https://www.nashnova.com/feed/special/china-consumer-stocks-slide-to-near-decade-low-amid-ai-capital-crowding-out-13556 nashnova en 2026-09-28T04:54:18.771Z China Consumer Stocks Slide to Near Decade-Low Amid AI Capital Crowding-Out Effect https://www.nashnova.com/feed/special/middle-east-tensions-escalate-emerging-market-stocks-fall-as-oil-prices-surge-to-13555 nashnova en 2026-09-28T04:53:03.764Z Middle East Tensions Escalate, Emerging Market Stocks Fall as Oil Prices Surge to $106 https://www.nashnova.com/feed/special/tsmc-affiliates-singapore-wafer-fab-phase-1-sold-out-phase-2-expansion-already-13554 nashnova en 2026-09-28T04:38:02.332Z TSMC Affiliate's Singapore Wafer Fab Phase 1 Sold Out, Phase 2 Expansion Already in Planning https://www.nashnova.com/feed/special/tsmc-2nm-monthly-capacity-to-hit-120k-wafers-by-year-end-far-ahead-of-market-13553 nashnova en 2026-09-28T04:28:12.923Z TSMC 2nm Monthly Capacity to Hit 120K Wafers by Year-End, Far Ahead of Market Expectations https://www.nashnova.com/feed/special/gm-warns-of-intensifying-u-s-market-competition-as-global-automakers-flock-to-13552 nashnova en 2026-09-28T04:09:12.047Z GM Warns of Intensifying U.S. Market Competition as Global Automakers Flock to Seek 'Safe Haven' https://www.nashnova.com/feed/special/trump-doesnt-rule-out-striking-iran-again-bitcoin-falls-1-3-percent-nasdaq-13551 nashnova en 2026-09-28T04:07:49.438Z Trump Doesn't Rule Out Striking Iran Again; Bitcoin Falls 1.3%, Nasdaq Futures Drop 0.7% https://www.nashnova.com/feed/special/asml-ceo-euv-lithography-machines-are-one-of-a-kind-globally-monopoly-stems-from-13550 nashnova en 2026-09-28T03:13:38.052Z ASML CEO: EUV Lithography Machines Are One-of-a-Kind Globally, Monopoly Stems from Extreme Complexity https://www.nashnova.com/feed/special/global-funds-end-four-year-china-underweight-shift-to-benchmark-neutral-13549 nashnova en 2026-09-28T03:08:09.594Z Global Funds End Four-Year China Underweight, Shift to Benchmark Neutral https://www.nashnova.com/feed/special/u-s-china-30-billion-reciprocal-tariff-reduction-product-list-officially-13548 nashnova en 2026-09-28T02:13:26.086Z U.S.-China $30 Billion Reciprocal Tariff Reduction Product List Officially Released https://www.nashnova.com/feed/special/u-s-iran-tensions-push-oil-prices-higher-dollar-rises-to-two-month-high-13547 nashnova en 2026-09-28T01:43:47.651Z U.S.-Iran Tensions Push Oil Prices Higher, Dollar Rises to Two-Month High https://www.nashnova.com/feed/special/chinext-index-drops-over-2-percent-13546 nashnova en 2026-09-28T01:42:35.350Z ChiNext Index Drops Over 2% https://www.nashnova.com/feed/special/chinas-august-industrial-profits-rise-4-2-percent-yoy-sharply-down-from-previous-13545 nashnova en 2026-09-28T01:37:36.389Z China's August Industrial Profits Rise 4.2% YoY, Sharply Down from Previous Reading https://www.nashnova.com/feed/special/bloomberg-intelligence-china-tech-stocks-trade-at-over-50-percent-valuation-13544 nashnova en 2026-09-28T01:32:53.996Z Bloomberg Intelligence: China Tech Stocks Trade at Over 50% Valuation Discount, Need AI Catalysts for a Boost https://www.nashnova.com/feed/special/south-koreas-hbm-related-exports-hit-60-7b-in-first-seven-months-taiwan-and-13543 nashnova en 2026-09-28T01:24:25.484Z South Korea's HBM-Related Exports Hit $60.7B in First Seven Months; Taiwan and Malaysia Lead in Unit Price https://www.nashnova.com/feed/special/apple-iphone-duo-stays-in-china-for-production-as-indias-supply-chain-lacks-13542 nashnova en 2026-09-28T01:15:43.442Z Apple iPhone Duo Stays in China for Production as India's Supply Chain Lacks Depth https://www.nashnova.com/feed/special/meta-muse-hit-by-zero-day-exploit-as-human-in-the-loop-testing-sparks-privacy-13541 nashnova en 2026-09-28T01:14:16.690Z Meta Muse Hit by Zero-Day Exploit as Human-in-the-Loop Testing Sparks Privacy Controversy https://www.nashnova.com/feed/special/boj-july-minutes-multiple-board-members-call-for-faster-rate-hikes-13540 nashnova en 2026-09-28T01:12:59.792Z BOJ July Minutes: Multiple Board Members Call for Faster Rate Hikes https://www.nashnova.com/feed/special/institutional-options-flow-into-u-s-stocks-hits-3x-average-during-treasury-yield-13539 nashnova en 2026-09-28T00:57:54.996Z Institutional Options Flow into U.S. Stocks Hits 3x Average During Treasury Yield Surge https://www.nashnova.com/feed/special/nidec-plunges-17-percent-in-a-single-day-amid-reports-of-over-1-trillion-13538 nashnova en 2026-09-28T00:52:47.675Z Nidec Plunges 17% in a Single Day Amid Reports of Over ¥1 Trillion Impairment Charge https://www.nashnova.com/feed/special/nio-energy-brings-in-geely-holdings-as-strategic-investor-at-16-billion-yuan-13537 nashnova en 2026-09-28T00:03:15.412Z NIO Energy Brings in Geely Holdings as Strategic Investor at ~16 Billion Yuan Valuation https://www.nashnova.com/feed/special/trump-reportedly-proposed-selling-u-s-weapons-to-xi-jinping-13536 nashnova en 2026-09-27T23:13:08.834Z Trump Reportedly Proposed Selling U.S. Weapons to Xi Jinping https://www.nashnova.com/feed/special/u-s-treasury-yield-curve-flattening-as-recession-warning-signals-intensify-13535 nashnova en 2026-09-27T22:43:52.652Z U.S. Treasury Yield Curve Flattening as Recession Warning Signals Intensify https://www.nashnova.com/feed/special/u-s-pours-billions-into-critical-minerals-taking-aim-at-chinas-supply-chain-13534 nashnova en 2026-09-27T21:12:58.550Z U.S. Pours Billions Into Critical Minerals, Taking Aim at China's Supply Chain Dominance https://www.nashnova.com/feed/special/s-and-p-500-near-record-highs-yet-three-quarters-of-its-constituents-trade-below-13533 nashnova en 2026-09-27T20:28:18.925Z S&P 500 Near Record Highs, Yet Three-Quarters of Its Constituents Trade Below Their 50-Day Moving Average https://www.nashnova.com/feed/special/morgan-stanley-earnings-expectations-rising-faster-than-interest-rates-13532 nashnova en 2026-09-27T19:18:11.693Z Morgan Stanley: Earnings Expectations Rising Faster Than Interest Rates https://www.nashnova.com/feed/special/bessent-urges-fed-to-keep-an-open-mind-on-rates-citing-ai-productivity-and-13531 nashnova en 2026-09-27T17:48:15.484Z Bessent Urges Fed to Keep an Open Mind on Rates, Citing AI Productivity and Deregulation Logic https://www.nashnova.com/feed/special/multiple-foreign-banks-reportedly-express-acquisition-interest-in-ubs-13530 nashnova en 2026-09-27T17:18:05.876Z Multiple Foreign Banks Reportedly Express Acquisition Interest in UBS https://www.nashnova.com/feed/special/trump-hosts-private-dinner-with-anthropic-ceo-signaling-ai-regulatory-thaw-13529 nashnova en 2026-09-27T15:37:59.435Z Trump Hosts Private Dinner with Anthropic CEO, Signaling AI Regulatory Thaw https://www.nashnova.com/feed/special/china-plans-to-approve-bytedance-and-alibabas-purchase-of-nvidia-rtx-pro-5500-13528 nashnova en 2026-09-27T15:07:59.624Z China Plans to Approve ByteDance and Alibaba's Purchase of Nvidia RTX Pro 5500 Chips https://www.nashnova.com/feed/special/ai-demand-fills-optical-communication-orders-but-inp-substrate-bottleneck-13527 nashnova en 2026-09-27T14:28:17.353Z AI Demand Fills Optical Communication Orders, but InP Substrate Bottleneck Constrains Near-Term Delivery https://www.nashnova.com/feed/special/goldman-sachs-investor-positioning-remains-light-s-and-p-500-still-has-upside-13526 nashnova en 2026-09-27T14:18:17.722Z Goldman Sachs: Investor Positioning Remains Light, S&P 500 Still Has Upside https://www.nashnova.com/feed/special/ai-sentiment-swings-from-panic-to-greed-in-two-weeks-as-nasdaq-100-hits-highest-13525 nashnova en 2026-09-27T13:33:14.148Z AI Sentiment Swings from Panic to Greed in Two Weeks as Nasdaq 100 Hits Highest Since June https://www.nashnova.com/feed/special/citic-securities-politicization-of-data-centers-may-become-the-biggest-short-13524 nashnova en 2026-09-27T12:08:26.075Z CITIC Securities: Politicization of Data Centers May Become the Biggest Short-Term Obstacle to the AI Narrative https://www.nashnova.com/feed/special/analyst-ai-storage-bills-may-account-for-60-percent-of-cloud-capex-next-year-ten-13523 nashnova en 2026-09-27T11:28:28.814Z Analyst: AI Storage Bills May Account for 60% of Cloud Capex Next Year; Ten-Year Demand Visibility Is a Lie https://www.nashnova.com/feed/special/u-s-treasury-yields-rise-to-5-17-percent-intensifying-financing-cost-pressures-13522 nashnova en 2026-09-27T11:18:33.651Z U.S. Treasury Yields Rise to 5.17%, Intensifying Financing Cost Pressures for AI Infrastructure https://www.nashnova.com/feed/special/samsung-electronics-and-sk-hynix-q3-earnings-approaching-ai-memory-super-cycle-13521 nashnova en 2026-09-27T01:18:38.537Z Samsung Electronics and SK Hynix Q3 Earnings Approaching: AI Memory Super Cycle Resilience Under Scrutiny https://www.nashnova.com/feed/special/openai-to-launch-o-always-on-ai-assistant-code-already-leaked-13520 nashnova en 2026-09-27T00:32:55.223Z OpenAI to Launch 'o' Always-On AI Assistant, Code Already Leaked https://www.nashnova.com/feed/special/openai-pauses-training-of-most-powerful-model-as-jensen-huang-pushes-back-13519 nashnova en 2026-09-26T20:08:18.607Z OpenAI Pauses Training of Most Powerful Model as Jensen Huang Pushes Back Against AI Slowdown Narrative https://www.nashnova.com/feed/special/trump-signs-new-fuel-economy-standards-ending-bidens-ev-mandate-13518 nashnova en 2026-09-26T19:42:39.230Z Trump Signs New Fuel Economy Standards, Ending Biden's EV Mandate https://www.nashnova.com/feed/special/ellison-pledges-oracle-shares-for-9b-acquisition-financing-oracle-cds-hits-13517 nashnova en 2026-09-26T19:08:22.005Z Ellison Pledges Oracle Shares for $9B Acquisition Financing; Oracle CDS Hits Record High https://www.nashnova.com/feed/special/boeing-737-max-navigation-software-found-defective-permanent-fix-not-expected-13516 nashnova en 2026-09-26T18:58:02.886Z Boeing 737 MAX Navigation Software Found Defective, Permanent Fix Not Expected Until 2028 https://www.nashnova.com/feed/special/trump-rejects-irans-seven-day-ceasefire-proposal-as-strait-of-hormuz-standoff-13515 nashnova en 2026-09-26T16:28:06.883Z Trump Rejects Iran's Seven-Day Ceasefire Proposal as Strait of Hormuz Standoff Continues https://www.nashnova.com/feed/special/jury-rules-apple-infringed-haptic-patents-awarding-5-7-billion-in-damages-13514 nashnova en 2026-09-26T14:27:47.373Z Jury Rules Apple Infringed Haptic Patents, Awarding $5.7 Billion in Damages https://www.nashnova.com/feed/special/morgan-stanley-tech-hardware-investment-theme-shifts-toward-structural-upgrades-13513 nashnova en 2026-09-26T08:08:22.101Z Morgan Stanley: Tech Hardware Investment Theme Shifts Toward Structural Upgrades and AI Infrastructure https://www.nashnova.com/feed/special/ubs-maintains-neutral-rating-on-tesla-with-385-price-target-13512 nashnova en 2026-09-26T07:58:22.753Z UBS Maintains Neutral Rating on Tesla with $385 Price Target https://www.nashnova.com/feed/special/nasdaq-hits-all-time-high-as-wall-street-etf-flows-cement-80-20-equity-bond-skew-13511 nashnova en 2026-09-26T07:08:35.836Z Nasdaq Hits All-Time High as Wall Street ETF Flows Cement 80/20 Equity-Bond Skew https://www.nashnova.com/feed/special/bernstein-raises-montage-technology-price-target-betting-on-ai-memory-interface-13510 nashnova en 2026-09-26T06:18:20.028Z Bernstein Raises Montage Technology Price Target, Betting on AI Memory Interface Chip Expansion https://www.nashnova.com/feed/special/u-s-china-summit-reaches-30-billion-tariff-relief-deal-locks-in-coal-imports-and-13509 nashnova en 2026-09-26T06:13:25.004Z U.S.-China Summit Reaches $30 Billion Tariff Relief Deal, Locks in Coal Imports and AI Dialogue Mechanism https://www.nashnova.com/zh/feed/special/asml-ceo-euv-lithography-machines-are-one-of-a-kind-globally-monopoly-stems-from-13550 nashnova zh-cn 2026-09-28T03:13:38.052Z ASML CEO:EUV光刻机全球仅此一家,垄断源于极致复杂性 https://www.nashnova.com/zh/feed/special/global-funds-end-four-year-china-underweight-shift-to-benchmark-neutral-13549 nashnova zh-cn 2026-09-28T03:08:09.594Z 全球基金结束四年中国低配,转向基准中性 https://www.nashnova.com/zh/feed/special/u-s-china-30-billion-reciprocal-tariff-reduction-product-list-officially-13548 nashnova zh-cn 2026-09-28T02:13:26.086Z 中美300亿美元对等降税产品清单正式公布 https://www.nashnova.com/zh/feed/special/u-s-iran-tensions-push-oil-prices-higher-dollar-rises-to-two-month-high-13547 nashnova zh-cn 2026-09-28T01:43:47.651Z 美伊紧张推高油价,美元升至两个月高位 https://www.nashnova.com/zh/feed/special/chinext-index-drops-over-2-percent-13546 nashnova zh-cn 2026-09-28T01:42:35.350Z 创业板指跌超2% https://www.nashnova.com/zh/feed/special/chinas-august-industrial-profits-rise-4-2-percent-yoy-sharply-down-from-previous-13545 nashnova zh-cn 2026-09-28T01:37:36.389Z 中国8月规模以上工业企业利润同比增4.2%,较前值大幅回落 https://www.nashnova.com/zh/feed/special/bloomberg-intelligence-china-tech-stocks-trade-at-over-50-percent-valuation-13544 nashnova zh-cn 2026-09-28T01:32:53.996Z 彭博情报:中国科技股估值折价逾五成,需AI催化剂提振 https://www.nashnova.com/zh/feed/special/south-koreas-hbm-related-exports-hit-60-7b-in-first-seven-months-taiwan-and-13543 nashnova zh-cn 2026-09-28T01:24:25.484Z 韩国HBM相关出口前七月达607亿美元,台湾、马来西亚单价居前 https://www.nashnova.com/zh/feed/special/apple-iphone-duo-stays-in-china-for-production-as-indias-supply-chain-lacks-13542 nashnova zh-cn 2026-09-28T01:15:43.442Z 苹果iPhone Duo坚守中国生产,印度供应链深度不足 https://www.nashnova.com/zh/feed/special/meta-muse-hit-by-zero-day-exploit-as-human-in-the-loop-testing-sparks-privacy-13541 nashnova zh-cn 2026-09-28T01:14:16.690Z Meta Muse遭零日漏洞攻击,人工介入测试引发隐私争议 https://www.nashnova.com/zh/feed/special/boj-july-minutes-multiple-board-members-call-for-faster-rate-hikes-13540 nashnova zh-cn 2026-09-28T01:12:59.792Z 日本央行7月纪要:多名委员呼吁加快加息 https://www.nashnova.com/zh/feed/special/institutional-options-flow-into-u-s-stocks-hits-3x-average-during-treasury-yield-13539 nashnova zh-cn 2026-09-28T00:57:54.996Z 美债收益率飙升期间机构期权资金流入美股创均值三倍 https://www.nashnova.com/zh/feed/special/nidec-plunges-17-percent-in-a-single-day-amid-reports-of-over-1-trillion-13538 nashnova zh-cn 2026-09-28T00:52:47.675Z 日本电产单日跌17%,传将计提逾1万亿日元减值 https://www.nashnova.com/zh/feed/special/nio-energy-brings-in-geely-holdings-as-strategic-investor-at-16-billion-yuan-13537 nashnova zh-cn 2026-09-28T00:03:15.412Z 蔚来能源引入吉利控股战略入股,估值约160亿元 https://www.nashnova.com/zh/feed/special/trump-reportedly-proposed-selling-u-s-weapons-to-xi-jinping-13536 nashnova zh-cn 2026-09-27T23:13:08.834Z 特朗普曾向习近平提议出售美国武器 https://www.nashnova.com/zh/feed/special/u-s-treasury-yield-curve-flattening-as-recession-warning-signals-intensify-13535 nashnova zh-cn 2026-09-27T22:43:52.652Z 美债收益率曲线趋平,衰退预警信号升温 https://www.nashnova.com/zh/feed/special/u-s-pours-billions-into-critical-minerals-taking-aim-at-chinas-supply-chain-13534 nashnova zh-cn 2026-09-27T21:12:58.550Z 美国砸数十亿美元布局关键矿产,剑指中国供应链主导地位 https://www.nashnova.com/zh/feed/special/s-and-p-500-near-record-highs-yet-three-quarters-of-its-constituents-trade-below-13533 nashnova zh-cn 2026-09-27T20:28:18.925Z 标普500近历史高位,内部四分之三成分股跌破50日均线 https://www.nashnova.com/zh/feed/special/morgan-stanley-earnings-expectations-rising-faster-than-interest-rates-13532 nashnova zh-cn 2026-09-27T19:18:11.693Z 摩根士丹利:盈利预期上调速度超过利率上升速度 https://www.nashnova.com/zh/feed/special/bessent-urges-fed-to-keep-an-open-mind-on-rates-citing-ai-productivity-and-13531 nashnova zh-cn 2026-09-27T17:48:15.484Z 贝森特呼吁美联储对利率保持开放态度,援引AI生产率与去监管逻辑 https://www.nashnova.com/zh/feed/special/multiple-foreign-banks-reportedly-express-acquisition-interest-in-ubs-13530 nashnova zh-cn 2026-09-27T17:18:05.876Z 传多家外资银行向瑞银表达并购意向 https://www.nashnova.com/zh/feed/special/trump-hosts-private-dinner-with-anthropic-ceo-signaling-ai-regulatory-thaw-13529 nashnova zh-cn 2026-09-27T15:37:59.435Z 特朗普私宴Anthropic CEO,AI监管关系回暖 https://www.nashnova.com/zh/feed/special/china-plans-to-approve-bytedance-and-alibabas-purchase-of-nvidia-rtx-pro-5500-13528 nashnova zh-cn 2026-09-27T15:07:59.624Z 中国拟批准字节跳动阿里巴巴购买英伟达RTX Pro 5500芯片 https://www.nashnova.com/zh/feed/special/ai-demand-fills-optical-communication-orders-but-inp-substrate-bottleneck-13527 nashnova zh-cn 2026-09-27T14:28:17.353Z AI需求撑满光通信订单,磷化铟衬底卡住短期交付 https://www.nashnova.com/zh/feed/special/goldman-sachs-investor-positioning-remains-light-s-and-p-500-still-has-upside-13526 nashnova zh-cn 2026-09-27T14:18:17.722Z 高盛:投资者仓位偏低,标普500仍有上行空间 https://www.nashnova.com/zh/feed/special/ai-sentiment-swings-from-panic-to-greed-in-two-weeks-as-nasdaq-100-hits-highest-13525 nashnova zh-cn 2026-09-27T13:33:14.148Z AI情绪两周内从恐慌转贪婪,纳斯达克100创6月来新高 https://www.nashnova.com/zh/feed/special/citic-securities-politicization-of-data-centers-may-become-the-biggest-short-13524 nashnova zh-cn 2026-09-27T12:08:26.075Z 中信证券:数据中心政治化或成AI叙事最大短期障碍 https://www.nashnova.com/zh/feed/special/analyst-ai-storage-bills-may-account-for-60-percent-of-cloud-capex-next-year-ten-13523 nashnova zh-cn 2026-09-27T11:28:28.814Z 分析师:AI存储账单或占云厂商明年资本开支六成,十年需求能见度是谎言 https://www.nashnova.com/zh/feed/special/u-s-treasury-yields-rise-to-5-17-percent-intensifying-financing-cost-pressures-13522 nashnova zh-cn 2026-09-27T11:18:33.651Z 美债收益率升至5.17%,AI基础设施融资成本压力加剧 https://www.nashnova.com/zh/feed/special/samsung-electronics-and-sk-hynix-q3-earnings-approaching-ai-memory-super-cycle-13521 nashnova zh-cn 2026-09-27T01:18:38.537Z 三星电子与SK海力士三季报临近,AI存储超级周期韧性受检验 https://www.nashnova.com/zh/feed/special/openai-to-launch-o-always-on-ai-assistant-code-already-leaked-13520 nashnova zh-cn 2026-09-27T00:32:55.223Z OpenAI将发布「o」持续运行AI助手,代码已曝光 https://www.nashnova.com/zh/feed/special/openai-pauses-training-of-most-powerful-model-as-jensen-huang-pushes-back-13519 nashnova zh-cn 2026-09-26T20:08:18.607Z OpenAI暂停最强模型训练,黄仁勋批评AI减速论 https://www.nashnova.com/zh/feed/special/trump-signs-new-fuel-economy-standards-ending-bidens-ev-mandate-13518 nashnova zh-cn 2026-09-26T19:42:39.230Z 特朗普签批新燃油经济性标准,终止拜登电动车强制令 https://www.nashnova.com/zh/feed/special/ellison-pledges-oracle-shares-for-9b-acquisition-financing-oracle-cds-hits-13517 nashnova zh-cn 2026-09-26T19:08:22.005Z 埃里森质押甲骨文股票90亿美元融资并购,甲骨文CDS创历史新高 https://www.nashnova.com/zh/feed/special/boeing-737-max-navigation-software-found-defective-permanent-fix-not-expected-13516 nashnova zh-cn 2026-09-26T18:58:02.886Z 波音737 MAX导航软件存在缺陷,永久修复预计2028年完成 https://www.nashnova.com/zh/feed/special/trump-rejects-irans-seven-day-ceasefire-proposal-as-strait-of-hormuz-standoff-13515 nashnova zh-cn 2026-09-26T16:28:06.883Z 特朗普拒绝伊朗七天停火提案,霍尔木兹海峡僵局持续 https://www.nashnova.com/zh/feed/special/jury-rules-apple-infringed-haptic-patents-awarding-5-7-billion-in-damages-13514 nashnova zh-cn 2026-09-26T14:27:47.373Z 陪审团裁定苹果侵权触觉专利,赔偿额达57亿美元 https://www.nashnova.com/zh/feed/special/morgan-stanley-tech-hardware-investment-theme-shifts-toward-structural-upgrades-13513 nashnova zh-cn 2026-09-26T08:08:22.101Z 摩根士丹利:科技硬件投资主线转向结构升级与AI基建 https://www.nashnova.com/zh/feed/special/ubs-maintains-neutral-rating-on-tesla-with-385-price-target-13512 nashnova zh-cn 2026-09-26T07:58:22.753Z 瑞银维持特斯拉中性评级,目标价385美元 https://www.nashnova.com/zh/feed/special/nasdaq-hits-all-time-high-as-wall-street-etf-flows-cement-80-20-equity-bond-skew-13511 nashnova zh-cn 2026-09-26T07:08:35.836Z 纳斯达克创历史新高,华尔街ETF结构固化80/20 https://www.nashnova.com/zh/feed/special/bernstein-raises-montage-technology-price-target-betting-on-ai-memory-interface-13510 nashnova zh-cn 2026-09-26T06:18:20.028Z 伯恩斯坦上调澜起科技目标价,押注AI内存接口芯片扩张 https://www.nashnova.com/zh/feed/special/u-s-china-summit-reaches-30-billion-tariff-relief-deal-locks-in-coal-imports-and-13509 nashnova zh-cn 2026-09-26T06:13:25.004Z 中美峰会达成300亿美元关税减免,锁定煤炭进口与AI对话机制 https://www.nashnova.com/zh-hant/feed/special/asml-ceo-euv-lithography-machines-are-one-of-a-kind-globally-monopoly-stems-from-13550 nashnova zh-tw 2026-09-28T03:13:38.052Z ASML CEO:EUV光刻機全球僅此一家,壟斷源於極致複雜性 https://www.nashnova.com/zh-hant/feed/special/global-funds-end-four-year-china-underweight-shift-to-benchmark-neutral-13549 nashnova zh-tw 2026-09-28T03:08:09.594Z 全球基金結束四年中國低配,轉向基準中性 https://www.nashnova.com/zh-hant/feed/special/u-s-china-30-billion-reciprocal-tariff-reduction-product-list-officially-13548 nashnova zh-tw 2026-09-28T02:13:26.086Z 中美300億美元對等降稅產品清單正式公布 https://www.nashnova.com/zh-hant/feed/special/u-s-iran-tensions-push-oil-prices-higher-dollar-rises-to-two-month-high-13547 nashnova zh-tw 2026-09-28T01:43:47.651Z 美伊緊張推高油價,美元升至兩個月高位 https://www.nashnova.com/zh-hant/feed/special/chinext-index-drops-over-2-percent-13546 nashnova zh-tw 2026-09-28T01:42:35.350Z 創業板指跌超2% https://www.nashnova.com/zh-hant/feed/special/chinas-august-industrial-profits-rise-4-2-percent-yoy-sharply-down-from-previous-13545 nashnova zh-tw 2026-09-28T01:37:36.389Z 中國8月規模以上工業企業利潤同比增4.2%,較前值大幅回落 https://www.nashnova.com/zh-hant/feed/special/bloomberg-intelligence-china-tech-stocks-trade-at-over-50-percent-valuation-13544 nashnova zh-tw 2026-09-28T01:32:53.996Z 彭博情報:中國科技股估值折價逾五成,需AI催化劑提振 https://www.nashnova.com/zh-hant/feed/special/south-koreas-hbm-related-exports-hit-60-7b-in-first-seven-months-taiwan-and-13543 nashnova zh-tw 2026-09-28T01:24:25.484Z 韓國HBM相關出口前七月達607億美元,台灣、馬來西亞單價居前 https://www.nashnova.com/zh-hant/feed/special/apple-iphone-duo-stays-in-china-for-production-as-indias-supply-chain-lacks-13542 nashnova zh-tw 2026-09-28T01:15:43.442Z 蘋果iPhone Duo堅守中國生產,印度供應鏈深度不足 https://www.nashnova.com/zh-hant/feed/special/meta-muse-hit-by-zero-day-exploit-as-human-in-the-loop-testing-sparks-privacy-13541 nashnova zh-tw 2026-09-28T01:14:16.690Z Meta Muse遭零日漏洞攻擊,人工介入測試引發隱私爭議 https://www.nashnova.com/zh-hant/feed/special/boj-july-minutes-multiple-board-members-call-for-faster-rate-hikes-13540 nashnova zh-tw 2026-09-28T01:12:59.792Z 日本央行7月紀要:多名委員呼籲加快升息 https://www.nashnova.com/zh-hant/feed/special/institutional-options-flow-into-u-s-stocks-hits-3x-average-during-treasury-yield-13539 nashnova zh-tw 2026-09-28T00:57:54.996Z 美債收益率飆升期間機構期權資金流入美股創均值三倍 https://www.nashnova.com/zh-hant/feed/special/nidec-plunges-17-percent-in-a-single-day-amid-reports-of-over-1-trillion-13538 nashnova zh-tw 2026-09-28T00:52:47.675Z 日本電產單日跌17%,傳將計提逾1萬億日元減值 https://www.nashnova.com/zh-hant/feed/special/nio-energy-brings-in-geely-holdings-as-strategic-investor-at-16-billion-yuan-13537 nashnova zh-tw 2026-09-28T00:03:15.412Z 蔚來能源引入吉利控股戰略入股,估值約160億元 https://www.nashnova.com/zh-hant/feed/special/trump-reportedly-proposed-selling-u-s-weapons-to-xi-jinping-13536 nashnova zh-tw 2026-09-27T23:13:08.834Z 特朗普曾向習近平提議出售美國武器 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yield-curve-flattening-as-recession-warning-signals-intensify-13535 nashnova zh-tw 2026-09-27T22:43:52.652Z 美債收益率曲線趨平,衰退預警信號升溫 https://www.nashnova.com/zh-hant/feed/special/u-s-pours-billions-into-critical-minerals-taking-aim-at-chinas-supply-chain-13534 nashnova zh-tw 2026-09-27T21:12:58.550Z 美國砸數十億美元佈局關鍵礦產,劍指中國供應鏈主導地位 https://www.nashnova.com/zh-hant/feed/special/s-and-p-500-near-record-highs-yet-three-quarters-of-its-constituents-trade-below-13533 nashnova zh-tw 2026-09-27T20:28:18.925Z 標普500近歷史高位,內部四分之三成分股跌破50日均線 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-earnings-expectations-rising-faster-than-interest-rates-13532 nashnova zh-tw 2026-09-27T19:18:11.693Z 摩根士丹利:盈利預期上調速度超過利率上升速度 https://www.nashnova.com/zh-hant/feed/special/bessent-urges-fed-to-keep-an-open-mind-on-rates-citing-ai-productivity-and-13531 nashnova zh-tw 2026-09-27T17:48:15.484Z 貝森特呼籲聯準會對利率保持開放態度,援引AI生產率與去監管邏輯 https://www.nashnova.com/zh-hant/feed/special/multiple-foreign-banks-reportedly-express-acquisition-interest-in-ubs-13530 nashnova zh-tw 2026-09-27T17:18:05.876Z 傳多家外資銀行向瑞銀表達併購意向 https://www.nashnova.com/zh-hant/feed/special/trump-hosts-private-dinner-with-anthropic-ceo-signaling-ai-regulatory-thaw-13529 nashnova zh-tw 2026-09-27T15:37:59.435Z 特朗普私宴Anthropic CEO,AI監管關係回暖 https://www.nashnova.com/zh-hant/feed/special/china-plans-to-approve-bytedance-and-alibabas-purchase-of-nvidia-rtx-pro-5500-13528 nashnova zh-tw 2026-09-27T15:07:59.624Z 中國擬批准字節跳動阿里巴巴購買輝達RTX Pro 5500晶片 https://www.nashnova.com/zh-hant/feed/special/ai-demand-fills-optical-communication-orders-but-inp-substrate-bottleneck-13527 nashnova zh-tw 2026-09-27T14:28:17.353Z AI需求撐滿光通訊訂單,磷化銦襯底卡住短期交付 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-investor-positioning-remains-light-s-and-p-500-still-has-upside-13526 nashnova zh-tw 2026-09-27T14:18:17.722Z 高盛:投資者倉位偏低,標普500仍有上行空間 https://www.nashnova.com/zh-hant/feed/special/ai-sentiment-swings-from-panic-to-greed-in-two-weeks-as-nasdaq-100-hits-highest-13525 nashnova zh-tw 2026-09-27T13:33:14.148Z AI情緒兩週內從恐慌轉貪婪,納斯達克100創6月來新高 https://www.nashnova.com/zh-hant/feed/special/citic-securities-politicization-of-data-centers-may-become-the-biggest-short-13524 nashnova zh-tw 2026-09-27T12:08:26.075Z 中信證券:數據中心政治化或成AI敘事最大短期障礙 https://www.nashnova.com/zh-hant/feed/special/analyst-ai-storage-bills-may-account-for-60-percent-of-cloud-capex-next-year-ten-13523 nashnova zh-tw 2026-09-27T11:28:28.814Z 分析師:AI存儲帳單或佔雲廠商明年資本開支六成,十年需求能見度是謊言 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-yields-rise-to-5-17-percent-intensifying-financing-cost-pressures-13522 nashnova zh-tw 2026-09-27T11:18:33.651Z 美債收益率升至5.17%,AI基礎設施融資成本壓力加劇 https://www.nashnova.com/zh-hant/feed/special/samsung-electronics-and-sk-hynix-q3-earnings-approaching-ai-memory-super-cycle-13521 nashnova zh-tw 2026-09-27T01:18:38.537Z 三星電子與SK海力士三季報臨近,AI存儲超級週期韌性受檢驗 https://www.nashnova.com/zh-hant/feed/special/openai-to-launch-o-always-on-ai-assistant-code-already-leaked-13520 nashnova zh-tw 2026-09-27T00:32:55.223Z OpenAI將發布「o」持續運行AI助手,代碼已曝光 https://www.nashnova.com/zh-hant/feed/special/openai-pauses-training-of-most-powerful-model-as-jensen-huang-pushes-back-13519 nashnova zh-tw 2026-09-26T20:08:18.607Z OpenAI暫停最強模型訓練,黃仁勳批評AI減速論 https://www.nashnova.com/zh-hant/feed/special/trump-signs-new-fuel-economy-standards-ending-bidens-ev-mandate-13518 nashnova zh-tw 2026-09-26T19:42:39.230Z 特朗普簽批新燃油經濟性標準,終止拜登電動車強制令 https://www.nashnova.com/zh-hant/feed/special/ellison-pledges-oracle-shares-for-9b-acquisition-financing-oracle-cds-hits-13517 nashnova zh-tw 2026-09-26T19:08:22.005Z 埃里森質押甲骨文股票90億美元融資併購,甲骨文CDS創歷史新高 https://www.nashnova.com/zh-hant/feed/special/boeing-737-max-navigation-software-found-defective-permanent-fix-not-expected-13516 nashnova zh-tw 2026-09-26T18:58:02.886Z 波音737 MAX導航軟體存在缺陷,永久修復預計2028年完成 https://www.nashnova.com/zh-hant/feed/special/trump-rejects-irans-seven-day-ceasefire-proposal-as-strait-of-hormuz-standoff-13515 nashnova zh-tw 2026-09-26T16:28:06.883Z 特朗普拒絕伊朗七天停火提案,霍爾木茲海峽僵局持續 https://www.nashnova.com/zh-hant/feed/special/jury-rules-apple-infringed-haptic-patents-awarding-5-7-billion-in-damages-13514 nashnova zh-tw 2026-09-26T14:27:47.373Z 陪審團裁定蘋果侵權觸覺專利,賠償額達57億美元 https://www.nashnova.com/zh-hant/feed/special/morgan-stanley-tech-hardware-investment-theme-shifts-toward-structural-upgrades-13513 nashnova zh-tw 2026-09-26T08:08:22.101Z 摩根士丹利:科技硬體投資主線轉向結構升級與AI基建 https://www.nashnova.com/zh-hant/feed/special/ubs-maintains-neutral-rating-on-tesla-with-385-price-target-13512 nashnova zh-tw 2026-09-26T07:58:22.753Z 瑞銀維持特斯拉中性評級,目標價385美元 https://www.nashnova.com/zh-hant/feed/special/nasdaq-hits-all-time-high-as-wall-street-etf-flows-cement-80-20-equity-bond-skew-13511 nashnova zh-tw 2026-09-26T07:08:35.836Z 納斯達克創歷史新高,華爾街ETF結構固化80/20 https://www.nashnova.com/zh-hant/feed/special/bernstein-raises-montage-technology-price-target-betting-on-ai-memory-interface-13510 nashnova zh-tw 2026-09-26T06:18:20.028Z 伯恩斯坦上調瀾起科技目標價,押注AI記憶體介面晶片擴張 https://www.nashnova.com/zh-hant/feed/special/u-s-china-summit-reaches-30-billion-tariff-relief-deal-locks-in-coal-imports-and-13509 nashnova zh-tw 2026-09-26T06:13:25.004Z 中美峰會達成300億美元關稅減免,鎖定煤炭進口與AI對話機制