https://www.nashnova.com/feed/special/gf-securities-post-ocp-summit-semiconductor-pullback-is-a-buying-opportunity-15354 nashnova en 2026-10-19T02:03:38.341Z GF Securities: Post-OCP Summit Semiconductor Pullback Is a Buying Opportunity; Bullish on NVIDIA, Marvell, and CPU Chain https://www.nashnova.com/feed/special/french-unrest-combined-with-russia-ukraine-tensions-sends-euro-to-17-month-low-15353 nashnova en 2026-10-19T01:44:00.262Z French Unrest Combined with Russia-Ukraine Tensions Sends Euro to 17-Month Low https://www.nashnova.com/feed/special/new-home-prices-in-first-tier-cities-continue-to-rise-mom-in-september-declines-15352 nashnova en 2026-10-19T01:37:54.812Z New Home Prices in First-Tier Cities Continue to Rise MoM in September; Declines Narrow in Second- and Third-Tier Cities https://www.nashnova.com/feed/special/activist-fund-starboard-builds-position-in-skyworks-via-qorvo-acquisition-play-15351 nashnova en 2026-10-19T01:33:31.605Z Activist Fund Starboard Builds Position in Skyworks via Qorvo Acquisition Play, Betting on Cost Synergies and Margin Targets https://www.nashnova.com/feed/special/south-koreas-kospi-turns-positive-after-intraday-drop-of-over-3-percent-nasdaq-15350 nashnova en 2026-10-19T01:28:37.981Z South Korea's KOSPI Turns Positive After Intraday Drop of Over 3%; Nasdaq 100 Futures Rebound in Tandem https://www.nashnova.com/feed/special/morgan-stanley-nvidia-captures-690b-ai-capex-alone-debt-and-power-risks-15349 nashnova en 2026-10-19T01:11:08.796Z Morgan Stanley: Nvidia Captures $690B AI Capex Alone; Debt and Power Risks Underestimated https://www.nashnova.com/feed/special/anthropic-ipo-outlook-the-2-trillion-valuation-debate-and-mysterious-trust-15348 nashnova en 2026-10-19T01:09:26.971Z Anthropic IPO Outlook: The $2 Trillion Valuation Debate and Mysterious Trust Structure https://www.nashnova.com/feed/special/chinas-high-dividend-stocks-outperform-the-broader-market-dividend-yield-doubles-15347 nashnova en 2026-10-19T01:08:15.097Z China's High-Dividend Stocks Outperform the Broader Market, Dividend Yield Doubles the 10-Year Government Bond Rate https://www.nashnova.com/feed/special/bernstein-ai-data-center-cpo-scaling-pushed-back-beyond-2030-15346 nashnova en 2026-10-19T01:04:15.021Z Bernstein: AI Data Center CPO Scaling Pushed Back Beyond 2030 https://www.nashnova.com/feed/special/deepseeks-new-model-hammers-chip-stocks-as-leveraged-etfs-draw-record-10-billion-15345 nashnova en 2026-10-19T00:44:08.234Z DeepSeek's New Model Hammers Chip Stocks as Leveraged ETFs Draw Record ~$10 Billion in a Single Week https://www.nashnova.com/feed/special/blackrock-tokenized-funds-are-penetrating-wall-streets-traditional-15344 nashnova en 2026-10-19T00:38:22.674Z BlackRock: Tokenized Funds Are Penetrating Wall Street's Traditional Infrastructure https://www.nashnova.com/feed/special/cicc-ai-boom-faces-supply-expansion-test-15343 nashnova en 2026-10-19T00:33:42.963Z CICC: AI Boom Faces Supply Expansion Test https://www.nashnova.com/feed/special/ubs-last-weeks-us-ai-sector-saw-deleveraging-not-de-risking-15342 nashnova en 2026-10-19T00:13:54.391Z UBS: Last Week's US AI Sector Saw Deleveraging, Not De-Risking https://www.nashnova.com/feed/special/ai-trade-turmoil-triggers-u-s-treasury-short-covering-safe-haven-function-15341 nashnova en 2026-10-18T19:23:42.169Z AI Trade Turmoil Triggers U.S. Treasury Short Covering, Safe-Haven Function Briefly Revives https://www.nashnova.com/feed/special/crude-oil-futures-face-two-way-shock-as-ukraine-strikes-russian-oil-depots-and-15340 nashnova en 2026-10-18T19:13:59.250Z Crude Oil Futures Face Two-Way Shock as Ukraine Strikes Russian Oil Depots and Diesel Sanctions Are Lifted https://www.nashnova.com/feed/special/pimco-u-s-10-year-treasury-yield-rising-to-6-percent-is-possible-15339 nashnova en 2026-10-18T18:38:45.442Z Pimco: U.S. 10-Year Treasury Yield Rising to 6% Is "Possible" https://www.nashnova.com/feed/special/anthropic-plans-to-donate-5-percent-equity-to-establish-public-benefit-fund-15338 nashnova en 2026-10-18T18:33:05.061Z Anthropic Plans to Donate 5% Equity to Establish Public Benefit Fund https://www.nashnova.com/feed/special/jpmorgan-vs-bernstein-on-coreweave-cash-flow-dispute-timing-mismatch-or-15337 nashnova en 2026-10-18T16:19:35.801Z JPMorgan vs. Bernstein on CoreWeave Cash Flow Dispute: Timing Mismatch or Structural Red Flag https://www.nashnova.com/feed/special/goldman-sachs-market-breadth-hits-dot-com-bubble-extremes-momentum-factor-under-15336 nashnova en 2026-10-18T15:13:59.192Z Goldman Sachs: Market Breadth Hits Dot-Com Bubble Extremes, Momentum Factor Under Pressure from Both Sides https://www.nashnova.com/feed/special/us-earnings-season-strong-profits-face-off-against-rising-bond-yields-15335 nashnova en 2026-10-18T13:08:32.102Z US Earnings Season: Strong Profits Face Off Against Rising Bond Yields https://www.nashnova.com/feed/special/samsung-to-tap-tsmcs-3nm-process-for-producing-nvidia-hbm-base-dies-15334 nashnova en 2026-10-18T12:23:20.961Z Samsung to Tap TSMC's 3nm Process for Producing NVIDIA HBM Base Dies https://www.nashnova.com/feed/special/s-and-p-500-internal-sector-rotation-flashes-warning-signal-15333 nashnova en 2026-10-18T12:18:26.297Z S&P 500 Internal Sector Rotation Flashes Warning Signal https://www.nashnova.com/feed/special/citic-securities-brokerage-sector-net-profit-expected-to-grow-32-percent-in-15332 nashnova en 2026-10-18T11:43:42.326Z CITIC Securities: Brokerage Sector Net Profit Expected to Grow 32% in First Three Quarters of 2026, Top Firms' Dividend Yields Approaching Banks https://www.nashnova.com/feed/special/citic-securities-a-share-correction-nearing-its-end-ai-core-stocks-decline-now-15331 nashnova en 2026-10-18T11:03:56.872Z CITIC Securities: A-Share Correction Nearing Its End, AI Core Stocks' Decline Now Rivals New Energy's 2022 Selloff https://www.nashnova.com/feed/special/accenture-plans-to-sell-greater-china-business-at-valuation-up-to-1-5-billion-15330 nashnova en 2026-10-18T10:18:52.530Z Accenture Plans to Sell Greater China Business at Valuation Up to $1.5 Billion https://www.nashnova.com/feed/special/microsoft-exits-uk-nscale-data-center-contract-pressuring-latters-ipo-15329 nashnova en 2026-10-18T09:03:20.915Z Microsoft Exits UK Nscale Data Center Contract, Pressuring Latter's IPO https://www.nashnova.com/feed/special/anthropics-first-disclosure-ai-agent-work-hours-already-6x-that-of-employees-15327 nashnova en 2026-10-18T06:43:47.377Z Anthropic's First Disclosure: AI Agent Work Hours Already 6x That of Employees, Entry-Level Tech Hiring Plummets https://www.nashnova.com/feed/special/germanys-far-right-scores-electoral-victory-deepening-foreign-investor-doubts-15326 nashnova en 2026-10-18T04:25:46.829Z Germany's Far-Right Scores Electoral Victory, Deepening Foreign Investor Doubts Over Reform Prospects https://www.nashnova.com/feed/special/cracks-emerge-in-americas-trillion-dollar-ai-data-center-investment-boom-15325 nashnova en 2026-10-18T04:24:59.542Z Cracks Emerge in America's Trillion-Dollar AI Data Center Investment Boom https://www.nashnova.com/feed/special/anthropic-consults-law-firms-how-ai-agents-can-negotiate-on-behalf-of-users-15324 nashnova en 2026-10-18T04:23:36.182Z Anthropic Consults Law Firms: How AI Agents Can Negotiate on Behalf of Users https://www.nashnova.com/feed/special/key-events-next-week-china-q3-gdp-nvidia-gtc-earnings-from-tesla-meta-and-catl-15322 nashnova en 2026-10-18T03:53:52.539Z Key Events Next Week: China Q3 GDP, NVIDIA GTC, Earnings from Tesla, Meta & CATL https://www.nashnova.com/feed/special/bofas-hartnett-sell-signal-ends-chip-prices-become-the-next-key-anchor-15321 nashnova en 2026-10-18T02:08:46.829Z BofA's Hartnett: Sell Signal Ends, Chip Prices Become the Next Key Anchor https://www.nashnova.com/feed/special/bofa-and-citi-restrict-ai-agents-from-accessing-customer-accounts-15320 nashnova en 2026-10-18T00:03:26.504Z BofA and Citi Restrict AI Agents from Accessing Customer Accounts https://www.nashnova.com/feed/special/citi-u-s-treasury-dealer-survey-hints-at-cuts-to-20-year-and-30-year-bond-15319 nashnova en 2026-10-17T23:38:38.038Z Citi: U.S. Treasury Dealer Survey Hints at Cuts to 20-Year and 30-Year Bond Auction Sizes in November https://www.nashnova.com/feed/special/south-koreas-finance-minister-semiconductor-boom-to-last-at-least-until-2027-15318 nashnova en 2026-10-17T16:43:52.414Z South Korea's Finance Minister: Semiconductor Boom to Last at Least Until 2027 https://www.nashnova.com/feed/special/s-and-p-500-earnings-season-83-percent-of-early-reporters-beat-eps-estimates-23-15317 nashnova en 2026-10-17T15:38:48.221Z S&P 500 Earnings Season: 83% of Early Reporters Beat EPS Estimates, 23 Companies Post YoY Earnings Growth https://www.nashnova.com/feed/special/two-oil-tankers-attacked-in-saudi-waters-brent-crude-surges-past-110-15316 nashnova en 2026-10-17T14:03:40.307Z Two Oil Tankers Attacked in Saudi Waters, Brent Crude Surges Past $110 https://www.nashnova.com/feed/special/irans-revolutionary-guard-two-oil-tankers-hit-mines-and-caught-fire-in-strait-of-15315 nashnova en 2026-10-17T13:43:13.459Z Iran's Revolutionary Guard: Two Oil Tankers Hit Mines and Caught Fire in Strait of Hormuz https://www.nashnova.com/feed/special/jpmorgan-maintains-bullish-stance-on-chinese-equities-recommends-ai-cxo-and-high-15314 nashnova en 2026-10-17T13:38:57.608Z JPMorgan Maintains Bullish Stance on Chinese Equities, Recommends AI + CXO and High-Dividend Barbell Strategy https://www.nashnova.com/feed/special/us-tech-sector-hit-by-largest-ever-net-selling-vix-hits-highest-since-july-15313 nashnova en 2026-10-17T13:29:31.231Z US Tech Sector Hit by Largest-Ever Net Selling, VIX Hits Highest Since July https://www.nashnova.com/feed/special/eu-abandons-digital-tax-shifts-to-fixed-annual-levy-on-large-corporations-15312 nashnova en 2026-10-17T13:28:18.449Z EU Abandons Digital Tax, Shifts to Fixed Annual Levy on Large Corporations https://www.nashnova.com/feed/special/chinas-subsidy-driven-consumer-upgrades-create-uneven-benefits-across-tech-and-e-15311 nashnova en 2026-10-17T11:13:54.135Z China's Subsidy-Driven Consumer Upgrades Create Uneven Benefits Across Tech and E-Commerce Sectors https://www.nashnova.com/feed/special/anthropic-co-founder-ai-could-drive-u-s-gdp-to-44-trillion-15310 nashnova en 2026-10-17T09:28:12.334Z Anthropic Co-founder: AI Could Drive U.S. GDP to $44 Trillion https://www.nashnova.com/feed/special/morgan-stanley-social-security-reform-is-the-key-path-for-china-to-escape-15309 nashnova en 2026-10-17T09:08:43.249Z Morgan Stanley: Social Security Reform Is the Key Path for China to Escape Deflation https://www.nashnova.com/feed/special/deepseek-releases-v4-1-flash-1017-with-enhanced-performance-and-lower-costs-15308 nashnova en 2026-10-17T08:53:20.665Z DeepSeek Releases V4.1-Flash-1017 with Enhanced Performance and Lower Costs https://www.nashnova.com/feed/special/imf-member-states-call-for-greater-financing-support-for-countries-affected-by-15307 nashnova en 2026-10-17T08:13:34.090Z IMF Member States Call for Greater Financing Support for Countries Affected by War Spillovers https://www.nashnova.com/feed/special/trump-signs-executive-order-exempting-russia-from-sanctions-and-tariffs-15306 nashnova en 2026-10-17T06:28:37.122Z Trump Signs Executive Order Exempting Russia from Sanctions and Tariffs https://www.nashnova.com/zh/feed/special/ai-trade-turmoil-triggers-u-s-treasury-short-covering-safe-haven-function-15341 nashnova zh-cn 2026-10-18T19:23:42.169Z AI交易动荡触发美债空头回补,国债避险功能短暂复苏 https://www.nashnova.com/zh/feed/special/crude-oil-futures-face-two-way-shock-as-ukraine-strikes-russian-oil-depots-and-15340 nashnova zh-cn 2026-10-18T19:13:59.250Z 乌克兰袭击俄罗斯油库叠加柴油制裁解除,原油期货面临双向冲击 https://www.nashnova.com/zh/feed/special/pimco-u-s-10-year-treasury-yield-rising-to-6-percent-is-possible-15339 nashnova zh-cn 2026-10-18T18:38:45.442Z Pimco:美国10年期国债收益率升至6%"有可能" https://www.nashnova.com/zh/feed/special/anthropic-plans-to-donate-5-percent-equity-to-establish-public-benefit-fund-15338 nashnova zh-cn 2026-10-18T18:33:05.061Z Anthropic拟捐5%股权设公益基金 https://www.nashnova.com/zh/feed/special/jpmorgan-vs-bernstein-on-coreweave-cash-flow-dispute-timing-mismatch-or-15337 nashnova zh-cn 2026-10-18T16:19:35.801Z 摩根大通与伯恩斯坦就CoreWeave现金流分歧:时点错配还是模式隐患 https://www.nashnova.com/zh/feed/special/goldman-sachs-market-breadth-hits-dot-com-bubble-extremes-momentum-factor-under-15336 nashnova zh-cn 2026-10-18T15:13:59.192Z 高盛:市场广度触及互联网泡沫极值,动量因子双向承压 https://www.nashnova.com/zh/feed/special/us-earnings-season-strong-profits-face-off-against-rising-bond-yields-15335 nashnova zh-cn 2026-10-18T13:08:32.102Z 美股财报季:强劲盈利与债券收益率上升形成对峙 https://www.nashnova.com/zh/feed/special/samsung-to-tap-tsmcs-3nm-process-for-producing-nvidia-hbm-base-dies-15334 nashnova zh-cn 2026-10-18T12:23:20.961Z 三星将借台积电3纳米工艺为英伟达生产HBM基础芯片 https://www.nashnova.com/zh/feed/special/s-and-p-500-internal-sector-rotation-flashes-warning-signal-15333 nashnova zh-cn 2026-10-18T12:18:26.297Z 标普500内部板块轮动发出预警信号 https://www.nashnova.com/zh/feed/special/citic-securities-brokerage-sector-net-profit-expected-to-grow-32-percent-in-15332 nashnova zh-cn 2026-10-18T11:43:42.326Z 中信证券:券商业2026年前三季度净利润预增32%,头部机构股息率逼近银行 https://www.nashnova.com/zh/feed/special/citic-securities-a-share-correction-nearing-its-end-ai-core-stocks-decline-now-15331 nashnova zh-cn 2026-10-18T11:03:56.872Z 中信证券:A股本轮调整接近尾声,AI核心股跌幅已比肩2022年新能源 https://www.nashnova.com/zh/feed/special/accenture-plans-to-sell-greater-china-business-at-valuation-up-to-1-5-billion-15330 nashnova zh-cn 2026-10-18T10:18:52.530Z 埃森哲拟出售大中华区业务,估值最高15亿美元 https://www.nashnova.com/zh/feed/special/microsoft-exits-uk-nscale-data-center-contract-pressuring-latters-ipo-15329 nashnova zh-cn 2026-10-18T09:03:20.915Z 微软退出英国Nscale数据中心合同,后者IPO承压 https://www.nashnova.com/zh/feed/special/anthropics-first-disclosure-ai-agent-work-hours-already-6x-that-of-employees-15327 nashnova zh-cn 2026-10-18T06:43:47.377Z Anthropic首披露:AI智能体工时已是员工6倍,初级技术岗招聘骤降 https://www.nashnova.com/zh/feed/special/germanys-far-right-scores-electoral-victory-deepening-foreign-investor-doubts-15326 nashnova zh-cn 2026-10-18T04:25:46.829Z 德国极右翼选举告捷,外资对改革前景疑虑加深 https://www.nashnova.com/zh/feed/special/cracks-emerge-in-americas-trillion-dollar-ai-data-center-investment-boom-15325 nashnova zh-cn 2026-10-18T04:24:59.542Z 美国AI数据中心万亿投资潮出现裂痕 https://www.nashnova.com/zh/feed/special/anthropic-consults-law-firms-how-ai-agents-can-negotiate-on-behalf-of-users-15324 nashnova zh-cn 2026-10-18T04:23:36.182Z Anthropic咨询律所:AI Agent如何代表用户谈判 https://www.nashnova.com/zh/feed/special/key-events-next-week-china-q3-gdp-nvidia-gtc-earnings-from-tesla-meta-and-catl-15322 nashnova zh-cn 2026-10-18T03:53:52.539Z 下周重磅:中国三季度GDP、英伟达GTC、特斯拉Meta宁德时代财报 https://www.nashnova.com/zh/feed/special/bofas-hartnett-sell-signal-ends-chip-prices-become-the-next-key-anchor-15321 nashnova zh-cn 2026-10-18T02:08:46.829Z 美银哈特内特:卖出信号结束,芯片价格成下一观察锚 https://www.nashnova.com/zh/feed/special/bofa-and-citi-restrict-ai-agents-from-accessing-customer-accounts-15320 nashnova zh-cn 2026-10-18T00:03:26.504Z 美银花旗限制AI Agent访问客户账户 https://www.nashnova.com/zh/feed/special/citi-u-s-treasury-dealer-survey-hints-at-cuts-to-20-year-and-30-year-bond-15319 nashnova zh-cn 2026-10-17T23:38:38.038Z 花旗:美国财政部问卷暗示11月将削减20年期和30年期国债拍卖规模 https://www.nashnova.com/zh/feed/special/south-koreas-finance-minister-semiconductor-boom-to-last-at-least-until-2027-15318 nashnova zh-cn 2026-10-17T16:43:52.414Z 韩国财长:半导体景气至少延续至2027年 https://www.nashnova.com/zh/feed/special/s-and-p-500-earnings-season-83-percent-of-early-reporters-beat-eps-estimates-23-15317 nashnova zh-cn 2026-10-17T15:38:48.221Z 标普500财报季:83%早报企业EPS超预期,23家实现盈利同比增长 https://www.nashnova.com/zh/feed/special/two-oil-tankers-attacked-in-saudi-waters-brent-crude-surges-past-110-15316 nashnova zh-cn 2026-10-17T14:03:40.307Z 沙特海域两油轮遭袭,布伦特原油突破110美元 https://www.nashnova.com/zh/feed/special/irans-revolutionary-guard-two-oil-tankers-hit-mines-and-caught-fire-in-strait-of-15315 nashnova zh-cn 2026-10-17T13:43:13.459Z 伊朗革命卫队:两艘油轮在霍尔木兹海峡触雷起火 https://www.nashnova.com/zh/feed/special/jpmorgan-maintains-bullish-stance-on-chinese-equities-recommends-ai-cxo-and-high-15314 nashnova zh-cn 2026-10-17T13:38:57.608Z 摩根大通维持看多中国股市,推荐AI+CXO与高股息杠铃策略 https://www.nashnova.com/zh/feed/special/us-tech-sector-hit-by-largest-ever-net-selling-vix-hits-highest-since-july-15313 nashnova zh-cn 2026-10-17T13:29:31.231Z 美股科技板块遭史上最大净抛售,VIX创7月新高 https://www.nashnova.com/zh/feed/special/eu-abandons-digital-tax-shifts-to-fixed-annual-levy-on-large-corporations-15312 nashnova zh-cn 2026-10-17T13:28:18.449Z 欧盟放弃数字税,转向对大企业征收固定年费 https://www.nashnova.com/zh/feed/special/chinas-subsidy-driven-consumer-upgrades-create-uneven-benefits-across-tech-and-e-15311 nashnova zh-cn 2026-10-17T11:13:54.135Z 中国以补贴引导消费升级,科技电商板块受益不均 https://www.nashnova.com/zh/feed/special/anthropic-co-founder-ai-could-drive-u-s-gdp-to-44-trillion-15310 nashnova zh-cn 2026-10-17T09:28:12.334Z Anthropic联创:AI或推动美国GDP升至44万亿美元 https://www.nashnova.com/zh/feed/special/morgan-stanley-social-security-reform-is-the-key-path-for-china-to-escape-15309 nashnova zh-cn 2026-10-17T09:08:43.249Z 大摩:社保改革是中国摆脱通缩的关键路径 https://www.nashnova.com/zh/feed/special/deepseek-releases-v4-1-flash-1017-with-enhanced-performance-and-lower-costs-15308 nashnova zh-cn 2026-10-17T08:53:20.665Z DeepSeek发布V4.1-Flash-1017,性能提升同时降低成本 https://www.nashnova.com/zh/feed/special/imf-member-states-call-for-greater-financing-support-for-countries-affected-by-15307 nashnova zh-cn 2026-10-17T08:13:34.090Z IMF成员国呼吁加大对战争溢出国的融资支持 https://www.nashnova.com/zh/feed/special/trump-signs-executive-order-exempting-russia-from-sanctions-and-tariffs-15306 nashnova zh-cn 2026-10-17T06:28:37.122Z 特朗普签署行政令豁免对俄制裁与关税 https://www.nashnova.com/zh-hant/feed/special/ai-trade-turmoil-triggers-u-s-treasury-short-covering-safe-haven-function-15341 nashnova zh-tw 2026-10-18T19:23:42.169Z AI交易動盪觸發美債空頭回補,國債避險功能短暫復甦 https://www.nashnova.com/zh-hant/feed/special/crude-oil-futures-face-two-way-shock-as-ukraine-strikes-russian-oil-depots-and-15340 nashnova zh-tw 2026-10-18T19:13:59.250Z 烏克蘭襲擊俄羅斯油庫疊加柴油制裁解除,原油期貨面臨雙向衝擊 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