https://www.nashnova.com/feed/special/u-s-government-uses-japanese-funds-to-build-chip-factories-and-shares-the-15927 nashnova en 2026-10-23T16:28:31.164Z U.S. Government Uses Japanese Funds to Build Chip Factories and Shares the Profits https://www.nashnova.com/feed/special/s-and-p-500-rejected-at-7800-as-technical-patterns-flash-bearish-signals-15926 nashnova en 2026-10-23T16:13:20.809Z S&P 500 Rejected at 7800 as Technical Patterns Flash Bearish Signals https://www.nashnova.com/feed/special/u-s-department-of-energy-designates-helium-as-critical-material-for-15925 nashnova en 2026-10-23T16:08:06.832Z U.S. Department of Energy Designates Helium as Critical Material for Semiconductors https://www.nashnova.com/feed/special/tiktoks-u-s-entity-seeks-multi-gigawatt-computing-power-targeting-4gw-by-early-15924 nashnova en 2026-10-23T15:48:33.385Z TikTok's U.S. Entity Seeks Multi-Gigawatt Computing Power, Targeting 4GW by Early 2030s https://www.nashnova.com/feed/special/morgan-stanley-gap-widens-among-leaders-in-chinas-humanoid-robot-supply-chain-15923 nashnova en 2026-10-23T15:34:09.181Z Morgan Stanley: Gap Widens Among Leaders in China's Humanoid Robot Supply Chain, Shipments to Multiply in 2026 https://www.nashnova.com/feed/special/bernstein-stablecoins-rising-in-cross-border-payments-visa-and-mastercard-hold-15922 nashnova en 2026-10-23T15:18:40.794Z Bernstein: Stablecoins Rising in Cross-Border Payments; Visa and Mastercard Hold Competitive Edge https://www.nashnova.com/feed/special/u-s-october-consumer-confidence-falls-to-five-month-low-as-inflation-15921 nashnova en 2026-10-23T14:18:18.142Z U.S. October Consumer Confidence Falls to Five-Month Low as Inflation Expectations Rise to Highest Since May https://www.nashnova.com/feed/special/openai-fundraising-valuation-target-cut-to-1-25-trillion-15920 nashnova en 2026-10-23T14:13:45.896Z OpenAI Fundraising Valuation Target Cut to $1.25 Trillion https://www.nashnova.com/feed/special/u-s-october-manufacturing-pmi-flash-reading-at-56-beating-expectations-15919 nashnova en 2026-10-23T13:53:05.406Z U.S. October Manufacturing PMI Flash Reading at 56, Beating Expectations https://www.nashnova.com/feed/special/oracle-to-invest-1-billion-over-four-years-to-strengthen-enterprise-ai-partner-15918 nashnova en 2026-10-23T13:43:16.667Z Oracle to Invest $1 Billion Over Four Years to Strengthen Enterprise AI Partner Ecosystem https://www.nashnova.com/feed/special/state-council-issues-ai-employment-guidelines-18-tasks-across-6-areas-to-15917 nashnova en 2026-10-23T13:09:15.252Z State Council Issues AI Employment Guidelines: 18 Tasks Across 6 Areas to Mitigate Job Displacement https://www.nashnova.com/feed/special/gm-posts-biggest-weekly-drop-in-over-20-months-analysts-back-buying-the-dip-15916 nashnova en 2026-10-23T12:53:21.993Z GM Posts Biggest Weekly Drop in Over 20 Months; Analysts Back Buying the Dip https://www.nashnova.com/feed/special/jio-ipo-finally-subscribed-nearly-20x-setting-indian-record-pressure-looms-on-15915 nashnova en 2026-10-23T12:28:57.064Z Jio IPO Finally Subscribed Nearly 20x Setting Indian Record; Pressure Looms on Oct 28 Listing Day https://www.nashnova.com/feed/special/novartis-kisqali-6-year-follow-up-19-percent-reduction-in-death-risk-for-early-15914 nashnova en 2026-10-23T12:23:29.465Z Novartis Kisqali 6-Year Follow-Up: 19% Reduction in Death Risk for Early Breast Cancer https://www.nashnova.com/feed/special/blackstone-bets-on-chip-backed-lending-to-launch-trillion-dollar-credit-15913 nashnova en 2026-10-23T11:55:50.188Z Blackstone Bets on Chip-Backed Lending to Launch Trillion-Dollar Credit Expansion, Raising AI Debt Risk Alarms https://www.nashnova.com/feed/special/us-pre-market-movers-telecom-stocks-fall-tower-stocks-rise-moderna-extends-15912 nashnova en 2026-10-23T11:54:10.982Z US Pre-Market Movers: Telecom Stocks Fall, Tower Stocks Rise; Moderna Extends Decline https://www.nashnova.com/feed/special/american-express-raises-2026-full-year-eps-guidance-to-18-30-18-60-15911 nashnova en 2026-10-23T11:43:37.220Z American Express Raises 2026 Full-Year EPS Guidance to $18.30–$18.60 https://www.nashnova.com/feed/special/phillipcapital-sharply-upgrades-spacex-rating-as-ai-computing-demand-becomes-15910 nashnova en 2026-10-23T11:29:59.009Z PhillipCapital Sharply Upgrades SpaceX Rating as AI Computing Demand Becomes Core Bullish Thesis https://www.nashnova.com/feed/special/seaport-maintains-sell-rating-on-nvidia-with-180-target-price-over-15-percent-15909 nashnova en 2026-10-23T11:28:41.780Z Seaport Maintains Sell Rating on NVIDIA with $180 Target Price, Over 15% Below Market https://www.nashnova.com/feed/special/dongshan-precisions-hong-kong-ipo-undersubscribed-as-institutions-pull-out-and-15908 nashnova en 2026-10-23T11:13:13.838Z Dongshan Precision's Hong Kong IPO Undersubscribed as Institutions Pull Out and Retail Investors Stay Cool https://www.nashnova.com/feed/special/moodys-france-rating-decision-due-tonight-as-government-bond-yields-hit-24-year-15907 nashnova en 2026-10-23T10:50:27.732Z Moody's France Rating Decision Due Tonight as Government Bond Yields Hit 24-Year High https://www.nashnova.com/feed/special/cambricon-q3-net-profit-reaches-1-4-billion-yuan-up-148-percent-yoy-15906 nashnova en 2026-10-23T10:49:11.959Z Cambricon Q3 Net Profit Reaches 1.4 Billion Yuan, Up 148% YoY https://www.nashnova.com/feed/special/zijin-mining-reports-57-5-billion-yuan-net-profit-for-first-three-quarters-up-52-15905 nashnova en 2026-10-23T10:48:18.838Z Zijin Mining Reports 57.5 Billion Yuan Net Profit for First Three Quarters, Up 52% YoY https://www.nashnova.com/feed/special/hong-kong-life-insurance-h1-new-business-premiums-surge-58-percent-to-record-15903 nashnova en 2026-10-23T10:37:47.059Z Hong Kong Life Insurance H1 New Business Premiums Surge 58% to Record High; Cross-Border Tax Policies Pose Concerns https://www.nashnova.com/feed/special/at1-bond-spreads-widen-for-european-and-us-banks-pushing-up-funding-costs-15902 nashnova en 2026-10-23T10:36:27.609Z AT1 Bond Spreads Widen for European and US Banks, Pushing Up Funding Costs https://www.nashnova.com/feed/special/jpmorgan-glp-1-markets-in-china-india-and-brazil-to-reach-22-billion-by-2035-15901 nashnova en 2026-10-23T10:35:04.991Z JPMorgan: GLP-1 Markets in China, India, and Brazil to Reach $22 Billion by 2035 https://www.nashnova.com/feed/special/hsbc-redcoin-hkd-stablecoin-launches-on-payme-reaching-over-3-3-million-users-15900 nashnova en 2026-10-23T10:33:55.862Z HSBC RedCoin HKD Stablecoin Launches on PayMe Reaching Over 3.3 Million Users https://www.nashnova.com/feed/special/eu-trade-negotiations-with-china-set-to-expand-beyond-automotive-sector-15899 nashnova en 2026-10-23T10:30:54.834Z EU Trade Negotiations with China Set to Expand Beyond Automotive Sector https://www.nashnova.com/feed/special/bofas-hartnett-risk-off-sentiment-to-persist-through-mid-november-15898 nashnova en 2026-10-23T10:29:39.512Z BofA's Hartnett: Risk-Off Sentiment to Persist Through Mid-November https://www.nashnova.com/feed/special/first-shipment-under-russia-u-s-diesel-deal-departs-expected-to-arrive-in-the-u-15897 nashnova en 2026-10-23T10:28:33.319Z First Shipment Under Russia-U.S. Diesel Deal Departs, Expected to Arrive in the U.S. on November 7 https://www.nashnova.com/feed/special/15th-five-year-plan-developing-high-performance-ai-chips-and-highly-available-15896 nashnova en 2026-10-23T10:18:28.267Z 15th Five-Year Plan: Developing High-Performance AI Chips and Highly Available Foundational Software Stacks https://www.nashnova.com/feed/special/u-s-blacklists-y-combinators-china-spinoff-and-firms-linked-to-google-ai-trade-15895 nashnova en 2026-10-23T10:03:34.599Z U.S. Blacklists Y Combinator's China Spinoff and Firms Linked to Google AI Trade Secret Theft https://www.nashnova.com/feed/special/bank-of-japan-warns-of-ai-market-shock-and-cyberattack-risks-15894 nashnova en 2026-10-23T09:38:19.242Z Bank of Japan Warns of AI Market Shock and Cyberattack Risks https://www.nashnova.com/feed/special/u-s-treasury-yields-edge-higher-on-friday-as-markets-await-pmi-data-and-fed-15893 nashnova en 2026-10-23T09:34:12.382Z U.S. Treasury Yields Edge Higher on Friday as Markets Await PMI Data and Fed Decision https://www.nashnova.com/feed/special/csrc-plans-to-exempt-private-equity-fund-of-funds-from-investment-layering-15892 nashnova en 2026-10-23T09:33:00.548Z CSRC Plans to Exempt Private Equity Fund-of-Funds from Investment Layering Restrictions https://www.nashnova.com/feed/special/us-china-copper-race-lifts-price-expectations-middle-east-crude-freight-remains-15891 nashnova en 2026-10-23T09:24:11.203Z US-China Copper Race Lifts Price Expectations; Middle East Crude Freight Remains 7x Year-Ago Levels https://www.nashnova.com/feed/special/broad-based-etfs-hit-record-single-day-trading-volume-e-fund-chinext-etf-records-15890 nashnova en 2026-10-23T09:18:40.855Z Broad-Based ETFs Hit Record Single-Day Trading Volume; E Fund ChiNext ETF Records 19.7 Billion Yuan Turnover https://www.nashnova.com/feed/special/citi-approved-for-wholly-owned-securities-license-in-china-with-rmb-1-2-billion-15889 nashnova en 2026-10-23T09:03:30.043Z Citi Approved for Wholly-Owned Securities License in China with RMB 1.2 Billion Registered Capital https://www.nashnova.com/feed/special/hong-kong-stocks-closing-on-oct-23-hsi-up-0-69-percent-robotics-and-ai-sectors-15888 nashnova en 2026-10-23T08:44:04.602Z Hong Kong Stocks Closing on Oct 23: HSI Up 0.69%, Robotics and AI Sectors Stage Strong Rebound https://www.nashnova.com/feed/special/goldman-sachs-cuts-western-digital-price-target-to-540-as-hdd-capacity-expansion-15887 nashnova en 2026-10-23T08:38:38.400Z Goldman Sachs Cuts Western Digital Price Target to $540 as HDD Capacity Expansion Concerns Weigh on Valuation https://www.nashnova.com/feed/special/chinas-fiscal-spending-shifts-to-stimulus-after-seven-consecutive-months-of-15886 nashnova en 2026-10-23T08:33:28.613Z China's Fiscal Spending Shifts to Stimulus After Seven Consecutive Months of Contraction https://www.nashnova.com/feed/special/eurozone-october-pmi-falls-to-four-month-low-as-france-drag-intensifies-15885 nashnova en 2026-10-23T08:18:34.153Z Eurozone October PMI Falls to Four-Month Low as France Drag Intensifies https://www.nashnova.com/feed/special/u-s-fcc-invokes-new-rule-for-first-time-to-ban-sales-of-devices-containing-15884 nashnova en 2026-10-23T08:13:11.359Z U.S. FCC Invokes New Rule for First Time to Ban Sales of Devices Containing HiSilicon Chips https://www.nashnova.com/feed/special/bernstein-japan-ai-hardware-valuations-pull-back-murata-now-the-best-entry-point-15883 nashnova en 2026-10-23T07:43:32.699Z Bernstein: Japan AI Hardware Valuations Pull Back, Murata Now the Best Entry Point https://www.nashnova.com/feed/special/goldman-sachs-four-key-turning-points-for-chinas-real-estate-from-2027-to-2035-15882 nashnova en 2026-10-23T07:40:16.025Z Goldman Sachs: Four Key Turning Points for China's Real Estate from 2027 to 2035 https://www.nashnova.com/feed/special/ubs-asian-equities-extremely-oversold-rising-short-squeeze-risk-in-u-s-stocks-15881 nashnova en 2026-10-23T07:38:37.482Z UBS: Asian Equities Extremely Oversold, Rising Short Squeeze Risk in U.S. Stocks https://www.nashnova.com/feed/special/volvo-cars-swings-to-sek-3-7-billion-loss-in-q3-stock-plunges-25-percent-in-15880 nashnova en 2026-10-23T07:29:36.017Z Volvo Cars Swings to SEK 3.7 Billion Loss in Q3, Stock Plunges 25% in Single Day https://www.nashnova.com/feed/special/chinas-securities-transaction-stamp-tax-reaches-239-1-billion-yuan-in-first-15879 nashnova en 2026-10-23T07:28:27.399Z China's Securities Transaction Stamp Tax Reaches 239.1 Billion Yuan in First Three Quarters, Up 65.1% YoY https://www.nashnova.com/feed/special/chinas-offshore-renminbi-government-bond-yields-hit-record-lows-15878 nashnova en 2026-10-23T07:19:45.640Z China's Offshore Renminbi Government Bond Yields Hit Record Lows https://www.nashnova.com/feed/special/bridgewater-china-trims-gold-overweight-takes-cautiously-optimistic-stance-on-a-15877 nashnova en 2026-10-23T07:18:36.372Z Bridgewater China Trims Gold Overweight, Takes 'Cautiously Optimistic' Stance on A-Shares https://www.nashnova.com/feed/special/apple-reportedly-approaches-boe-to-develop-lcd-version-of-imac-casting-doubt-on-15876 nashnova en 2026-10-23T07:12:59.081Z Apple Reportedly Approaches BOE to Develop LCD Version of iMac, Casting Doubt on OLED Transition Timeline https://www.nashnova.com/feed/special/samsung-places-additional-equipment-orders-for-texas-taylor-fab-2nm-monthly-15875 nashnova en 2026-10-23T07:11:32.793Z Samsung Places Additional Equipment Orders for Texas Taylor Fab, 2nm Monthly Capacity to Reach 20,000 Wafers https://www.nashnova.com/feed/special/tsmc-restarts-taoyuan-longtan-phase-3-debuts-copos-advanced-packaging-15874 nashnova en 2026-10-23T07:10:22.688Z TSMC Restarts Taoyuan Longtan Phase 3, Debuts CoPoS Advanced Packaging https://www.nashnova.com/feed/special/unitree-robotics-p-e-ratio-reaches-nearly-10x-industry-average-as-humanoid-robot-15873 nashnova en 2026-10-23T07:08:54.800Z Unitree Robotics' P/E Ratio Reaches Nearly 10x Industry Average as Humanoid Robot Funding Enthusiasm Cools https://www.nashnova.com/feed/special/south-korea-q3-gdp-expected-to-grow-0-7-percent-qoq-chip-exports-drive-growth-15872 nashnova en 2026-10-23T05:54:07.663Z South Korea Q3 GDP Expected to Grow 0.7% QoQ: Chip Exports Drive Growth but Domestic Demand Remains Weak https://www.nashnova.com/feed/special/china-life-group-acquires-controlling-stake-in-china-life-pension-for-rmb-4-58-15871 nashnova en 2026-10-23T05:50:48.011Z China Life Group Acquires Controlling Stake in China Life Pension for RMB 4.58 Billion https://www.nashnova.com/feed/special/european-luxury-valuations-hit-decade-lows-as-china-demand-recovery-remains-15870 nashnova en 2026-10-23T05:49:33.382Z European Luxury Valuations Hit Decade Lows as China Demand Recovery Remains Elusive https://www.nashnova.com/feed/special/ibm-ceo-quantum-computers-could-break-current-encryption-by-2030-15869 nashnova en 2026-10-23T05:48:27.684Z IBM CEO: Quantum Computers Could Break Current Encryption by 2030 https://www.nashnova.com/feed/special/msci-downgrade-warning-spreads-as-indonesian-corporate-usd-bond-spreads-hit-six-15868 nashnova en 2026-10-23T05:19:28.095Z MSCI Downgrade Warning Spreads as Indonesian Corporate USD Bond Spreads Hit Six-Year Highs https://www.nashnova.com/feed/special/china-tightens-oversight-on-outbound-investment-requiring-investors-to-promptly-15867 nashnova en 2026-10-23T05:07:56.997Z China Tightens Oversight on Outbound Investment, Requiring Investors to Promptly Report Major Risks https://www.nashnova.com/feed/special/russias-central-bank-holds-benchmark-rate-at-14-percent-for-second-consecutive-15866 nashnova en 2026-10-23T04:48:36.491Z Russia's Central Bank Holds Benchmark Rate at 14% for Second Consecutive Meeting https://www.nashnova.com/feed/special/asian-ai-data-center-ipo-wave-hits-headwinds-as-multiple-companies-face-public-15864 nashnova en 2026-10-23T04:34:22.074Z Asian AI Data Center IPO Wave Hits Headwinds as Multiple Companies Face Public Market Valuation Tests https://www.nashnova.com/feed/special/risk-aversion-and-oil-price-double-pressure-reverse-indian-rupee-rebound-15863 nashnova en 2026-10-23T04:22:45.106Z Risk Aversion and Oil Price Double Pressure Reverse Indian Rupee Rebound https://www.nashnova.com/feed/special/u-s-fcc-grants-intel-a-one-year-exemption-from-foreign-robot-ban-15862 nashnova en 2026-10-23T04:21:24.420Z U.S. FCC Grants Intel a One-Year Exemption from Foreign Robot Ban https://www.nashnova.com/feed/special/calpers-cuts-magnificent-seven-holdings-by-26-percent-pivots-to-private-equity-15861 nashnova en 2026-10-23T04:20:11.970Z CalPERS Cuts 'Magnificent Seven' Holdings by 26%, Pivots to Private Equity to Bet on Valuation Discounts https://www.nashnova.com/feed/special/typhoon-trami-halts-trading-taiwan-chip-stocks-unexpectedly-dodge-global-selloff-15860 nashnova en 2026-10-23T04:19:17.153Z Typhoon Trami Halts Trading, Taiwan Chip Stocks Unexpectedly Dodge Global Selloff https://www.nashnova.com/feed/special/goldman-sachs-if-ai-delivers-15-percent-productivity-gains-up-to-9-percent-of-15859 nashnova en 2026-10-23T04:14:11.339Z Goldman Sachs: If AI Delivers 15% Productivity Gains, Up to 9% of Workers Could Be Displaced During the Transition https://www.nashnova.com/feed/special/western-digital-hamr-hdds-set-for-mass-production-in-h1-next-year-key-customer-15858 nashnova en 2026-10-23T04:03:38.957Z Western Digital HAMR HDDs Set for Mass Production in H1 Next Year, Key Customer Orders Booked Through 2030 https://www.nashnova.com/feed/special/japans-economy-minister-conditions-not-yet-met-to-officially-declare-exit-from-15857 nashnova en 2026-10-23T03:43:55.255Z Japan's Economy Minister: Conditions Not Yet Met to Officially Declare Exit from Deflation https://www.nashnova.com/feed/special/japan-october-manufacturing-pmi-falls-to-7-month-low-of-53-3-15856 nashnova en 2026-10-23T03:28:13.753Z Japan October Manufacturing PMI Falls to 7-Month Low of 53.3 https://www.nashnova.com/feed/special/iphone-duo-goes-on-sale-in-china-secondhand-premium-narrows-as-foldable-oled-15855 nashnova en 2026-10-23T02:59:07.657Z iPhone Duo Goes on Sale in China: Secondhand Premium Narrows as Foldable OLED Supply Chain Benefits https://www.nashnova.com/feed/special/hsbc-and-standard-chartered-q3-earnings-preview-interest-rates-and-wealth-15854 nashnova en 2026-10-23T02:48:23.234Z HSBC & Standard Chartered Q3 Earnings Preview: Interest Rates and Wealth Management Underpin Profits, Cost Discipline in Focus https://www.nashnova.com/feed/special/china-tightens-regulations-on-listed-company-spin-offs-multiple-deals-shelved-15853 nashnova en 2026-10-23T02:43:46.159Z China Tightens Regulations on Listed Company Spin-offs, Multiple Deals Shelved https://www.nashnova.com/feed/special/a-share-csi-300-falls-into-bear-market-as-national-teams-record-46b-daily-net-15852 nashnova en 2026-10-23T02:33:50.447Z A-Share CSI 300 Falls Into Bear Market as National Team's Record ¥46B+ Daily Net Purchase Fails to Halt Decline https://www.nashnova.com/feed/special/intel-cto-chip-equipment-supply-severely-lags-behind-demand-15851 nashnova en 2026-10-23T02:08:14.555Z Intel CTO: Chip Equipment Supply Severely Lags Behind Demand https://www.nashnova.com/feed/special/us-tech-selloff-boosts-safe-haven-demand-yen-rises-to-over-one-month-high-15850 nashnova en 2026-10-23T01:38:43.098Z US Tech Selloff Boosts Safe-Haven Demand, Yen Rises to Over One-Month High https://www.nashnova.com/feed/special/bernstein-goes-contrarian-bullish-on-storage-stocks-memory-asp-slowdown-fears-15849 nashnova en 2026-10-23T01:33:53.752Z Bernstein Goes Contrarian Bullish on Storage Stocks: Memory ASP Slowdown Fears Overdone, Top Pick Is Seagate https://www.nashnova.com/feed/special/bloom-energy-q3-revenue-doubles-to-1-24-billion-full-year-guidance-raised-for-15848 nashnova en 2026-10-23T01:23:50.473Z Bloom Energy Q3 Revenue Doubles to $1.24 Billion, Full-Year Guidance Raised for Third Time This Year https://www.nashnova.com/feed/special/sk-hynix-advances-ihbm-cooling-technology-toward-mass-production-with-over-30-15847 nashnova en 2026-10-23T01:08:38.180Z SK Hynix Advances iHBM Cooling Technology Toward Mass Production with Over 30% Thermal Resistance Reduction https://www.nashnova.com/feed/special/ai-sentiment-triggers-safe-haven-demand-japanese-government-bond-yields-fall-15846 nashnova en 2026-10-23T01:03:08.501Z AI Sentiment Triggers Safe-Haven Demand, Japanese Government Bond Yields Fall Across the Board https://www.nashnova.com/feed/special/chinese-ai-model-stocks-lose-150-billion-combined-with-no-bottom-in-sight-15845 nashnova en 2026-10-23T00:54:31.959Z Chinese AI Model Stocks Lose $150 Billion Combined, With No Bottom in Sight https://www.nashnova.com/feed/special/sks-data-center-subsidiary-in-talks-for-350-billion-ai-infrastructure-financing-15844 nashnova en 2026-10-23T00:53:18.213Z SK's Data Center Subsidiary in Talks for $350 Billion AI Infrastructure Financing https://www.nashnova.com/feed/special/gold-drops-to-three-month-low-as-ai-concerns-trigger-liquidity-sell-off-15843 nashnova en 2026-10-23T00:33:36.397Z Gold Drops to Three-Month Low as AI Concerns Trigger Liquidity Sell-Off https://www.nashnova.com/feed/special/ai-debt-and-french-sovereign-cds-spreads-widen-in-tandem-as-cdx-high-yield-index-15842 nashnova en 2026-10-23T00:18:52.416Z AI Debt and French Sovereign CDS Spreads Widen in Tandem as CDX High-Yield Index Also Comes Under Pressure https://www.nashnova.com/feed/special/nasdaq-drops-2-9-percent-semiconductors-plunge-hedge-funds-post-worst-single-day-15841 nashnova en 2026-10-23T00:04:30.682Z Nasdaq Drops 2.9%, Semiconductors Plunge, Hedge Funds Post Worst Single-Day Performance Since 2011 https://www.nashnova.com/feed/special/doubleline-capital-massive-debt-issuance-and-weakening-demand-continue-to-weigh-15840 nashnova en 2026-10-22T23:53:31.031Z DoubleLine Capital: Massive Debt Issuance and Weakening Demand Continue to Weigh on Long-Term Treasuries https://www.nashnova.com/feed/special/japans-september-core-cpi-rises-to-2-1-percent-hitting-year-high-15839 nashnova en 2026-10-22T23:48:03.510Z Japan's September Core CPI Rises to 2.1%, Hitting Year-High https://www.nashnova.com/feed/special/sk-hynixs-solidigm-cancels-u-s-ipo-plan-15838 nashnova en 2026-10-22T23:28:09.482Z SK Hynix's Solidigm Cancels U.S. IPO Plan https://www.nashnova.com/feed/special/u-s-plans-to-include-biotech-in-china-investment-restrictions-15837 nashnova en 2026-10-22T22:18:26.749Z U.S. Plans to Include Biotech in China Investment Restrictions https://www.nashnova.com/feed/special/openai-seeks-30-billion-funding-round-valuation-could-set-all-time-private-15836 nashnova en 2026-10-22T22:13:32.910Z OpenAI Seeks $30 Billion Funding Round, Valuation Could Set All-Time Private Market Record https://www.nashnova.com/feed/special/spacex-plans-to-connect-80-000-cell-towers-positioning-as-the-fourth-largest-u-s-15835 nashnova en 2026-10-22T21:49:32.129Z SpaceX Plans to Connect 80,000 Cell Towers, Positioning as the Fourth-Largest U.S. Wireless Carrier https://www.nashnova.com/feed/special/ringcentral-q3-earnings-beat-expectations-stock-surges-13-percent-after-hours-15834 nashnova en 2026-10-22T21:48:12.638Z RingCentral Q3 Earnings Beat Expectations, Stock Surges 13% After Hours https://www.nashnova.com/feed/special/trump-invokes-defense-production-act-designating-oil-production-as-essential-to-15833 nashnova en 2026-10-22T21:43:21.128Z Trump Invokes Defense Production Act, Designating Oil Production as Essential to National Defense https://www.nashnova.com/feed/special/wti-surges-2-4-percent-to-99-as-soaring-tanker-freight-and-evacuation-orders-15832 nashnova en 2026-10-22T20:58:35.457Z WTI Surges 2.4% to $99 as Soaring Tanker Freight and Evacuation Orders Trigger Dual Energy Squeeze https://www.nashnova.com/feed/special/trump-delays-wind-turbine-tariffs-opens-180-day-negotiation-window-15831 nashnova en 2026-10-22T20:23:15.508Z Trump Delays Wind Turbine Tariffs, Opens 180-Day Negotiation Window https://www.nashnova.com/feed/special/western-digital-q1-net-revenue-reaches-4-38-billion-beating-analyst-expectations-15830 nashnova en 2026-10-22T20:08:14.260Z Western Digital Q1 Net Revenue Reaches $4.38 Billion, Beating Analyst Expectations https://www.nashnova.com/feed/special/yardeni-warns-of-irrational-exuberance-in-chip-stocks-15829 nashnova en 2026-10-22T19:53:32.420Z Yardeni Warns of Irrational Exuberance in Chip Stocks https://www.nashnova.com/feed/special/openai-decisions-model-api-fully-launched-entering-the-fast-inference-market-15828 nashnova en 2026-10-22T19:33:40.553Z OpenAI Decisions Model API Fully Launched, Entering the Fast Inference Market https://www.nashnova.com/feed/special/ts-lombard-models-ai-crash-scenario-20-trillion-wiped-out-but-only-triggering-a-15827 nashnova en 2026-10-22T19:08:50.340Z TS Lombard Models AI Crash Scenario: $20 Trillion Wiped Out, but Only Triggering a Mild Recession https://www.nashnova.com/feed/special/musk-injects-1-billion-into-skydance-media-stock-surges-then-retreats-as-cds-15826 nashnova en 2026-10-22T18:30:57.429Z Musk Injects $1 Billion into Skydance Media: Stock Surges Then Retreats as CDS Hits Record High https://www.nashnova.com/zh/feed/special/u-s-government-uses-japanese-funds-to-build-chip-factories-and-shares-the-15927 nashnova zh-cn 2026-10-23T16:28:31.164Z 美国政府借日本资金建芯片厂并分利 https://www.nashnova.com/zh/feed/special/s-and-p-500-rejected-at-7800-as-technical-patterns-flash-bearish-signals-15926 nashnova zh-cn 2026-10-23T16:13:20.809Z 标普500在7800点受阻,技术形态出现看跌信号 https://www.nashnova.com/zh/feed/special/u-s-department-of-energy-designates-helium-as-critical-material-for-15925 nashnova zh-cn 2026-10-23T16:08:06.832Z 美国能源部将氦列为半导体关键材料 https://www.nashnova.com/zh/feed/special/tiktoks-u-s-entity-seeks-multi-gigawatt-computing-power-targeting-4gw-by-early-15924 nashnova zh-cn 2026-10-23T15:48:33.385Z TikTok美国实体寻求数吉瓦级算力,2030年代初目标4吉瓦 https://www.nashnova.com/zh/feed/special/morgan-stanley-gap-widens-among-leaders-in-chinas-humanoid-robot-supply-chain-15923 nashnova zh-cn 2026-10-23T15:34:09.181Z 摩根士丹利:中国人形机器人供应链头部差距扩大,2026年出货量将数倍增长 https://www.nashnova.com/zh/feed/special/bernstein-stablecoins-rising-in-cross-border-payments-visa-and-mastercard-hold-15922 nashnova zh-cn 2026-10-23T15:18:40.794Z 伯恩斯坦:稳定币跨境支付崛起,Visa和万事达卡具竞争优势 https://www.nashnova.com/zh/feed/special/u-s-october-consumer-confidence-falls-to-five-month-low-as-inflation-15921 nashnova zh-cn 2026-10-23T14:18:18.142Z 美国10月消费者信心降至五个月低点,通胀预期升至五月来最高 https://www.nashnova.com/zh/feed/special/openai-fundraising-valuation-target-cut-to-1-25-trillion-15920 nashnova zh-cn 2026-10-23T14:13:45.896Z OpenAI融资估值目标下调至1.25万亿美元 https://www.nashnova.com/zh/feed/special/u-s-october-manufacturing-pmi-flash-reading-at-56-beating-expectations-15919 nashnova zh-cn 2026-10-23T13:53:05.406Z 美国10月制造业PMI初值56,超预期 https://www.nashnova.com/zh/feed/special/oracle-to-invest-1-billion-over-four-years-to-strengthen-enterprise-ai-partner-15918 nashnova zh-cn 2026-10-23T13:43:16.667Z 甲骨文四年投10亿美元强化企业AI合作伙伴生态 https://www.nashnova.com/zh/feed/special/state-council-issues-ai-employment-guidelines-18-tasks-across-6-areas-to-15917 nashnova zh-cn 2026-10-23T13:09:15.252Z 国务院办公厅发布AI就业意见:6方面18项任务减缓岗位替代 https://www.nashnova.com/zh/feed/special/gm-posts-biggest-weekly-drop-in-over-20-months-analysts-back-buying-the-dip-15916 nashnova zh-cn 2026-10-23T12:53:21.993Z 通用汽车创逾20个月最大周跌幅,分析师力挺逢低买入 https://www.nashnova.com/zh/feed/special/jio-ipo-finally-subscribed-nearly-20x-setting-indian-record-pressure-looms-on-15915 nashnova zh-cn 2026-10-23T12:28:57.064Z Jio IPO终认购近20倍创印度纪录,10月28日上市首日存压 https://www.nashnova.com/zh/feed/special/novartis-kisqali-6-year-follow-up-19-percent-reduction-in-death-risk-for-early-15914 nashnova zh-cn 2026-10-23T12:23:29.465Z 诺华Kisqali六年随访:早期乳腺癌死亡风险降19% https://www.nashnova.com/zh/feed/special/blackstone-bets-on-chip-backed-lending-to-launch-trillion-dollar-credit-15913 nashnova zh-cn 2026-10-23T11:55:50.188Z 黑石押注芯片开启万亿信贷扩张,AI债务风险集中引警示 https://www.nashnova.com/zh/feed/special/us-pre-market-movers-telecom-stocks-fall-tower-stocks-rise-moderna-extends-15912 nashnova zh-cn 2026-10-23T11:54:10.982Z 美股盘前异动:电信股跌、铁塔股涨,Moderna续跌 https://www.nashnova.com/zh/feed/special/american-express-raises-2026-full-year-eps-guidance-to-18-30-18-60-15911 nashnova zh-cn 2026-10-23T11:43:37.220Z 美国运通上调2026年全年EPS指引至18.30—18.60美元 https://www.nashnova.com/zh/feed/special/phillipcapital-sharply-upgrades-spacex-rating-as-ai-computing-demand-becomes-15910 nashnova zh-cn 2026-10-23T11:29:59.009Z PhillipCapital大幅上调SpaceX评级,AI算力需求成核心看多逻辑 https://www.nashnova.com/zh/feed/special/seaport-maintains-sell-rating-on-nvidia-with-180-target-price-over-15-percent-15909 nashnova zh-cn 2026-10-23T11:28:41.780Z Seaport维持英伟达卖出评级,目标价$180低于市价逾15% https://www.nashnova.com/zh/feed/special/dongshan-precisions-hong-kong-ipo-undersubscribed-as-institutions-pull-out-and-15908 nashnova zh-cn 2026-10-23T11:13:13.838Z 东山精密香港IPO认购不足,机构撤单散户冷淡 https://www.nashnova.com/zh/feed/special/moodys-france-rating-decision-due-tonight-as-government-bond-yields-hit-24-year-15907 nashnova zh-cn 2026-10-23T10:50:27.732Z 穆迪法国评级裁决今夜揭晓,国债收益率创24年新高 https://www.nashnova.com/zh/feed/special/cambricon-q3-net-profit-reaches-1-4-billion-yuan-up-148-percent-yoy-15906 nashnova zh-cn 2026-10-23T10:49:11.959Z 寒武纪Q3净利润14亿元,同比增148% https://www.nashnova.com/zh/feed/special/zijin-mining-reports-57-5-billion-yuan-net-profit-for-first-three-quarters-up-52-15905 nashnova zh-cn 2026-10-23T10:48:18.838Z 紫金矿业前三季度归母净利润575亿元,同比增52% https://www.nashnova.com/zh/feed/special/hong-kong-life-insurance-h1-new-business-premiums-surge-58-percent-to-record-15903 nashnova zh-cn 2026-10-23T10:37:47.059Z 香港寿险上半年新单保费增58%创纪录,跨境税收政策构成隐忧 https://www.nashnova.com/zh/feed/special/at1-bond-spreads-widen-for-european-and-us-banks-pushing-up-funding-costs-15902 nashnova zh-cn 2026-10-23T10:36:27.609Z 欧美银行AT1债券利差走阔,融资成本上升 https://www.nashnova.com/zh/feed/special/jpmorgan-glp-1-markets-in-china-india-and-brazil-to-reach-22-billion-by-2035-15901 nashnova zh-cn 2026-10-23T10:35:04.991Z 摩根大通:中印巴GLP-1市场2035年将达220亿美元 https://www.nashnova.com/zh/feed/special/hsbc-redcoin-hkd-stablecoin-launches-on-payme-reaching-over-3-3-million-users-15900 nashnova zh-cn 2026-10-23T10:33:55.862Z 汇丰RedCoin港元稳定币上线PayMe逾330万用户 https://www.nashnova.com/zh/feed/special/eu-trade-negotiations-with-china-set-to-expand-beyond-automotive-sector-15899 nashnova zh-cn 2026-10-23T10:30:54.834Z 欧盟对华贸易谈判拟扩展至汽车以外领域 https://www.nashnova.com/zh/feed/special/bofas-hartnett-risk-off-sentiment-to-persist-through-mid-november-15898 nashnova zh-cn 2026-10-23T10:29:39.512Z 美银哈特内特:risk-off情绪将持续至11月中 https://www.nashnova.com/zh/feed/special/first-shipment-under-russia-u-s-diesel-deal-departs-expected-to-arrive-in-the-u-15897 nashnova zh-cn 2026-10-23T10:28:33.319Z 俄美柴油协议首船启运,预计11月7日抵达美国 https://www.nashnova.com/zh/feed/special/15th-five-year-plan-developing-high-performance-ai-chips-and-highly-available-15896 nashnova zh-cn 2026-10-23T10:18:28.267Z 十五五规划:研制高性能AI芯片和高可用基础软件栈 https://www.nashnova.com/zh/feed/special/u-s-blacklists-y-combinators-china-spinoff-and-firms-linked-to-google-ai-trade-15895 nashnova zh-cn 2026-10-23T10:03:34.599Z 美国将Y Combinator中国分支及谷歌AI窃密关联企业列入黑名单 https://www.nashnova.com/zh/feed/special/bank-of-japan-warns-of-ai-market-shock-and-cyberattack-risks-15894 nashnova zh-cn 2026-10-23T09:38:19.242Z 日本央行警告AI市场冲击与网络攻击风险 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-edge-higher-on-friday-as-markets-await-pmi-data-and-fed-15893 nashnova zh-cn 2026-10-23T09:34:12.382Z 美债收益率周五小幅回升,市场等待PMI与美联储决议 https://www.nashnova.com/zh/feed/special/csrc-plans-to-exempt-private-equity-fund-of-funds-from-investment-layering-15892 nashnova zh-cn 2026-10-23T09:33:00.548Z 证监会拟对私募母基金豁免投资层级限制 https://www.nashnova.com/zh/feed/special/us-china-copper-race-lifts-price-expectations-middle-east-crude-freight-remains-15891 nashnova zh-cn 2026-10-23T09:24:11.203Z 中美争铜推高价格预期,中东原油运费仍为一年前七倍 https://www.nashnova.com/zh/feed/special/broad-based-etfs-hit-record-single-day-trading-volume-e-fund-chinext-etf-records-15890 nashnova zh-cn 2026-10-23T09:18:40.855Z 宽基ETF单日成交创历史天量,创业板ETF易方达成交197亿元 https://www.nashnova.com/zh/feed/special/citi-approved-for-wholly-owned-securities-license-in-china-with-rmb-1-2-billion-15889 nashnova zh-cn 2026-10-23T09:03:30.043Z 花旗获批中国独资证券牌照,注册资本12亿元 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-closing-on-oct-23-hsi-up-0-69-percent-robotics-and-ai-sectors-15888 nashnova zh-cn 2026-10-23T08:44:04.602Z 港股10月23日收盘:恒指涨0.69% 机器人、AI链强势反弹 https://www.nashnova.com/zh/feed/special/goldman-sachs-cuts-western-digital-price-target-to-540-as-hdd-capacity-expansion-15887 nashnova zh-cn 2026-10-23T08:38:38.400Z 高盛下调西部数据目标价至540美元,HDD扩产隐忧压制估值 https://www.nashnova.com/zh/feed/special/chinas-fiscal-spending-shifts-to-stimulus-after-seven-consecutive-months-of-15886 nashnova zh-cn 2026-10-23T08:33:28.613Z 中国财政支出连续七个月收缩后转向刺激 https://www.nashnova.com/zh/feed/special/eurozone-october-pmi-falls-to-four-month-low-as-france-drag-intensifies-15885 nashnova zh-cn 2026-10-23T08:18:34.153Z 欧元区10月PMI降至四个月低点,法国拖累加剧 https://www.nashnova.com/zh/feed/special/u-s-fcc-invokes-new-rule-for-first-time-to-ban-sales-of-devices-containing-15884 nashnova zh-cn 2026-10-23T08:13:11.359Z 美国FCC首次援引新规禁售含华为海思芯片设备 https://www.nashnova.com/zh/feed/special/bernstein-japan-ai-hardware-valuations-pull-back-murata-now-the-best-entry-point-15883 nashnova zh-cn 2026-10-23T07:43:32.699Z 伯恩斯坦:日本AI硬件估值回落,村田当前最佳入场 https://www.nashnova.com/zh/feed/special/goldman-sachs-four-key-turning-points-for-chinas-real-estate-from-2027-to-2035-15882 nashnova zh-cn 2026-10-23T07:40:16.025Z 高盛:中国房地产2027至2035年四大转折点预测 https://www.nashnova.com/zh/feed/special/ubs-asian-equities-extremely-oversold-rising-short-squeeze-risk-in-u-s-stocks-15881 nashnova zh-cn 2026-10-23T07:38:37.482Z 瑞银:亚洲股市极度超卖,美股空头挤压风险上升 https://www.nashnova.com/zh/feed/special/volvo-cars-swings-to-sek-3-7-billion-loss-in-q3-stock-plunges-25-percent-in-15880 nashnova zh-cn 2026-10-23T07:29:36.017Z 沃尔沃汽车Q3转为亏损37亿克朗,股价单日跌25% https://www.nashnova.com/zh/feed/special/chinas-securities-transaction-stamp-tax-reaches-239-1-billion-yuan-in-first-15879 nashnova zh-cn 2026-10-23T07:28:27.399Z 中国前三季度证券交易印花税2391亿元,同比增65.1% https://www.nashnova.com/zh/feed/special/chinas-offshore-renminbi-government-bond-yields-hit-record-lows-15878 nashnova zh-cn 2026-10-23T07:19:45.640Z 中国离岸人民币国债收益率创历史新低 https://www.nashnova.com/zh/feed/special/bridgewater-china-trims-gold-overweight-takes-cautiously-optimistic-stance-on-a-15877 nashnova zh-cn 2026-10-23T07:18:36.372Z 桥水中国削减黄金超配 对A股持"审慎乐观" https://www.nashnova.com/zh/feed/special/apple-reportedly-approaches-boe-to-develop-lcd-version-of-imac-casting-doubt-on-15876 nashnova zh-cn 2026-10-23T07:12:59.081Z 苹果据报接触京东方开发LCD版iMac,OLED转型时间表存疑 https://www.nashnova.com/zh/feed/special/samsung-places-additional-equipment-orders-for-texas-taylor-fab-2nm-monthly-15875 nashnova zh-cn 2026-10-23T07:11:32.793Z 三星德克萨斯Taylor厂追加设备订单 2nm月产能将达2万片 https://www.nashnova.com/zh/feed/special/tsmc-restarts-taoyuan-longtan-phase-3-debuts-copos-advanced-packaging-15874 nashnova zh-cn 2026-10-23T07:10:22.688Z 台积电桃园龙潭三期重启,首推CoPoS先进封装 https://www.nashnova.com/zh/feed/special/unitree-robotics-p-e-ratio-reaches-nearly-10x-industry-average-as-humanoid-robot-15873 nashnova zh-cn 2026-10-23T07:08:54.800Z 宇树科技市盈率达行业均值近10倍,人形机器人融资热度降温 https://www.nashnova.com/zh/feed/special/south-korea-q3-gdp-expected-to-grow-0-7-percent-qoq-chip-exports-drive-growth-15872 nashnova zh-cn 2026-10-23T05:54:07.663Z 韩国Q3 GDP预计环比增0.7%,芯片出口撑增长但内需仍疲 https://www.nashnova.com/zh/feed/special/china-life-group-acquires-controlling-stake-in-china-life-pension-for-rmb-4-58-15871 nashnova zh-cn 2026-10-23T05:50:48.011Z 国寿集团45.8亿元接手国寿养老控股权 https://www.nashnova.com/zh/feed/special/european-luxury-valuations-hit-decade-lows-as-china-demand-recovery-remains-15870 nashnova zh-cn 2026-10-23T05:49:33.382Z 欧洲奢侈品估值创十年新低,中国需求复苏遥遥无期 https://www.nashnova.com/zh/feed/special/ibm-ceo-quantum-computers-could-break-current-encryption-by-2030-15869 nashnova zh-cn 2026-10-23T05:48:27.684Z IBM CEO:量子计算机或于2030年破解现有加密技术 https://www.nashnova.com/zh/feed/special/msci-downgrade-warning-spreads-as-indonesian-corporate-usd-bond-spreads-hit-six-15868 nashnova zh-cn 2026-10-23T05:19:28.095Z MSCI降级警告蔓延,印尼企业美元债利差创六年高位 https://www.nashnova.com/zh/feed/special/china-tightens-oversight-on-outbound-investment-requiring-investors-to-promptly-15867 nashnova zh-cn 2026-10-23T05:07:56.997Z 中国收紧对外投资监管,要求投资者及时上报重大风险 https://www.nashnova.com/zh/feed/special/russias-central-bank-holds-benchmark-rate-at-14-percent-for-second-consecutive-15866 nashnova zh-cn 2026-10-23T04:48:36.491Z 俄罗斯央行连续第二次维持基准利率14%不变 https://www.nashnova.com/zh/feed/special/asian-ai-data-center-ipo-wave-hits-headwinds-as-multiple-companies-face-public-15864 nashnova zh-cn 2026-10-23T04:34:22.074Z 亚洲AI数据中心IPO潮遇冷,多家公司估值遭公开市场检验 https://www.nashnova.com/zh/feed/special/risk-aversion-and-oil-price-double-pressure-reverse-indian-rupee-rebound-15863 nashnova zh-cn 2026-10-23T04:22:45.106Z 避险情绪与油价双压,印度卢比反弹遭逆转 https://www.nashnova.com/zh/feed/special/u-s-fcc-grants-intel-a-one-year-exemption-from-foreign-robot-ban-15862 nashnova zh-cn 2026-10-23T04:21:24.420Z 美国FCC向英特尔豁免外国机器人禁令,为期一年 https://www.nashnova.com/zh/feed/special/calpers-cuts-magnificent-seven-holdings-by-26-percent-pivots-to-private-equity-15861 nashnova zh-cn 2026-10-23T04:20:11.970Z CalPERS减持"七巨头"26%,转投私募押注估值洼地 https://www.nashnova.com/zh/feed/special/typhoon-trami-halts-trading-taiwan-chip-stocks-unexpectedly-dodge-global-selloff-15860 nashnova zh-cn 2026-10-23T04:19:17.153Z 台风查米停市,台湾芯片股意外躲过全球抛售 https://www.nashnova.com/zh/feed/special/goldman-sachs-if-ai-delivers-15-percent-productivity-gains-up-to-9-percent-of-15859 nashnova zh-cn 2026-10-23T04:14:11.339Z 高盛:AI若带来15%生产率提升,过渡期最多9%员工离岗 https://www.nashnova.com/zh/feed/special/western-digital-hamr-hdds-set-for-mass-production-in-h1-next-year-key-customer-15858 nashnova zh-cn 2026-10-23T04:03:38.957Z 西部数据HAMR硬盘明年上半年量产,核心客户订单排至2030年 https://www.nashnova.com/zh/feed/special/japans-economy-minister-conditions-not-yet-met-to-officially-declare-exit-from-15857 nashnova zh-cn 2026-10-23T03:43:55.255Z 日本经济大臣:尚未满足正式宣布脱离通缩的条件 https://www.nashnova.com/zh/feed/special/japan-october-manufacturing-pmi-falls-to-7-month-low-of-53-3-15856 nashnova zh-cn 2026-10-23T03:28:13.753Z 日本10月制造业PMI降至7个月低点53.3 https://www.nashnova.com/zh/feed/special/iphone-duo-goes-on-sale-in-china-secondhand-premium-narrows-as-foldable-oled-15855 nashnova zh-cn 2026-10-23T02:59:07.657Z iPhone Duo中国开售,二手溢价收窄,折叠屏OLED供应链受益 https://www.nashnova.com/zh/feed/special/hsbc-and-standard-chartered-q3-earnings-preview-interest-rates-and-wealth-15854 nashnova zh-cn 2026-10-23T02:48:23.234Z 汇丰渣打三季报前瞻:利率与财富管理支撑盈利,成本管控成焦点 https://www.nashnova.com/zh/feed/special/china-tightens-regulations-on-listed-company-spin-offs-multiple-deals-shelved-15853 nashnova zh-cn 2026-10-23T02:43:46.159Z 中国收紧上市公司分拆监管,多宗交易搁浅 https://www.nashnova.com/zh/feed/special/a-share-csi-300-falls-into-bear-market-as-national-teams-record-46b-daily-net-15852 nashnova zh-cn 2026-10-23T02:33:50.447Z A股CSI 300跌入熊市 国家队单日净买入逾460亿元未能止跌 https://www.nashnova.com/zh/feed/special/intel-cto-chip-equipment-supply-severely-lags-behind-demand-15851 nashnova zh-cn 2026-10-23T02:08:14.555Z 英特尔CTO:芯片设备供给严重滞后需求 https://www.nashnova.com/zh/feed/special/us-tech-selloff-boosts-safe-haven-demand-yen-rises-to-over-one-month-high-15850 nashnova zh-cn 2026-10-23T01:38:43.098Z 美股科技股抛售提振避险需求,日元升至逾一个月高位 https://www.nashnova.com/zh/feed/special/bernstein-goes-contrarian-bullish-on-storage-stocks-memory-asp-slowdown-fears-15849 nashnova zh-cn 2026-10-23T01:33:53.752Z 伯恩斯坦逆势看多存储股:内存ASP放缓担忧过度,首选希捷 https://www.nashnova.com/zh/feed/special/bloom-energy-q3-revenue-doubles-to-1-24-billion-full-year-guidance-raised-for-15848 nashnova zh-cn 2026-10-23T01:23:50.473Z Bloom Energy Q3营收翻倍至12.4亿美元,年内三度上调全年指引 https://www.nashnova.com/zh/feed/special/sk-hynix-advances-ihbm-cooling-technology-toward-mass-production-with-over-30-15847 nashnova zh-cn 2026-10-23T01:08:38.180Z SK海力士推进iHBM冷却技术量产 热阻降幅逾30% https://www.nashnova.com/zh/feed/special/ai-sentiment-triggers-safe-haven-demand-japanese-government-bond-yields-fall-15846 nashnova zh-cn 2026-10-23T01:03:08.501Z AI情绪引发避险需求,日本国债收益率全线下跌 https://www.nashnova.com/zh/feed/special/chinese-ai-model-stocks-lose-150-billion-combined-with-no-bottom-in-sight-15845 nashnova zh-cn 2026-10-23T00:54:31.959Z 中国AI模型股合计蒸发1500亿美元,跌势未见底 https://www.nashnova.com/zh/feed/special/sks-data-center-subsidiary-in-talks-for-350-billion-ai-infrastructure-financing-15844 nashnova zh-cn 2026-10-23T00:53:18.213Z SK旗下数据中心公司洽谈3500亿美元AI基础设施融资 https://www.nashnova.com/zh/feed/special/gold-drops-to-three-month-low-as-ai-concerns-trigger-liquidity-sell-off-15843 nashnova zh-cn 2026-10-23T00:33:36.397Z 黄金跌至三个月低点,AI忧虑引发流动性抛售 https://www.nashnova.com/zh/feed/special/ai-debt-and-french-sovereign-cds-spreads-widen-in-tandem-as-cdx-high-yield-index-15842 nashnova zh-cn 2026-10-23T00:18:52.416Z AI债务与法国主权CDS利差同步走阔,CDX高收益指数亦承压 https://www.nashnova.com/zh/feed/special/nasdaq-drops-2-9-percent-semiconductors-plunge-hedge-funds-post-worst-single-day-15841 nashnova zh-cn 2026-10-23T00:04:30.682Z 纳指跌2.9%,半导体重挫,对冲基金创2011年来最差单日 https://www.nashnova.com/zh/feed/special/doubleline-capital-massive-debt-issuance-and-weakening-demand-continue-to-weigh-15840 nashnova zh-cn 2026-10-22T23:53:31.031Z 双线资本:大规模举债与需求疲软持续压制长期美债 https://www.nashnova.com/zh/feed/special/japans-september-core-cpi-rises-to-2-1-percent-hitting-year-high-15839 nashnova zh-cn 2026-10-22T23:48:03.510Z 日本9月核心CPI升至年内高点2.1% https://www.nashnova.com/zh/feed/special/sk-hynixs-solidigm-cancels-u-s-ipo-plan-15838 nashnova zh-cn 2026-10-22T23:28:09.482Z SK海力士旗下Solidigm取消美股IPO计划 https://www.nashnova.com/zh/feed/special/u-s-plans-to-include-biotech-in-china-investment-restrictions-15837 nashnova zh-cn 2026-10-22T22:18:26.749Z 美国拟将生物科技纳入对华投资限制范围 https://www.nashnova.com/zh/feed/special/openai-seeks-30-billion-funding-round-valuation-could-set-all-time-private-15836 nashnova zh-cn 2026-10-22T22:13:32.910Z OpenAI拟融资300亿美元,估值或创史上最高私募纪录 https://www.nashnova.com/zh/feed/special/spacex-plans-to-connect-80-000-cell-towers-positioning-as-the-fourth-largest-u-s-15835 nashnova zh-cn 2026-10-22T21:49:32.129Z SpaceX拟接入8万基站,布局美国第四大无线运营商 https://www.nashnova.com/zh/feed/special/ringcentral-q3-earnings-beat-expectations-stock-surges-13-percent-after-hours-15834 nashnova zh-cn 2026-10-22T21:48:12.638Z RingCentral三季报超预期,股价盘后涨13% https://www.nashnova.com/zh/feed/special/trump-invokes-defense-production-act-designating-oil-production-as-essential-to-15833 nashnova zh-cn 2026-10-22T21:43:21.128Z 特朗普援引《国防生产法》,将石油生产列为国防必需 https://www.nashnova.com/zh/feed/special/wti-surges-2-4-percent-to-99-as-soaring-tanker-freight-and-evacuation-orders-15832 nashnova zh-cn 2026-10-22T20:58:35.457Z WTI涨2.4%至99美元,油轮运费飙升叠加撤侨令引发双重能源挤压 https://www.nashnova.com/zh/feed/special/trump-delays-wind-turbine-tariffs-opens-180-day-negotiation-window-15831 nashnova zh-cn 2026-10-22T20:23:15.508Z 特朗普暂缓风电涡轮机关税,给180天谈判窗口 https://www.nashnova.com/zh/feed/special/western-digital-q1-net-revenue-reaches-4-38-billion-beating-analyst-expectations-15830 nashnova zh-cn 2026-10-22T20:08:14.260Z 西部数据Q1净营收43.8亿美元,超分析师预期 https://www.nashnova.com/zh/feed/special/yardeni-warns-of-irrational-exuberance-in-chip-stocks-15829 nashnova zh-cn 2026-10-22T19:53:32.420Z 亚德尼警告芯片股存在非理性繁荣 https://www.nashnova.com/zh/feed/special/openai-decisions-model-api-fully-launched-entering-the-fast-inference-market-15828 nashnova zh-cn 2026-10-22T19:33:40.553Z OpenAI决策模型API全面开放,进入快速推理市场 https://www.nashnova.com/zh/feed/special/ts-lombard-models-ai-crash-scenario-20-trillion-wiped-out-but-only-triggering-a-15827 nashnova zh-cn 2026-10-22T19:08:50.340Z TS Lombard测算AI崩盘:20万亿美元蒸发,但仅触发温和衰退 https://www.nashnova.com/zh/feed/special/musk-injects-1-billion-into-skydance-media-stock-surges-then-retreats-as-cds-15826 nashnova zh-cn 2026-10-22T18:30:57.429Z 马斯克10亿美元注资天空舞台传媒,股价先涨后跌,CDS创历史新高 https://www.nashnova.com/zh-hant/feed/special/u-s-government-uses-japanese-funds-to-build-chip-factories-and-shares-the-15927 nashnova zh-tw 2026-10-23T16:28:31.164Z 美國政府借日本資金建晶片廠並分利 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-rejected-at-7800-as-technical-patterns-flash-bearish-signals-15926 nashnova zh-tw 2026-10-23T16:13:20.809Z 標普500在7800點受阻,技術形態出現看跌信號 https://www.nashnova.com/zh-hant/feed/special/u-s-department-of-energy-designates-helium-as-critical-material-for-15925 nashnova zh-tw 2026-10-23T16:08:06.832Z 美國能源部將氦列為半導體關鍵材料 https://www.nashnova.com/zh-hant/feed/special/tiktoks-u-s-entity-seeks-multi-gigawatt-computing-power-targeting-4gw-by-early-15924 nashnova zh-tw 2026-10-23T15:48:33.385Z TikTok美國實體尋求數吉瓦級算力,2030年代初目標4吉瓦 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-gap-widens-among-leaders-in-chinas-humanoid-robot-supply-chain-15923 nashnova zh-tw 2026-10-23T15:34:09.181Z 摩根士丹利:中國人形機器人供應鏈龍頭差距擴大,2026年出貨量將數倍增長 https://www.nashnova.com/zh-hant/feed/special/bernstein-stablecoins-rising-in-cross-border-payments-visa-and-mastercard-hold-15922 nashnova zh-tw 2026-10-23T15:18:40.794Z 伯恩斯坦:穩定幣跨境支付崛起,Visa和萬事達卡具競爭優勢 https://www.nashnova.com/zh-hant/feed/special/u-s-october-consumer-confidence-falls-to-five-month-low-as-inflation-15921 nashnova zh-tw 2026-10-23T14:18:18.142Z 美國10月消費者信心降至五個月低點,通膨預期升至五月來最高 https://www.nashnova.com/zh-hant/feed/special/openai-fundraising-valuation-target-cut-to-1-25-trillion-15920 nashnova zh-tw 2026-10-23T14:13:45.896Z OpenAI融資估值目標下調至1.25萬億美元 https://www.nashnova.com/zh-hant/feed/special/u-s-october-manufacturing-pmi-flash-reading-at-56-beating-expectations-15919 nashnova zh-tw 2026-10-23T13:53:05.406Z 美國10月製造業PMI初值56,超預期 https://www.nashnova.com/zh-hant/feed/special/oracle-to-invest-1-billion-over-four-years-to-strengthen-enterprise-ai-partner-15918 nashnova zh-tw 2026-10-23T13:43:16.667Z 甲骨文四年投10億美元強化企業AI合作夥伴生態 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https://www.nashnova.com/zh-hant/feed/special/doubleline-capital-massive-debt-issuance-and-weakening-demand-continue-to-weigh-15840 nashnova zh-tw 2026-10-22T23:53:31.031Z 雙線資本:大規模舉債與需求疲軟持續壓制長期美債 https://www.nashnova.com/zh-hant/feed/special/japans-september-core-cpi-rises-to-2-1-percent-hitting-year-high-15839 nashnova zh-tw 2026-10-22T23:48:03.510Z 日本9月核心CPI升至年內高點2.1% https://www.nashnova.com/zh-hant/feed/special/sk-hynixs-solidigm-cancels-u-s-ipo-plan-15838 nashnova zh-tw 2026-10-22T23:28:09.482Z SK海力士旗下Solidigm取消美股IPO計劃 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-include-biotech-in-china-investment-restrictions-15837 nashnova zh-tw 2026-10-22T22:18:26.749Z 美國擬將生物科技納入對華投資限制範圍 https://www.nashnova.com/zh-hant/feed/special/openai-seeks-30-billion-funding-round-valuation-could-set-all-time-private-15836 nashnova zh-tw 2026-10-22T22:13:32.910Z OpenAI擬融資300億美元,估值或創史上最高私募紀錄 https://www.nashnova.com/zh-hant/feed/special/spacex-plans-to-connect-80-000-cell-towers-positioning-as-the-fourth-largest-u-s-15835 nashnova zh-tw 2026-10-22T21:49:32.129Z SpaceX擬接入8萬基站,佈局美國第四大無線營運商 https://www.nashnova.com/zh-hant/feed/special/ringcentral-q3-earnings-beat-expectations-stock-surges-13-percent-after-hours-15834 nashnova zh-tw 2026-10-22T21:48:12.638Z RingCentral三季報超預期,股價盤後漲13% https://www.nashnova.com/zh-hant/feed/special/trump-invokes-defense-production-act-designating-oil-production-as-essential-to-15833 nashnova zh-tw 2026-10-22T21:43:21.128Z 特朗普援引《國防生產法》,將石油生產列為國防必需 https://www.nashnova.com/zh-hant/feed/special/wti-surges-2-4-percent-to-99-as-soaring-tanker-freight-and-evacuation-orders-15832 nashnova zh-tw 2026-10-22T20:58:35.457Z WTI漲2.4%至99美元,油輪運費飆升疊加撤僑令引發雙重能源擠壓 https://www.nashnova.com/zh-hant/feed/special/trump-delays-wind-turbine-tariffs-opens-180-day-negotiation-window-15831 nashnova zh-tw 2026-10-22T20:23:15.508Z 特朗普暫緩風電渦輪機關稅,給180天談判窗口 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