https://www.nashnova.com/feed/special/samsung-micron-and-sk-hynix-all-shift-to-molybdenum-nand-material-transition-10306 nashnova en 2026-08-24T06:28:46.418Z Samsung, Micron, and SK Hynix All Shift to Molybdenum: NAND Material Transition Opens New Equipment Market https://www.nashnova.com/feed/special/nvidia-plans-to-lead-investment-in-perplexity-and-take-stakes-in-data-center-10305 nashnova en 2026-08-24T06:14:51.804Z Nvidia Plans to Lead Investment in Perplexity and Take Stakes in Data Center Power Companies https://www.nashnova.com/feed/special/asian-markets-mixed-on-monday-as-hong-kong-stocks-lead-losses-with-over-2-10303 nashnova en 2026-08-24T05:19:26.332Z Asian Markets Mixed on Monday as Hong Kong Stocks Lead Losses with Over 2% Drop https://www.nashnova.com/feed/special/sk-hynix-unveils-hbm-advanced-packaging-roadmap-hybrid-bonding-intel-emib-and-3d-10302 nashnova en 2026-08-24T05:15:15.979Z SK Hynix Unveils HBM Advanced Packaging Roadmap: Hybrid Bonding, Intel EMIB, and 3D Integration https://www.nashnova.com/feed/special/european-automakers-turn-to-chinese-supply-chains-for-rescue-as-u-s-launches-10301 nashnova en 2026-08-24T05:13:46.642Z European Automakers Turn to Chinese Supply Chains for Rescue as U.S. Launches Section 301 Investigation https://www.nashnova.com/feed/special/cxmt-holdings-star-market-ipo-may-break-changxin-memorys-record-10300 nashnova en 2026-08-24T04:45:01.917Z CXMT Holdings' STAR Market IPO May Break ChangXin Memory's Record https://www.nashnova.com/feed/special/laptop-brands-shift-back-to-china-as-southeast-asia-adds-9-per-unit-in-costs-10299 nashnova en 2026-08-24T04:17:21.901Z Laptop Brands Shift Back to China as Southeast Asia Adds $9 Per Unit in Costs https://www.nashnova.com/feed/special/u-s-ai-driven-investment-growth-more-than-triples-europes-pace-10298 nashnova en 2026-08-24T04:16:03.516Z U.S. AI-Driven Investment Growth More Than Triples Europe's Pace https://www.nashnova.com/feed/special/hk-stocks-midday-hang-seng-falls-2-09-percent-as-alibaba-share-placement-and-10297 nashnova en 2026-08-24T04:14:50.221Z HK Stocks Midday: Hang Seng Falls 2.09% as Alibaba Share Placement and Burry's Full Exit Weigh on Tech Stocks https://www.nashnova.com/feed/special/goldman-sachs-raises-global-wafer-fab-equipment-spending-forecast-expected-to-10296 nashnova en 2026-08-24T03:58:59.999Z Goldman Sachs Raises Global Wafer Fab Equipment Spending Forecast, Expected to Reach $281 Billion by 2028 https://www.nashnova.com/feed/special/morgan-stanley-40-trillion-u-s-debt-constrains-economy-but-wont-trigger-collapse-10295 nashnova en 2026-08-24T03:55:27.417Z Morgan Stanley: $40 Trillion U.S. Debt Constrains Economy but Won't Trigger Collapse https://www.nashnova.com/feed/special/iran-introduces-blacklist-system-for-vessels-violating-hormuz-strait-regulations-10294 nashnova en 2026-08-24T03:54:06.428Z Iran Introduces Blacklist System for Vessels Violating Hormuz Strait Regulations https://www.nashnova.com/feed/special/volkswagens-largest-ever-restructuring-plan-to-cut-50-000-jobs-union-denounces-10293 nashnova en 2026-08-24T03:21:04.283Z Volkswagen's Largest-Ever Restructuring Plan to Cut 50,000 Jobs; Union Denounces It as "Aggressive Provocation" https://www.nashnova.com/feed/special/chinese-state-media-praises-canadas-retaliation-against-u-s-tariffs-as-a-china-10292 nashnova en 2026-08-24T03:19:50.239Z Chinese State Media Praises Canada's Retaliation Against U.S. Tariffs as a "China-Style Counterattack" https://www.nashnova.com/feed/special/u-s-may-gradually-restrict-open-source-ai-models-through-unified-safety-10291 nashnova en 2026-08-24T03:18:42.209Z U.S. May Gradually Restrict Open-Source AI Models Through Unified Safety Standards https://www.nashnova.com/feed/special/samsung-unveils-three-phase-hbm-roadmap-with-ultimate-form-stacking-dram-10289 nashnova en 2026-08-24T03:09:30.845Z Samsung Unveils Three-Phase HBM Roadmap, with Ultimate Form Stacking DRAM Directly on Compute Chips https://www.nashnova.com/feed/special/citic-securities-policy-preferred-range-for-the-yuan-may-be-6-6-7-0-10290 nashnova en 2026-08-24T03:07:58.947Z CITIC Securities: Policy-Preferred Range for the Yuan May Be 6.6–7.0 https://www.nashnova.com/feed/special/chinas-119-billion-investment-stimulus-tool-faces-delays-effectiveness-in-10288 nashnova en 2026-08-24T02:49:06.442Z China's $119 Billion Investment Stimulus Tool Faces Delays, Effectiveness in Question https://www.nashnova.com/feed/special/hugging-face-explores-sale-valuation-could-exceed-13-billion-10287 nashnova en 2026-08-24T02:33:51.815Z Hugging Face Explores Sale, Valuation Could Exceed $13 Billion https://www.nashnova.com/feed/special/pimco-term-premium-to-stay-elevated-bonds-look-attractive-10286 nashnova en 2026-08-24T02:19:03.425Z PIMCO: Term Premium to Stay Elevated, Bonds Look Attractive https://www.nashnova.com/feed/special/altman-admits-ai-disruption-of-software-industry-is-slower-than-expected-10285 nashnova en 2026-08-24T02:13:35.400Z Altman Admits AI Disruption of Software Industry Is Slower Than Expected https://www.nashnova.com/feed/special/ai-packaging-demand-surges-as-taiwans-material-supply-chain-gap-widens-10284 nashnova en 2026-08-24T02:09:54.994Z AI Packaging Demand Surges as Taiwan's Material Supply Chain Gap Widens https://www.nashnova.com/feed/special/hedge-funds-ramp-up-dollar-short-bets-as-fiscal-concerns-weigh-on-the-greenback-10283 nashnova en 2026-08-24T02:04:30.584Z Hedge Funds Ramp Up Dollar Short Bets as Fiscal Concerns Weigh on the Greenback https://www.nashnova.com/feed/special/u-s-canada-trade-war-may-last-through-end-of-trumps-term-as-carney-prepares-long-10282 nashnova en 2026-08-24T01:39:15.279Z U.S.-Canada Trade War May Last Through End of Trump's Term as Carney Prepares Long-Term Aid Plan https://www.nashnova.com/feed/special/warshs-historical-forecasts-reveal-his-inflation-judgment-framework-10281 nashnova en 2026-08-24T01:08:52.543Z Warsh's Historical Forecasts Reveal His Inflation Judgment Framework https://www.nashnova.com/feed/special/boj-september-rate-hike-probability-rises-to-82-percent-as-officials-enter-key-10280 nashnova en 2026-08-24T00:09:50.972Z BOJ September Rate Hike Probability Rises to 82% as Officials Enter Key Communication Window https://www.nashnova.com/feed/special/asic-shipments-expected-to-surpass-gpus-for-the-first-time-by-2027-as-ai-10279 nashnova en 2026-08-24T00:04:39.391Z ASIC Shipments Expected to Surpass GPUs for the First Time by 2027 as AI Reshapes Server Storage Architecture https://www.nashnova.com/feed/special/mediatek-executive-by-2030-one-million-h100s-will-be-considered-only-mid-scale-10278 nashnova en 2026-08-24T00:03:07.212Z MediaTek Executive: By 2030, One Million H100s Will Be Considered Only Mid-Scale Computing Power https://www.nashnova.com/feed/special/xiaomi-unveils-second-generation-humanoid-robot-degrees-of-freedom-increased-10277 nashnova en 2026-08-24T00:01:49.068Z Xiaomi Unveils Second-Generation Humanoid Robot, Degrees of Freedom Increased from 21 to 66 https://www.nashnova.com/feed/special/samsung-dx-division-posts-first-ever-quarterly-loss-as-memory-price-hikes-erode-10276 nashnova en 2026-08-24T00:00:28.940Z Samsung DX Division Posts First-Ever Quarterly Loss as Memory Price Hikes Erode Smartphone Profits https://www.nashnova.com/feed/special/kashkari-u-s-treasury-market-functioning-normally-elevated-yields-do-not-affect-10275 nashnova en 2026-08-23T23:59:15.932Z Kashkari: U.S. Treasury Market Functioning Normally, Elevated Yields Do Not Affect Policy Tool Selection https://www.nashnova.com/feed/special/asia-earnings-season-ai-boom-and-chinas-consumer-recovery-under-scrutiny-10274 nashnova en 2026-08-23T23:29:55.120Z Asia Earnings Season: AI Boom and China's Consumer Recovery Under Scrutiny https://www.nashnova.com/feed/special/hua-hong-semiconductor-and-weichai-power-added-to-hang-seng-index-alibaba-plans-10273 nashnova en 2026-08-23T23:28:46.878Z Hua Hong Semiconductor and Weichai Power Added to Hang Seng Index; Alibaba Plans Share Placement to Raise HK$79.7 Billion https://www.nashnova.com/feed/special/nvidia-server-prices-rise-over-15-percent-ai-capex-concerns-weigh-on-u-s-stock-10272 nashnova en 2026-08-23T22:50:47.964Z Nvidia Server Prices Rise Over 15%, AI Capex Concerns Weigh on U.S. Stock Futures https://www.nashnova.com/feed/special/hedge-funds-dump-u-s-stocks-at-fastest-pace-since-liberation-day-10271 nashnova en 2026-08-23T22:49:19.218Z Hedge Funds Dump U.S. Stocks at Fastest Pace Since Liberation Day https://www.nashnova.com/feed/special/shein-launches-hong-kong-ipo-seeking-up-to-1-8-billion-10270 nashnova en 2026-08-23T22:38:58.864Z Shein Launches Hong Kong IPO, Seeking Up to $1.8 Billion https://www.nashnova.com/feed/special/u-s-treasury-secretary-bessent-announces-toughest-ever-sanctions-on-iran-10269 nashnova en 2026-08-23T21:53:43.300Z U.S. Treasury Secretary Bessent Announces Toughest-Ever Sanctions on Iran https://www.nashnova.com/feed/special/burry-dumps-alibaba-calls-valuation-too-high-shifts-to-jd-com-10268 nashnova en 2026-08-23T17:03:52.873Z Burry Dumps Alibaba: Calls Valuation Too High, Shifts to JD.com https://www.nashnova.com/feed/special/fed-holds-over-50-percent-of-10-to-15-year-treasuries-operation-twist-could-10267 nashnova en 2026-08-23T16:59:02.916Z Fed Holds Over 50% of 10-to-15-Year Treasuries; Operation Twist Could Further Monopolize the Market https://www.nashnova.com/feed/special/jpmorgan-record-revenue-at-chinese-wafer-fabs-bodes-well-for-osat-sector-10266 nashnova en 2026-08-23T13:34:00.466Z JPMorgan: Record Revenue at Chinese Wafer Fabs Bodes Well for OSAT Sector https://www.nashnova.com/feed/special/hsbc-nvidias-open-source-models-and-supply-chain-lock-in-create-new-catalysts-10265 nashnova en 2026-08-23T13:05:25.369Z HSBC: NVIDIA's Open-Source Models and Supply Chain Lock-In Create New Catalysts for Valuation Re-Rating https://www.nashnova.com/feed/special/china-restricts-germanium-exports-pressuring-taiwans-semiconductor-supply-chain-10264 nashnova en 2026-08-23T13:03:49.641Z China Restricts Germanium Exports, Pressuring Taiwan's Semiconductor Supply Chain https://www.nashnova.com/feed/special/em-carry-trade-extends-winning-streak-to-seven-quarters-longest-since-2008-10263 nashnova en 2026-08-23T12:59:06.751Z EM Carry Trade Extends Winning Streak to Seven Quarters, Longest Since 2008 https://www.nashnova.com/feed/special/palantir-up-over-65-percent-ytd-rsi-nearing-overbought-as-put-option-prices-sit-10262 nashnova en 2026-08-23T11:48:49.212Z Palantir Up Over 65% YTD, RSI Nearing Overbought as Put Option Prices Sit at Lows https://www.nashnova.com/feed/special/citic-securities-ai-stock-correction-stems-from-forward-pricing-three-key-10261 nashnova en 2026-08-23T11:14:27.230Z CITIC Securities: AI Stock Correction Stems from Forward Pricing, Three Key Narrative Variables Await Clarification https://www.nashnova.com/feed/special/goldman-sachs-chinas-gdp-growth-slows-to-4-percent-in-early-q3-easing-10260 nashnova en 2026-08-23T11:04:06.547Z Goldman Sachs: China's GDP Growth Slows to 4% in Early Q3, Easing Expectations Rise https://www.nashnova.com/feed/special/nomura-warns-bessents-bond-suppression-failing-japan-faces-1997-style-fx-risk-10259 nashnova en 2026-08-23T10:29:31.245Z Nomura Warns: Bessent's Bond Suppression Failing, Japan Faces 1997-Style FX Risk https://www.nashnova.com/feed/special/sinopecs-h1-net-profit-rises-12-percent-as-higher-oil-prices-boost-upstream-10258 nashnova en 2026-08-23T08:38:39.877Z Sinopec's H1 Net Profit Rises 12% as Higher Oil Prices Boost Upstream Earnings 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https://www.nashnova.com/feed/special/ai-data-center-financing-frenzy-high-yield-investors-pile-into-investment-grade-10253 nashnova en 2026-08-22T19:14:54.947Z AI Data Center Financing Frenzy: High-Yield Investors Pile into Investment-Grade Bonds https://www.nashnova.com/feed/special/nvidia-ai-server-prices-to-rise-over-15-percent-effective-early-next-year-10252 nashnova en 2026-08-22T18:53:52.311Z Nvidia AI Server Prices to Rise Over 15%, Effective Early Next Year https://www.nashnova.com/feed/special/goldman-sachs-cracks-emerge-in-ai-momentum-banks-and-hard-assets-become-the-next-10251 nashnova en 2026-08-22T18:44:19.770Z Goldman Sachs: Cracks Emerge in AI Momentum — Banks and Hard Assets Become the Next Trading Theme https://www.nashnova.com/feed/special/buffett-still-drives-berkshires-stock-picks-while-abel-focuses-on-operations-10250 nashnova en 2026-08-22T12:19:01.846Z Buffett Still Drives Berkshire's Stock Picks While Abel Focuses on Operations https://www.nashnova.com/feed/special/honor-humanoid-robot-runs-100-meters-in-9-32-seconds-surpassing-bolts-record-10249 nashnova en 2026-08-22T10:18:49.080Z Honor Humanoid Robot Runs 100 Meters in 9.32 Seconds, Surpassing Bolt's Record https://www.nashnova.com/feed/special/goldman-sachs-silicon-valley-survey-ai-agents-enter-the-execution-era-compute-10248 nashnova en 2026-08-22T10:04:17.351Z Goldman Sachs Silicon Valley Survey: AI Agents Enter the Execution Era, Compute Demand May Surge 24x in Five Years https://www.nashnova.com/zh/feed/special/u-s-may-gradually-restrict-open-source-ai-models-through-unified-safety-10291 nashnova zh-cn 2026-08-24T03:18:42.209Z 美国或借统一安全标准逐步限制开源AI模型 https://www.nashnova.com/zh/feed/special/samsung-unveils-three-phase-hbm-roadmap-with-ultimate-form-stacking-dram-10289 nashnova zh-cn 2026-08-24T03:09:30.845Z 三星披露HBM三阶段路线图，终极形态将DRAM直接堆叠于计算芯片 https://www.nashnova.com/zh/feed/special/citic-securities-policy-preferred-range-for-the-yuan-may-be-6-6-7-0-10290 nashnova zh-cn 2026-08-24T03:07:58.947Z 中信证券：人民币政策合意区间或为6.6-7.0 https://www.nashnova.com/zh/feed/special/chinas-119-billion-investment-stimulus-tool-faces-delays-effectiveness-in-10288 nashnova zh-cn 2026-08-24T02:49:06.442Z 中国1190亿美元投资刺激工具迟迟未落地，效果存疑 https://www.nashnova.com/zh/feed/special/hugging-face-explores-sale-valuation-could-exceed-13-billion-10287 nashnova zh-cn 2026-08-24T02:33:51.815Z Hugging Face探索出售，估值或超130亿美元 https://www.nashnova.com/zh/feed/special/pimco-term-premium-to-stay-elevated-bonds-look-attractive-10286 nashnova zh-cn 2026-08-24T02:19:03.425Z 太平洋投资管理公司：期限溢价将维持高位，债券具吸引力 https://www.nashnova.com/zh/feed/special/altman-admits-ai-disruption-of-software-industry-is-slower-than-expected-10285 nashnova zh-cn 2026-08-24T02:13:35.400Z Altman承认AI颠覆软件业比预期慢 https://www.nashnova.com/zh/feed/special/ai-packaging-demand-surges-as-taiwans-material-supply-chain-gap-widens-10284 nashnova zh-cn 2026-08-24T02:09:54.994Z AI封装需求激增，台湾材料供应链缺口扩大 https://www.nashnova.com/zh/feed/special/hedge-funds-ramp-up-dollar-short-bets-as-fiscal-concerns-weigh-on-the-greenback-10283 nashnova zh-cn 2026-08-24T02:04:30.584Z 对冲基金加码做空美元，财政忧虑压制美元走势 https://www.nashnova.com/zh/feed/special/u-s-canada-trade-war-may-last-through-end-of-trumps-term-as-carney-prepares-long-10282 nashnova zh-cn 2026-08-24T01:39:15.279Z 美加贸易战或延续至特朗普任期结束，卡尼筹备长期援助计划 https://www.nashnova.com/zh/feed/special/warshs-historical-forecasts-reveal-his-inflation-judgment-framework-10281 nashnova zh-cn 2026-08-24T01:08:52.543Z 沃什历史预测揭示其通胀判断逻辑 https://www.nashnova.com/zh/feed/special/boj-september-rate-hike-probability-rises-to-82-percent-as-officials-enter-key-10280 nashnova zh-cn 2026-08-24T00:09:50.972Z 日本央行9月加息概率升至82%，官员密集发声窗口开启 https://www.nashnova.com/zh/feed/special/asic-shipments-expected-to-surpass-gpus-for-the-first-time-by-2027-as-ai-10279 nashnova zh-cn 2026-08-24T00:04:39.391Z ASIC出货量2027年料首超GPU，AI重塑服务器存储架构 https://www.nashnova.com/zh/feed/special/mediatek-executive-by-2030-one-million-h100s-will-be-considered-only-mid-scale-10278 nashnova zh-cn 2026-08-24T00:03:07.212Z 联发科高管：2030年百万H100算力将仅属中等规模 https://www.nashnova.com/zh/feed/special/xiaomi-unveils-second-generation-humanoid-robot-degrees-of-freedom-increased-10277 nashnova zh-cn 2026-08-24T00:01:49.068Z 小米发布第二代人形机器人，自由度从21升至66 https://www.nashnova.com/zh/feed/special/samsung-dx-division-posts-first-ever-quarterly-loss-as-memory-price-hikes-erode-10276 nashnova zh-cn 2026-08-24T00:00:28.940Z 三星DX部门首现季度亏损，芯片涨价侵蚀手机利润 https://www.nashnova.com/zh/feed/special/kashkari-u-s-treasury-market-functioning-normally-elevated-yields-do-not-affect-10275 nashnova zh-cn 2026-08-23T23:59:15.932Z 卡什卡利：美债市场运转正常，收益率高企不影响政策工具选择 https://www.nashnova.com/zh/feed/special/asia-earnings-season-ai-boom-and-chinas-consumer-recovery-under-scrutiny-10274 nashnova zh-cn 2026-08-23T23:29:55.120Z 亚洲财报旺季：AI景气与中国消费复苏同步受检验 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