026-09-05T23:38:03.860Z U.S. Military Strikes Three Iranian Oil Tankers; Iran Fires Ballistic Missiles at Aircraft Carrier https://www.nashnova.com/feed/special/vix-hits-trump-era-low-as-u-s-30-year-treasury-yield-surges-to-historic-high-11609 nashnova en 2026-09-05T22:13:30.850Z VIX Hits Trump-Era Low as U.S. 30-Year Treasury Yield Surges to Historic High https://www.nashnova.com/feed/special/trump-administration-pressures-the-fed-from-multiple-fronts-warning-rate-hikes-11608 nashnova en 2026-09-05T18:23:22.193Z Trump Administration Pressures the Fed from Multiple Fronts, Warning Rate Hikes Will Harm the Economy https://www.nashnova.com/feed/special/bofa-and-citi-diverge-on-august-cpi-forecasts-september-rate-hike-path-remains-11607 nashnova en 2026-09-05T12:48:29.343Z BofA and Citi Diverge on August CPI Forecasts, September Rate Hike Path Remains Uncertain https://www.nashnova.com/feed/special/u-s-treasury-selloff-pressure-spreads-to-junk-rated-borrowers-as-defaults-rise-11606 nashnova en 2026-09-05T11:23:12.724Z U.S. Treasury Selloff Pressure Spreads to Junk-Rated Borrowers as Defaults Rise to $40.1 Billion This Year https://www.nashnova.com/zh/feed/special/yen-surges-to-154-range-hitting-highest-level-since-february-11676 nashnova zh-cn 2026-09-07T09:28:32.712Z 日元升至154区间,创2月来新高 https://www.nashnova.com/zh/feed/special/eurozone-q2-gdp-grows-0-6-percent-qoq-accelerating-beyond-expectations-11675 nashnova zh-cn 2026-09-07T09:27:41.434Z 欧元区Q2 GDP环比增0.6%,超预期加速 https://www.nashnova.com/zh/feed/special/morgan-stanley-closed-door-meeting-deflationary-cycle-unbroken-limited-11674 nashnova zh-cn 2026-09-07T09:23:23.795Z 大摩闭门会:通缩循环未破,924式刺激概率有限 https://www.nashnova.com/zh/feed/special/ubs-forecasts-fed-to-raise-rates-by-25bps-each-in-september-and-december-2026-11673 nashnova zh-cn 2026-09-07T09:18:02.160Z 瑞银预测美联储2026年9月和12月各加息25基点 https://www.nashnova.com/zh/feed/special/canadas-retaliatory-tariffs-on-u-s-take-effect-as-trump-threatens-to-cut-off-all-11672 nashnova zh-cn 2026-09-07T09:14:02.657Z 加拿大对美报复性关税生效,特朗普威胁断绝全部贸易 https://www.nashnova.com/zh/feed/special/hbm4-squeezes-dram-supply-as-samsung-and-sk-hynix-inventories-drop-below-10-days-11671 nashnova zh-cn 2026-09-07T09:12:50.257Z HBM4挤压DRAM供应,三星与SK海力士库存降至10天以下 https://www.nashnova.com/zh/feed/special/chinas-august-forex-reserves-rise-to-3-438-trillion-beating-expectations-11670 nashnova zh-cn 2026-09-07T08:27:34.806Z 中国8月外汇储备升至3.438万亿美元,超预期 https://www.nashnova.com/zh/feed/special/goldman-sachs-raises-earnings-forecast-for-zhongji-innolight-as-1-6t-optical-11669 nashnova zh-cn 2026-09-07T08:13:39.813Z 高盛上调中际旭创盈利预期,1.6T光模块加速放量 https://www.nashnova.com/zh/feed/special/chinas-central-bank-increases-gold-reserves-for-22-consecutive-months-11668 nashnova zh-cn 2026-09-07T08:12:41.936Z 中国央行连续22个月增持黄金储备 https://www.nashnova.com/zh/feed/special/chinese-brokerages-post-23-5-percent-average-h1-net-profit-growth-major-ipos-11667 nashnova zh-cn 2026-09-07T08:07:59.902Z 中国券商上半年净利润均增23.5%,大型IPO料成下半年增长引擎 https://www.nashnova.com/zh/feed/special/miit-15th-five-year-plan-launch-6g-commercialization-in-due-course-pilot-10-11666 nashnova zh-cn 2026-09-07T07:37:57.565Z 工信部"十五五"规划:适时启动6G商用,开展万兆光网试点 https://www.nashnova.com/zh/feed/special/chinas-oil-demand-rebounds-crude-prices-rise-broadly-from-congo-to-brazil-11665 nashnova zh-cn 2026-09-07T07:28:19.338Z 中国石油需求回升,刚果至巴西原油价格普涨 https://www.nashnova.com/zh/feed/special/malaysia-plans-to-use-huawei-ascend-chips-to-power-sovereign-ai-project-11664 nashnova zh-cn 2026-09-07T07:27:57.737Z 马来西亚拟用华为昇腾芯片驱动主权AI项目 https://www.nashnova.com/zh/feed/special/novartis-heart-disease-drug-fails-phase-3-trial-amgens-similar-drug-drops-7-11663 nashnova zh-cn 2026-09-07T07:18:19.430Z 诺华心脏病药物三期临床失败,安进同类药跟跌7% https://www.nashnova.com/zh/feed/special/huawei-launches-new-kirin-chip-after-six-year-hiatus-featuring-logic-folding-11662 nashnova zh-cn 2026-09-07T07:17:52.884Z 华为时隔六年推出全新麒麟芯片,搭载逻辑折叠技术 https://www.nashnova.com/zh/feed/special/moore-threads-hits-limit-down-on-lock-up-expiry-day-as-chinas-gpu-challenger-11661 nashnova zh-cn 2026-09-07T07:08:10.553Z 摩尔线程解禁日触跌停,中国GPU挑战者遭现实检验 https://www.nashnova.com/zh/feed/special/germanys-july-industrial-output-unexpectedly-falls-1-1-percent-dragged-down-by-11660 nashnova zh-cn 2026-09-07T06:42:59.842Z 德国7月工业产出意外下滑1.1%,汽车业拖累 https://www.nashnova.com/zh/feed/special/goldman-sachs-major-banks-second-round-of-capital-injection-nearing-completion-11659 nashnova zh-cn 2026-09-07T06:38:18.362Z 高盛:大行第二轮注资收尾,偏好建设银行和中国银行 https://www.nashnova.com/zh/feed/special/infineon-coo-this-chip-shortage-recovery-cycle-will-be-longer-than-the-pandemic-11658 nashnova zh-cn 2026-09-07T06:12:52.273Z 英飞凌COO:本轮芯片短缺复苏周期将长于疫情期 https://www.nashnova.com/zh/feed/special/institutions-warn-10-year-treasury-yield-breaking-5-percent-could-burst-the-ai-11657 nashnova zh-cn 2026-09-07T06:08:25.902Z 机构警告:美债10年期收益率破5%或引爆AI泡沫 https://www.nashnova.com/zh/feed/special/multiple-wall-street-firms-turn-bullish-on-gold-year-end-target-points-to-5-000-11656 nashnova zh-cn 2026-09-07T06:08:02.769Z 华尔街多家机构看多黄金,年底目标价指向5000美元 https://www.nashnova.com/zh/feed/special/reuters-poll-chinas-august-export-growth-expected-to-accelerate-to-25-percent-11655 nashnova zh-cn 2026-09-07T05:52:48.469Z 路透调查:中国8月出口增速料升至25% https://www.nashnova.com/zh/feed/special/huawei-and-xiaomi-launch-premium-foldable-phones-beating-apples-foldable-iphone-11654 nashnova zh-cn 2026-09-07T05:48:02.657Z 华为小米高端新机发布,抢先苹果折叠屏iPhone https://www.nashnova.com/zh/feed/special/historic-foreign-capital-shift-u-s-equities-appeal-surpasses-u-s-treasuries-for-11653 nashnova zh-cn 2026-09-07T05:09:03.858Z 外资历史性转向:美股吸引力首超美债 https://www.nashnova.com/zh/feed/special/china-suspends-approval-of-battery-energy-storage-manufacturing-projects-to-11652 nashnova zh-cn 2026-09-07T05:08:03.141Z 中国暂停电池储能制造项目审批以应对产能过剩 https://www.nashnova.com/zh/feed/special/eu-plans-buy-european-public-procurement-rules-to-exclude-china-11651 nashnova zh-cn 2026-09-07T05:07:50.755Z 欧盟拟推'买欧洲'公共采购规则排除中国 https://www.nashnova.com/zh/feed/special/nike-removed-from-s-and-p-100-as-four-tech-stocks-take-its-place-11650 nashnova zh-cn 2026-09-07T04:43:06.585Z 耐克被移出标普100,四科技股接替 https://www.nashnova.com/zh/feed/special/qatars-empty-ships-return-to-port-lng-exports-may-reroute-through-hormuz-11649 nashnova zh-cn 2026-09-07T04:43:03.396Z 卡塔尔空船回港,LNG出口或转向霍尔木兹 https://www.nashnova.com/zh/feed/special/iron-ore-breaks-above-100-for-first-time-in-seven-weeks-as-short-covering-and-11648 nashnova zh-cn 2026-09-07T04:38:20.287Z 铁矿石七周来首破100美元,空头平仓与中国补库预期共振 https://www.nashnova.com/zh/feed/special/hk-stocks-midday-hang-seng-index-falls-0-97-percent-optical-communication-and-11647 nashnova zh-cn 2026-09-07T04:18:10.712Z 港股午盘恒指跌0.97%,光通信PCB概念逆市走高 https://www.nashnova.com/zh/feed/special/goldman-sachs-escalating-middle-east-tensions-could-push-oil-to-120-recommends-11646 nashnova zh-cn 2026-09-07T03:48:33.801Z 高盛:中东局势恶化或推油价至120美元,荐做多天然气和柴油 https://www.nashnova.com/zh/feed/special/liquid-network-hacked-for-320-million-in-bitcoin-11645 nashnova zh-cn 2026-09-07T03:48:09.558Z Liquid Network遭黑客盗走3.2亿美元比特币 https://www.nashnova.com/zh/feed/special/goldman-sachs-china-listed-companies-q2-earnings-growth-hits-five-year-high-ai-11644 nashnova zh-cn 2026-09-07T03:28:31.427Z 高盛:中国上市公司Q2盈利增速创五年新高,AI利润向半导体集中 https://www.nashnova.com/zh/feed/special/taiwanese-chipmakers-accelerate-expansion-into-europe-japan-and-southeast-asia-11643 nashnova zh-cn 2026-09-07T03:17:47.667Z 关税威胁下台湾芯片厂加速布局欧洲、日本及东南亚 https://www.nashnova.com/zh/feed/special/sensetimes-generative-ai-revenue-nears-80-percent-of-total-achieves-first-ever-11642 nashnova zh-cn 2026-09-07T02:38:05.274Z 商汤生成式AI营收占比近八成,上半年首度实现盈利 https://www.nashnova.com/zh/feed/special/goldman-sachs-chinas-presale-system-reform-to-cut-land-sale-revenue-by-30-11641 nashnova zh-cn 2026-09-07T02:32:54.955Z 高盛:中国房产预售制改革将致土地出售收入下降30% https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-approach-4-8-percent-fiscal-risks-spill-over-to-multiple-11640 nashnova zh-cn 2026-09-07T02:13:59.451Z 美债收益率逼近4.8%,财政风险向多资产溢出 https://www.nashnova.com/zh/feed/special/india-admits-it-cant-decouple-from-chinas-supply-chain-begins-easing-electronics-11639 nashnova zh-cn 2026-09-07T02:13:12.956Z 印度承认离不开中国供应链,开始放宽电子制造限制 https://www.nashnova.com/zh/feed/special/anthropic-locks-in-517-billion-in-compute-ahead-of-ipo-still-trails-openai-11638 nashnova zh-cn 2026-09-07T02:03:40.308Z Anthropic IPO前锁定5170亿美元算力,仍落后OpenAI https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-storage-demand-underestimated-kospi-target-of-12-000-implies-80-11637 nashnova zh-cn 2026-09-07T01:33:15.875Z 高盛:AI存储需求被低估,KOSPI目标12000点隐含80%涨幅 https://www.nashnova.com/zh/feed/special/south-koreas-kospi-surges-3-percent-sk-hynix-jumps-nearly-6-percent-11636 nashnova zh-cn 2026-09-07T01:23:49.059Z 韩国KOSPI大涨3%,SK海力士涨近6% https://www.nashnova.com/zh/feed/special/morgan-stanley-four-key-market-uncertainties-behind-the-feds-ambiguous-stance-11635 nashnova zh-cn 2026-09-07T00:18:26.093Z 摩根士丹利:美联储模糊表态背后的四大市场不确定性 https://www.nashnova.com/zh/feed/special/japan-sells-88-billion-in-foreign-securities-to-fund-record-yen-intervention-11634 nashnova zh-cn 2026-09-07T00:17:48.658Z 日本抛售外国证券约880亿美元为创纪录日元干预融资 https://www.nashnova.com/zh/feed/special/2026-special-treasury-bond-capital-injection-scale-reduced-to-300-billion-yuan-11633 nashnova zh-cn 2026-09-07T00:03:34.979Z 2026年特别国债注资:规模缩至3000亿元,对象扩至险企与政策性机构 https://www.nashnova.com/zh/feed/special/iran-declares-exclusion-zone-in-strait-of-hormuz-warns-entering-vessels-will-11632 nashnova zh-cn 2026-09-07T00:03:07.404Z 伊朗宣布霍尔木兹海峡禁区,警告进入船只将受制裁 https://www.nashnova.com/zh/feed/special/foundry-capacity-utilization-nears-90-percent-no-price-cuts-expected-before-2027-11631 nashnova zh-cn 2026-09-06T23:58:32.819Z 晶圆代工产能利用率近90%,2027年前降价无望 https://www.nashnova.com/zh/feed/special/jcet-plans-to-raise-6-5-billion-yuan-to-expand-ai-packaging-capacity-11630 nashnova zh-cn 2026-09-06T23:58:03.310Z 长电科技拟融资65亿元人民币扩AI封装产能 https://www.nashnova.com/zh/feed/special/2026-china-computing-power-conference-set-to-open-computing-power-leasing-market-11629 nashnova zh-cn 2026-09-06T23:13:15.662Z 2026中国算力大会将开幕,算力租赁市场规模有望破2600亿元 https://www.nashnova.com/zh/feed/special/volatility-intensifies-at-both-ends-of-u-s-treasury-yields-treasury-buybacks-and-11628 nashnova zh-cn 2026-09-06T19:43:08.014Z 美债两端收益率波动加剧,财政部回购与CPI数据成关键催化 https://www.nashnova.com/zh/feed/special/openai-chief-scientist-calls-on-ai-labs-to-slow-down-development-11627 nashnova zh-cn 2026-09-06T19:33:19.023Z OpenAI首席科学家呼吁AI实验室放缓发展 https://www.nashnova.com/zh/feed/special/goldman-strategists-stocks-caught-between-iran-midterm-elections-and-bond-market-11626 nashnova zh-cn 2026-09-06T16:23:08.704Z 高盛策略师:伊朗、中期选举与债市波动三重压力下股市上下两难 https://www.nashnova.com/zh/feed/special/palantir-leads-u-s-tech-sector-rally-surging-over-51-percent-in-august-11625 nashnova zh-cn 2026-09-06T14:18:11.740Z Palantir领涨美股科技板块,8月涨超51% https://www.nashnova.com/zh/feed/special/trump-u-s-canada-exchange-rate-imbalance-is-unacceptable-11624 nashnova zh-cn 2026-09-06T14:07:34.458Z 特朗普:美加汇率失衡不可接受 https://www.nashnova.com/zh/feed/special/blackrock-jpmorgan-increase-emerging-market-bond-holdings-to-hedge-against-11623 nashnova zh-cn 2026-09-06T13:33:16.791Z 贝莱德、摩根大通增持新兴市场债券对冲全球债市动荡 https://www.nashnova.com/zh/feed/special/central-banks-worldwide-pull-gold-from-new-york-raising-questions-about-the-11622 nashnova zh-cn 2026-09-06T13:18:25.238Z 全球央行从纽约撤回黄金,美元避险地位受质疑 https://www.nashnova.com/zh/feed/special/moodys-chinese-ai-giants-double-capital-expenditure-computing-power-gap-11621 nashnova zh-cn 2026-09-06T13:07:45.555Z 穆迪:中国AI巨头资本开支翻倍,算力差距加速收窄 https://www.nashnova.com/zh/feed/special/huawei-paper-claims-kirin-2026-chip-breaks-through-thermal-bottleneck-with-55-11620 nashnova zh-cn 2026-09-06T12:13:02.531Z 华为论文称麒麟2026芯片突破散热瓶颈,晶体管密度提升55% https://www.nashnova.com/zh/feed/special/inspur-rebrands-to-circumvent-blacklist-funneling-nvidia-ai-chips-to-china-via-11619 nashnova zh-cn 2026-09-06T09:17:57.397Z 浪潮被列黑名单后改头换面,绕道东南亚向中国输送英伟达AI芯片 https://www.nashnova.com/zh/feed/special/chinas-ministry-of-finance-injects-30-billion-yuan-into-export-import-bank-and-11618 nashnova zh-cn 2026-09-06T09:17:41.138Z 中国财政部向进出口银行注资300亿、出口信保注资100亿 https://www.nashnova.com/zh/feed/special/chinas-ministry-of-finance-injects-35-billion-yuan-into-china-life-group-11617 nashnova zh-cn 2026-09-06T08:22:42.376Z 中国财政部向中国人寿集团注资350亿元 https://www.nashnova.com/zh/feed/special/abc-plans-to-raise-160-billion-yuan-icbc-plans-to-raise-100-billion-yuan-to-11616 nashnova zh-cn 2026-09-06T08:17:55.237Z 农行拟募资1600亿、工行拟募资1000亿补充核心一级资本 https://www.nashnova.com/zh/feed/special/cta-short-positions-on-g10-rates-hit-historic-extremes-with-german-bund-shorts-11615 nashnova zh-cn 2026-09-06T07:02:45.281Z CTA做空G10利率仓位创历史极值,德国国债空头最集中 https://www.nashnova.com/zh/feed/special/nvidia-rubin-ultra-specs-cut-in-half-ai-chip-competition-shifts-to-mass-11614 nashnova zh-cn 2026-09-06T03:42:55.474Z 英伟达Rubin Ultra规格减半,AI芯片竞争转向量产执行力 https://www.nashnova.com/zh/feed/special/morgan-stanley-private-meeting-minimax-and-zhipu-arr-growing-rapidly-model-11613 nashnova zh-cn 2026-09-06T01:28:24.825Z 大摩闭门会:MiniMax、智谱ARR高速增长,模型竞争进入分层淘汰 https://www.nashnova.com/zh/feed/special/barclays-ubs-and-other-institutions-turn-bullish-on-china-a-share-derivatives-11612 nashnova zh-cn 2026-09-06T01:23:27.809Z 巴克莱、瑞银等机构看多中国A股衍生品,视其为AI替代配置 https://www.nashnova.com/zh/feed/special/morgan-stanley-reiterates-overweight-rating-on-microsoft-with-600-price-target-11611 nashnova zh-cn 2026-09-06T00:48:03.171Z 摩根士丹利重申微软增持评级 目标价600美元 https://www.nashnova.com/zh/feed/special/u-s-military-strikes-three-iranian-oil-tankers-iran-fires-ballistic-missiles-at-11610 nashnova zh-cn 2026-09-05T23:38:03.860Z 美军打击伊朗三艘油轮 伊朗动用弹道导弹攻击航母 https://www.nashnova.com/zh/feed/special/vix-hits-trump-era-low-as-u-s-30-year-treasury-yield-surges-to-historic-high-11609 nashnova zh-cn 2026-09-05T22:13:30.850Z VIX创特朗普任期新低,美30年期国债收益率升至历史高位 https://www.nashnova.com/zh/feed/special/trump-administration-pressures-the-fed-from-multiple-fronts-warning-rate-hikes-11608 nashnova zh-cn 2026-09-05T18:23:22.193Z 特朗普政府多方施压美联储,警告加息将损害经济 https://www.nashnova.com/zh/feed/special/bofa-and-citi-diverge-on-august-cpi-forecasts-september-rate-hike-path-remains-11607 nashnova zh-cn 2026-09-05T12:48:29.343Z 美银花旗对8月CPI预测分歧,9月加息路径悬而未决 https://www.nashnova.com/zh/feed/special/u-s-treasury-selloff-pressure-spreads-to-junk-rated-borrowers-as-defaults-rise-11606 nashnova zh-cn 2026-09-05T11:23:12.724Z 美债抛售压力传导至垃圾级借款人,违约规模年内升至401亿美元 https://www.nashnova.com/zh-hant/feed/special/yen-surges-to-154-range-hitting-highest-level-since-february-11676 nashnova zh-tw 2026-09-07T09:28:32.712Z 日圓升至154區間,創2月以來新高 https://www.nashnova.com/zh-hant/feed/special/eurozone-q2-gdp-grows-0-6-percent-qoq-accelerating-beyond-expectations-11675 nashnova zh-tw 2026-09-07T09:27:41.434Z 歐元區Q2 GDP環比增0.6%,超預期加速 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-closed-door-meeting-deflationary-cycle-unbroken-limited-11674 nashnova zh-tw 2026-09-07T09:23:23.795Z 大摩閉門會:通縮循環未破,924式刺激概率有限 https://www.nashnova.com/zh-hant/feed/special/ubs-forecasts-fed-to-raise-rates-by-25bps-each-in-september-and-december-2026-11673 nashnova zh-tw 2026-09-07T09:18:02.160Z 瑞銀預測美聯儲2026年9月和12月各加息25基點 https://www.nashnova.com/zh-hant/feed/special/canadas-retaliatory-tariffs-on-u-s-take-effect-as-trump-threatens-to-cut-off-all-11672 nashnova zh-tw 2026-09-07T09:14:02.657Z 加拿大對美報復性關稅生效,特朗普威脅斷絕全部貿易 https://www.nashnova.com/zh-hant/feed/special/hbm4-squeezes-dram-supply-as-samsung-and-sk-hynix-inventories-drop-below-10-days-11671 nashnova zh-tw 2026-09-07T09:12:50.257Z HBM4擠壓DRAM供應,三星與SK海力士庫存降至10天以下 https://www.nashnova.com/zh-hant/feed/special/chinas-august-forex-reserves-rise-to-3-438-trillion-beating-expectations-11670 nashnova zh-tw 2026-09-07T08:27:34.806Z 中國8月外匯儲備升至3.438萬億美元,超預期 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-raises-earnings-forecast-for-zhongji-innolight-as-1-6t-optical-11669 nashnova zh-tw 2026-09-07T08:13:39.813Z 高盛上調中際旭創盈利預期,1.6T光模組加速放量 https://www.nashnova.com/zh-hant/feed/special/chinas-central-bank-increases-gold-reserves-for-22-consecutive-months-11668 nashnova zh-tw 2026-09-07T08:12:41.936Z 中國央行連續22個月增持黃金儲備 https://www.nashnova.com/zh-hant/feed/special/chinese-brokerages-post-23-5-percent-average-h1-net-profit-growth-major-ipos-11667 nashnova zh-tw 2026-09-07T08:07:59.902Z 中國券商上半年淨利潤均增23.5%,大型IPO料成下半年增長引擎 https://www.nashnova.com/zh-hant/feed/special/miit-15th-five-year-plan-launch-6g-commercialization-in-due-course-pilot-10-11666 nashnova zh-tw 2026-09-07T07:37:57.565Z 工信部「十五五」規劃:適時啟動6G商用,開展萬兆光網試點 https://www.nashnova.com/zh-hant/feed/special/chinas-oil-demand-rebounds-crude-prices-rise-broadly-from-congo-to-brazil-11665 nashnova zh-tw 2026-09-07T07:28:19.338Z 中國石油需求回升,剛果至巴西原油價格普漲 https://www.nashnova.com/zh-hant/feed/special/malaysia-plans-to-use-huawei-ascend-chips-to-power-sovereign-ai-project-11664 nashnova zh-tw 2026-09-07T07:27:57.737Z 馬來西亞擬用華為昇騰晶片驅動主權AI項目 https://www.nashnova.com/zh-hant/feed/special/novartis-heart-disease-drug-fails-phase-3-trial-amgens-similar-drug-drops-7-11663 nashnova zh-tw 2026-09-07T07:18:19.430Z 諾華心臟病藥物三期臨床失敗,安進同類藥跟跌7% https://www.nashnova.com/zh-hant/feed/special/huawei-launches-new-kirin-chip-after-six-year-hiatus-featuring-logic-folding-11662 nashnova zh-tw 2026-09-07T07:17:52.884Z 華為時隔六年推出全新麒麟晶片,搭載邏輯折疊技術 https://www.nashnova.com/zh-hant/feed/special/moore-threads-hits-limit-down-on-lock-up-expiry-day-as-chinas-gpu-challenger-11661 nashnova zh-tw 2026-09-07T07:08:10.553Z 摩爾線程解禁日觸跌停,中國GPU挑戰者遭現實檢驗 https://www.nashnova.com/zh-hant/feed/special/germanys-july-industrial-output-unexpectedly-falls-1-1-percent-dragged-down-by-11660 nashnova zh-tw 2026-09-07T06:42:59.842Z 德國7月工業產出意外下滑1.1%,汽車業拖累 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-major-banks-second-round-of-capital-injection-nearing-completion-11659 nashnova zh-tw 2026-09-07T06:38:18.362Z 高盛:大行第二輪注資收尾,偏好建設銀行和中國銀行 https://www.nashnova.com/zh-hant/feed/special/infineon-coo-this-chip-shortage-recovery-cycle-will-be-longer-than-the-pandemic-11658 nashnova zh-tw 2026-09-07T06:12:52.273Z 英飛凌COO:本輪晶片短缺復甦週期將長於疫情期 https://www.nashnova.com/zh-hant/feed/special/institutions-warn-10-year-treasury-yield-breaking-5-percent-could-burst-the-ai-11657 nashnova zh-tw 2026-09-07T06:08:25.902Z 機構警告:美債10年期殖利率破5%或引爆AI泡沫 https://www.nashnova.com/zh-hant/feed/special/multiple-wall-street-firms-turn-bullish-on-gold-year-end-target-points-to-5-000-11656 nashnova zh-tw 2026-09-07T06:08:02.769Z 華爾街多家機構看多黃金,年底目標價指向5000美元 https://www.nashnova.com/zh-hant/feed/special/reuters-poll-chinas-august-export-growth-expected-to-accelerate-to-25-percent-11655 nashnova zh-tw 2026-09-07T05:52:48.469Z 路透調查:中國8月出口增速料升至25% https://www.nashnova.com/zh-hant/feed/special/huawei-and-xiaomi-launch-premium-foldable-phones-beating-apples-foldable-iphone-11654 nashnova zh-tw 2026-09-07T05:48:02.657Z 華為小米高階新機發布,搶先蘋果摺疊屏iPhone https://www.nashnova.com/zh-hant/feed/special/historic-foreign-capital-shift-u-s-equities-appeal-surpasses-u-s-treasuries-for-11653 nashnova zh-tw 2026-09-07T05:09:03.858Z 外資歷史性轉向:美股吸引力首超美債 https://www.nashnova.com/zh-hant/feed/special/china-suspends-approval-of-battery-energy-storage-manufacturing-projects-to-11652 nashnova zh-tw 2026-09-07T05:08:03.141Z 中國暫停電池儲能製造項目審批以應對產能過剩 https://www.nashnova.com/zh-hant/feed/special/eu-plans-buy-european-public-procurement-rules-to-exclude-china-11651 nashnova zh-tw 2026-09-07T05:07:50.755Z 歐盟擬推「買歐洲」公共採購規則排除中國 https://www.nashnova.com/zh-hant/feed/special/nike-removed-from-s-and-p-100-as-four-tech-stocks-take-its-place-11650 nashnova zh-tw 2026-09-07T04:43:06.585Z 耐克被移出標普100,四科技股接替 https://www.nashnova.com/zh-hant/feed/special/qatars-empty-ships-return-to-port-lng-exports-may-reroute-through-hormuz-11649 nashnova zh-tw 2026-09-07T04:43:03.396Z 卡達空船回港,LNG出口或轉向霍爾木茲 https://www.nashnova.com/zh-hant/feed/special/iron-ore-breaks-above-100-for-first-time-in-seven-weeks-as-short-covering-and-11648 nashnova zh-tw 2026-09-07T04:38:20.287Z 鐵礦石七週來首破100美元,空頭平倉與中國補庫預期共振 https://www.nashnova.com/zh-hant/feed/special/hk-stocks-midday-hang-seng-index-falls-0-97-percent-optical-communication-and-11647 nashnova zh-tw 2026-09-07T04:18:10.712Z 港股午盤恒指跌0.97%,光通信PCB概念逆市走高 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-escalating-middle-east-tensions-could-push-oil-to-120-recommends-11646 nashnova zh-tw 2026-09-07T03:48:33.801Z 高盛:中東局勢惡化或推油價至120美元,薦做多天然氣和柴油 https://www.nashnova.com/zh-hant/feed/special/liquid-network-hacked-for-320-million-in-bitcoin-11645 nashnova zh-tw 2026-09-07T03:48:09.558Z Liquid Network遭駭客盜走3.2億美元比特幣 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-china-listed-companies-q2-earnings-growth-hits-five-year-high-ai-11644 nashnova zh-tw 2026-09-07T03:28:31.427Z 高盛:中國上市公司Q2盈利增速創五年新高,AI利潤向半導體集中 https://www.nashnova.com/zh-hant/feed/special/taiwanese-chipmakers-accelerate-expansion-into-europe-japan-and-southeast-asia-11643 nashnova zh-tw 2026-09-07T03:17:47.667Z 關稅威脅下台灣晶片廠加速佈局歐洲、日本及東南亞 https://www.nashnova.com/zh-hant/feed/special/sensetimes-generative-ai-revenue-nears-80-percent-of-total-achieves-first-ever-11642 nashnova zh-tw 2026-09-07T02:38:05.274Z 商湯生成式AI營收佔比近八成,上半年首度實現盈利 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-chinas-presale-system-reform-to-cut-land-sale-revenue-by-30-11641 nashnova zh-tw 2026-09-07T02:32:54.955Z 高盛:中國房產預售制改革將致土地出售收入下降30% https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-approach-4-8-percent-fiscal-risks-spill-over-to-multiple-11640 nashnova zh-tw 2026-09-07T02:13:59.451Z 美債殖利率逼近4.8%,財政風險向多資產溢出 https://www.nashnova.com/zh-hant/feed/special/india-admits-it-cant-decouple-from-chinas-supply-chain-begins-easing-electronics-11639 nashnova zh-tw 2026-09-07T02:13:12.956Z 印度承認離不開中國供應鏈,開始放寬電子製造限制 https://www.nashnova.com/zh-hant/feed/special/anthropic-locks-in-517-billion-in-compute-ahead-of-ipo-still-trails-openai-11638 nashnova zh-tw 2026-09-07T02:03:40.308Z Anthropic IPO前鎖定5170億美元算力,仍落後OpenAI https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-storage-demand-underestimated-kospi-target-of-12-000-implies-80-11637 nashnova zh-tw 2026-09-07T01:33:15.875Z 高盛:AI儲存需求被低估,KOSPI目標12000點隱含80%漲幅 https://www.nashnova.com/zh-hant/feed/special/south-koreas-kospi-surges-3-percent-sk-hynix-jumps-nearly-6-percent-11636 nashnova zh-tw 2026-09-07T01:23:49.059Z 韓國KOSPI大漲3%,SK海力士漲近6% https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-four-key-market-uncertainties-behind-the-feds-ambiguous-stance-11635 nashnova zh-tw 2026-09-07T00:18:26.093Z 摩根士丹利:聯準會模糊表態背後的四大市場不確定性 https://www.nashnova.com/zh-hant/feed/special/japan-sells-88-billion-in-foreign-securities-to-fund-record-yen-intervention-11634 nashnova zh-tw 2026-09-07T00:17:48.658Z 日本拋售外國證券約880億美元為創紀錄日圓干預融資 https://www.nashnova.com/zh-hant/feed/special/2026-special-treasury-bond-capital-injection-scale-reduced-to-300-billion-yuan-11633 nashnova zh-tw 2026-09-07T00:03:34.979Z 2026年特別國債注資:規模縮至3000億元,對象擴至險企與政策性機構 https://www.nashnova.com/zh-hant/feed/special/iran-declares-exclusion-zone-in-strait-of-hormuz-warns-entering-vessels-will-11632 nashnova zh-tw 2026-09-07T00:03:07.404Z 伊朗宣布霍爾木茲海峽禁區,警告進入船隻將受制裁 https://www.nashnova.com/zh-hant/feed/special/foundry-capacity-utilization-nears-90-percent-no-price-cuts-expected-before-2027-11631 nashnova zh-tw 2026-09-06T23:58:32.819Z 晶圓代工產能利用率近90%,2027年前降價無望 https://www.nashnova.com/zh-hant/feed/special/jcet-plans-to-raise-6-5-billion-yuan-to-expand-ai-packaging-capacity-11630 nashnova zh-tw 2026-09-06T23:58:03.310Z 長電科技擬融資65億元人民幣擴AI封裝產能 https://www.nashnova.com/zh-hant/feed/special/2026-china-computing-power-conference-set-to-open-computing-power-leasing-market-11629 nashnova zh-tw 2026-09-06T23:13:15.662Z 2026中國算力大會將開幕,算力租賃市場規模有望突破2600億元 https://www.nashnova.com/zh-hant/feed/special/volatility-intensifies-at-both-ends-of-u-s-treasury-yields-treasury-buybacks-and-11628 nashnova zh-tw 2026-09-06T19:43:08.014Z 美債兩端收益率波動加劇,財政部回購與CPI數據成關鍵催化 https://www.nashnova.com/zh-hant/feed/special/openai-chief-scientist-calls-on-ai-labs-to-slow-down-development-11627 nashnova zh-tw 2026-09-06T19:33:19.023Z OpenAI首席科學家呼籲AI實驗室放緩發展 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