https://www.nashnova.com/feed/special/u-s-military-strikes-near-irans-bushehr-nuclear-power-plant-as-conflict-6037 NashNova en 2026-07-09T11:08:22.179Z U.S. Military Strikes Near Iran's Bushehr Nuclear Power Plant as Conflict Continues to Escalate https://www.nashnova.com/feed/special/anthropic-secondary-market-valuation-surges-to-1-2-trillion-with-scarce-sellers-6024 NashNova en 2026-07-09T09:12:53.500Z Anthropic Secondary Market Valuation Surges to $1.2 Trillion with Scarce Sellers and Rare Transactions https://www.nashnova.com/feed/special/former-goldman-sachs-commodities-chief-ai-capital-misallocation-poses-hidden-6021 NashNova en 2026-07-09T09:01:10.917Z Former Goldman Sachs Commodities Chief: AI Capital Misallocation Poses Hidden Risks, Old Economy Revenge Not Over Yet https://www.nashnova.com/feed/special/tsmc-partners-with-asml-and-imec-to-advance-2d-chip-mass-production-6103 NashNova en 2026-07-09T20:13:01.952Z TSMC Partners with ASML and Imec to Advance 2D Chip Mass Production https://www.nashnova.com/feed/special/new-version-of-u-s-crypto-regulatory-bill-could-come-as-early-as-next-week-6102 NashNova en 2026-07-09T19:42:06.260Z New Version of U.S. Crypto Regulatory Bill Could Come as Early as Next Week https://www.nashnova.com/feed/special/fed-officially-announces-leaders-of-five-external-task-forces-6101 NashNova en 2026-07-09T19:38:31.104Z Fed Officially Announces Leaders of Five External Task Forces https://www.nashnova.com/feed/special/gold-drops-over-13-percent-in-q2-worst-quarter-since-2013-6100 NashNova en 2026-07-09T19:37:18.540Z Gold Drops Over 13% in Q2, Worst Quarter Since 2013 https://www.nashnova.com/feed/special/carlyle-sells-data-center-power-platform-for-2-6-billion-achieving-5x-return-6099 NashNova en 2026-07-09T19:19:02.393Z Carlyle Sells Data Center Power Platform for $2.6 Billion, Achieving 5x Return https://www.nashnova.com/feed/special/rising-u-s-iran-negotiation-expectations-send-crude-oil-futures-down-over-2-6098 NashNova en 2026-07-09T19:17:31.880Z Rising U.S.-Iran Negotiation Expectations Send Crude Oil Futures Down Over 2% https://www.nashnova.com/feed/special/s-and-p-500-quietly-approaches-all-time-high-6097 NashNova en 2026-07-09T19:16:44.020Z S&P 500 Quietly Approaches All-Time High https://www.nashnova.com/feed/special/bank-of-england-chief-economist-interest-rates-need-to-rise-6096 NashNova en 2026-07-09T19:06:48.433Z Bank of England Chief Economist: Interest Rates Need to Rise https://www.nashnova.com/feed/special/war-driven-inflation-fears-fail-to-shake-treasury-yield-expectations-6095 NashNova en 2026-07-09T19:02:34.550Z War-Driven Inflation Fears Fail to Shake Treasury Yield Expectations https://www.nashnova.com/feed/special/anthropic-introduces-usage-based-pricing-for-claude-fable-5-6094 NashNova en 2026-07-09T18:42:23.118Z Anthropic Introduces Usage-Based Pricing for Claude Fable 5 https://www.nashnova.com/feed/special/bitcoin-etfs-and-private-credit-face-simultaneous-redemption-pressure-6093 NashNova en 2026-07-09T18:22:17.201Z Bitcoin ETFs and Private Credit Face Simultaneous Redemption Pressure https://www.nashnova.com/feed/special/ai-budget-expansion-squeezes-traditional-saas-market-share-6092 NashNova en 2026-07-09T17:47:17.665Z AI Budget Expansion Squeezes Traditional SaaS Market Share https://www.nashnova.com/feed/special/u-s-30-year-treasury-auction-halts-selloff-as-foreign-demand-hits-second-highest-6091 NashNova en 2026-07-09T17:42:10.641Z U.S. 30-Year Treasury Auction Halts Selloff as Foreign Demand Hits Second-Highest on Record https://www.nashnova.com/feed/special/palo-alto-ceo-ai-pricing-needs-to-drop-another-90-percent-6090 NashNova en 2026-07-09T17:21:59.972Z Palo Alto CEO: AI Pricing Needs to Drop Another 90% https://www.nashnova.com/feed/special/goldman-sachs-hedge-funds-rotate-heavily-into-energy-and-medical-devices-6089 NashNova en 2026-07-09T17:07:25.303Z Goldman Sachs: Hedge Funds Rotate Heavily into Energy and Medical Devices https://www.nashnova.com/feed/special/cftc-moves-to-block-cmes-24-7-crude-oil-futures-self-certification-filing-6088 NashNova en 2026-07-09T16:52:55.875Z CFTC Moves to Block CME's 24/7 Crude Oil Futures Self-Certification Filing https://www.nashnova.com/feed/special/polands-central-bank-buys-82-tons-of-gold-this-year-targeting-700-ton-reserve-6087 NashNova en 2026-07-09T16:51:56.389Z Poland's Central Bank Buys 82 Tons of Gold This Year, Targeting 700-Ton Reserve Goal https://www.nashnova.com/feed/special/annual-pce-revision-may-lower-core-inflation-giving-waller-room-to-stand-pat-6086 NashNova en 2026-07-09T16:29:15.621Z Annual PCE Revision May Lower Core Inflation, Giving Waller Room to Stand Pat https://www.nashnova.com/feed/special/wells-fargo-nvidias-h200-sales-to-china-are-limited-in-scale-6085 NashNova en 2026-07-09T16:28:09.926Z Wells Fargo: Nvidia's H200 Sales to China Are Limited in Scale https://www.nashnova.com/feed/special/minimax-plans-to-raise-1-9-billion-through-share-placement-and-convertible-bonds-6084 NashNova en 2026-07-09T16:27:04.008Z MiniMax Plans to Raise $1.9 Billion Through Share Placement and Convertible Bonds https://www.nashnova.com/feed/special/micron-surges-over-7-percent-as-ai-memory-long-term-contract-collateral-6083 NashNova en 2026-07-09T16:13:49.614Z Micron Surges Over 7% as AI Memory Long-Term Contract Collateral Structure Revealed for the First Time https://www.nashnova.com/feed/special/behind-the-weak-won-capital-flow-misalignment-outweighs-trade-surplus-6082 NashNova en 2026-07-09T16:12:23.379Z Behind the Weak Won: Capital Flow Misalignment Outweighs Trade Surplus https://www.nashnova.com/feed/special/ubs-raises-european-equity-target-to-690-signaling-8-percent-upside-6081 NashNova en 2026-07-09T15:57:02.739Z UBS Raises European Equity Target to 690, Signaling 8% Upside https://www.nashnova.com/feed/special/u-s-stock-leverage-demand-remains-elevated-financing-pressure-may-surge-again-at-6080 NashNova en 2026-07-09T15:47:33.316Z U.S. Stock Leverage Demand Remains Elevated; Financing Pressure May Surge Again at Quarter-End https://www.nashnova.com/feed/special/alibaba-has-cumulatively-invested-about-7-6-billion-yuan-in-cxmt-6079 NashNova en 2026-07-09T15:36:55.829Z Alibaba Has Cumulatively Invested About 7.6 Billion Yuan in CXMT https://www.nashnova.com/feed/special/khamenei-buried-as-u-s-iran-mutual-strikes-push-ceasefire-agreement-to-brink-of-6078 NashNova en 2026-07-09T15:32:12.726Z Khamenei Buried as U.S.-Iran Mutual Strikes Push Ceasefire Agreement to Brink of Collapse https://www.nashnova.com/feed/special/bofa-picks-chevron-goldman-eyes-crack-spreads-6077 NashNova en 2026-07-09T15:27:24.168Z BofA Picks Chevron, Goldman Eyes Crack Spreads https://www.nashnova.com/feed/special/u-s-iran-tensions-escalate-as-iran-rushes-to-ship-out-11-million-barrels-of-6076 NashNova en 2026-07-09T15:16:57.690Z U.S.-Iran Tensions Escalate as Iran Rushes to Ship Out 11 Million Barrels of Crude in 24 Hours https://www.nashnova.com/feed/special/ai-momentum-volatility-surges-to-6-year-high-sharply-diverging-from-s-and-p-500-6075 NashNova en 2026-07-09T14:57:59.142Z AI Momentum Volatility Surges to 6-Year High, Sharply Diverging from S&P 500 https://www.nashnova.com/feed/special/amd-partners-with-5c-to-build-gigawatt-scale-ai-campus-6074 NashNova en 2026-07-09T14:57:07.734Z AMD Partners with 5C to Build Gigawatt-Scale AI Campus https://www.nashnova.com/feed/special/morgan-stanley-predicts-global-m-and-a-volume-to-reach-6-4-trillion-in-2026-6073 NashNova en 2026-07-09T14:52:13.136Z Morgan Stanley Predicts Global M&A Volume to Reach $6.4 Trillion in 2026, Surpassing the 2021 Peak https://www.nashnova.com/feed/special/newspaper-group-seeks-sanctions-against-openai-accused-of-concealing-copyright-6072 NashNova en 2026-07-09T14:32:00.222Z Newspaper Group Seeks Sanctions Against OpenAI: Accused of Concealing Copyright Search Capabilities https://www.nashnova.com/feed/special/ny-fed-president-ai-demand-is-the-top-inflation-concern-right-now-6071 NashNova en 2026-07-09T14:27:49.898Z NY Fed President: AI Demand Is the Top Inflation Concern Right Now https://www.nashnova.com/feed/special/openais-latest-model-achieves-54-percent-token-efficiency-gain-in-agentic-coding-6070 NashNova en 2026-07-09T14:27:00.172Z OpenAI's Latest Model Achieves 54% Token Efficiency Gain in Agentic Coding https://www.nashnova.com/feed/special/meta-launches-first-paid-ai-model-muse-spark-1-1-entering-the-coding-market-6069 NashNova en 2026-07-09T14:18:56.314Z Meta Launches First Paid AI Model Muse Spark 1.1, Entering the Coding Market https://www.nashnova.com/feed/special/u-s-june-existing-home-sales-unexpectedly-decline-as-home-prices-hit-record-high-6068 NashNova en 2026-07-09T14:17:38.248Z U.S. June Existing Home Sales Unexpectedly Decline as Home Prices Hit Record High https://www.nashnova.com/feed/special/startup-squeezes-27-billion-parameter-model-into-iphone-apple-already-in-talks-6067 NashNova en 2026-07-09T14:02:26.675Z Startup Squeezes 27-Billion-Parameter Model into iPhone; Apple Already in Talks https://www.nashnova.com/feed/special/u-s-chip-stocks-rally-broadly-applied-materials-surges-nearly-10-percent-6066 NashNova en 2026-07-09T13:52:37.098Z U.S. Chip Stocks Rally Broadly, Applied Materials Surges Nearly 10% https://www.nashnova.com/feed/special/inp-supply-demand-gap-exceeds-70-percent-critical-shortage-of-key-optical-module-6065 NashNova en 2026-07-09T13:43:18.679Z InP Supply-Demand Gap Exceeds 70%: Critical Shortage of Key Optical Module Material https://www.nashnova.com/feed/special/hedgeye-initiates-short-rating-on-apple-sees-23-percent-downside-6064 NashNova en 2026-07-09T13:37:08.293Z Hedgeye Initiates Short Rating on Apple, Sees 23% Downside https://www.nashnova.com/feed/special/barclays-bets-on-earnings-as-wall-street-warns-of-an-earnings-bubble-6063 NashNova en 2026-07-09T13:27:34.421Z Barclays Bets on Earnings as Wall Street Warns of an "Earnings Bubble" https://www.nashnova.com/feed/special/apollos-35-billion-ai-chip-private-debt-deal-begins-trading-6062 NashNova en 2026-07-09T13:24:13.439Z Apollo's $35 Billion AI Chip Private Debt Deal Begins Trading https://www.nashnova.com/feed/special/apollo-warns-slowing-ai-returns-could-trigger-cascading-market-risks-6061 NashNova en 2026-07-09T13:23:08.016Z Apollo Warns: Slowing AI Returns Could Trigger Cascading Market Risks https://www.nashnova.com/feed/special/sk-hynix-adr-priced-at-149-a-3-1-percent-premium-over-korea-closing-price-6060 NashNova en 2026-07-09T13:22:00.868Z SK Hynix ADR Priced at $149, a 3.1% Premium Over Korea Closing Price https://www.nashnova.com/feed/special/us-ai-valuations-hit-extremes-as-top-fund-managers-pivot-to-china-tech-and-6059 NashNova en 2026-07-09T13:08:17.208Z US AI Valuations Hit Extremes as Top Fund Managers Pivot to China Tech and Energy https://www.nashnova.com/feed/special/u-s-30-year-treasury-yield-hits-7-week-high-on-8-day-winning-streak-6058 NashNova en 2026-07-09T13:06:52.475Z U.S. 30-Year Treasury Yield Hits 7-Week High on 8-Day Winning Streak https://www.nashnova.com/feed/special/qatar-suspends-ras-laffan-lng-expansion-tightening-global-gas-supply-further-6057 NashNova en 2026-07-09T13:03:23.791Z Qatar Suspends Ras Laffan LNG Expansion, Tightening Global Gas Supply Further https://www.nashnova.com/feed/special/lee-jae-yong-heads-to-sun-valley-summit-for-intensive-talks-with-apple-amazon-6056 NashNova en 2026-07-09T12:52:16.686Z Lee Jae-yong Heads to Sun Valley Summit for Intensive Talks with Apple, Amazon, and OpenAI on Orders https://www.nashnova.com/feed/special/cerebras-plans-multi-billion-dollar-european-compute-expansion-targeting-200mw-6055 NashNova en 2026-07-09T12:48:27.534Z Cerebras Plans Multi-Billion Dollar European Compute Expansion, Targeting 200MW by 2027 https://www.nashnova.com/feed/special/u-s-initial-jobless-claims-drop-to-215k-labor-market-remains-stable-6054 NashNova en 2026-07-09T12:47:26.844Z U.S. Initial Jobless Claims Drop to 215K, Labor Market Remains Stable https://www.nashnova.com/feed/special/wall-street-ratings-roundup-thursday-nvidia-tesla-salesforce-and-more-6053 NashNova en 2026-07-09T12:43:26.679Z Wall Street Ratings Roundup Thursday: NVIDIA, Tesla, Salesforce and More https://www.nashnova.com/feed/special/micron-plans-to-invest-up-to-3-billion-to-strengthen-u-s-chip-supply-chain-6052 NashNova en 2026-07-09T12:41:46.334Z Micron Plans to Invest Up to $3 Billion to Strengthen U.S. Chip Supply Chain https://www.nashnova.com/feed/special/william-blair-amds-valuation-premium-is-too-high-cpu-market-share-growth-set-to-6051 NashNova en 2026-07-09T12:37:25.815Z William Blair: AMD's Valuation Premium Is Too High, CPU Market Share Growth Set to Become More Difficult https://www.nashnova.com/feed/special/u-s-plans-to-lift-steering-wheel-requirement-for-self-driving-cars-6050 NashNova en 2026-07-09T12:32:02.697Z U.S. Plans to Lift Steering Wheel Requirement for Self-Driving Cars https://www.nashnova.com/feed/special/sk-hynix-eyes-nasdaq-listing-wall-street-underwriting-fees-expected-to-exceed-6049 NashNova en 2026-07-09T12:27:18.025Z SK Hynix Eyes Nasdaq Listing; Wall Street Underwriting Fees Expected to Exceed $140 Million https://www.nashnova.com/feed/special/ecb-june-meeting-energy-shock-too-significant-to-ignore-unanimous-rate-hike-to-2-6048 NashNova en 2026-07-09T12:22:11.801Z ECB June Meeting: Energy Shock Too Significant to Ignore, Unanimous Rate Hike to 2.25% https://www.nashnova.com/feed/special/microsoft-and-google-race-to-buy-nuclear-power-as-smrs-become-wall-streets-new-6047 NashNova en 2026-07-09T12:19:21.283Z Microsoft and Google Race to Buy Nuclear Power as SMRs Become Wall Street's New Bet https://www.nashnova.com/feed/special/minimax-plunges-over-18-percent-on-lock-up-expiry-day-as-price-support-pledges-6046 NashNova en 2026-07-09T12:17:44.945Z MiniMax Plunges Over 18% on Lock-Up Expiry Day as Price Support Pledges Fail to Offset Selling Pressure https://www.nashnova.com/feed/special/us-pre-market-ionis-falls-19-percent-alnylam-rises-17-percent-6045 NashNova en 2026-07-09T12:03:07.949Z US Pre-Market: Ionis Falls 19%, Alnylam Rises 17% https://www.nashnova.com/feed/special/surging-hotel-room-rates-may-push-up-services-inflation-in-u-s-june-cpi-6044 NashNova en 2026-07-09T12:01:59.410Z Surging Hotel Room Rates May Push Up Services Inflation in U.S. June CPI https://www.nashnova.com/feed/special/keybanc-downgrades-salesforce-as-agentforce-customer-feedback-weakens-6043 NashNova en 2026-07-09T11:52:01.847Z KeyBanc Downgrades Salesforce as Agentforce Customer Feedback Weakens https://www.nashnova.com/feed/special/palantir-takes-london-police-contract-rejection-to-high-court-6042 NashNova en 2026-07-09T11:47:03.685Z Palantir Takes London Police Contract Rejection to High Court https://www.nashnova.com/feed/special/chip-software-rotation-reverses-as-correlation-turns-negative-for-the-first-time-6041 NashNova en 2026-07-09T11:37:34.687Z Chip-Software Rotation Reverses as Correlation Turns Negative for the First Time https://www.nashnova.com/feed/special/metas-in-house-ai-chip-enters-mass-production-in-september-doubling-computing-6040 NashNova en 2026-07-09T11:32:05.347Z Meta's In-House AI Chip Enters Mass Production in September, Doubling Computing Power to 14 Gigawatts Next Year https://www.nashnova.com/feed/special/chinas-central-bank-increases-gold-holdings-for-20-consecutive-months-june-6039 NashNova en 2026-07-09T11:13:16.819Z China's Central Bank Increases Gold Holdings for 20 Consecutive Months, June Purchases Hit 16-Month High https://www.nashnova.com/feed/special/deutsche-bank-rising-usd-risks-as-foreign-capital-inflows-shift-toward-equity-6038 NashNova en 2026-07-09T11:12:08.037Z Deutsche Bank: Rising USD Risks as Foreign Capital Inflows Shift Toward Equity https://www.nashnova.com/feed/special/strengthening-yuan-could-be-a-tailwind-for-emerging-market-currencies-6036 NashNova en 2026-07-09T11:06:58.486Z Strengthening Yuan Could Be a Tailwind for Emerging Market Currencies https://www.nashnova.com/feed/special/morgan-stanley-maintains-overweight-on-rocket-lab-iridium-acquisition-opens-6035 NashNova en 2026-07-09T10:50:06.214Z Morgan Stanley Maintains Overweight on Rocket Lab; Iridium Acquisition Opens Valuation Upside https://www.nashnova.com/feed/special/sap-accepts-eu-commitments-to-avoid-antitrust-fine-6034 NashNova en 2026-07-09T10:20:34.167Z SAP Accepts EU Commitments to Avoid Antitrust Fine https://www.nashnova.com/feed/special/phisons-h1-revenue-surpasses-nt-100-billion-for-the-first-time-ai-order-6033 NashNova en 2026-07-09T10:17:04.885Z Phison's H1 Revenue Surpasses NT$100 Billion for the First Time; AI Order Visibility Extends to H1 2027 https://www.nashnova.com/feed/special/u-s-semiconductor-index-drops-14-percent-as-technical-warning-signals-intensify-6032 NashNova en 2026-07-09T10:15:49.497Z U.S. Semiconductor Index Drops 14% as Technical Warning Signals Intensify https://www.nashnova.com/feed/special/foxconn-industrial-internet-q2-net-profit-expected-to-surge-86-percent-101-6030 NashNova en 2026-07-09T10:05:16.001Z Foxconn Industrial Internet Q2 Net Profit Expected to Surge 86%-101% https://www.nashnova.com/feed/special/surging-ai-data-center-demand-triggers-critical-u-s-power-grid-equipment-6028 NashNova en 2026-07-09T09:50:47.547Z Surging AI Data Center Demand Triggers Critical U.S. Power Grid Equipment Shortage https://www.nashnova.com/feed/special/gigadevice-forecasts-h1-net-profit-of-6-9-billion-yuan-surging-over-11-fold-year-6027 NashNova en 2026-07-09T09:45:25.726Z GigaDevice Forecasts H1 Net Profit of 6.9 Billion Yuan, Surging Over 11-Fold Year-on-Year https://www.nashnova.com/feed/special/french-competition-authority-nvidia-antitrust-investigation-nearing-conclusion-6026 NashNova en 2026-07-09T09:35:24.768Z French Competition Authority: Nvidia Antitrust Investigation Nearing Conclusion https://www.nashnova.com/feed/special/taiwans-h1-exports-surge-47-percent-hitting-all-time-high-6025 NashNova en 2026-07-09T09:25:51.393Z Taiwan's H1 Exports Surge 47%, Hitting All-Time High https://www.nashnova.com/feed/special/blackrock-ai-capex-commitments-can-sustain-thematic-investing-for-two-to-three-6023 NashNova en 2026-07-09T09:11:42.533Z BlackRock: AI Capex Commitments Can Sustain Thematic Investing for Two to Three Years https://www.nashnova.com/feed/special/chinas-state-council-issues-15th-five-year-plan-carbon-peaking-action-plan-6022 NashNova en 2026-07-09T09:10:30.723Z China's State Council Issues "15th Five-Year Plan" Carbon Peaking Action Plan https://www.nashnova.com/feed/special/hong-kong-market-close-hang-seng-index-falls-0-7-percent-as-semiconductor-and-6020 NashNova en 2026-07-09T08:56:46.835Z Hong Kong Market Close: Hang Seng Index Falls 0.7% as Semiconductor and Computing Power Stocks Buck the Trend https://www.nashnova.com/feed/special/gold-returns-to-4-100-as-hsbc-cuts-full-year-forecast-6019 NashNova en 2026-07-09T08:52:18.395Z Gold Returns to $4,100 as HSBC Cuts Full-Year Forecast https://www.nashnova.com/feed/special/u-s-iran-conflict-escalates-european-gas-prices-hover-near-monthly-highs-6018 NashNova en 2026-07-09T08:50:58.329Z U.S.-Iran Conflict Escalates, European Gas Prices Hover Near Monthly Highs https://www.nashnova.com/feed/special/sk-hynix-adr-arbitrage-far-more-challenging-than-tsmc-6017 NashNova en 2026-07-09T08:36:31.433Z SK Hynix ADR Arbitrage Far More Challenging Than TSMC https://www.nashnova.com/feed/special/nexchips-hong-kong-grey-market-trading-up-over-8-percent-6016 NashNova en 2026-07-09T08:35:18.292Z Nexchip's Hong Kong Grey Market Trading Up Over 8% https://www.nashnova.com/feed/special/uk-long-term-bond-issuance-plans-draw-market-warnings-6015 NashNova en 2026-07-09T08:30:57.499Z UK Long-Term Bond Issuance Plans Draw Market Warnings https://www.nashnova.com/feed/special/jpmorgan-raises-asml-price-target-to-2-200-2027-outlook-is-key-to-re-rating-6014 NashNova en 2026-07-09T08:18:30.025Z JPMorgan Raises ASML Price Target to $2,200; 2027 Outlook Is Key to Re-Rating https://www.nashnova.com/feed/special/cxmt-ipo-fundraising-excludes-hbm-cooling-ai-memory-expectations-6013 NashNova en 2026-07-09T08:16:59.149Z CXMT IPO Fundraising Excludes HBM, Cooling AI Memory Expectations https://www.nashnova.com/feed/special/bofa-reiterates-buy-on-micron-with-1-550-price-target-6012 NashNova en 2026-07-09T08:15:45.789Z BofA Reiterates Buy on Micron with $1,550 Price Target https://www.nashnova.com/feed/special/taiwan-central-bank-governor-warns-of-ai-bubble-risks-6011 NashNova en 2026-07-09T08:05:18.947Z Taiwan Central Bank Governor Warns of AI Bubble Risks https://www.nashnova.com/feed/special/u-s-stock-futures-edge-higher-as-markets-digest-renewed-u-s-iran-clashes-6010 NashNova en 2026-07-09T07:55:40.479Z U.S. Stock Futures Edge Higher as Markets Digest Renewed U.S.-Iran Clashes https://www.nashnova.com/feed/special/taiwan-dollar-falls-to-14-month-low-as-dividend-season-intensifies-selling-6009 NashNova en 2026-07-09T07:51:10.341Z Taiwan Dollar Falls to 14-Month Low as Dividend Season Intensifies Selling Pressure https://www.nashnova.com/feed/special/ases-june-revenue-surges-33-percent-yoy-q2-up-27-percent-qoq-6008 NashNova en 2026-07-09T07:50:14.447Z ASE's June Revenue Surges 33% YoY, Q2 Up 27% QoQ https://www.nashnova.com/feed/special/european-tech-stocks-rebound-as-middle-east-oil-supply-risks-persist-6007 NashNova en 2026-07-09T07:40:54.441Z European Tech Stocks Rebound as Middle East Oil Supply Risks Persist https://www.nashnova.com/feed/special/swift-launches-blockchain-based-cross-border-payment-system-with-17-banks-in-6006 NashNova en 2026-07-09T07:30:31.884Z Swift Launches Blockchain-Based Cross-Border Payment System with 17 Banks in Pilot Program https://www.nashnova.com/feed/special/bofa-and-citi-both-back-nvidia-per-rack-price-hikes-cover-hbm-costs-18x-pe-hits-6005 NashNova en 2026-07-09T07:15:52.893Z BofA and Citi Both Back NVIDIA: Per-Rack Price Hikes Cover HBM Costs, 18x PE Hits Seven-Year Low https://www.nashnova.com/feed/special/astrazenecas-wainua-phase-3-trial-in-cardiac-disease-misses-primary-endpoint-6004 NashNova en 2026-07-09T07:10:34.798Z AstraZeneca's Wainua Phase 3 Trial in Cardiac Disease Misses Primary Endpoint https://www.nashnova.com/feed/special/germanys-may-exports-rise-unexpectedly-by-0-9-percent-trade-surplus-widens-to-19-6003 NashNova en 2026-07-09T06:20:27.391Z Germany's May Exports Rise Unexpectedly by 0.9%, Trade Surplus Widens to €19.1 Billion https://www.nashnova.com/feed/special/us-stock-q2-earnings-season-ai-spending-and-consumer-resilience-face-dual-stress-6002 NashNova en 2026-07-09T06:11:01.554Z US Stock Q2 Earnings Season: AI Spending and Consumer Resilience Face Dual Stress Test https://www.nashnova.com/zh/feed/special/u-s-military-strikes-near-irans-bushehr-nuclear-power-plant-as-conflict-6037 NashNova zh-cn 2026-07-09T11:08:22.179Z 美军袭击伊朗布什尔核电站周边，冲突持续升级 https://www.nashnova.com/zh/feed/special/anthropic-secondary-market-valuation-surges-to-1-2-trillion-with-scarce-sellers-6024 NashNova zh-cn 2026-07-09T09:12:53.500Z Anthropic二级市场估值升至1.2万亿美元，卖家稀缺成交罕见 https://www.nashnova.com/zh/feed/special/former-goldman-sachs-commodities-chief-ai-capital-misallocation-poses-hidden-6021 NashNova zh-cn 2026-07-09T09:01:10.917Z 前高盛商品主管：AI资本错配埋隐患，旧经济复仇未终结 https://www.nashnova.com/zh/feed/special/new-version-of-u-s-crypto-regulatory-bill-could-come-as-early-as-next-week-6102 NashNova zh-cn 2026-07-09T19:42:06.260Z 美国加密监管法案新版本最快下周出炉 https://www.nashnova.com/zh/feed/special/fed-officially-announces-leaders-of-five-external-task-forces-6101 NashNova zh-cn 2026-07-09T19:38:31.104Z 美联储五大外部任务组领导名单正式公布 https://www.nashnova.com/zh/feed/special/gold-drops-over-13-percent-in-q2-worst-quarter-since-2013-6100 NashNova zh-cn 2026-07-09T19:37:18.540Z 黄金Q2跌逾13%，创2013年来最差季度 https://www.nashnova.com/zh/feed/special/carlyle-sells-data-center-power-platform-for-2-6-billion-achieving-5x-return-6099 NashNova zh-cn 2026-07-09T19:19:02.393Z 凯雷26亿美元出售数据中心电力平台，五倍回报 https://www.nashnova.com/zh/feed/special/rising-u-s-iran-negotiation-expectations-send-crude-oil-futures-down-over-2-6098 NashNova zh-cn 2026-07-09T19:17:31.880Z 美伊谈判预期升温，原油期货跌逾2% https://www.nashnova.com/zh/feed/special/s-and-p-500-quietly-approaches-all-time-high-6097 NashNova zh-cn 2026-07-09T19:16:44.020Z 标普500悄然逼近历史高点 https://www.nashnova.com/zh/feed/special/bank-of-england-chief-economist-interest-rates-need-to-rise-6096 NashNova zh-cn 2026-07-09T19:06:48.433Z 英国央行首席经济学家：利率需要上升 https://www.nashnova.com/zh/feed/special/war-driven-inflation-fears-fail-to-shake-treasury-yield-expectations-6095 NashNova zh-cn 2026-07-09T19:02:34.550Z 战争通胀忧虑难撼美债收益率预期 https://www.nashnova.com/zh/feed/special/anthropic-introduces-usage-based-pricing-for-claude-fable-5-6094 NashNova zh-cn 2026-07-09T18:42:23.118Z Anthropic对Claude Fable 5实施按量计费 https://www.nashnova.com/zh/feed/special/bitcoin-etfs-and-private-credit-face-simultaneous-redemption-pressure-6093 NashNova zh-cn 2026-07-09T18:22:17.201Z 比特币ETF与私募信贷同步遭遇赎回压力 https://www.nashnova.com/zh/feed/special/ai-budget-expansion-squeezes-traditional-saas-market-share-6092 NashNova zh-cn 2026-07-09T17:47:17.665Z AI预算扩张挤压传统SaaS份额 https://www.nashnova.com/zh/feed/special/u-s-30-year-treasury-auction-halts-selloff-as-foreign-demand-hits-second-highest-6091 NashNova zh-cn 2026-07-09T17:42:10.641Z 美30年期国债拍卖止跌，外资需求创历史次高 https://www.nashnova.com/zh/feed/special/palo-alto-ceo-ai-pricing-needs-to-drop-another-90-percent-6090 NashNova zh-cn 2026-07-09T17:21:59.972Z Palo Alto CEO：AI定价需再降90% https://www.nashnova.com/zh/feed/special/goldman-sachs-hedge-funds-rotate-heavily-into-energy-and-medical-devices-6089 NashNova zh-cn 2026-07-09T17:07:25.303Z 高盛：对冲基金大举轮入能源与医疗设备 https://www.nashnova.com/zh/feed/special/cftc-moves-to-block-cmes-24-7-crude-oil-futures-self-certification-filing-6088 NashNova zh-cn 2026-07-09T16:52:55.875Z CFTC拟叫停CME原油期货24/7自我认证申请 https://www.nashnova.com/zh/feed/special/polands-central-bank-buys-82-tons-of-gold-this-year-targeting-700-ton-reserve-6087 NashNova zh-cn 2026-07-09T16:51:56.389Z 波兰央行年内购金82吨，剑指700吨储备目标 https://www.nashnova.com/zh/feed/special/annual-pce-revision-may-lower-core-inflation-giving-waller-room-to-stand-pat-6086 NashNova zh-cn 2026-07-09T16:29:15.621Z PCE年度修订或下调核心通胀，为沃什按兵不动提供空间 https://www.nashnova.com/zh/feed/special/wells-fargo-nvidias-h200-sales-to-china-are-limited-in-scale-6085 NashNova zh-cn 2026-07-09T16:28:09.926Z 富国银行：英伟达对华H200销售规模有限 https://www.nashnova.com/zh/feed/special/minimax-plans-to-raise-1-9-billion-through-share-placement-and-convertible-bonds-6084 NashNova zh-cn 2026-07-09T16:27:04.008Z MiniMax拟发股票及可转债融资19亿美元 https://www.nashnova.com/zh/feed/special/micron-surges-over-7-percent-as-ai-memory-long-term-contract-collateral-6083 NashNova zh-cn 2026-07-09T16:13:49.614Z 美光涨超7%，AI内存长协抵押品结构首次曝光 https://www.nashnova.com/zh/feed/special/behind-the-weak-won-capital-flow-misalignment-outweighs-trade-surplus-6082 NashNova zh-cn 2026-07-09T16:12:23.379Z 韩元弱势背后：资金流错位压过贸易顺差 https://www.nashnova.com/zh/feed/special/ubs-raises-european-equity-target-to-690-signaling-8-percent-upside-6081 NashNova zh-cn 2026-07-09T15:57:02.739Z 瑞银上调欧股目标至690点，预示8%涨幅 https://www.nashnova.com/zh/feed/special/u-s-stock-leverage-demand-remains-elevated-financing-pressure-may-surge-again-at-6080 NashNova zh-cn 2026-07-09T15:47:33.316Z 美股杠杆需求高企，融资压力或在季末再度激增 https://www.nashnova.com/zh/feed/special/alibaba-has-cumulatively-invested-about-7-6-billion-yuan-in-cxmt-6079 NashNova zh-cn 2026-07-09T15:36:55.829Z 阿里巴巴累计投资长鑫科技约76亿元 https://www.nashnova.com/zh/feed/special/khamenei-buried-as-u-s-iran-mutual-strikes-push-ceasefire-agreement-to-brink-of-6078 NashNova zh-cn 2026-07-09T15:32:12.726Z 哈梅内伊下葬，美伊互袭停火协议濒临破裂 https://www.nashnova.com/zh/feed/special/bofa-picks-chevron-goldman-eyes-crack-spreads-6077 NashNova zh-cn 2026-07-09T15:27:24.168Z 美银荐雪佛龙，高盛盯裂解价差 https://www.nashnova.com/zh/feed/special/u-s-iran-tensions-escalate-as-iran-rushes-to-ship-out-11-million-barrels-of-6076 NashNova zh-cn 2026-07-09T15:16:57.690Z 美伊紧张升级，伊朗24小时紧急运出1100万桶原油 https://www.nashnova.com/zh/feed/special/ai-momentum-volatility-surges-to-6-year-high-sharply-diverging-from-s-and-p-500-6075 NashNova zh-cn 2026-07-09T14:57:59.142Z AI动量波动率飙至6年高点，与标普500严重背离 https://www.nashnova.com/zh/feed/special/amd-partners-with-5c-to-build-gigawatt-scale-ai-campus-6074 NashNova zh-cn 2026-07-09T14:57:07.734Z AMD与5C合作构建吉瓦级AI园区 https://www.nashnova.com/zh/feed/special/morgan-stanley-predicts-global-m-and-a-volume-to-reach-6-4-trillion-in-2026-6073 NashNova zh-cn 2026-07-09T14:52:13.136Z 大摩预测2026年全球并购规模达6.4万亿美元，超越2021年峰值 https://www.nashnova.com/zh/feed/special/newspaper-group-seeks-sanctions-against-openai-accused-of-concealing-copyright-6072 NashNova zh-cn 2026-07-09T14:32:00.222Z 报纸集团申请制裁OpenAI：指控其隐瞒版权搜索能力 https://www.nashnova.com/zh/feed/special/ny-fed-president-ai-demand-is-the-top-inflation-concern-right-now-6071 NashNova zh-cn 2026-07-09T14:27:49.898Z 纽约联储主席：AI需求是当前通胀首要关注点 https://www.nashnova.com/zh/feed/special/openais-latest-model-achieves-54-percent-token-efficiency-gain-in-agentic-coding-6070 NashNova zh-cn 2026-07-09T14:27:00.172Z OpenAI最新模型智能体编程token效率提升54% https://www.nashnova.com/zh/feed/special/meta-launches-first-paid-ai-model-muse-spark-1-1-entering-the-coding-market-6069 NashNova zh-cn 2026-07-09T14:18:56.314Z Meta首推付费AI模型Muse Spark 1.1进军编程市场 https://www.nashnova.com/zh/feed/special/u-s-june-existing-home-sales-unexpectedly-decline-as-home-prices-hit-record-high-6068 NashNova zh-cn 2026-07-09T14:17:38.248Z 美国6月成屋销售意外下滑，房价创历史新高 https://www.nashnova.com/zh/feed/special/startup-squeezes-27-billion-parameter-model-into-iphone-apple-already-in-talks-6067 NashNova zh-cn 2026-07-09T14:02:26.675Z 初创公司将270亿参数模型塞进iPhone，苹果已与其会谈 https://www.nashnova.com/zh/feed/special/u-s-chip-stocks-rally-broadly-applied-materials-surges-nearly-10-percent-6066 NashNova zh-cn 2026-07-09T13:52:37.098Z 美股芯片股普涨，应用材料涨近10% https://www.nashnova.com/zh/feed/special/inp-supply-demand-gap-exceeds-70-percent-critical-shortage-of-key-optical-module-6065 NashNova zh-cn 2026-07-09T13:43:18.679Z 磷化铟供需缺口超70%，光模块关键材料告急 https://www.nashnova.com/zh/feed/special/hedgeye-initiates-short-rating-on-apple-sees-23-percent-downside-6064 NashNova zh-cn 2026-07-09T13:37:08.293Z Hedgeye新增苹果做空评级，看跌23% https://www.nashnova.com/zh/feed/special/barclays-bets-on-earnings-as-wall-street-warns-of-an-earnings-bubble-6063 NashNova zh-cn 2026-07-09T13:27:34.421Z 巴克莱押注盈利，华尔街警报"盈利泡沫" https://www.nashnova.com/zh/feed/special/apollos-35-billion-ai-chip-private-debt-deal-begins-trading-6062 NashNova zh-cn 2026-07-09T13:24:13.439Z Apollo 350亿美元AI芯片私募债启动交易 https://www.nashnova.com/zh/feed/special/apollo-warns-slowing-ai-returns-could-trigger-cascading-market-risks-6061 NashNova zh-cn 2026-07-09T13:23:08.016Z Apollo警告：AI回报放缓或引发市场连锁风险 https://www.nashnova.com/zh/feed/special/sk-hynix-adr-priced-at-149-a-3-1-percent-premium-over-korea-closing-price-6060 NashNova zh-cn 2026-07-09T13:22:00.868Z SK海力士ADR定价149美元，溢价韩国收盘价3.1% https://www.nashnova.com/zh/feed/special/us-ai-valuations-hit-extremes-as-top-fund-managers-pivot-to-china-tech-and-6059 NashNova zh-cn 2026-07-09T13:08:17.208Z 美股AI估值创极值，顶级基金经理转向中国科技与能源 https://www.nashnova.com/zh/feed/special/u-s-30-year-treasury-yield-hits-7-week-high-on-8-day-winning-streak-6058 NashNova zh-cn 2026-07-09T13:06:52.475Z 美国30年期国债收益率触7周高位，连涨8日 https://www.nashnova.com/zh/feed/special/qatar-suspends-ras-laffan-lng-expansion-tightening-global-gas-supply-further-6057 NashNova zh-cn 2026-07-09T13:03:23.791Z 卡塔尔暂停拉斯拉凡LNG扩产，全球气市供应再收紧 https://www.nashnova.com/zh/feed/special/lee-jae-yong-heads-to-sun-valley-summit-for-intensive-talks-with-apple-amazon-6056 NashNova zh-cn 2026-07-09T12:52:16.686Z 李在镕赴太阳谷峰会密集洽谈苹果亚马逊OpenAI订单 https://www.nashnova.com/zh/feed/special/cerebras-plans-multi-billion-dollar-european-compute-expansion-targeting-200mw-6055 NashNova zh-cn 2026-07-09T12:48:27.534Z Cerebras拟数十亿美元布局欧洲算力，2027年目标200兆瓦 https://www.nashnova.com/zh/feed/special/u-s-initial-jobless-claims-drop-to-215k-labor-market-remains-stable-6054 NashNova zh-cn 2026-07-09T12:47:26.844Z 美国初请失业金降至21.5万，就业市场维持稳定 https://www.nashnova.com/zh/feed/special/wall-street-ratings-roundup-thursday-nvidia-tesla-salesforce-and-more-6053 NashNova zh-cn 2026-07-09T12:43:26.679Z 华尔街周四评级汇总：英伟达、特斯拉、Salesforce等 https://www.nashnova.com/zh/feed/special/micron-plans-to-invest-up-to-3-billion-to-strengthen-u-s-chip-supply-chain-6052 NashNova zh-cn 2026-07-09T12:41:46.334Z 美光拟投资最高30亿美元强化美国芯片供应链 https://www.nashnova.com/zh/feed/special/william-blair-amds-valuation-premium-is-too-high-cpu-market-share-growth-set-to-6051 NashNova zh-cn 2026-07-09T12:37:25.815Z 威廉布莱尔：AMD估值溢价过高，CPU份额增长将趋难 https://www.nashnova.com/zh/feed/special/u-s-plans-to-lift-steering-wheel-requirement-for-self-driving-cars-6050 NashNova zh-cn 2026-07-09T12:32:02.697Z 美国拟放开无人驾驶车方向盘要求 https://www.nashnova.com/zh/feed/special/sk-hynix-eyes-nasdaq-listing-wall-street-underwriting-fees-expected-to-exceed-6049 NashNova zh-cn 2026-07-09T12:27:18.025Z SK海力士纳斯达克上市，华尔街承销费料超1.4亿美元 https://www.nashnova.com/zh/feed/special/ecb-june-meeting-energy-shock-too-significant-to-ignore-unanimous-rate-hike-to-2-6048 NashNova zh-cn 2026-07-09T12:22:11.801Z 欧洲央行6月会议：无法忽视能源冲击，一致加息至2.25% https://www.nashnova.com/zh/feed/special/microsoft-and-google-race-to-buy-nuclear-power-as-smrs-become-wall-streets-new-6047 NashNova zh-cn 2026-07-09T12:19:21.283Z 微软谷歌抢购核电，SMR成华尔街新押注 https://www.nashnova.com/zh/feed/special/minimax-plunges-over-18-percent-on-lock-up-expiry-day-as-price-support-pledges-6046 NashNova zh-cn 2026-07-09T12:17:44.945Z MiniMax解禁日股价跌超18%，护盘承诺难挡抛压 https://www.nashnova.com/zh/feed/special/us-pre-market-ionis-falls-19-percent-alnylam-rises-17-percent-6045 NashNova zh-cn 2026-07-09T12:03:07.949Z 美股盘前：Ionis跌19%，Alnylam涨17% https://www.nashnova.com/zh/feed/special/surging-hotel-room-rates-may-push-up-services-inflation-in-u-s-june-cpi-6044 NashNova zh-cn 2026-07-09T12:01:59.410Z 酒店房价飙升或推高美国6月CPI服务通胀 https://www.nashnova.com/zh/feed/special/keybanc-downgrades-salesforce-as-agentforce-customer-feedback-weakens-6043 NashNova zh-cn 2026-07-09T11:52:01.847Z KeyBanc下调Salesforce评级，Agentforce客户反馈疲弱 https://www.nashnova.com/zh/feed/special/palantir-takes-london-police-contract-rejection-to-high-court-6042 NashNova zh-cn 2026-07-09T11:47:03.685Z Palantir就伦敦警察合同被拒诉诸高等法院 https://www.nashnova.com/zh/feed/special/chip-software-rotation-reverses-as-correlation-turns-negative-for-the-first-time-6041 NashNova zh-cn 2026-07-09T11:37:34.687Z 芯片股与软件股轮动逆转，相关性首次转负 https://www.nashnova.com/zh/feed/special/metas-in-house-ai-chip-enters-mass-production-in-september-doubling-computing-6040 NashNova zh-cn 2026-07-09T11:32:05.347Z Meta自研AI芯片9月量产，明年算力翻倍至14吉瓦 https://www.nashnova.com/zh/feed/special/chinas-central-bank-increases-gold-holdings-for-20-consecutive-months-june-6039 NashNova zh-cn 2026-07-09T11:13:16.819Z 中国央行连续20个月增持黄金，6月创16个月新高 https://www.nashnova.com/zh/feed/special/deutsche-bank-rising-usd-risks-as-foreign-capital-inflows-shift-toward-equity-6038 NashNova zh-cn 2026-07-09T11:12:08.037Z 德意志银行：美元风险上升，外资流入转向股权 https://www.nashnova.com/zh/feed/special/strengthening-yuan-could-be-a-tailwind-for-emerging-market-currencies-6036 NashNova zh-cn 2026-07-09T11:06:58.486Z 人民币走强或成新兴市场货币顺风 https://www.nashnova.com/zh/feed/special/morgan-stanley-maintains-overweight-on-rocket-lab-iridium-acquisition-opens-6035 NashNova zh-cn 2026-07-09T10:50:06.214Z 大摩维持Rocket Lab增持，并购铱星打开估值天花板 https://www.nashnova.com/zh/feed/special/sap-accepts-eu-commitments-to-avoid-antitrust-fine-6034 NashNova zh-cn 2026-07-09T10:20:34.167Z SAP接受欧盟承诺避免反垄断罚款 https://www.nashnova.com/zh/feed/special/phisons-h1-revenue-surpasses-nt-100-billion-for-the-first-time-ai-order-6033 NashNova zh-cn 2026-07-09T10:17:04.885Z 群联上半年营收首破千亿新台币，AI订单能见度延至2027年上半年 https://www.nashnova.com/zh/feed/special/u-s-semiconductor-index-drops-14-percent-as-technical-warning-signals-intensify-6032 NashNova zh-cn 2026-07-09T10:15:49.497Z 美国半导体指数跌14%，技术面警示信号密集 https://www.nashnova.com/zh/feed/special/foxconn-industrial-internet-q2-net-profit-expected-to-surge-86-percent-101-6030 NashNova zh-cn 2026-07-09T10:05:16.001Z 工业富联Q2净利润预增86%至101% https://www.nashnova.com/zh/feed/special/surging-ai-data-center-demand-triggers-critical-u-s-power-grid-equipment-6028 NashNova zh-cn 2026-07-09T09:50:47.547Z AI数据中心需求激增，美国电网设备供应严重告急 https://www.nashnova.com/zh/feed/special/gigadevice-forecasts-h1-net-profit-of-6-9-billion-yuan-surging-over-11-fold-year-6027 NashNova zh-cn 2026-07-09T09:45:25.726Z 兆易创新预告上半年净利润69亿元，同比增逾11倍 https://www.nashnova.com/zh/feed/special/french-competition-authority-nvidia-antitrust-investigation-nearing-conclusion-6026 NashNova zh-cn 2026-07-09T09:35:24.768Z 法国竞争监管机构：英伟达反垄断调查接近尾声 https://www.nashnova.com/zh/feed/special/taiwans-h1-exports-surge-47-percent-hitting-all-time-high-6025 NashNova zh-cn 2026-07-09T09:25:51.393Z 台湾上半年出口增47%，创历史新高 https://www.nashnova.com/zh/feed/special/blackrock-ai-capex-commitments-can-sustain-thematic-investing-for-two-to-three-6023 NashNova zh-cn 2026-07-09T09:11:42.533Z 贝莱德：AI资本支出承诺可支撑主题投资两三年 https://www.nashnova.com/zh/feed/special/chinas-state-council-issues-15th-five-year-plan-carbon-peaking-action-plan-6022 NashNova zh-cn 2026-07-09T09:10:30.723Z 中国国务院印发"十五五"碳达峰行动方案 https://www.nashnova.com/zh/feed/special/hong-kong-market-close-hang-seng-index-falls-0-7-percent-as-semiconductor-and-6020 NashNova zh-cn 2026-07-09T08:56:46.835Z 港股收盘：恒指跌0.7%，半导体算力股逆市走强 https://www.nashnova.com/zh/feed/special/gold-returns-to-4-100-as-hsbc-cuts-full-year-forecast-6019 NashNova zh-cn 2026-07-09T08:52:18.395Z 黄金重回4100美元，汇丰下调全年预测 https://www.nashnova.com/zh/feed/special/u-s-iran-conflict-escalates-european-gas-prices-hover-near-monthly-highs-6018 NashNova zh-cn 2026-07-09T08:50:58.329Z 美伊冲突升级，欧洲气价徘徊月高位 https://www.nashnova.com/zh/feed/special/sk-hynix-adr-arbitrage-far-more-challenging-than-tsmc-6017 NashNova zh-cn 2026-07-09T08:36:31.433Z SK海力士ADR套利难度高于台积电 https://www.nashnova.com/zh/feed/special/nexchips-hong-kong-grey-market-trading-up-over-8-percent-6016 NashNova zh-cn 2026-07-09T08:35:18.292Z 晶合集成港股暗盘涨逾8% https://www.nashnova.com/zh/feed/special/uk-long-term-bond-issuance-plans-draw-market-warnings-6015 NashNova zh-cn 2026-07-09T08:30:57.499Z 英国长期债券发行计划遭市场警告 https://www.nashnova.com/zh/feed/special/jpmorgan-raises-asml-price-target-to-2-200-2027-outlook-is-key-to-re-rating-6014 NashNova zh-cn 2026-07-09T08:18:30.025Z 摩根大通上调ASML目标价至2200美元，2027年展望是重估关键 https://www.nashnova.com/zh/feed/special/cxmt-ipo-fundraising-excludes-hbm-cooling-ai-memory-expectations-6013 NashNova zh-cn 2026-07-09T08:16:59.149Z 长鑫存储IPO募资不含HBM，AI存储预期降温 https://www.nashnova.com/zh/feed/special/bofa-reiterates-buy-on-micron-with-1-550-price-target-6012 NashNova zh-cn 2026-07-09T08:15:45.789Z 美银重申美光买入，目标价1550美元 https://www.nashnova.com/zh/feed/special/taiwan-central-bank-governor-warns-of-ai-bubble-risks-6011 NashNova zh-cn 2026-07-09T08:05:18.947Z 台湾央行行长警示AI泡沫风险 https://www.nashnova.com/zh/feed/special/u-s-stock-futures-edge-higher-as-markets-digest-renewed-u-s-iran-clashes-6010 NashNova zh-cn 2026-07-09T07:55:40.479Z 美股期货小幅回升，市场消化美伊再度交火 https://www.nashnova.com/zh/feed/special/taiwan-dollar-falls-to-14-month-low-as-dividend-season-intensifies-selling-6009 NashNova zh-cn 2026-07-09T07:51:10.341Z 台币跌至14个月低位，股息季加剧抛压 https://www.nashnova.com/zh/feed/special/ases-june-revenue-surges-33-percent-yoy-q2-up-27-percent-qoq-6008 NashNova zh-cn 2026-07-09T07:50:14.447Z 日月光6月营收年增33%，Q2季增27% https://www.nashnova.com/zh/feed/special/european-tech-stocks-rebound-as-middle-east-oil-supply-risks-persist-6007 NashNova zh-cn 2026-07-09T07:40:54.441Z 欧股科技股反弹，中东石油供应风险持续 https://www.nashnova.com/zh/feed/special/swift-launches-blockchain-based-cross-border-payment-system-with-17-banks-in-6006 NashNova zh-cn 2026-07-09T07:30:31.884Z Swift推出区块链跨境支付系统，17家银行参与试点 https://www.nashnova.com/zh/feed/special/bofa-and-citi-both-back-nvidia-per-rack-price-hikes-cover-hbm-costs-18x-pe-hits-6005 NashNova zh-cn 2026-07-09T07:15:52.893Z 美银花旗双双力挺英伟达：单机架提价覆盖HBM成本，18倍PE创七年低 https://www.nashnova.com/zh/feed/special/astrazenecas-wainua-phase-3-trial-in-cardiac-disease-misses-primary-endpoint-6004 NashNova zh-cn 2026-07-09T07:10:34.798Z 阿斯利康Wainua心脏病三期试验未达主要终点 https://www.nashnova.com/zh/feed/special/germanys-may-exports-rise-unexpectedly-by-0-9-percent-trade-surplus-widens-to-19-6003 NashNova zh-cn 2026-07-09T06:20:27.391Z 德国5月出口意外上升0.9%，贸易顺差扩至191亿欧元 https://www.nashnova.com/zh/feed/special/us-stock-q2-earnings-season-ai-spending-and-consumer-resilience-face-dual-stress-6002 NashNova zh-cn 2026-07-09T06:11:01.554Z 美股Q2财报季：AI支出与消费韧性成双重压力测试 https://www.nashnova.com/zh/feed/special/ceo-6001 NashNova zh-cn 2026-07-09T05:11:52.928Z 应用材料CEO：芯片扩张周期将持续数年 https://www.nashnova.com/zh-hant/feed/special/u-s-military-strikes-near-irans-bushehr-nuclear-power-plant-as-conflict-6037 NashNova zh-tw 2026-07-09T11:08:22.179Z 美軍襲擊伊朗布什爾核電站周邊，衝突持續升級 https://www.nashnova.com/zh-hant/feed/special/anthropic-secondary-market-valuation-surges-to-1-2-trillion-with-scarce-sellers-6024 NashNova zh-tw 2026-07-09T09:12:53.500Z Anthropic二級市場估值升至1.2萬億美元，賣家稀缺成交罕見 https://www.nashnova.com/zh-hant/feed/special/former-goldman-sachs-commodities-chief-ai-capital-misallocation-poses-hidden-6021 NashNova zh-tw 2026-07-09T09:01:10.917Z 前高盛商品主管：AI資本錯配埋隱患，舊經濟復仇未終結 https://www.nashnova.com/zh-hant/feed/special/new-version-of-u-s-crypto-regulatory-bill-could-come-as-early-as-next-week-6102 NashNova zh-tw 2026-07-09T19:42:06.260Z 美國加密監管法案新版本最快下週出爐 https://www.nashnova.com/zh-hant/feed/special/fed-officially-announces-leaders-of-five-external-task-forces-6101 NashNova zh-tw 2026-07-09T19:38:31.104Z 美聯儲五大外部任務組領導名單正式公布 https://www.nashnova.com/zh-hant/feed/special/gold-drops-over-13-percent-in-q2-worst-quarter-since-2013-6100 NashNova zh-tw 2026-07-09T19:37:18.540Z 黃金Q2跌逾13%，創2013年來最差季度 https://www.nashnova.com/zh-hant/feed/special/carlyle-sells-data-center-power-platform-for-2-6-billion-achieving-5x-return-6099 NashNova zh-tw 2026-07-09T19:19:02.393Z 凱雷26億美元出售數據中心電力平台，五倍回報 https://www.nashnova.com/zh-hant/feed/special/rising-u-s-iran-negotiation-expectations-send-crude-oil-futures-down-over-2-6098 NashNova zh-tw 2026-07-09T19:17:31.880Z 美伊談判預期升溫，原油期貨跌逾2% https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-quietly-approaches-all-time-high-6097 NashNova zh-tw 2026-07-09T19:16:44.020Z 標普500悄然逼近歷史高點 https://www.nashnova.com/zh-hant/feed/special/bank-of-england-chief-economist-interest-rates-need-to-rise-6096 NashNova zh-tw 2026-07-09T19:06:48.433Z 英國央行首席經濟學家：利率需要上升 https://www.nashnova.com/zh-hant/feed/special/war-driven-inflation-fears-fail-to-shake-treasury-yield-expectations-6095 NashNova zh-tw 2026-07-09T19:02:34.550Z 戰爭通膨憂慮難撼美債收益率預期 https://www.nashnova.com/zh-hant/feed/special/anthropic-introduces-usage-based-pricing-for-claude-fable-5-6094 NashNova zh-tw 2026-07-09T18:42:23.118Z Anthropic對Claude Fable 5實施按量計費 https://www.nashnova.com/zh-hant/feed/special/bitcoin-etfs-and-private-credit-face-simultaneous-redemption-pressure-6093 NashNova zh-tw 2026-07-09T18:22:17.201Z 比特幣ETF與私募信貸同步遭遇贖回壓力 https://www.nashnova.com/zh-hant/feed/special/ai-budget-expansion-squeezes-traditional-saas-market-share-6092 NashNova zh-tw 2026-07-09T17:47:17.665Z AI預算擴張擠壓傳統SaaS份額 https://www.nashnova.com/zh-hant/feed/special/u-s-30-year-treasury-auction-halts-selloff-as-foreign-demand-hits-second-highest-6091 NashNova zh-tw 2026-07-09T17:42:10.641Z 美30年期國債拍賣止跌，外資需求創歷史次高 https://www.nashnova.com/zh-hant/feed/special/palo-alto-ceo-ai-pricing-needs-to-drop-another-90-percent-6090 NashNova zh-tw 2026-07-09T17:21:59.972Z Palo Alto CEO：AI定價需再降90% https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-hedge-funds-rotate-heavily-into-energy-and-medical-devices-6089 NashNova zh-tw 2026-07-09T17:07:25.303Z 高盛：對沖基金大舉輪入能源與醫療設備 https://www.nashnova.com/zh-hant/feed/special/cftc-moves-to-block-cmes-24-7-crude-oil-futures-self-certification-filing-6088 NashNova zh-tw 2026-07-09T16:52:55.875Z CFTC擬叫停CME原油期貨24/7自我認證申請 https://www.nashnova.com/zh-hant/feed/special/polands-central-bank-buys-82-tons-of-gold-this-year-targeting-700-ton-reserve-6087 NashNova zh-tw 2026-07-09T16:51:56.389Z 波蘭央行年內購金82噸，劍指700噸儲備目標 https://www.nashnova.com/zh-hant/feed/special/annual-pce-revision-may-lower-core-inflation-giving-waller-room-to-stand-pat-6086 NashNova zh-tw 2026-07-09T16:29:15.621Z PCE年度修訂或下調核心通膨，為沃什按兵不動提供空間 https://www.nashnova.com/zh-hant/feed/special/wells-fargo-nvidias-h200-sales-to-china-are-limited-in-scale-6085 NashNova zh-tw 2026-07-09T16:28:09.926Z 富國銀行：輝達對華H200銷售規模有限 https://www.nashnova.com/zh-hant/feed/special/minimax-plans-to-raise-1-9-billion-through-share-placement-and-convertible-bonds-6084 NashNova zh-tw 2026-07-09T16:27:04.008Z MiniMax擬發股票及可轉債融資19億美元 https://www.nashnova.com/zh-hant/feed/special/micron-surges-over-7-percent-as-ai-memory-long-term-contract-collateral-6083 NashNova zh-tw 2026-07-09T16:13:49.614Z 美光漲超7%，AI記憶體長約抵押品結構首次曝光 https://www.nashnova.com/zh-hant/feed/special/behind-the-weak-won-capital-flow-misalignment-outweighs-trade-surplus-6082 NashNova zh-tw 2026-07-09T16:12:23.379Z 韓元弱勢背後：資金流錯位壓過貿易順差 https://www.nashnova.com/zh-hant/feed/special/ubs-raises-european-equity-target-to-690-signaling-8-percent-upside-6081 NashNova zh-tw 2026-07-09T15:57:02.739Z 瑞銀上調歐股目標至690點，預示8%漲幅 https://www.nashnova.com/zh-hant/feed/special/u-s-stock-leverage-demand-remains-elevated-financing-pressure-may-surge-again-at-6080 NashNova zh-tw 2026-07-09T15:47:33.316Z 美股槓桿需求高企，融資壓力或在季末再度激增 https://www.nashnova.com/zh-hant/feed/special/alibaba-has-cumulatively-invested-about-7-6-billion-yuan-in-cxmt-6079 NashNova zh-tw 2026-07-09T15:36:55.829Z 阿里巴巴累計投資長鑫科技約76億元 https://www.nashnova.com/zh-hant/feed/special/khamenei-buried-as-u-s-iran-mutual-strikes-push-ceasefire-agreement-to-brink-of-6078 NashNova zh-tw 2026-07-09T15:32:12.726Z 哈梅內伊下葬，美伊互襲停火協議瀕臨破裂 https://www.nashnova.com/zh-hant/feed/special/bofa-picks-chevron-goldman-eyes-crack-spreads-6077 NashNova zh-tw 2026-07-09T15:27:24.168Z 美銀薦雪佛龍，高盛盯裂解價差 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-tensions-escalate-as-iran-rushes-to-ship-out-11-million-barrels-of-6076 NashNova zh-tw 2026-07-09T15:16:57.690Z 美伊緊張升級，伊朗24小時緊急運出1100萬桶原油 https://www.nashnova.com/zh-hant/feed/special/ai-momentum-volatility-surges-to-6-year-high-sharply-diverging-from-s-and-p-500-6075 NashNova zh-tw 2026-07-09T14:57:59.142Z AI動量波動率飆至6年高點，與標普500嚴重背離 https://www.nashnova.com/zh-hant/feed/special/amd-partners-with-5c-to-build-gigawatt-scale-ai-campus-6074 NashNova zh-tw 2026-07-09T14:57:07.734Z AMD與5C合作構建吉瓦級AI園區 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-predicts-global-m-and-a-volume-to-reach-6-4-trillion-in-2026-6073 NashNova zh-tw 2026-07-09T14:52:13.136Z 大摩預測2026年全球併購規模達6.4萬億美元，超越2021年峰值 https://www.nashnova.com/zh-hant/feed/special/newspaper-group-seeks-sanctions-against-openai-accused-of-concealing-copyright-6072 NashNova zh-tw 2026-07-09T14:32:00.222Z 報紙集團申請制裁OpenAI：指控其隱瞞版權搜索能力 https://www.nashnova.com/zh-hant/feed/special/ny-fed-president-ai-demand-is-the-top-inflation-concern-right-now-6071 NashNova zh-tw 2026-07-09T14:27:49.898Z 紐約聯儲主席：AI需求是當前通膨首要關注點 https://www.nashnova.com/zh-hant/feed/special/openais-latest-model-achieves-54-percent-token-efficiency-gain-in-agentic-coding-6070 NashNova zh-tw 2026-07-09T14:27:00.172Z OpenAI最新模型智能體編程token效率提升54% https://www.nashnova.com/zh-hant/feed/special/meta-launches-first-paid-ai-model-muse-spark-1-1-entering-the-coding-market-6069 NashNova zh-tw 2026-07-09T14:18:56.314Z Meta首推付費AI模型Muse Spark 1.1進軍編程市場 https://www.nashnova.com/zh-hant/feed/special/u-s-june-existing-home-sales-unexpectedly-decline-as-home-prices-hit-record-high-6068 NashNova zh-tw 2026-07-09T14:17:38.248Z 美國6月成屋銷售意外下滑，房價創歷史新高 https://www.nashnova.com/zh-hant/feed/special/startup-squeezes-27-billion-parameter-model-into-iphone-apple-already-in-talks-6067 NashNova zh-tw 2026-07-09T14:02:26.675Z 初創公司將270億參數模型塞進iPhone，蘋果已與其會談 https://www.nashnova.com/zh-hant/feed/special/u-s-chip-stocks-rally-broadly-applied-materials-surges-nearly-10-percent-6066 NashNova zh-tw 2026-07-09T13:52:37.098Z 美股晶片股普漲，應用材料漲近10% https://www.nashnova.com/zh-hant/feed/special/inp-supply-demand-gap-exceeds-70-percent-critical-shortage-of-key-optical-module-6065 NashNova zh-tw 2026-07-09T13:43:18.679Z 磷化銦供需缺口超70%，光模組關鍵材料告急 https://www.nashnova.com/zh-hant/feed/special/hedgeye-initiates-short-rating-on-apple-sees-23-percent-downside-6064 NashNova zh-tw 2026-07-09T13:37:08.293Z Hedgeye新增蘋果做空評級，看跌23% https://www.nashnova.com/zh-hant/feed/special/barclays-bets-on-earnings-as-wall-street-warns-of-an-earnings-bubble-6063 NashNova zh-tw 2026-07-09T13:27:34.421Z 巴克萊押注盈利，華爾街警報「盈利泡沫」 https://www.nashnova.com/zh-hant/feed/special/apollos-35-billion-ai-chip-private-debt-deal-begins-trading-6062 NashNova zh-tw 2026-07-09T13:24:13.439Z Apollo 350億美元AI晶片私募債啟動交易 https://www.nashnova.com/zh-hant/feed/special/apollo-warns-slowing-ai-returns-could-trigger-cascading-market-risks-6061 NashNova zh-tw 2026-07-09T13:23:08.016Z Apollo警告：AI回報放緩或引發市場連鎖風險 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-priced-at-149-a-3-1-percent-premium-over-korea-closing-price-6060 NashNova zh-tw 2026-07-09T13:22:00.868Z SK海力士ADR定價149美元，溢價韓國收盤價3.1% https://www.nashnova.com/zh-hant/feed/special/us-ai-valuations-hit-extremes-as-top-fund-managers-pivot-to-china-tech-and-6059 NashNova zh-tw 2026-07-09T13:08:17.208Z 美股AI估值創極值，頂級基金經理轉向中國科技與能源 https://www.nashnova.com/zh-hant/feed/special/u-s-30-year-treasury-yield-hits-7-week-high-on-8-day-winning-streak-6058 NashNova zh-tw 2026-07-09T13:06:52.475Z 美國30年期國債收益率觸7週高位，連漲8日 https://www.nashnova.com/zh-hant/feed/special/qatar-suspends-ras-laffan-lng-expansion-tightening-global-gas-supply-further-6057 NashNova zh-tw 2026-07-09T13:03:23.791Z 卡塔爾暫停拉斯拉凡LNG擴產，全球氣市供應再收緊 https://www.nashnova.com/zh-hant/feed/special/lee-jae-yong-heads-to-sun-valley-summit-for-intensive-talks-with-apple-amazon-6056 NashNova zh-tw 2026-07-09T12:52:16.686Z 李在鎔赴太陽谷峰會密集洽談蘋果亞馬遜OpenAI訂單 https://www.nashnova.com/zh-hant/feed/special/cerebras-plans-multi-billion-dollar-european-compute-expansion-targeting-200mw-6055 NashNova zh-tw 2026-07-09T12:48:27.534Z Cerebras擬數十億美元佈局歐洲算力，2027年目標200兆瓦 https://www.nashnova.com/zh-hant/feed/special/u-s-initial-jobless-claims-drop-to-215k-labor-market-remains-stable-6054 NashNova zh-tw 2026-07-09T12:47:26.844Z 美國初請失業金降至21.5萬，就業市場維持穩定 https://www.nashnova.com/zh-hant/feed/special/wall-street-ratings-roundup-thursday-nvidia-tesla-salesforce-and-more-6053 NashNova zh-tw 2026-07-09T12:43:26.679Z 華爾街週四評級匯總：輝達、特斯拉、Salesforce等 https://www.nashnova.com/zh-hant/feed/special/micron-plans-to-invest-up-to-3-billion-to-strengthen-u-s-chip-supply-chain-6052 NashNova zh-tw 2026-07-09T12:41:46.334Z 美光擬投資最高30億美元強化美國晶片供應鏈 https://www.nashnova.com/zh-hant/feed/special/william-blair-amds-valuation-premium-is-too-high-cpu-market-share-growth-set-to-6051 NashNova zh-tw 2026-07-09T12:37:25.815Z 威廉布萊爾：AMD估值溢價過高，CPU份額增長將趨難 https://www.nashnova.com/zh-hant/feed/special/u-s-plans-to-lift-steering-wheel-requirement-for-self-driving-cars-6050 NashNova zh-tw 2026-07-09T12:32:02.697Z 美國擬放開無人駕駛車方向盤要求 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-eyes-nasdaq-listing-wall-street-underwriting-fees-expected-to-exceed-6049 NashNova zh-tw 2026-07-09T12:27:18.025Z SK海力士納斯達克上市，華爾街承銷費料超1.4億美元 https://www.nashnova.com/zh-hant/feed/special/ecb-june-meeting-energy-shock-too-significant-to-ignore-unanimous-rate-hike-to-2-6048 NashNova zh-tw 2026-07-09T12:22:11.801Z 歐洲央行6月會議：無法忽視能源衝擊，一致加息至2.25% https://www.nashnova.com/zh-hant/feed/special/microsoft-and-google-race-to-buy-nuclear-power-as-smrs-become-wall-streets-new-6047 NashNova zh-tw 2026-07-09T12:19:21.283Z 微軟谷歌搶購核電，SMR成華爾街新押注 https://www.nashnova.com/zh-hant/feed/special/minimax-plunges-over-18-percent-on-lock-up-expiry-day-as-price-support-pledges-6046 NashNova zh-tw 2026-07-09T12:17:44.945Z MiniMax解禁日股價跌超18%，護盤承諾難擋拋壓 https://www.nashnova.com/zh-hant/feed/special/us-pre-market-ionis-falls-19-percent-alnylam-rises-17-percent-6045 NashNova zh-tw 2026-07-09T12:03:07.949Z 美股盤前：Ionis跌19%，Alnylam漲17% https://www.nashnova.com/zh-hant/feed/special/surging-hotel-room-rates-may-push-up-services-inflation-in-u-s-june-cpi-6044 NashNova zh-tw 2026-07-09T12:01:59.410Z 酒店房價飆升或推高美國6月CPI服務通脹 https://www.nashnova.com/zh-hant/feed/special/keybanc-downgrades-salesforce-as-agentforce-customer-feedback-weakens-6043 NashNova zh-tw 2026-07-09T11:52:01.847Z KeyBanc下調Salesforce評級，Agentforce客戶反饋疲弱 https://www.nashnova.com/zh-hant/feed/special/palantir-takes-london-police-contract-rejection-to-high-court-6042 NashNova zh-tw 2026-07-09T11:47:03.685Z Palantir就倫敦警察合同被拒訴諸高等法院 https://www.nashnova.com/zh-hant/feed/special/chip-software-rotation-reverses-as-correlation-turns-negative-for-the-first-time-6041 NashNova zh-tw 2026-07-09T11:37:34.687Z 晶片股與軟體股輪動逆轉，相關性首次轉負 https://www.nashnova.com/zh-hant/feed/special/metas-in-house-ai-chip-enters-mass-production-in-september-doubling-computing-6040 NashNova zh-tw 2026-07-09T11:32:05.347Z Meta自研AI晶片9月量產，明年算力翻倍至14吉瓦 https://www.nashnova.com/zh-hant/feed/special/chinas-central-bank-increases-gold-holdings-for-20-consecutive-months-june-6039 NashNova zh-tw 2026-07-09T11:13:16.819Z 中國央行連續20個月增持黃金，6月創16個月新高 https://www.nashnova.com/zh-hant/feed/special/deutsche-bank-rising-usd-risks-as-foreign-capital-inflows-shift-toward-equity-6038 NashNova zh-tw 2026-07-09T11:12:08.037Z 德意志銀行：美元風險上升，外資流入轉向股權 https://www.nashnova.com/zh-hant/feed/special/strengthening-yuan-could-be-a-tailwind-for-emerging-market-currencies-6036 NashNova zh-tw 2026-07-09T11:06:58.486Z 人民幣走強或成新興市場貨幣順風 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-maintains-overweight-on-rocket-lab-iridium-acquisition-opens-6035 NashNova zh-tw 2026-07-09T10:50:06.214Z 大摩維持Rocket Lab增持，併購銥星打開估值天花板 https://www.nashnova.com/zh-hant/feed/special/sap-accepts-eu-commitments-to-avoid-antitrust-fine-6034 NashNova zh-tw 2026-07-09T10:20:34.167Z SAP接受歐盟承諾避免反壟斷罰款 https://www.nashnova.com/zh-hant/feed/special/phisons-h1-revenue-surpasses-nt-100-billion-for-the-first-time-ai-order-6033 NashNova zh-tw 2026-07-09T10:17:04.885Z 群聯上半年營收首破千億新台幣，AI訂單能見度延至2027年上半年 https://www.nashnova.com/zh-hant/feed/special/u-s-semiconductor-index-drops-14-percent-as-technical-warning-signals-intensify-6032 NashNova zh-tw 2026-07-09T10:15:49.497Z 美國半導體指數跌14%，技術面警示信號密集 https://www.nashnova.com/zh-hant/feed/special/foxconn-industrial-internet-q2-net-profit-expected-to-surge-86-percent-101-6030 NashNova zh-tw 2026-07-09T10:05:16.001Z 工業富聯Q2淨利潤預增86%至101% https://www.nashnova.com/zh-hant/feed/special/surging-ai-data-center-demand-triggers-critical-u-s-power-grid-equipment-6028 NashNova zh-tw 2026-07-09T09:50:47.547Z AI數據中心需求激增，美國電網設備供應嚴重告急 https://www.nashnova.com/zh-hant/feed/special/gigadevice-forecasts-h1-net-profit-of-6-9-billion-yuan-surging-over-11-fold-year-6027 NashNova zh-tw 2026-07-09T09:45:25.726Z 兆易創新預告上半年淨利潤69億元，同比增逾11倍 https://www.nashnova.com/zh-hant/feed/special/french-competition-authority-nvidia-antitrust-investigation-nearing-conclusion-6026 NashNova zh-tw 2026-07-09T09:35:24.768Z 法國競爭監管機構：輝達反壟斷調查接近尾聲 https://www.nashnova.com/zh-hant/feed/special/taiwans-h1-exports-surge-47-percent-hitting-all-time-high-6025 NashNova zh-tw 2026-07-09T09:25:51.393Z 台灣上半年出口增47%，創歷史新高 https://www.nashnova.com/zh-hant/feed/special/blackrock-ai-capex-commitments-can-sustain-thematic-investing-for-two-to-three-6023 NashNova zh-tw 2026-07-09T09:11:42.533Z 貝萊德：AI資本支出承諾可支撐主題投資兩三年 https://www.nashnova.com/zh-hant/feed/special/chinas-state-council-issues-15th-five-year-plan-carbon-peaking-action-plan-6022 NashNova zh-tw 2026-07-09T09:10:30.723Z 中國國務院印發「十五五」碳達峰行動方案 https://www.nashnova.com/zh-hant/feed/special/hong-kong-market-close-hang-seng-index-falls-0-7-percent-as-semiconductor-and-6020 NashNova zh-tw 2026-07-09T08:56:46.835Z 港股收盤：恒指跌0.7%，半導體算力股逆市走強 https://www.nashnova.com/zh-hant/feed/special/gold-returns-to-4-100-as-hsbc-cuts-full-year-forecast-6019 NashNova zh-tw 2026-07-09T08:52:18.395Z 黃金重回4100美元，匯豐下調全年預測 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-conflict-escalates-european-gas-prices-hover-near-monthly-highs-6018 NashNova zh-tw 2026-07-09T08:50:58.329Z 美伊衝突升級，歐洲氣價徘徊月高位 https://www.nashnova.com/zh-hant/feed/special/sk-hynix-adr-arbitrage-far-more-challenging-than-tsmc-6017 NashNova zh-tw 2026-07-09T08:36:31.433Z SK海力士ADR套利難度高於台積電 https://www.nashnova.com/zh-hant/feed/special/nexchips-hong-kong-grey-market-trading-up-over-8-percent-6016 NashNova zh-tw 2026-07-09T08:35:18.292Z 晶合集成港股暗盤漲逾8% https://www.nashnova.com/zh-hant/feed/special/uk-long-term-bond-issuance-plans-draw-market-warnings-6015 NashNova zh-tw 2026-07-09T08:30:57.499Z 英國長期債券發行計劃遭市場警告 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-raises-asml-price-target-to-2-200-2027-outlook-is-key-to-re-rating-6014 NashNova zh-tw 2026-07-09T08:18:30.025Z 摩根大通上調ASML目標價至2200美元，2027年展望是重估關鍵 https://www.nashnova.com/zh-hant/feed/special/cxmt-ipo-fundraising-excludes-hbm-cooling-ai-memory-expectations-6013 NashNova zh-tw 2026-07-09T08:16:59.149Z 長鑫存儲IPO募資不含HBM，AI存儲預期降溫 https://www.nashnova.com/zh-hant/feed/special/bofa-reiterates-buy-on-micron-with-1-550-price-target-6012 NashNova zh-tw 2026-07-09T08:15:45.789Z 美銀重申美光買入，目標價1550美元 https://www.nashnova.com/zh-hant/feed/special/taiwan-central-bank-governor-warns-of-ai-bubble-risks-6011 NashNova zh-tw 2026-07-09T08:05:18.947Z 台灣央行行長警示AI泡沫風險 https://www.nashnova.com/zh-hant/feed/special/u-s-stock-futures-edge-higher-as-markets-digest-renewed-u-s-iran-clashes-6010 NashNova zh-tw 2026-07-09T07:55:40.479Z 美股期貨小幅回升，市場消化美伊再度交火 https://www.nashnova.com/zh-hant/feed/special/taiwan-dollar-falls-to-14-month-low-as-dividend-season-intensifies-selling-6009 NashNova zh-tw 2026-07-09T07:51:10.341Z 台幣跌至14個月低位，股息季加劇拋壓 https://www.nashnova.com/zh-hant/feed/special/ases-june-revenue-surges-33-percent-yoy-q2-up-27-percent-qoq-6008 NashNova zh-tw 2026-07-09T07:50:14.447Z 日月光6月營收年增33%，Q2季增27% https://www.nashnova.com/zh-hant/feed/special/european-tech-stocks-rebound-as-middle-east-oil-supply-risks-persist-6007 NashNova zh-tw 2026-07-09T07:40:54.441Z 歐股科技股反彈，中東石油供應風險持續 https://www.nashnova.com/zh-hant/feed/special/swift-launches-blockchain-based-cross-border-payment-system-with-17-banks-in-6006 NashNova zh-tw 2026-07-09T07:30:31.884Z Swift推出區塊鏈跨境支付系統，17家銀行參與試點 https://www.nashnova.com/zh-hant/feed/special/bofa-and-citi-both-back-nvidia-per-rack-price-hikes-cover-hbm-costs-18x-pe-hits-6005 NashNova zh-tw 2026-07-09T07:15:52.893Z 美銀花旗雙雙力挺輝達：單機架提價覆蓋HBM成本，18倍PE創七年低 https://www.nashnova.com/zh-hant/feed/special/astrazenecas-wainua-phase-3-trial-in-cardiac-disease-misses-primary-endpoint-6004 NashNova zh-tw 2026-07-09T07:10:34.798Z 阿斯利康Wainua心臟病三期試驗未達主要終點 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