https://www.nashnova.com/feed/special/driven-by-optical-connectivity-demand-coherent-q1-revenue-surges-50-percent-yoy-16961 nashnova en 2026-11-04T21:53:42.644Z Driven by Optical Connectivity Demand, Coherent Q1 Revenue Surges 50% YoY https://www.nashnova.com/feed/special/snap-q3-report-misses-on-both-revenue-and-dau-stock-drops-over-10-percent-16960 nashnova en 2026-11-04T21:39:28.716Z Snap Q3 Report Misses on Both Revenue and DAU, Stock Drops Over 10% https://www.nashnova.com/feed/special/mercadolibre-q3-earnings-miss-expectations-as-tech-investments-squeeze-profits-16959 nashnova en 2026-11-04T21:38:07.222Z MercadoLibre Q3 Earnings Miss Expectations as Tech Investments Squeeze Profits https://www.nashnova.com/feed/special/applovin-q3-revenue-of-2-19b-beats-expectations-q4-guidance-above-consensus-16958 nashnova en 2026-11-04T21:33:23.262Z AppLovin Q3 Revenue of $2.19B Beats Expectations; Q4 Guidance Above Consensus https://www.nashnova.com/feed/special/expedia-q3-revenue-beats-expectations-full-year-outlook-raised-16957 nashnova en 2026-11-04T21:18:29.304Z Expedia Q3 Revenue Beats Expectations, Full-Year Outlook Raised https://www.nashnova.com/feed/special/microsoft-q3-capital-expenditure-falls-5-billion-below-expectations-data-center-16956 nashnova en 2026-11-04T21:14:18.142Z Microsoft Q3 Capital Expenditure Falls ~$5 Billion Below Expectations, Data Center Lessor Iren's Delays Among the Causes https://www.nashnova.com/feed/special/arm-holdings-q2-revenue-of-1-44b-beats-expectations-q3-guidance-midpoint-at-1-16955 nashnova en 2026-11-04T21:13:21.097Z Arm Holdings Q2 Revenue of $1.44B Beats Expectations; Q3 Guidance Midpoint at $1.54B https://www.nashnova.com/feed/special/astrazeneca-offers-approximately-10-billion-to-acquire-rare-disease-drugmaker-16954 nashnova en 2026-11-04T21:09:04.545Z AstraZeneca Offers Approximately $10 Billion to Acquire Rare Disease Drugmaker Rhythm https://www.nashnova.com/feed/special/qualcomm-guides-fy2026-q1-revenue-of-10-4b-to-11-2b-16953 nashnova en 2026-11-04T21:08:14.069Z Qualcomm Guides FY2026 Q1 Revenue of $10.4B to $11.2B https://www.nashnova.com/feed/special/apple-cuts-employee-ai-usage-budgets-some-teams-daily-limits-reduced-to-100-16952 nashnova en 2026-11-04T20:03:36.707Z Apple Cuts Employee AI Usage Budgets, Some Teams' Daily Limits Reduced to $100 https://www.nashnova.com/feed/special/blue-wave-hammers-trump-token-and-miner-to-ai-stocks-as-texas-data-center-16951 nashnova en 2026-11-04T19:19:56.571Z Blue Wave Hammers Trump Token and Miner-to-AI Stocks as Texas Data Center Capacity Faces Crunch https://www.nashnova.com/feed/special/intel-ceo-spends-nearly-10-million-on-share-purchases-yet-stock-still-falls-over-16950 nashnova en 2026-11-04T19:18:34.556Z Intel CEO Spends Nearly $10 Million on Share Purchases, Yet Stock Still Falls Over 3% https://www.nashnova.com/feed/special/global-central-banks-purchased-321-tonnes-of-gold-in-q3-hitting-highest-level-16949 nashnova en 2026-11-04T19:08:55.319Z Global Central Banks Purchased 321 Tonnes of Gold in Q3, Hitting Highest Level Since Late 2024 https://www.nashnova.com/feed/special/democratic-victory-unlikely-to-ease-bond-market-pressure-u-s-treasury-yields-may-16948 nashnova en 2026-11-04T18:58:51.480Z Democratic Victory Unlikely to Ease Bond Market Pressure, U.S. Treasury Yields May Rise to 5.5% https://www.nashnova.com/feed/special/democrats-sweep-congress-healthcare-sector-rallies-across-the-board-16947 nashnova en 2026-11-04T18:24:34.923Z Democrats Sweep Congress, Healthcare Sector Rallies Across the Board https://www.nashnova.com/feed/special/meta-acquires-ai-coding-startup-conductor-16946 nashnova en 2026-11-04T18:23:29.049Z Meta Acquires AI Coding Startup Conductor https://www.nashnova.com/feed/special/citadel-securities-post-election-clarity-opens-a-clear-year-end-upside-path-for-16945 nashnova en 2026-11-04T18:10:22.039Z Citadel Securities: Post-Election Clarity Opens a Clear Year-End Upside Path for U.S. Stocks https://www.nashnova.com/feed/special/wall-streets-offshore-renminbi-bond-issuance-nearly-triples-this-year-16944 nashnova en 2026-11-04T18:08:56.123Z Wall Street's Offshore Renminbi Bond Issuance Nearly Triples This Year https://www.nashnova.com/feed/special/credit-markets-bet-on-data-center-slowdown-junk-bonds-weaken-while-hyperscale-16943 nashnova en 2026-11-04T17:39:52.308Z Credit Markets Bet on Data Center Slowdown: Junk Bonds Weaken While Hyperscale Cloud Providers Benefit https://www.nashnova.com/feed/special/magnificent-seven-add-nearly-600-billion-in-market-cap-in-single-post-election-16942 nashnova en 2026-11-04T17:34:03.595Z Magnificent Seven Add Nearly $600 Billion in Market Cap in Single Post-Election Day https://www.nashnova.com/feed/special/vance-publicly-breaks-with-trump-blames-iran-war-for-republican-electoral-defeat-16941 nashnova en 2026-11-04T17:08:57.183Z Vance Publicly Breaks with Trump, Blames Iran War for Republican Electoral Defeat https://www.nashnova.com/feed/special/retail-investors-triple-leverage-long-nasdaq-during-its-worst-month-leveraged-16940 nashnova en 2026-11-04T16:54:42.302Z Retail Investors Triple-Leverage Long Nasdaq During Its Worst Month, Leveraged ETFs Draw Record $13B in Single Month https://www.nashnova.com/feed/special/skyworks-issues-below-expectation-guidance-after-qorvo-acquisition-analysts-flag-16939 nashnova en 2026-11-04T16:53:19.674Z Skyworks Issues Below-Expectation Guidance After Qorvo Acquisition; Analysts Flag Android Supply Chain Weakness https://www.nashnova.com/feed/special/citi-downgrades-adobe-to-sell-warns-of-hard-reset-risk-to-fy2027-growth-16938 nashnova en 2026-11-04T15:49:10.400Z Citi Downgrades Adobe to Sell, Warns of "Hard Reset" Risk to FY2027 Growth https://www.nashnova.com/feed/special/u-s-diesel-inventories-fall-below-100-million-barrels-hitting-lowest-level-since-16937 nashnova en 2026-11-04T15:48:15.250Z U.S. Diesel Inventories Fall Below 100 Million Barrels, Hitting Lowest Level Since 2003 https://www.nashnova.com/feed/special/democrats-score-big-in-midterms-as-commodity-traders-turn-cautious-16936 nashnova en 2026-11-04T15:38:43.955Z Democrats Score Big in Midterms as Commodity Traders Turn Cautious https://www.nashnova.com/feed/special/democrats-sweep-congress-u-s-solar-stocks-surge-across-the-board-jinkosolar-16935 nashnova en 2026-11-04T15:03:33.111Z Democrats Sweep Congress, U.S. Solar Stocks Surge Across the Board, JinkoSolar Jumps 14% https://www.nashnova.com/feed/special/five-cicc-teams-interpret-the-midterm-elections-checks-and-balances-favor-16934 nashnova en 2026-11-04T15:00:15.655Z Five CICC Teams Interpret the Midterm Elections: Checks and Balances Favor Sentiment Recovery, but AI Returns Remain a Medium-Term Variable https://www.nashnova.com/feed/special/u-s-and-eurozone-october-final-pmis-both-revised-lower-16933 nashnova en 2026-11-04T14:58:30.358Z U.S. and Eurozone October Final PMIs Both Revised Lower https://www.nashnova.com/feed/special/democrats-take-over-congress-wall-street-faces-tighter-regulation-across-16932 nashnova en 2026-11-04T14:54:55.291Z Democrats Take Over Congress, Wall Street Faces Tighter Regulation Across Multiple Sectors https://www.nashnova.com/feed/special/big-techs-four-giants-spend-nearly-500-billion-in-capex-over-first-three-16931 nashnova en 2026-11-04T14:53:48.442Z Big Tech's Four Giants Spend Nearly $500 Billion in Capex Over First Three Quarters, Shareholder Returns Shrink Significantly https://www.nashnova.com/feed/special/u-s-treasury-drops-at-least-wording-long-bond-cut-window-points-to-2027-16930 nashnova en 2026-11-04T14:26:23.074Z U.S. Treasury Drops "At Least" Wording, Long-Bond Cut Window Points to 2027 https://www.nashnova.com/feed/special/democrats-hold-senate-strengthening-shield-for-fed-independence-16929 nashnova en 2026-11-04T14:24:51.109Z Democrats Hold Senate, Strengthening Shield for Fed Independence https://www.nashnova.com/feed/special/apollo-global-controls-75-billion-in-ai-chips-surpassing-all-emerging-cloud-16928 nashnova en 2026-11-04T14:09:37.813Z Apollo Global Controls $75 Billion in AI Chips, Surpassing All Emerging Cloud Providers https://www.nashnova.com/feed/special/freeport-mcmoran-approves-4-5-billion-expansion-of-arizona-copper-mine-16927 nashnova en 2026-11-04T14:08:18.856Z Freeport-McMoRan Approves $4.5 Billion Expansion of Arizona Copper Mine https://www.nashnova.com/feed/special/u-s-september-trade-deficit-in-goods-and-services-narrows-to-105-billion-16926 nashnova en 2026-11-04T13:48:05.039Z U.S. September Trade Deficit in Goods and Services Narrows to $105 Billion https://www.nashnova.com/feed/special/spacex-signs-deal-with-qualcomm-to-co-build-u-s-5g-terrestrial-network-16925 nashnova en 2026-11-04T13:38:44.978Z SpaceX Signs Deal with Qualcomm to Co-Build U.S. 5G Terrestrial Network https://www.nashnova.com/feed/special/u-s-october-adp-employment-rises-86k-slightly-above-expectations-16924 nashnova en 2026-11-04T13:23:32.283Z U.S. October ADP Employment Rises 86K, Slightly Above Expectations https://www.nashnova.com/feed/special/china-accelerates-overseas-mining-m-and-a-acquisition-value-hits-highest-since-16923 nashnova en 2026-11-04T13:09:00.531Z China Accelerates Overseas Mining M&A, Acquisition Value Hits Highest Since 2018 in First Three Quarters https://www.nashnova.com/feed/special/us-pre-market-movers-trump-media-falls-11-percent-duolingo-surges-18-percent-16922 nashnova en 2026-11-04T12:59:49.764Z US Pre-Market Movers: Trump Media Falls 11%, Duolingo Surges 18% https://www.nashnova.com/feed/special/democrats-win-u-s-midterm-elections-european-bank-stocks-surge-over-4-percent-in-16921 nashnova en 2026-11-04T12:48:25.233Z Democrats Win U.S. Midterm Elections, European Bank Stocks Surge Over 4% in a Single Day https://www.nashnova.com/feed/special/circle-q3-revenue-hits-865m-beating-expectations-usdc-transaction-volume-up-49-16920 nashnova en 2026-11-04T12:46:07.233Z Circle Q3 Revenue Hits $865M Beating Expectations, USDC Transaction Volume Up 49% YoY https://www.nashnova.com/feed/special/tencent-hunyuan-hy4-official-release-tested-hallucination-rate-drops-to-7-2-16919 nashnova en 2026-11-04T12:44:16.082Z Tencent Hunyuan Hy4 Official Release Tested: Hallucination Rate Drops to 7.2%, Ranks First Among Open-Source Models in Financial Tasks https://www.nashnova.com/feed/special/swiss-lower-house-mulls-compromise-that-could-cut-ubs-capital-requirements-by-16-16918 nashnova en 2026-11-04T12:29:53.010Z Swiss Lower House Mulls Compromise That Could Cut UBS Capital Requirements by $16 Billion https://www.nashnova.com/feed/special/european-defense-stocks-drop-over-4-percent-as-democratic-sweep-cools-u-s-16917 nashnova en 2026-11-04T12:28:38.035Z European Defense Stocks Drop Over 4% as Democratic Sweep Cools U.S. Military Spending Expansion Expectations https://www.nashnova.com/feed/special/globalfoundries-q3-revenue-of-1-9b-beats-expectations-q4-guidance-midpoint-16916 nashnova en 2026-11-04T12:19:39.832Z GlobalFoundries Q3 Revenue of $1.9B Beats Expectations; Q4 Guidance Midpoint Reaches $2.0B https://www.nashnova.com/feed/special/datadog-q3-revenue-of-1-2b-beats-expectations-full-year-guidance-raised-16915 nashnova en 2026-11-04T12:18:34.948Z Datadog Q3 Revenue of $1.2B Beats Expectations, Full-Year Guidance Raised https://www.nashnova.com/feed/special/uber-q3-revenue-hits-14-8b-beating-expectations-gross-bookings-up-20-percent-16914 nashnova en 2026-11-04T12:08:44.161Z Uber Q3 Revenue Hits $14.8B Beating Expectations, Gross Bookings Up 20% https://www.nashnova.com/feed/special/openai-acquires-developer-tool-startup-pierre-taking-aim-at-github-16913 nashnova en 2026-11-04T11:59:32.601Z OpenAI Acquires Developer Tool Startup Pierre, Taking Aim at GitHub https://www.nashnova.com/feed/special/nvidia-stock-rises-against-the-trend-as-data-center-regulatory-pressure-has-16912 nashnova en 2026-11-04T11:58:22.291Z Nvidia Stock Rises Against the Trend as Data Center Regulatory Pressure Has Limited Short-Term Impact https://www.nashnova.com/feed/special/pjm-grid-faces-surging-ai-data-center-demand-as-capacity-shortfalls-threaten-16911 nashnova en 2026-11-04T11:48:56.657Z PJM Grid Faces Surging AI Data Center Demand as Capacity Shortfalls Threaten Winter Power Supply https://www.nashnova.com/feed/special/anti-data-center-movement-gains-momentum-weighing-on-korean-chip-stocks-16910 nashnova en 2026-11-04T11:44:03.273Z Anti-Data Center Movement Gains Momentum, Weighing on Korean Chip Stocks https://www.nashnova.com/feed/special/major-global-central-banks-collectively-pause-rate-hikes-in-october-amid-16909 nashnova en 2026-11-04T11:35:56.586Z Major Global Central Banks Collectively Pause Rate Hikes in October Amid Lingering Inflation Pressures https://www.nashnova.com/feed/special/goldman-sachs-ai-stocks-oversold-democratic-sweep-may-actually-accelerate-capex-16908 nashnova en 2026-11-04T11:26:29.921Z Goldman Sachs: AI Stocks Oversold, Democratic Sweep May Actually Accelerate Capex https://www.nashnova.com/feed/special/ymtc-ipo-suspended-listing-potentially-delayed-to-first-half-of-2027-16907 nashnova en 2026-11-04T11:21:41.579Z YMTC IPO Suspended, Listing Potentially Delayed to First Half of 2027 https://www.nashnova.com/feed/special/occ-issues-first-ai-examination-guidelines-no-separate-risk-parameters-for-ai-16906 nashnova en 2026-11-04T11:20:38.971Z OCC Issues First AI Examination Guidelines, No Separate Risk Parameters for AI https://www.nashnova.com/feed/special/fitch-revises-outlook-on-bnp-paribas-and-credit-agricole-to-negative-16905 nashnova en 2026-11-04T11:01:25.700Z Fitch Revises Outlook on BNP Paribas and Crédit Agricole to Negative https://www.nashnova.com/feed/special/microsofts-mass-buyout-packages-may-weaken-ai-talent-pipeline-16904 nashnova en 2026-11-04T10:53:22.257Z Microsoft's Mass Buyout Packages May Weaken AI Talent Pipeline https://www.nashnova.com/feed/special/mitsubishi-corp-and-mitsui-and-co-both-raise-fy2026-profit-forecasts-to-record-16903 nashnova en 2026-11-04T10:52:05.896Z Mitsubishi Corp. and Mitsui & Co. Both Raise FY2026 Profit Forecasts to Record Highs https://www.nashnova.com/feed/special/hong-kong-legislative-council-passes-crypto-asset-reporting-framework-ordinance-16902 nashnova en 2026-11-04T10:51:03.537Z Hong Kong Legislative Council Passes Crypto Asset Reporting Framework Ordinance, Effective from 2027 https://www.nashnova.com/feed/special/china-auto-sales-in-october-byd-leads-the-pack-exports-become-growth-engine-16901 nashnova en 2026-11-04T10:21:28.129Z China Auto Sales in October: BYD Leads the Pack, Exports Become Growth Engine https://www.nashnova.com/feed/special/midterm-elections-deal-blow-to-trump-trade-partners-may-seize-opportunity-to-16900 nashnova en 2026-11-04T10:13:39.008Z Midterm Elections Deal Blow to Trump, Trade Partners May Seize Opportunity to Resist Tariff Pressure https://www.nashnova.com/feed/special/amazons-2-billion-ohio-data-center-blocked-by-voter-referendum-16899 nashnova en 2026-11-04T10:12:17.470Z Amazon's $2 Billion Ohio Data Center Blocked by Voter Referendum https://www.nashnova.com/feed/special/eurozone-october-cpi-rises-to-4-percent-hitting-three-year-high-16898 nashnova en 2026-11-04T10:11:11.835Z Eurozone October CPI Rises to 4%, Hitting Three-Year High https://www.nashnova.com/feed/special/vix-drops-over-11-percent-to-18-72-as-post-midterm-election-panic-subsides-16897 nashnova en 2026-11-04T09:55:49.858Z VIX Drops Over 11% to 18.72 as Post-Midterm Election Panic Subsides https://www.nashnova.com/feed/special/google-announces-15-billion-expansion-of-malaysian-data-centers-16896 nashnova en 2026-11-04T09:20:43.130Z Google Announces $15 Billion Expansion of Malaysian Data Centers https://www.nashnova.com/feed/special/midterm-elections-settled-bargain-hunters-flock-to-u-s-tech-stocks-16895 nashnova en 2026-11-04T09:17:04.391Z Midterm Elections Settled, Bargain Hunters Flock to U.S. Tech Stocks https://www.nashnova.com/feed/special/frances-october-services-pmi-plunges-to-46-2-fastest-contraction-since-may-16894 nashnova en 2026-11-04T09:15:46.757Z France's October Services PMI Plunges to 46.2, Fastest Contraction Since May https://www.nashnova.com/feed/special/on-semiconductors-600m-acquisition-of-ferric-bets-on-integrated-voltage-16893 nashnova en 2026-11-04T09:11:07.637Z ON Semiconductor's $600M Acquisition of Ferric Bets on Integrated Voltage Regulation for AI Processors https://www.nashnova.com/feed/special/google-rolls-out-voluntary-buyout-program-to-employees-in-five-countries-16892 nashnova en 2026-11-04T09:05:46.167Z Google Rolls Out Voluntary Buyout Program to Employees in Five Countries, Excluding AI and Cloud Divisions https://www.nashnova.com/feed/special/hong-kong-stocks-closed-up-1-67-percent-on-november-4th-innovative-drugs-gold-16891 nashnova en 2026-11-04T08:51:30.857Z Hong Kong Stocks Closed Up 1.67% on November 4th: Innovative Drugs, Gold, and AI Industry Chain Led the Gains https://www.nashnova.com/feed/special/pegatron-chairman-ai-crisis-fears-over-democratic-victory-are-overblown-16890 nashnova en 2026-11-04T08:48:05.742Z Pegatron Chairman: AI Crisis Fears Over Democratic Victory Are Overblown https://www.nashnova.com/feed/special/global-chip-quarterly-sales-surpass-500-billion-for-the-first-time-16889 nashnova en 2026-11-04T08:46:55.742Z Global Chip Quarterly Sales Surpass $500 Billion for the First Time https://www.nashnova.com/feed/special/sino-biopharmaceutical-signs-7-billion-oncology-partnership-with-boehringer-16888 nashnova en 2026-11-04T08:45:53.899Z Sino Biopharmaceutical Signs $7 Billion Oncology Partnership with Boehringer Ingelheim https://www.nashnova.com/feed/special/multiple-hedge-funds-warn-software-exposure-and-high-interest-rates-deliver-a-16887 nashnova en 2026-11-04T08:31:20.385Z Multiple Hedge Funds Warn: Software Exposure and High Interest Rates Deliver a Double Blow to Private Credit https://www.nashnova.com/feed/special/gold-breaks-4-000-democrats-sweep-congress-ai-data-centers-face-policy-headwinds-16886 nashnova en 2026-11-04T08:06:13.773Z Gold Breaks $4,000, Democrats Sweep Congress, AI Data Centers Face Policy Headwinds https://www.nashnova.com/feed/special/novo-nordisk-q3-profit-beats-expectations-raises-full-year-2026-guidance-16885 nashnova en 2026-11-04T06:50:29.112Z Novo Nordisk Q3 Profit Beats Expectations, Raises Full-Year 2026 Guidance https://www.nashnova.com/feed/special/jpmorgan-cuts-target-prices-for-zhipu-and-minimax-post-ai-coding-demand-gap-16884 nashnova en 2026-11-04T06:49:05.258Z JPMorgan Cuts Target Prices for Zhipu and MiniMax: Post-AI Coding Demand Gap Longer Than Expected https://www.nashnova.com/feed/special/tether-slightly-reduces-gold-holdings-in-q3-funds-potentially-shifting-toward-16883 nashnova en 2026-11-04T06:47:19.739Z Tether Slightly Reduces Gold Holdings in Q3, Funds Potentially Shifting Toward Bitcoin https://www.nashnova.com/feed/special/u-s-midterm-election-results-and-iran-risks-drive-modest-oil-price-gains-16882 nashnova en 2026-11-04T06:46:01.200Z U.S. Midterm Election Results and Iran Risks Drive Modest Oil Price Gains https://www.nashnova.com/feed/special/baidu-unveils-apollo-world-model-for-the-first-time-apollo-gos-end-to-end-system-16881 nashnova en 2026-11-04T05:53:00.140Z Baidu Unveils Apollo World Model for the First Time; Apollo Go's End-to-End System Now in Commercial Operation https://www.nashnova.com/feed/special/eu-conditionally-approves-jd-coms-acquisition-of-ceconomy-with-10-year-16880 nashnova en 2026-11-04T05:51:17.916Z EU Conditionally Approves JD.com's Acquisition of Ceconomy with 10-Year Commitment to Open Logistics Technology Services https://www.nashnova.com/feed/special/texas-governorship-flips-to-democrats-ai-data-center-deals-take-major-hit-16879 nashnova en 2026-11-04T05:46:29.914Z Texas Governorship Flips to Democrats, AI Data Center Deals Take Major Hit https://www.nashnova.com/feed/special/moscow-exchange-to-launch-bitcoin-and-usdt-trading-in-december-16878 nashnova en 2026-11-04T05:25:48.261Z Moscow Exchange to Launch Bitcoin and USDT Trading in December https://www.nashnova.com/feed/special/spacex-builds-data-centers-at-worlds-fastest-pace-targeting-13gw-of-computing-16877 nashnova en 2026-11-04T05:13:23.423Z SpaceX Builds Data Centers at World's Fastest Pace, Targeting 13GW of Computing Power by 2027 https://www.nashnova.com/feed/special/qatarenergy-set-to-become-the-largest-buyer-of-u-s-lng-16876 nashnova en 2026-11-04T05:12:10.104Z QatarEnergy Set to Become the Largest Buyer of U.S. LNG https://www.nashnova.com/feed/special/oracle-cancels-7-billion-ai-chip-leasing-contract-with-tencent-16875 nashnova en 2026-11-04T05:10:56.480Z Oracle Cancels $7 Billion AI Chip Leasing Contract with Tencent https://www.nashnova.com/feed/special/toyota-q2-operating-profit-expected-to-rise-18-percent-first-rebound-in-six-16874 nashnova en 2026-11-04T05:05:55.194Z Toyota Q2 Operating Profit Expected to Rise 18%, First Rebound in Six Quarters https://www.nashnova.com/feed/special/blue-wave-hits-musk-linked-stocks-tesla-and-spacex-drop-1-8-percent-after-hours-16873 nashnova en 2026-11-04T04:50:54.203Z Blue Wave Hits Musk-Linked Stocks: Tesla and SpaceX Drop ~1.8% After Hours https://www.nashnova.com/feed/special/semianalysis-openai-and-anthropic-are-claiming-nearly-30-percent-of-global-new-16872 nashnova en 2026-11-04T04:37:26.874Z SemiAnalysis: OpenAI and Anthropic Are Claiming Nearly 30% of Global New Compute Capacity https://www.nashnova.com/feed/special/indias-rbi-cracks-down-on-speculation-corporate-dollar-hedging-drops-to-eight-16871 nashnova en 2026-11-04T04:35:57.288Z India's RBI Cracks Down on Speculation, Corporate Dollar Hedging Drops to Eight-Month Low https://www.nashnova.com/feed/special/chinese-customers-order-6-million-nvidia-rtx-chips-only-1-percent-deliverable-16870 nashnova en 2026-11-04T03:37:06.226Z Chinese Customers Order 6 Million NVIDIA RTX Chips, Only ~1% Deliverable Within Four Months https://www.nashnova.com/feed/special/global-asset-management-giants-geopolitical-risks-have-reshaped-asset-allocation-16869 nashnova en 2026-11-04T03:35:55.228Z Global Asset Management Giants: Geopolitical Risks Have Reshaped Asset Allocation Logic https://www.nashnova.com/feed/special/national-teams-single-day-net-etf-purchases-hit-76-7-billion-yuan-second-highest-16868 nashnova en 2026-11-04T03:21:16.621Z National Team's Single-Day Net ETF Purchases Hit 76.7 Billion Yuan, Second-Highest on Record; Multiple Companies Follow with Buybacks https://www.nashnova.com/feed/special/jpmorgan-maintains-overweight-ratings-on-sk-hynix-and-two-other-memory-16867 nashnova en 2026-11-04T03:12:46.158Z JPMorgan Maintains Overweight Ratings on SK Hynix and Two Other Memory Chipmakers https://www.nashnova.com/feed/special/amds-chip-deals-with-openai-and-meta-trigger-over-1-billion-in-non-cash-charges-16866 nashnova en 2026-11-04T02:41:19.425Z AMD's Chip Deals with OpenAI and Meta Trigger Over $1 Billion in Non-Cash Charges https://www.nashnova.com/feed/special/democrats-win-house-control-dollar-under-pressure-16865 nashnova en 2026-11-04T02:26:20.967Z Democrats Win House Control, Dollar Under Pressure https://www.nashnova.com/feed/special/huaweis-hubble-invests-in-22-optical-companies-building-full-ai-optical-16864 nashnova en 2026-11-04T02:13:17.252Z Huawei's Hubble Invests in 22 Optical Companies, Building Full AI Optical Communication Chain https://www.nashnova.com/feed/special/deepseek-plans-to-train-v5-model-using-huawei-ascend-950-chips-16863 nashnova en 2026-11-04T02:11:47.171Z DeepSeek Plans to Train V5 Model Using Huawei Ascend 950 Chips https://www.nashnova.com/feed/special/democrats-win-midterm-elections-crypto-legislation-outlook-stalled-bitcoin-drops-16862 nashnova en 2026-11-04T02:10:28.569Z Democrats Win Midterm Elections, Crypto Legislation Outlook Stalled, Bitcoin Drops 1.2% https://www.nashnova.com/zh/feed/special/blue-wave-hammers-trump-token-and-miner-to-ai-stocks-as-texas-data-center-16951 nashnova zh-cn 2026-11-04T19:19:56.571Z 蓝波重击Trump代币与矿企转型AI股,德州数据中心产能告急 https://www.nashnova.com/zh/feed/special/intel-ceo-spends-nearly-10-million-on-share-purchases-yet-stock-still-falls-over-16950 nashnova zh-cn 2026-11-04T19:18:34.556Z 英特尔CEO斥资近千万美元增持,股价仍跌逾3% https://www.nashnova.com/zh/feed/special/global-central-banks-purchased-321-tonnes-of-gold-in-q3-hitting-highest-level-16949 nashnova zh-cn 2026-11-04T19:08:55.319Z 全球央行三季度购金321吨,创2024年底以来最高 https://www.nashnova.com/zh/feed/special/democratic-victory-unlikely-to-ease-bond-market-pressure-u-s-treasury-yields-may-16948 nashnova zh-cn 2026-11-04T18:58:51.480Z 民主党大胜难解债市压力,美债收益率或升至5.5% https://www.nashnova.com/zh/feed/special/democrats-sweep-congress-healthcare-sector-rallies-across-the-board-16947 nashnova zh-cn 2026-11-04T18:24:34.923Z 民主党横扫国会,医疗保健板块全线反弹 https://www.nashnova.com/zh/feed/special/meta-acquires-ai-coding-startup-conductor-16946 nashnova zh-cn 2026-11-04T18:23:29.049Z Meta收购AI编程初创公司Conductor https://www.nashnova.com/zh/feed/special/citadel-securities-post-election-clarity-opens-a-clear-year-end-upside-path-for-16945 nashnova zh-cn 2026-11-04T18:10:22.039Z Citadel Securities:选举落地后美股年末上行路径清晰 https://www.nashnova.com/zh/feed/special/wall-streets-offshore-renminbi-bond-issuance-nearly-triples-this-year-16944 nashnova zh-cn 2026-11-04T18:08:56.123Z 华尔街今年离岸人民币债发行量近翻三倍 https://www.nashnova.com/zh/feed/special/credit-markets-bet-on-data-center-slowdown-junk-bonds-weaken-while-hyperscale-16943 nashnova zh-cn 2026-11-04T17:39:52.308Z 信用市场押注数据中心放缓,垃圾债走弱超大规模云厂商受益 https://www.nashnova.com/zh/feed/special/magnificent-seven-add-nearly-600-billion-in-market-cap-in-single-post-election-16942 nashnova zh-cn 2026-11-04T17:34:03.595Z 科技七巨头选后单日市值增近6000亿美元 https://www.nashnova.com/zh/feed/special/vance-publicly-breaks-with-trump-blames-iran-war-for-republican-electoral-defeat-16941 nashnova zh-cn 2026-11-04T17:08:57.183Z 万斯与特朗普公开决裂,将共和党惨败归咎于伊朗战争 https://www.nashnova.com/zh/feed/special/retail-investors-triple-leverage-long-nasdaq-during-its-worst-month-leveraged-16940 nashnova zh-cn 2026-11-04T16:54:42.302Z 纳指最差月散户逆势3倍做多,杠杆ETF单月吸金130亿美元创纪录 https://www.nashnova.com/zh/feed/special/skyworks-issues-below-expectation-guidance-after-qorvo-acquisition-analysts-flag-16939 nashnova zh-cn 2026-11-04T16:53:19.674Z Skyworks收购Qorvo后指引低于预期,分析师警示安卓链疲软 https://www.nashnova.com/zh/feed/special/citi-downgrades-adobe-to-sell-warns-of-hard-reset-risk-to-fy2027-growth-16938 nashnova zh-cn 2026-11-04T15:49:10.400Z 花旗下调Adobe至卖出,警示2027财年增长面临"硬重置"风险 https://www.nashnova.com/zh/feed/special/u-s-diesel-inventories-fall-below-100-million-barrels-hitting-lowest-level-since-16937 nashnova zh-cn 2026-11-04T15:48:15.250Z 美国柴油库存跌破1亿桶,创2003年以来新低 https://www.nashnova.com/zh/feed/special/democrats-score-big-in-midterms-as-commodity-traders-turn-cautious-16936 nashnova zh-cn 2026-11-04T15:38:43.955Z 中期选举民主党大胜,商品交易者转向审慎 https://www.nashnova.com/zh/feed/special/democrats-sweep-congress-u-s-solar-stocks-surge-across-the-board-jinkosolar-16935 nashnova zh-cn 2026-11-04T15:03:33.111Z 民主党横扫国会,美股光伏板块集体大涨,晶科能源涨14% https://www.nashnova.com/zh/feed/special/five-cicc-teams-interpret-the-midterm-elections-checks-and-balances-favor-16934 nashnova zh-cn 2026-11-04T15:00:15.655Z 中金五团队解读中期选举:制衡利于情绪修复,AI回报仍是中期变量 https://www.nashnova.com/zh/feed/special/u-s-and-eurozone-october-final-pmis-both-revised-lower-16933 nashnova zh-cn 2026-11-04T14:58:30.358Z 美国与欧元区10月PMI终值双双下修 https://www.nashnova.com/zh/feed/special/democrats-take-over-congress-wall-street-faces-tighter-regulation-across-16932 nashnova zh-cn 2026-11-04T14:54:55.291Z 民主党接管国会,华尔街多领域面临监管收紧 https://www.nashnova.com/zh/feed/special/big-techs-four-giants-spend-nearly-500-billion-in-capex-over-first-three-16931 nashnova zh-cn 2026-11-04T14:53:48.442Z 大科技四巨头前三季度资本开支近5000亿美元,股东回报大幅缩水 https://www.nashnova.com/zh/feed/special/u-s-treasury-drops-at-least-wording-long-bond-cut-window-points-to-2027-16930 nashnova zh-cn 2026-11-04T14:26:23.074Z 美国财政部删去"至少",长债削减窗口指向2027年 https://www.nashnova.com/zh/feed/special/democrats-hold-senate-strengthening-shield-for-fed-independence-16929 nashnova zh-cn 2026-11-04T14:24:51.109Z 民主党控参议院,美联储独立性获更强屏障 https://www.nashnova.com/zh/feed/special/apollo-global-controls-75-billion-in-ai-chips-surpassing-all-emerging-cloud-16928 nashnova zh-cn 2026-11-04T14:09:37.813Z 阿波罗全球掌控750亿美元AI芯片 超越所有新兴云厂商 https://www.nashnova.com/zh/feed/special/freeport-mcmoran-approves-4-5-billion-expansion-of-arizona-copper-mine-16927 nashnova zh-cn 2026-11-04T14:08:18.856Z 自由港麦克莫兰批准45亿美元扩建亚利桑那铜矿 https://www.nashnova.com/zh/feed/special/u-s-september-trade-deficit-in-goods-and-services-narrows-to-105-billion-16926 nashnova zh-cn 2026-11-04T13:48:05.039Z 美国9月商品与服务贸易逆差收窄至1050亿美元 https://www.nashnova.com/zh/feed/special/spacex-signs-deal-with-qualcomm-to-co-build-u-s-5g-terrestrial-network-16925 nashnova zh-cn 2026-11-04T13:38:44.978Z SpaceX与高通签协议,共建美国5G地面网络 https://www.nashnova.com/zh/feed/special/u-s-october-adp-employment-rises-86k-slightly-above-expectations-16924 nashnova zh-cn 2026-11-04T13:23:32.283Z 美国10月ADP就业增8.6万人,略超预期 https://www.nashnova.com/zh/feed/special/china-accelerates-overseas-mining-m-and-a-acquisition-value-hits-highest-since-16923 nashnova zh-cn 2026-11-04T13:09:00.531Z 中国加速海外矿产并购,今年前三季度收购额创2018年来新高 https://www.nashnova.com/zh/feed/special/us-pre-market-movers-trump-media-falls-11-percent-duolingo-surges-18-percent-16922 nashnova zh-cn 2026-11-04T12:59:49.764Z 美股盘前异动:特朗普媒体跌11%,Duolingo涨18% https://www.nashnova.com/zh/feed/special/democrats-win-u-s-midterm-elections-european-bank-stocks-surge-over-4-percent-in-16921 nashnova zh-cn 2026-11-04T12:48:25.233Z 美国中期选举民主党获胜,欧洲银行股单日涨逾4% https://www.nashnova.com/zh/feed/special/circle-q3-revenue-hits-865m-beating-expectations-usdc-transaction-volume-up-49-16920 nashnova zh-cn 2026-11-04T12:46:07.233Z Circle Q3营收8.65亿美元超预期,USDC交易量同比增49% https://www.nashnova.com/zh/feed/special/tencent-hunyuan-hy4-official-release-tested-hallucination-rate-drops-to-7-2-16919 nashnova zh-cn 2026-11-04T12:44:16.082Z 腾讯混元Hy4正式版实测:幻觉率降至7.2%,金融任务开源第一 https://www.nashnova.com/zh/feed/special/swiss-lower-house-mulls-compromise-that-could-cut-ubs-capital-requirements-by-16-16918 nashnova zh-cn 2026-11-04T12:29:53.010Z 瑞士议会下院酝酿妥协方案,或削减瑞银160亿美元资本要求 https://www.nashnova.com/zh/feed/special/european-defense-stocks-drop-over-4-percent-as-democratic-sweep-cools-u-s-16917 nashnova zh-cn 2026-11-04T12:28:38.035Z 欧洲防务股跌逾4%,民主党横扫令美国军费扩张预期降温 https://www.nashnova.com/zh/feed/special/globalfoundries-q3-revenue-of-1-9b-beats-expectations-q4-guidance-midpoint-16916 nashnova zh-cn 2026-11-04T12:19:39.832Z 格芯Q3营收19亿美元超预期,Q4指引中点达20亿美元 https://www.nashnova.com/zh/feed/special/datadog-q3-revenue-of-1-2b-beats-expectations-full-year-guidance-raised-16915 nashnova zh-cn 2026-11-04T12:18:34.948Z Datadog Q3营收12亿美元超预期,上调全年指引 https://www.nashnova.com/zh/feed/special/uber-q3-revenue-hits-14-8b-beating-expectations-gross-bookings-up-20-percent-16914 nashnova zh-cn 2026-11-04T12:08:44.161Z Uber Q3营收148亿美元超预期,总订单额增20% https://www.nashnova.com/zh/feed/special/openai-acquires-developer-tool-startup-pierre-taking-aim-at-github-16913 nashnova zh-cn 2026-11-04T11:59:32.601Z OpenAI收购开发者工具初创公司Pierre,剑指GitHub https://www.nashnova.com/zh/feed/special/nvidia-stock-rises-against-the-trend-as-data-center-regulatory-pressure-has-16912 nashnova zh-cn 2026-11-04T11:58:22.291Z 英伟达股价逆势上涨,数据中心监管压力短期影响有限 https://www.nashnova.com/zh/feed/special/pjm-grid-faces-surging-ai-data-center-demand-as-capacity-shortfalls-threaten-16911 nashnova zh-cn 2026-11-04T11:48:56.657Z PJM电网应对AI数据中心需求激增,容量缺口威胁冬季供电 https://www.nashnova.com/zh/feed/special/anti-data-center-movement-gains-momentum-weighing-on-korean-chip-stocks-16910 nashnova zh-cn 2026-11-04T11:44:03.273Z 反数据中心势力崛起,韩国芯片股承压 https://www.nashnova.com/zh/feed/special/major-global-central-banks-collectively-pause-rate-hikes-in-october-amid-16909 nashnova zh-cn 2026-11-04T11:35:56.586Z 全球主要央行10月集体暂停加息 通胀压力仍存 https://www.nashnova.com/zh/feed/special/goldman-sachs-ai-stocks-oversold-democratic-sweep-may-actually-accelerate-capex-16908 nashnova zh-cn 2026-11-04T11:26:29.921Z 高盛:AI股遭过度抛售,民主党横扫或反而加速资本支出 https://www.nashnova.com/zh/feed/special/ymtc-ipo-suspended-listing-potentially-delayed-to-first-half-of-2027-16907 nashnova zh-cn 2026-11-04T11:21:41.579Z 长江存储IPO暂停,上市或推迟至2027年上半年 https://www.nashnova.com/zh/feed/special/occ-issues-first-ai-examination-guidelines-no-separate-risk-parameters-for-ai-16906 nashnova zh-cn 2026-11-04T11:20:38.971Z 美国货币监理署首发AI审查指引,不单独设风险参数 https://www.nashnova.com/zh/feed/special/fitch-revises-outlook-on-bnp-paribas-and-credit-agricole-to-negative-16905 nashnova zh-cn 2026-11-04T11:01:25.700Z 惠誉下调法巴、法国农业信贷展望至负面 https://www.nashnova.com/zh/feed/special/microsofts-mass-buyout-packages-may-weaken-ai-talent-pipeline-16904 nashnova zh-cn 2026-11-04T10:53:22.257Z 微软大规模买断离职或削弱AI人才储备 https://www.nashnova.com/zh/feed/special/mitsubishi-corp-and-mitsui-and-co-both-raise-fy2026-profit-forecasts-to-record-16903 nashnova zh-cn 2026-11-04T10:52:05.896Z 三菱商事、三井物产双双上调FY2026利润预期至纪录高位 https://www.nashnova.com/zh/feed/special/hong-kong-legislative-council-passes-crypto-asset-reporting-framework-ordinance-16902 nashnova zh-cn 2026-11-04T10:51:03.537Z 香港立法会通过加密资产申报框架条例 2027年起实施 https://www.nashnova.com/zh/feed/special/china-auto-sales-in-october-byd-leads-the-pack-exports-become-growth-engine-16901 nashnova zh-cn 2026-11-04T10:21:28.129Z 中国车企10月销量:比亚迪领跑,出口成增长引擎 https://www.nashnova.com/zh/feed/special/midterm-elections-deal-blow-to-trump-trade-partners-may-seize-opportunity-to-16900 nashnova zh-cn 2026-11-04T10:13:39.008Z 中期选举重挫特朗普,贸易伙伴或借机抵制关税压力 https://www.nashnova.com/zh/feed/special/amazons-2-billion-ohio-data-center-blocked-by-voter-referendum-16899 nashnova zh-cn 2026-11-04T10:12:17.470Z 亚马逊俄亥俄20亿美元数据中心遭选民投票封堵 https://www.nashnova.com/zh/feed/special/eurozone-october-cpi-rises-to-4-percent-hitting-three-year-high-16898 nashnova zh-cn 2026-11-04T10:11:11.835Z 欧元区10月CPI升至4%,创三年新高 https://www.nashnova.com/zh/feed/special/vix-drops-over-11-percent-to-18-72-as-post-midterm-election-panic-subsides-16897 nashnova zh-cn 2026-11-04T09:55:49.858Z VIX指数跌逾11%至18.72,中期选举后恐慌情绪消退 https://www.nashnova.com/zh/feed/special/google-announces-15-billion-expansion-of-malaysian-data-centers-16896 nashnova zh-cn 2026-11-04T09:20:43.130Z 谷歌宣布150亿美元扩建马来西亚数据中心 https://www.nashnova.com/zh/feed/special/midterm-elections-settled-bargain-hunters-flock-to-u-s-tech-stocks-16895 nashnova zh-cn 2026-11-04T09:17:04.391Z 中期选举落地,美股科技股逢低买盘涌现 https://www.nashnova.com/zh/feed/special/frances-october-services-pmi-plunges-to-46-2-fastest-contraction-since-may-16894 nashnova zh-cn 2026-11-04T09:15:46.757Z 法国10月服务业PMI骤降至46.2,创5月来最快收缩 https://www.nashnova.com/zh/feed/special/on-semiconductors-600m-acquisition-of-ferric-bets-on-integrated-voltage-16893 nashnova zh-cn 2026-11-04T09:11:07.637Z 安森美6亿美元收购Ferric,押注AI处理器集成电压调节 https://www.nashnova.com/zh/feed/special/google-rolls-out-voluntary-buyout-program-to-employees-in-five-countries-16892 nashnova zh-cn 2026-11-04T09:05:46.167Z 谷歌向五国员工推出自愿买断计划,AI与云业务除外 https://www.nashnova.com/zh/feed/special/hong-kong-stocks-closed-up-1-67-percent-on-november-4th-innovative-drugs-gold-16891 nashnova zh-cn 2026-11-04T08:51:30.857Z 港股11月4日收涨1.67% 创新药、黄金、AI产业链领涨 https://www.nashnova.com/zh/feed/special/pegatron-chairman-ai-crisis-fears-over-democratic-victory-are-overblown-16890 nashnova zh-cn 2026-11-04T08:48:05.742Z 和硕董事长:民主党胜选引发AI危机论言过其实 https://www.nashnova.com/zh/feed/special/global-chip-quarterly-sales-surpass-500-billion-for-the-first-time-16889 nashnova zh-cn 2026-11-04T08:46:55.742Z 全球芯片单季销售额首破5000亿美元 https://www.nashnova.com/zh/feed/special/sino-biopharmaceutical-signs-7-billion-oncology-partnership-with-boehringer-16888 nashnova zh-cn 2026-11-04T08:45:53.899Z 中国生物制药与勃林格殷格翰签70亿美元肿瘤合作协议 https://www.nashnova.com/zh/feed/special/multiple-hedge-funds-warn-software-exposure-and-high-interest-rates-deliver-a-16887 nashnova zh-cn 2026-11-04T08:31:20.385Z 多家对冲基金警告:软件敞口与高利率双重夹击私募信贷 https://www.nashnova.com/zh/feed/special/gold-breaks-4-000-democrats-sweep-congress-ai-data-centers-face-policy-headwinds-16886 nashnova zh-cn 2026-11-04T08:06:13.773Z 黄金突破4000美元,民主党横扫国会,AI数据中心遭政策逆风 https://www.nashnova.com/zh/feed/special/novo-nordisk-q3-profit-beats-expectations-raises-full-year-2026-guidance-16885 nashnova zh-cn 2026-11-04T06:50:29.112Z 诺和诺德Q3利润超预期,上调2026年全年指引 https://www.nashnova.com/zh/feed/special/jpmorgan-cuts-target-prices-for-zhipu-and-minimax-post-ai-coding-demand-gap-16884 nashnova zh-cn 2026-11-04T06:49:05.258Z 摩根大通下调智谱、MiniMax目标价,AI编程后需求空档期长于预期 https://www.nashnova.com/zh/feed/special/tether-slightly-reduces-gold-holdings-in-q3-funds-potentially-shifting-toward-16883 nashnova zh-cn 2026-11-04T06:47:19.739Z Tether三季度小幅减持黄金,资金或转向比特币 https://www.nashnova.com/zh/feed/special/u-s-midterm-election-results-and-iran-risks-drive-modest-oil-price-gains-16882 nashnova zh-cn 2026-11-04T06:46:01.200Z 美国中期选举结果与伊朗风险推动油价小幅上涨 https://www.nashnova.com/zh/feed/special/baidu-unveils-apollo-world-model-for-the-first-time-apollo-gos-end-to-end-system-16881 nashnova zh-cn 2026-11-04T05:53:00.140Z 百度首披Apollo World世界模型,萝卜快跑端到端已投入运营 https://www.nashnova.com/zh/feed/special/eu-conditionally-approves-jd-coms-acquisition-of-ceconomy-with-10-year-16880 nashnova zh-cn 2026-11-04T05:51:17.916Z 欧盟附条件批准京东收购Ceconomy,承诺开放物流技术服务十年 https://www.nashnova.com/zh/feed/special/texas-governorship-flips-to-democrats-ai-data-center-deals-take-major-hit-16879 nashnova zh-cn 2026-11-04T05:46:29.914Z 德克萨斯州长易主民主党,AI数据中心交易遭重创 https://www.nashnova.com/zh/feed/special/moscow-exchange-to-launch-bitcoin-and-usdt-trading-in-december-16878 nashnova zh-cn 2026-11-04T05:25:48.261Z 莫斯科交易所12月上线比特币和USDT交易 https://www.nashnova.com/zh/feed/special/spacex-builds-data-centers-at-worlds-fastest-pace-targeting-13gw-of-computing-16877 nashnova zh-cn 2026-11-04T05:13:23.423Z SpaceX数据中心建设速度全球最快,2027年目标算力达13GW https://www.nashnova.com/zh/feed/special/qatarenergy-set-to-become-the-largest-buyer-of-u-s-lng-16876 nashnova zh-cn 2026-11-04T05:12:10.104Z 卡塔尔能源将成美国LNG最大买家 https://www.nashnova.com/zh/feed/special/oracle-cancels-7-billion-ai-chip-leasing-contract-with-tencent-16875 nashnova zh-cn 2026-11-04T05:10:56.480Z 甲骨文取消与腾讯70亿美元AI芯片租赁合同 https://www.nashnova.com/zh/feed/special/toyota-q2-operating-profit-expected-to-rise-18-percent-first-rebound-in-six-16874 nashnova zh-cn 2026-11-04T05:05:55.194Z 丰田Q2营业利润料增18%,六季度来首次回升 https://www.nashnova.com/zh/feed/special/blue-wave-hits-musk-linked-stocks-tesla-and-spacex-drop-1-8-percent-after-hours-16873 nashnova zh-cn 2026-11-04T04:50:54.203Z 蓝潮冲击马斯克旗下股票,特斯拉、SpaceX盘后跌约1.8% https://www.nashnova.com/zh/feed/special/semianalysis-openai-and-anthropic-are-claiming-nearly-30-percent-of-global-new-16872 nashnova zh-cn 2026-11-04T04:37:26.874Z SemiAnalysis:OpenAI与Anthropic正抢占全球三成新增算力 https://www.nashnova.com/zh/feed/special/indias-rbi-cracks-down-on-speculation-corporate-dollar-hedging-drops-to-eight-16871 nashnova zh-cn 2026-11-04T04:35:57.288Z 印度RBI打压投机,企业美元对冲降至八个月低点 https://www.nashnova.com/zh/feed/special/chinese-customers-order-6-million-nvidia-rtx-chips-only-1-percent-deliverable-16870 nashnova zh-cn 2026-11-04T03:37:06.226Z 中国客户订购600万片英伟达RTX芯片,四个月内仅能收到约1% https://www.nashnova.com/zh/feed/special/global-asset-management-giants-geopolitical-risks-have-reshaped-asset-allocation-16869 nashnova zh-cn 2026-11-04T03:35:55.228Z 全球资管巨头:地缘政治风险已重塑资产配置逻辑 https://www.nashnova.com/zh/feed/special/national-teams-single-day-net-etf-purchases-hit-76-7-billion-yuan-second-highest-16868 nashnova zh-cn 2026-11-04T03:21:16.621Z 国家队单日净买ETF767亿元创次高,多家公司跟进回购 https://www.nashnova.com/zh/feed/special/jpmorgan-maintains-overweight-ratings-on-sk-hynix-and-two-other-memory-16867 nashnova zh-cn 2026-11-04T03:12:46.158Z 摩根大通维持SK海力士等三家存储商增持评级 https://www.nashnova.com/zh/feed/special/amds-chip-deals-with-openai-and-meta-trigger-over-1-billion-in-non-cash-charges-16866 nashnova zh-cn 2026-11-04T02:41:19.425Z AMD与OpenAI、Meta芯片协议触发逾10亿美元非现金费用 https://www.nashnova.com/zh/feed/special/democrats-win-house-control-dollar-under-pressure-16865 nashnova zh-cn 2026-11-04T02:26:20.967Z 民主党赢得众议院控制权,美元承压 https://www.nashnova.com/zh/feed/special/huaweis-hubble-invests-in-22-optical-companies-building-full-ai-optical-16864 nashnova zh-cn 2026-11-04T02:13:17.252Z 华为哈勃入股22家光学企业 布局AI光通信全链条 https://www.nashnova.com/zh/feed/special/deepseek-plans-to-train-v5-model-using-huawei-ascend-950-chips-16863 nashnova zh-cn 2026-11-04T02:11:47.171Z DeepSeek拟用华为昇腾950训练V5模型 https://www.nashnova.com/zh/feed/special/democrats-win-midterm-elections-crypto-legislation-outlook-stalled-bitcoin-drops-16862 nashnova zh-cn 2026-11-04T02:10:28.569Z 民主党中期选举获胜,加密立法前景受阻,比特币跌1.2% https://www.nashnova.com/zh/feed/special/fsd-16861 nashnova zh-cn 2026-11-04T01:57:35.169Z 特斯拉被指在韩国误导销售FSD软件,韩国公平交易委员会已启动调查 https://www.nashnova.com/zh/feed/special/jic-jsr-1-3-16860 nashnova zh-cn 2026-11-04T01:56:21.411Z 日本国策基金JIC拟将JSR出售予三井化学,交易或超1.3万亿日元 https://www.nashnova.com/zh/feed/special/10-pmi-50-8-16859 nashnova zh-cn 2026-11-04T01:55:21.365Z 中国10月服务业PMI降至50.8 https://www.nashnova.com/zh/feed/special/10-4-16858 nashnova zh-cn 2026-11-04T01:26:13.955Z 民主党蓝潮预期推升美债,10年期收益率跌4个基点 https://www.nashnova.com/zh/feed/special/16857 nashnova zh-cn 2026-11-04T01:20:35.643Z 民主党早期计票领先,美股期货转跌 https://www.nashnova.com/zh/feed/special/2026-16856 nashnova zh-cn 2026-11-04T01:16:05.276Z 2026美国中期选举:奥索夫守住乔治亚,参院控制权悬而未决 https://www.nashnova.com/zh/feed/special/500-16855 nashnova zh-cn 2026-11-04T00:26:07.846Z 高盛:标普500六成成分股已陷入熊市 https://www.nashnova.com/zh/feed/special/fdpr-ai-16854 nashnova zh-cn 2026-11-04T00:18:20.528Z 台湾拟对齐美国FDPR规则堵截AI芯片转口漏洞 https://www.nashnova.com/zh/feed/special/35-16853 nashnova zh-cn 2026-11-04T00:16:56.887Z 英伟达投资联发科35亿美元可转债,或为其最大境外直投 https://www.nashnova.com/zh/feed/special/anthropic-4-percent-16852 nashnova zh-cn 2026-11-04T00:15:43.528Z Anthropic自研芯片设计工具,新思科技和铿腾电子单日跌逾4% https://www.nashnova.com/zh-hant/feed/special/blue-wave-hammers-trump-token-and-miner-to-ai-stocks-as-texas-data-center-16951 nashnova zh-tw 2026-11-04T19:19:56.571Z 藍波重擊Trump代幣與礦企轉型AI股,德州數據中心產能告急 https://www.nashnova.com/zh-hant/feed/special/intel-ceo-spends-nearly-10-million-on-share-purchases-yet-stock-still-falls-over-16950 nashnova zh-tw 2026-11-04T19:18:34.556Z 英特爾CEO斥資近千萬美元增持,股價仍跌逾3% https://www.nashnova.com/zh-hant/feed/special/global-central-banks-purchased-321-tonnes-of-gold-in-q3-hitting-highest-level-16949 nashnova zh-tw 2026-11-04T19:08:55.319Z 全球央行第三季購金321噸,創2024年底以來最高 https://www.nashnova.com/zh-hant/feed/special/democratic-victory-unlikely-to-ease-bond-market-pressure-u-s-treasury-yields-may-16948 nashnova zh-tw 2026-11-04T18:58:51.480Z 民主黨大勝難解債市壓力,美債收益率或升至5.5% https://www.nashnova.com/zh-hant/feed/special/democrats-sweep-congress-healthcare-sector-rallies-across-the-board-16947 nashnova zh-tw 2026-11-04T18:24:34.923Z 民主黨橫掃國會,醫療保健板塊全線反彈 https://www.nashnova.com/zh-hant/feed/special/meta-acquires-ai-coding-startup-conductor-16946 nashnova zh-tw 2026-11-04T18:23:29.049Z Meta收購AI程式設計初創公司Conductor https://www.nashnova.com/zh-hant/feed/special/citadel-securities-post-election-clarity-opens-a-clear-year-end-upside-path-for-16945 nashnova zh-tw 2026-11-04T18:10:22.039Z Citadel Securities:選舉落地後美股年末上行路徑清晰 https://www.nashnova.com/zh-hant/feed/special/wall-streets-offshore-renminbi-bond-issuance-nearly-triples-this-year-16944 nashnova zh-tw 2026-11-04T18:08:56.123Z 華爾街今年離岸人民幣債發行量近翻三倍 https://www.nashnova.com/zh-hant/feed/special/credit-markets-bet-on-data-center-slowdown-junk-bonds-weaken-while-hyperscale-16943 nashnova zh-tw 2026-11-04T17:39:52.308Z 信用市場押注數據中心放緩,垃圾債走弱超大規模雲廠商受益 https://www.nashnova.com/zh-hant/feed/special/magnificent-seven-add-nearly-600-billion-in-market-cap-in-single-post-election-16942 nashnova zh-tw 2026-11-04T17:34:03.595Z 科技七巨頭選後單日市值增近6000億美元 https://www.nashnova.com/zh-hant/feed/special/vance-publicly-breaks-with-trump-blames-iran-war-for-republican-electoral-defeat-16941 nashnova zh-tw 2026-11-04T17:08:57.183Z 萬斯與特朗普公開決裂,將共和黨慘敗歸咎於伊朗戰爭 https://www.nashnova.com/zh-hant/feed/special/retail-investors-triple-leverage-long-nasdaq-during-its-worst-month-leveraged-16940 nashnova zh-tw 2026-11-04T16:54:42.302Z 納指最差月散戶逆勢3倍做多,槓桿ETF單月吸金130億美元創紀錄 https://www.nashnova.com/zh-hant/feed/special/skyworks-issues-below-expectation-guidance-after-qorvo-acquisition-analysts-flag-16939 nashnova zh-tw 2026-11-04T16:53:19.674Z Skyworks收購Qorvo後指引低於預期,分析師警示安卓鏈疲軟 https://www.nashnova.com/zh-hant/feed/special/citi-downgrades-adobe-to-sell-warns-of-hard-reset-risk-to-fy2027-growth-16938 nashnova zh-tw 2026-11-04T15:49:10.400Z 花旗下調Adobe至賣出,警示2027財年增長面臨「硬重置」風險 https://www.nashnova.com/zh-hant/feed/special/u-s-diesel-inventories-fall-below-100-million-barrels-hitting-lowest-level-since-16937 nashnova zh-tw 2026-11-04T15:48:15.250Z 美國柴油庫存跌破1億桶,創2003年以來新低 https://www.nashnova.com/zh-hant/feed/special/democrats-score-big-in-midterms-as-commodity-traders-turn-cautious-16936 nashnova zh-tw 2026-11-04T15:38:43.955Z 中期選舉民主黨大勝,商品交易者轉向審慎 https://www.nashnova.com/zh-hant/feed/special/democrats-sweep-congress-u-s-solar-stocks-surge-across-the-board-jinkosolar-16935 nashnova zh-tw 2026-11-04T15:03:33.111Z 民主黨橫掃國會,美股光伏板塊集體大漲,晶科能源漲14% https://www.nashnova.com/zh-hant/feed/special/five-cicc-teams-interpret-the-midterm-elections-checks-and-balances-favor-16934 nashnova zh-tw 2026-11-04T15:00:15.655Z 中金五團隊解讀中期選舉:制衡利於情緒修復,AI回報仍是中期變量 https://www.nashnova.com/zh-hant/feed/special/u-s-and-eurozone-october-final-pmis-both-revised-lower-16933 nashnova zh-tw 2026-11-04T14:58:30.358Z 美國與歐元區10月PMI終值雙雙下修 https://www.nashnova.com/zh-hant/feed/special/democrats-take-over-congress-wall-street-faces-tighter-regulation-across-16932 nashnova zh-tw 2026-11-04T14:54:55.291Z 民主黨接管國會,華爾街多領域面臨監管收緊 https://www.nashnova.com/zh-hant/feed/special/big-techs-four-giants-spend-nearly-500-billion-in-capex-over-first-three-16931 nashnova zh-tw 2026-11-04T14:53:48.442Z 大科技四巨頭前三季度資本開支近5000億美元,股東回報大幅縮水 https://www.nashnova.com/zh-hant/feed/special/u-s-treasury-drops-at-least-wording-long-bond-cut-window-points-to-2027-16930 nashnova zh-tw 2026-11-04T14:26:23.074Z 美國財政部刪去「至少」,長債削減窗口指向2027年 https://www.nashnova.com/zh-hant/feed/special/democrats-hold-senate-strengthening-shield-for-fed-independence-16929 nashnova zh-tw 2026-11-04T14:24:51.109Z 民主黨控參議院,美聯儲獨立性獲更強屏障 https://www.nashnova.com/zh-hant/feed/special/apollo-global-controls-75-billion-in-ai-chips-surpassing-all-emerging-cloud-16928 nashnova zh-tw 2026-11-04T14:09:37.813Z 阿波羅全球掌控750億美元AI晶片 超越所有新興雲廠商 https://www.nashnova.com/zh-hant/feed/special/freeport-mcmoran-approves-4-5-billion-expansion-of-arizona-copper-mine-16927 nashnova zh-tw 2026-11-04T14:08:18.856Z 自由港麥克莫蘭批准45億美元擴建亞利桑那銅礦 https://www.nashnova.com/zh-hant/feed/special/u-s-september-trade-deficit-in-goods-and-services-narrows-to-105-billion-16926 nashnova zh-tw 2026-11-04T13:48:05.039Z 美國9月商品與服務貿易逆差收窄至1050億美元 https://www.nashnova.com/zh-hant/feed/special/spacex-signs-deal-with-qualcomm-to-co-build-u-s-5g-terrestrial-network-16925 nashnova zh-tw 2026-11-04T13:38:44.978Z SpaceX與高通簽協議,共建美國5G地面網路 https://www.nashnova.com/zh-hant/feed/special/u-s-october-adp-employment-rises-86k-slightly-above-expectations-16924 nashnova zh-tw 2026-11-04T13:23:32.283Z 美國10月ADP就業增8.6萬人,略超預期 https://www.nashnova.com/zh-hant/feed/special/china-accelerates-overseas-mining-m-and-a-acquisition-value-hits-highest-since-16923 nashnova zh-tw 2026-11-04T13:09:00.531Z 中國加速海外礦產併購,今年前三季度收購額創2018年來新高 https://www.nashnova.com/zh-hant/feed/special/us-pre-market-movers-trump-media-falls-11-percent-duolingo-surges-18-percent-16922 nashnova zh-tw 2026-11-04T12:59:49.764Z 美股盤前異動:特朗普媒體跌11%,Duolingo漲18% https://www.nashnova.com/zh-hant/feed/special/democrats-win-u-s-midterm-elections-european-bank-stocks-surge-over-4-percent-in-16921 nashnova zh-tw 2026-11-04T12:48:25.233Z 美國中期選舉民主黨獲勝,歐洲銀行股單日漲逾4% https://www.nashnova.com/zh-hant/feed/special/circle-q3-revenue-hits-865m-beating-expectations-usdc-transaction-volume-up-49-16920 nashnova zh-tw 2026-11-04T12:46:07.233Z Circle Q3營收8.65億美元超預期,USDC交易量同比增49% https://www.nashnova.com/zh-hant/feed/special/tencent-hunyuan-hy4-official-release-tested-hallucination-rate-drops-to-7-2-16919 nashnova zh-tw 2026-11-04T12:44:16.082Z 騰訊混元Hy4正式版實測:幻覺率降至7.2%,金融任務開源第一 https://www.nashnova.com/zh-hant/feed/special/swiss-lower-house-mulls-compromise-that-could-cut-ubs-capital-requirements-by-16-16918 nashnova zh-tw 2026-11-04T12:29:53.010Z 瑞士議會下院醞釀妥協方案,或削減瑞銀160億美元資本要求 https://www.nashnova.com/zh-hant/feed/special/european-defense-stocks-drop-over-4-percent-as-democratic-sweep-cools-u-s-16917 nashnova zh-tw 2026-11-04T12:28:38.035Z 歐洲防務股跌逾4%,民主黨橫掃令美國軍費擴張預期降溫 https://www.nashnova.com/zh-hant/feed/special/globalfoundries-q3-revenue-of-1-9b-beats-expectations-q4-guidance-midpoint-16916 nashnova zh-tw 2026-11-04T12:19:39.832Z 格芯Q3營收19億美元超預期,Q4指引中點達20億美元 https://www.nashnova.com/zh-hant/feed/special/datadog-q3-revenue-of-1-2b-beats-expectations-full-year-guidance-raised-16915 nashnova zh-tw 2026-11-04T12:18:34.948Z Datadog Q3營收12億美元超預期,上調全年指引 https://www.nashnova.com/zh-hant/feed/special/uber-q3-revenue-hits-14-8b-beating-expectations-gross-bookings-up-20-percent-16914 nashnova zh-tw 2026-11-04T12:08:44.161Z Uber Q3營收148億美元超預期,總訂單額增20% https://www.nashnova.com/zh-hant/feed/special/openai-acquires-developer-tool-startup-pierre-taking-aim-at-github-16913 nashnova zh-tw 2026-11-04T11:59:32.601Z OpenAI收購開發者工具初創公司Pierre,劍指GitHub https://www.nashnova.com/zh-hant/feed/special/nvidia-stock-rises-against-the-trend-as-data-center-regulatory-pressure-has-16912 nashnova zh-tw 2026-11-04T11:58:22.291Z 輝達股價逆勢上漲,數據中心監管壓力短期影響有限 https://www.nashnova.com/zh-hant/feed/special/pjm-grid-faces-surging-ai-data-center-demand-as-capacity-shortfalls-threaten-16911 nashnova zh-tw 2026-11-04T11:48:56.657Z PJM電網應對AI數據中心需求激增,容量缺口威脅冬季供電 https://www.nashnova.com/zh-hant/feed/special/anti-data-center-movement-gains-momentum-weighing-on-korean-chip-stocks-16910 nashnova zh-tw 2026-11-04T11:44:03.273Z 反數據中心勢力崛起,韓國晶片股承壓 https://www.nashnova.com/zh-hant/feed/special/major-global-central-banks-collectively-pause-rate-hikes-in-october-amid-16909 nashnova zh-tw 2026-11-04T11:35:56.586Z 全球主要央行10月集體暫停加息 通膨壓力仍存 https://www.nashnova.com/zh-hant/feed/special/goldman-sachs-ai-stocks-oversold-democratic-sweep-may-actually-accelerate-capex-16908 nashnova zh-tw 2026-11-04T11:26:29.921Z 高盛:AI股遭過度拋售,民主黨橫掃或反而加速資本支出 https://www.nashnova.com/zh-hant/feed/special/ymtc-ipo-suspended-listing-potentially-delayed-to-first-half-of-2027-16907 nashnova zh-tw 2026-11-04T11:21:41.579Z 長江存儲IPO暫停,上市或推遲至2027年上半年 https://www.nashnova.com/zh-hant/feed/special/occ-issues-first-ai-examination-guidelines-no-separate-risk-parameters-for-ai-16906 nashnova zh-tw 2026-11-04T11:20:38.971Z 美國貨幣監理署首發AI審查指引,不單獨設風險參數 https://www.nashnova.com/zh-hant/feed/special/fitch-revises-outlook-on-bnp-paribas-and-credit-agricole-to-negative-16905 nashnova zh-tw 2026-11-04T11:01:25.700Z 惠譽下調法巴、法國農業信貸展望至負面 https://www.nashnova.com/zh-hant/feed/special/microsofts-mass-buyout-packages-may-weaken-ai-talent-pipeline-16904 nashnova zh-tw 2026-11-04T10:53:22.257Z 微軟大規模買斷離職或削弱AI人才儲備 https://www.nashnova.com/zh-hant/feed/special/mitsubishi-corp-and-mitsui-and-co-both-raise-fy2026-profit-forecasts-to-record-16903 nashnova zh-tw 2026-11-04T10:52:05.896Z 三菱商事、三井物產雙雙上調FY2026利潤預期至歷史新高 https://www.nashnova.com/zh-hant/feed/special/hong-kong-legislative-council-passes-crypto-asset-reporting-framework-ordinance-16902 nashnova zh-tw 2026-11-04T10:51:03.537Z 香港立法會通過加密資產申報框架條例 2027年起實施 https://www.nashnova.com/zh-hant/feed/special/china-auto-sales-in-october-byd-leads-the-pack-exports-become-growth-engine-16901 nashnova zh-tw 2026-11-04T10:21:28.129Z 中國車企10月銷量:比亞迪領跑,出口成增長引擎 https://www.nashnova.com/zh-hant/feed/special/midterm-elections-deal-blow-to-trump-trade-partners-may-seize-opportunity-to-16900 nashnova zh-tw 2026-11-04T10:13:39.008Z 中期選舉重挫特朗普,貿易夥伴或借機抵制關稅壓力 https://www.nashnova.com/zh-hant/feed/special/amazons-2-billion-ohio-data-center-blocked-by-voter-referendum-16899 nashnova zh-tw 2026-11-04T10:12:17.470Z 亞馬遜俄亥俄20億美元數據中心遭選民投票封堵 https://www.nashnova.com/zh-hant/feed/special/eurozone-october-cpi-rises-to-4-percent-hitting-three-year-high-16898 nashnova zh-tw 2026-11-04T10:11:11.835Z 歐元區10月CPI升至4%,創三年新高 https://www.nashnova.com/zh-hant/feed/special/vix-drops-over-11-percent-to-18-72-as-post-midterm-election-panic-subsides-16897 nashnova zh-tw 2026-11-04T09:55:49.858Z VIX指數跌逾11%至18.72,中期選舉後恐慌情緒消退 https://www.nashnova.com/zh-hant/feed/special/google-announces-15-billion-expansion-of-malaysian-data-centers-16896 nashnova zh-tw 2026-11-04T09:20:43.130Z 谷歌宣布150億美元擴建馬來西亞數據中心 https://www.nashnova.com/zh-hant/feed/special/midterm-elections-settled-bargain-hunters-flock-to-u-s-tech-stocks-16895 nashnova zh-tw 2026-11-04T09:17:04.391Z 中期選舉落地,美股科技股逢低買盤湧現 https://www.nashnova.com/zh-hant/feed/special/frances-october-services-pmi-plunges-to-46-2-fastest-contraction-since-may-16894 nashnova zh-tw 2026-11-04T09:15:46.757Z 法國10月服務業PMI驟降至46.2,創5月來最快收縮 https://www.nashnova.com/zh-hant/feed/special/on-semiconductors-600m-acquisition-of-ferric-bets-on-integrated-voltage-16893 nashnova zh-tw 2026-11-04T09:11:07.637Z 安森美6億美元收購Ferric,押注AI處理器整合電壓調節 https://www.nashnova.com/zh-hant/feed/special/google-rolls-out-voluntary-buyout-program-to-employees-in-five-countries-16892 nashnova zh-tw 2026-11-04T09:05:46.167Z 谷歌向五國員工推出自願買斷計劃,AI與雲業務除外 https://www.nashnova.com/zh-hant/feed/special/hong-kong-stocks-closed-up-1-67-percent-on-november-4th-innovative-drugs-gold-16891 nashnova zh-tw 2026-11-04T08:51:30.857Z 港股11月4日收漲1.67% 創新藥、黃金、AI產業鏈領漲 https://www.nashnova.com/zh-hant/feed/special/pegatron-chairman-ai-crisis-fears-over-democratic-victory-are-overblown-16890 nashnova zh-tw 2026-11-04T08:48:05.742Z 和碩董事長:民主黨勝選引發AI危機論言過其實 https://www.nashnova.com/zh-hant/feed/special/global-chip-quarterly-sales-surpass-500-billion-for-the-first-time-16889 nashnova zh-tw 2026-11-04T08:46:55.742Z 全球晶片單季銷售額首破5000億美元 https://www.nashnova.com/zh-hant/feed/special/sino-biopharmaceutical-signs-7-billion-oncology-partnership-with-boehringer-16888 nashnova zh-tw 2026-11-04T08:45:53.899Z 中國生物製藥與勃林格殷格翰簽70億美元腫瘤合作協議 https://www.nashnova.com/zh-hant/feed/special/multiple-hedge-funds-warn-software-exposure-and-high-interest-rates-deliver-a-16887 nashnova zh-tw 2026-11-04T08:31:20.385Z 多家對沖基金警告:軟體敞口與高利率雙重夾擊私募信貸 https://www.nashnova.com/zh-hant/feed/special/gold-breaks-4-000-democrats-sweep-congress-ai-data-centers-face-policy-headwinds-16886 nashnova zh-tw 2026-11-04T08:06:13.773Z 黃金突破4000美元,民主黨橫掃國會,AI數據中心遭政策逆風 https://www.nashnova.com/zh-hant/feed/special/novo-nordisk-q3-profit-beats-expectations-raises-full-year-2026-guidance-16885 nashnova zh-tw 2026-11-04T06:50:29.112Z 諾和諾德Q3利潤超預期,上調2026年全年指引 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-cuts-target-prices-for-zhipu-and-minimax-post-ai-coding-demand-gap-16884 nashnova zh-tw 2026-11-04T06:49:05.258Z 摩根大通下調智譜、MiniMax目標價,AI編程後需求空檔期長於預期 https://www.nashnova.com/zh-hant/feed/special/tether-slightly-reduces-gold-holdings-in-q3-funds-potentially-shifting-toward-16883 nashnova zh-tw 2026-11-04T06:47:19.739Z Tether第三季小幅減持黃金,資金或轉向比特幣 https://www.nashnova.com/zh-hant/feed/special/u-s-midterm-election-results-and-iran-risks-drive-modest-oil-price-gains-16882 nashnova zh-tw 2026-11-04T06:46:01.200Z 美國中期選舉結果與伊朗風險推動油價小幅上漲 https://www.nashnova.com/zh-hant/feed/special/baidu-unveils-apollo-world-model-for-the-first-time-apollo-gos-end-to-end-system-16881 nashnova zh-tw 2026-11-04T05:53:00.140Z 百度首披Apollo World世界模型,蘿蔔快跑端到端已投入運營 https://www.nashnova.com/zh-hant/feed/special/eu-conditionally-approves-jd-coms-acquisition-of-ceconomy-with-10-year-16880 nashnova zh-tw 2026-11-04T05:51:17.916Z 歐盟附條件批准京東收購Ceconomy,承諾開放物流技術服務十年 https://www.nashnova.com/zh-hant/feed/special/texas-governorship-flips-to-democrats-ai-data-center-deals-take-major-hit-16879 nashnova zh-tw 2026-11-04T05:46:29.914Z 德克薩斯州長易主民主黨,AI數據中心交易遭重創 https://www.nashnova.com/zh-hant/feed/special/moscow-exchange-to-launch-bitcoin-and-usdt-trading-in-december-16878 nashnova zh-tw 2026-11-04T05:25:48.261Z 莫斯科交易所12月上線比特幣和USDT交易 https://www.nashnova.com/zh-hant/feed/special/spacex-builds-data-centers-at-worlds-fastest-pace-targeting-13gw-of-computing-16877 nashnova zh-tw 2026-11-04T05:13:23.423Z SpaceX數據中心建設速度全球最快,2027年目標算力達13GW https://www.nashnova.com/zh-hant/feed/special/qatarenergy-set-to-become-the-largest-buyer-of-u-s-lng-16876 nashnova zh-tw 2026-11-04T05:12:10.104Z 卡達能源將成美國LNG最大買家 https://www.nashnova.com/zh-hant/feed/special/oracle-cancels-7-billion-ai-chip-leasing-contract-with-tencent-16875 nashnova zh-tw 2026-11-04T05:10:56.480Z 甲骨文取消與騰訊70億美元AI晶片租賃合同 https://www.nashnova.com/zh-hant/feed/special/toyota-q2-operating-profit-expected-to-rise-18-percent-first-rebound-in-six-16874 nashnova zh-tw 2026-11-04T05:05:55.194Z 豐田Q2營業利潤料增18%,六季度來首次回升 https://www.nashnova.com/zh-hant/feed/special/blue-wave-hits-musk-linked-stocks-tesla-and-spacex-drop-1-8-percent-after-hours-16873 nashnova zh-tw 2026-11-04T04:50:54.203Z 藍潮衝擊馬斯克旗下股票,特斯拉、SpaceX盤後跌約1.8% https://www.nashnova.com/zh-hant/feed/special/semianalysis-openai-and-anthropic-are-claiming-nearly-30-percent-of-global-new-16872 nashnova zh-tw 2026-11-04T04:37:26.874Z SemiAnalysis:OpenAI與Anthropic正搶佔全球三成新增算力 https://www.nashnova.com/zh-hant/feed/special/indias-rbi-cracks-down-on-speculation-corporate-dollar-hedging-drops-to-eight-16871 nashnova zh-tw 2026-11-04T04:35:57.288Z 印度RBI打壓投機,企業美元對沖降至八個月低點 https://www.nashnova.com/zh-hant/feed/special/chinese-customers-order-6-million-nvidia-rtx-chips-only-1-percent-deliverable-16870 nashnova zh-tw 2026-11-04T03:37:06.226Z 中國客戶訂購600萬片輝達RTX晶片,四個月內僅能收到約1% https://www.nashnova.com/zh-hant/feed/special/global-asset-management-giants-geopolitical-risks-have-reshaped-asset-allocation-16869 nashnova zh-tw 2026-11-04T03:35:55.228Z 全球資管巨頭:地緣政治風險已重塑資產配置邏輯 https://www.nashnova.com/zh-hant/feed/special/national-teams-single-day-net-etf-purchases-hit-76-7-billion-yuan-second-highest-16868 nashnova zh-tw 2026-11-04T03:21:16.621Z 國家隊單日淨買ETF 767億元創次高,多家公司跟進回購 https://www.nashnova.com/zh-hant/feed/special/jpmorgan-maintains-overweight-ratings-on-sk-hynix-and-two-other-memory-16867 nashnova zh-tw 2026-11-04T03:12:46.158Z 摩根大通維持SK海力士等三家存儲商增持評級 https://www.nashnova.com/zh-hant/feed/special/amds-chip-deals-with-openai-and-meta-trigger-over-1-billion-in-non-cash-charges-16866 nashnova zh-tw 2026-11-04T02:41:19.425Z AMD與OpenAI、Meta晶片協議觸發逾10億美元非現金費用 https://www.nashnova.com/zh-hant/feed/special/democrats-win-house-control-dollar-under-pressure-16865 nashnova zh-tw 2026-11-04T02:26:20.967Z 民主黨贏得眾議院控制權,美元承壓 https://www.nashnova.com/zh-hant/feed/special/huaweis-hubble-invests-in-22-optical-companies-building-full-ai-optical-16864 nashnova zh-tw 2026-11-04T02:13:17.252Z 華為哈勃入股22家光學企業 佈局AI光通信全鏈條 https://www.nashnova.com/zh-hant/feed/special/deepseek-plans-to-train-v5-model-using-huawei-ascend-950-chips-16863 nashnova zh-tw 2026-11-04T02:11:47.171Z DeepSeek擬用華為昇騰950訓練V5模型 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